Employment Type : Full-Time
Role: Senior Paraplanner Position Overview As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients. You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value. Key Responsibilities As a member of the p...
Employment Type : Full-Time
Join Our Clients Team as an Experienced Paraplanner in Edinburgh! Are you an experienced Paraplanner with a passion for holistic financial planning? Ourt client is a leading provider of independent financial advice, committed to putting clients first. They pride themselves on offering an environment where you can grow at your own pace and direction, unconstrained by industry conventions. Who They’re Looking For: A Paraplanner with 3 years...
Employment Type : Full-Time
Job Title: Senior Paraplanner - Full Time Location: Chesterfield Salary: 40,000 - 50,000, depending on experience Geographical Coverage: Clients across the UK Workplace: Hybrid home/office working Reference Number: 9641 Role Overview We are seeking an experienced Senior Paraplanner to join our team and play a pivotal role in supporting our financial advisers by delivering high-quality financial planning services to clients nationwide. This posit...
Employment Type : Full-Time
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of ...
Employment Type : Full-Time
Job Title : Senior Paraplanner Location: North London and Hybrid Working (2 days from home) Contract : Full time Package : Up to 60,000 salary with good benefits Are you a paraplanner with a passion for working with financial planners? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you! The firm They are an award-winning financial services firm based in North West...
Employment Type : Full-Time
Job Title : Senior Paraplanner Location: North London and Hybrid Working (2 days from home) Contract : Full time Package : Up to 70,000 salary with good benefits Are you a paraplanner with a passion for working with financial planners? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you! The firm They are an award-winning financial services firm based in North West...
Employment Type : Full-Time
Senior Paraplanner, Woking Office based, can be flexible Up to 50,000 (plus bonus) This opportunity is best suited for experienced paraplanners with at least 3 years of technical experience in an IFA or wealth management setting. If you’re someone who thrives in complex financial planning cases, enjoys working closely with advisers, and wants to be part of a growing and respected team, this role offers a rewarding next step. With a salary of up ...
Employment Type : Full-Time
Our client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of London. The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser and the rest of the Administration team. Areas of responsibility: Preparing and maintaining the client file Check all compliance paperwork is prese...
Employment Type : Full-Time
Are you a Paraplanner in Harrogate looking to join one of the leading firms in the UK? We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond. If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you! What you’l...
Employment Type : Full-Time
Are you a Paraplanner in Bristol looking to join one of the leading firms in the UK? We are very excited to announce an incredible opportunity for a paraplanner to our clients amazing Paraplanning team. A forward-thinking firm, who are making some amazing steps forward in the profession within the UK and beyond. If you are an experienced Paraplanning professional with a passion for financial planning, we would love to hear from you! What you’ll ...