Employment Type : Full-Time
Calling all Paraplanners in and around the South Yorkshire area... We are working with one of the UK's fastest growing IFA businesses - due to that growth they require a further Paraplanner to join their South Yorkshire office.?? You will work closely with Advisers and provide crucial support and client care such as: Conducting research Producing illustrations Report writing Producing analysis of products and panels Working within best advice pr...
Employment Type : Full-Time
An opportunity has become available for a Paraplanner in the Horsham area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has strong experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will incl...
Employment Type : Full-Time
Are you a Paraplanner looking to advance into an Independent Financial Adviser role with provided leads and exam funding? Our Norwich-based clients seek a dedicated Paraplanner to join their independent firm, which prides itself on delivering exceptional client service. The company offers a flexible, rewarding environment and values hard work. The ideal candidate will be Level 4 qualified and highly motivated to progress and succeed as an Indepe...
Employment Type : Full-Time
Paraplanner, Edgbaston Hybrid - 2 days at home after probation Up to 45,000, potentially higher This Paraplanner role is best suited to a Level 4 Diploma qualified paraplanner, who wants to be part of a close-knit team. In addition to a good salary, the business will provide exam support all the way to Chartered, and over time are happy to develop you into a financial adviser. The business This business is a successful chartered firm that has a ...
Employment Type : Full-Time
Paraplanner - Cambridge - Up to 50,000 The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity ...
Employment Type : Full-Time
We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. The role is available on a hybrid working basis, therefore can offer remote working for part of the week Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate would ideally be Level 4 Diploma quali...
Employment Type : Full-Time
Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: ...
Employment Type : Full-Time
Paraplanner Leicester Salary up to 35,000 Hybrid working (2 days in the office) Fully funded staff events We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands and other key locations. The successful candidate will be working alongside an experienced team of Paraplanners to create bespoke Technical Suitability reports to their extensive Client base. You will be workin...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office. This role offers hybrid working. Role The role will report to the Head of Paraplanning, and the key areas of the role are as follows: Analyse client information and existing investments/plans Tax calculations (IHT/CGT/bonds etc) Construct appropriate solutions for clients i...
Employment Type : Full-Time
Our client is looking for a talented Paraplanner to join their team based in Wolverhampton. They offer a competitive salary and hybrid working. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. Provide research a...