Employment Type : Full-Time
Join a reputable Independent Financial Advice firm with over 25 years of history in Uxbridge. Our client offers comprehensive financial services, including Pensions, Investments, Tax Planning, IHT, Mortgages, and some Protections to high-net-worth clients in London and the surrounding areas. Their services also include Wills, Trusts, and Estate planning to support inter-generational wealth management. The firm serves clients with investable asse...
Employment Type : Full-Time
Provide clients with a route to an advisor With offices in Uxbridge, my client is a reputable independent financial advice company. They provide rich clients in the London and home counties area with comprehensive market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections. To assist their clients with their intergenerational planning, they also provide estate work, wills, and trusts. They have been providing fi...
Employment Type : Full-Time
My client is multi award winning IFA with offices based in London and Weybridge. A new role has arisen for an experienced Paraplanner who has gained experience within Wealth Management and looking for a new and exciting challenge based out of offices in Weybridge. Hybrid working pattern available, with 2 days in office and 3 days remotely. The role will be supporting a Top Billing Advisers in the Company where you will be working closely with th...
Employment Type : Full-Time
Paraplanner, Surrey Office based 50k salary ( quarterly bonus) If you are an experienced paraplanner who is looking for a competitive salary and to work with an independent firm, then this may be for you. This business is going through a period of growth and as such, they are looking for an experienced paraplanner to join the team. You'll be doing technical work, earning a competitive package and if it's of interest, there is certainly a route i...
Employment Type : Full-Time
Paraplanner - Leading Wealth Management Firm | Liverpool | Hybrid | 45,000 - 50,000 Bonus & Benefits Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Liverpool-based team. The Role This is an exciting opportunity to join a market-leading financial planning organisation as a Par...
Employment Type : Full-Time
Paraplanner - Leading Wealth Management Firm | Knutsford | Hybrid | 45,000 - 50,000 Bonus & Benefits Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Knutsford-based team. The Role This is an exciting opportunity to join a market-leading financial planning organisation as a Par...
Employment Type : Full-Time
Paraplanner - Leading Wealth Management Firm | Manchester | Hybrid | 45,000 - 50,000 Bonus & Benefits Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Manchester-based team. The Role This is an exciting opportunity to join a market-leading financial planning organisation as a P...
Employment Type : Full-Time
Technical Paraplanner, Bedfordshire (hybrid). 40k- 50k plus benefits and annual bonus. Excellent opportunity has arisen within an Independent Firm who provide whole-of-market, holistic advice to Mid-HNW clients. They are looking for an experienced client facing Paraplanner to work for 1 of their Senior Advisers, supporting them with their client portfolio and working closely with other Paraplanners and Administrators in providing a highly effect...
Employment Type : Full-Time
James Phillip are currently recruiting for a modern Chartered Wealth Management company who through organic growth are looking to recruit a Senior/Chartered Paraplanner to work directly for the MD. My client describes it as a great working environment, relaxed with some great attractions. Hybrid working arrangement when the MD is not in the office along with some travel to their office in Hereford. This is an ideal opportunity for someone who is...
Employment Type : Full-Time
James Phillip are currently recruiting for a modern Chartered Wealth Management company who through organic growth are looking to recruit a Paraplanner into their existing team. My client describes it as a great working environment, relaxed with some great attractions. Hybrid working arrangement, three days in the office. This is an ideal opportunity for someone who is looking to play an integral part of a well-respected practice that recognises...