Employment Type : Full-Time
Chartered Wealth management firm, flexible working! Are you ready to elevate your career and work with some of the most prestigious UHNW clients in the Wealth Management sector? This is your chance to join a highly successful, well-established Independent Wealth Management firm with an impeccable reputation in the industry. If you're a diploma-qualified, chartered paraplanner (or working towards it) with a passion for providing high-level suppor...
Employment Type : Full-Time
Paraplanner Leicester - hybrid option available, 1 day per week at home (our Ref AL1349) Salary 32,000 - 41,000 dep on exp generous benefits My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Paraplanner to join their Leicester based team. PARAPLANNING ROLE SUMMARY The purpose of the role is to provide tech...
Employment Type : Full-Time
Paraplanner - Top National Financial Planners - Manchester (Hybrid, 2 days per week in office minimum) up to 55,000 Bonus Benefits (Potentially negotiable) We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working alongside oneof their most senior Partners and their UHNW client book. As a leading employer in the Financial Planning market, this company recognise the imp...
Employment Type : Full-Time
This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners. As a Paraplanner, you will be focused on providing technical support including: Preparing and writing suitability letters and reports Co...
Employment Type : Full-Time
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include: Preparing and maintaining client...
Employment Type : Full-Time
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include: Preparing and maintaining client...
Employment Type : Full-Time
A fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support. Ideally, they are looking for a paraplanner - but are also open to a junior dependent on ability and current experience - someone who has :- Recent IFA paraplanning experience or for a junior, with strong financial services administration experience Level 4 qualified or evi...
Employment Type : Full-Time
Trainee Paraplanner - Nottingham - Up to 40,000 Our partner who has a strong presence in Nottinghamshire are looking for an trainee Paraplanner to help provide technical support for a director based in Ipswich. Within the role there would be technical work involved such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management. What’s needed from you? Previous Experience ...
Employment Type : Full-Time
Trainee Paraplanner - Ipswich - Up to 35,000 Our partner who has a strong presence in East Anglia (offices in both Norwich and Ipswich) are looking for an trainee Paraplanner to help provide technical support for a director based in Ipswich. Within the role there would be technical work involved such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management. What’s needed...
Employment Type : Full-Time
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over 100m of FuM. They...