Employment Type : Full-Time
Paraplanner Ideally qualified to Level 4 Diploma or very close to receiving qualification. Qualification is not essential if you have extensive years of experience and knowledge is evident. Full time – Office based Position. Based in Beckenham, BR3 Essential skills required: The ability to produce comprehensive, accurate and clear Suitability Reports, to write reports on a wide variety of topics including Pensions, Investments, Inheritance tax, ...
Employment Type : Full-Time
About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to. As part of this Titan is also an active acquirer of UK based asset managers and other ...
Employment Type : Full-Time
Technical Administrator / Paraplanner Location : Royal Wootton Bassett Salary: Up to 40,000 depending on qualifications and experience excellent benefits Hours: Full time, office based Working as part of the Paraplanning team at a highly successful and award winning SJP Partner Practice An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Partner Pract...
Employment Type : Full-Time
Technical Administrator / Paraplanner Location: Coventry (CV3) Hours: Full time, Hybrid working is an option Salary: 30,000 to 40,000 Bonus, dependent on experience Working as part of an Appointed Representative of St. James’s Place Plc. The Practice is well established and highly successful. An excellent opportunity has arisen for a professional and experienced Technical Administrator or Paraplanner to work within a highly successful St. James’...
Employment Type : Full-Time
Technical Administrator / Paraplanner Location: Market Bosworth Hours: Full time, Hybrid working is an option Salary: 30,000 to 40,000 Bonus, dependent on experience Working as part of an Appointed Representative of St. James’s Place Plc. The Practice is well established and highly successful. An excellent opportunity has arisen for a professional and experienced Technical Administrator or Paraplanner to work within a highly successful St. James...
Employment Type : Full-Time
Our clients are a highly successful Asset Management firm based in Sevenoaks who require a technical Paraplanner to join the team. Ideally you will be client facing. The role is a hybrid role also involves File checking, Compliance tasks and supporting 2 Managing Directors Going from strength to strength you will be joining a brilliant small team. They provide independent financial advice, planning and guidance to individuals, as well as support...
Employment Type : Full-Time
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High-Net-Worth individuals and businesses. A rare and exciting opportunity is now available for a Senior Technical Administrator to join a growing Firm who with a strong reputation in the market. The successful candidate will be required to provide technical support and report writing services to advisers in accordance with compliance proce...
Employment Type : Full-Time
Technical Paraplanner, Sussex (hybrid). Up to 45k plus benefits and annual bonus. Excellent opportunity has arisen within an Independent Chartered Firm who provide whole-of-market, holistic advice to 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 effec...
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
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their Financial Planners as a Technical Analyst. Job summary You will wok as part of my clients support team, integrating with Financial Planners and Administrators to provide clients with a welcoming, efficient, professional and effective client service, with a high focus on q...