Employment Type : Full-Time
Location: Saffron Walden Salary: c 45,000 Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries As a paraplanner you would: Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise re...
Employment Type : Full-Time
Technical Paraplanner / Trainee Financial Planner A well-regarded Wealth Management business is seeking a Technical Paraplanner with the potential to transition into an advisory role within 12 months to two years. The position offers complete flexibility, with options to be based in Croydon, Newbury, or fully remote. About the Opportunity The firm has recently acquired a new business, resulting in a large influx of leads from GPP schemes. These ...
Employment Type : Full-Time
This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and produce reports in line with the agreed areas of advice. You will be involved in client management and the advice process and you will receive first...
Employment Type : Full-Time
Trainee Paraplanner (Financial Services) 27,000 - 35,000 DOE Pay and Role Progression Qualification Support and Training Private Medical Insurance Performance Based Bonus Penrith Are you looking to advance your career in finance and become a qualified paraplanner or financial advisor? This well-established company offers a wealth of financial expertise in investment planning, retirement planning, and inheritance tax planning. With a growing team...
Employment Type : Full-Time
Kick Start Your Career in 2025 & Join Our Clients Dynamic Team in Edinburgh as a Paraplanner! Are you passionate about financial planning and ready to take the next step in your career? Look no further! Our clients dynamic Paraplanning team in Edinburgh is seeking a motivated Trainee Paraplanner or experienced Paraplanner. How You’ll Make an Impact: You’ll provide essential technical support to our advisers, ensuring they deliver...
Employment Type : Full-Time
Kick Start Your Career in 2025 & Join Our Clients Dynamic Team in Edinburgh as a Paraplanner! Are you passionate about financial planning and ready to take the next step in your career? Look no further! Our clients dynamic Paraplanning team in Edinburgh is seeking a motivated Trainee Paraplanner or experienced Paraplanner. How You’ll Make an Impact: You’ll provide essential technical support to our advisers, ensuring they deliver maxi...
Employment Type : Full-Time
Technical Paraplanner / Trainee Financial Planner A well-regarded Wealth Management business is seeking a Technical Paraplanner with the potential to transition into an advisory role within 12 months to two years. The position offers complete flexibility, with options to be based in Croydon, Newbury, or fully remote. About the Opportunity The firm has recently acquired a new business, resulting in a large influx of leads from GPP schemes. These ...
Employment Type : Full-Time
Our client is currently recruiting for several Trainee Paraplanners to join their National Paraplanning Team on a full-time, permanent basis. These roles are available as: Hybrid, Remote and Office based to suit the individual's needs. THE ROLE: Our Clients Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required. As a Paraplanner, you will work as pa...
Employment Type : Full-Time
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. . As our Paraplanner you will ...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in Ipswich who are looking to recruit a Paraplanner who is looking to move into Financial Advice within a year due to an IFA retiring. The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution. They work with individuals, bu...