Our client is a high profile, forward thinking organisation, in Cheshire, who are the forefront of Independent Financial Advice. The Financial Advisers are supported by committed administration and Paraplanning teams with the latest technology and market leading software. As a result of company expansion, our client is seeking to recruit a qualified and experienced Paraplanner, who has experience of carrying out research, prod...
This highly professional and successful Independent Financial Advisory practice seeks to recruit a skilled and experienced Paraplanner to join their team in Central London. The role involves providing dedicated support to a Senior Consultant providing fee based holistic wealth management services to HNW clients. Responsibilities will include conducting in depth research and producing bespoke client reports. You will ensure that the...
Do you have a background in paraplanning? Are you Diploma qualified or working towards the qualification? if so we could have the role for you My Wolverhampton based client is looking for a Report Writer/Paraplanner to join their expanding team on a permanent full time basis paying £26,000 The role will involve: - - Preparing recommendation letters and suitability reports on behalf of the financial advisers<br /...
Organisation specialising in niche market area of personal injury and clinical negligence litigation, looking for an experienced Paraplanner, to join an existing team supporting senior adviser, providing expert financial advice encompassing, but not limited to, periodical payments, personal injury trusts and bespoke investment planning. Duties within the role include preparing financial planning and investment reports and trust deeds, condu...
Organisation Description My client - A leading IFA company based in central Wolverhampton are looking for an experienced Paraplanner to join their successful team. This is a fantastic opportunity for the right individual to establish themselves with a true market leader who in turn are offering an excellent starting basic salary plus benefits along with genuine career progression. <s...
Our client a highly regarded and well known Wealth Manager in Cheltenham is seeking to add additional technical resource to their small busy team by recruiting a Part-Time Paraplanner. In this role you will provide support for a senior Director facilitating the smooth processing of new and existing business and the preparation of reports and documentation including report writing. This team concentrates predominantly in the retirement...
Paraplanner Location: Somerset Salary: £20,000 - £25,000 Our client is currently looking for an experienced Paraplanner to join their established team. Our client is a full service firm working within the professional markets and are able to cross sell their services across a number of revenue streams. The successful candidate will be working with a number of IFA’s with the support of an Administra...
Our client is a high profile, forward thinking organisation, in Warrington, who are the forefront of Independent Financial Advice. The Financial Advisers are supported by committed administration and Paraplanning teams with the latest technology and market leading software. As a result of company expansion, our client is seeking to recruit a qualified and experienced Paraplanner, who has experience of carrying out research, pro...
Organisation Description Our client, a well-established Chartered Accountants with a rapidly expanding Financial Services arm, is seeking an experienced Paraplanner to join their well established team in Taunton. Job Description KEY RESPONSIBILITIES - Prepare and maintain client files • Collect quantitative detailed information requi...
An established and reconsigned wealth manager now requires a paraplanner to join the team. This role is key within the financial planning team seeing you working closely with the IFA's and compliance department. The right individual will be suitably qualified, preferably to diploma level and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compliant ...
Our client, a successful, prestigious and well established chartered IFA practice is seeking a professional and intelligent individual to join their team. You will be a Career Paraplanner with a strong desire to advance your career in terms of responsibility, skills and qualifications. You must have a great technical knowledge of pensions and investments, be progressing or have obtained Diploma status and have first ...
We are currently working with a leading Wealth Management business on an exclusive basis to recruit a Technical Paraplanner to join the London Head Office. This Wealth Management business are very well respected and form part of a larger Investment Management organisation. This role will be working on a one to one basis with one of the businesses leading Advisers, therefore experience within a similar role is a must. You should...
A long established and highly successful, National Financial Planning organisation are now seeking an experienced Paraplanner to provide assistance to their Senior Consultants in providing holistic advice to HNW clients. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered - candidates must be comfortable dealing with a level of client interaction. You mus...
88 jobs matching this search were posted in the last week
We are looking for a Trainee Paraplanner to join an Investment Management company in Hertfordshire. This role will provide analytical and operational support to a company Director. Main Duties: • Answering the telephone, helping with 'own’ client bank queries, passing calls on / taking messages for non-client bank queries if they cannot be easily resolved over the phone. • Follow-u...
Our client, a well established and leading IFA group currently require a Paraplanning Assistant with Investment Product research experience to join their growing team. Candidates will be required to: - Research products provide appropriate recommendations to IFA’s in all areas of financial planning ( particularly investments). - Prepare reports and letters providing advice - Maintain client information ...
My client based in Norwich are currently in the process of recruiting for a Senior Paraplanner to join there team. To be considered for this role you will have atleast 2 years experience in a simular role Task Duties to undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial servi...
Our clients, based on the outskirts of Taunton and operating within the highly regulated Financial Services sector are a small, independent and well established company with a reputation for quality and personal service. They are presently seeking to recruit a Para planner to join their existing team. Suitable candidates must possess a minimum of two years experience within a financial services environment, either currently working i...
We have numerous opportunities in London, Surrey, Berkshire, Hampshire, etc for experienced Paraplanners to join respectable IFAs. Ideally you will need to have achieved your diploma or be well on the way to achieving it. Competitive salaries and benefits are on offer. Please email your CV or call to discuss in confidence. If you would like to apply for this vacancy, please contact Jackie ...
An exciting opportunity has arisen for a Paraplanner to join an established Wealth Management company based in Hampshire. This role would suit an experienced qualified Paraplanner who is looking to join a group where you could develop into an Adviser. The role will sit within the team of professional advisors who provide a wide variety of financial planning products and advice from wealth creation to asset protection for both h...
My client is looking to recruit an experienced part time Paraplanner for 2 or 3 days a week but may go for a full time. You need to be technical and have good attention to detail and experience of tax planning (eg. IHT, pensions, investments). Salary negotiable for the right candidate - Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexu...
Financial Services Office Manager, Harrogate In order to apply for this position candidates MUST have FINANCIAL SERVICES MANAGEMENT EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Please note that this is a 10 Month Contract position only. This role would be suited to any of the following; Finan...
A 1st class part time paraplanner role has come available within a leading national IFA practice. Our client currently requires a Paraplanner to join their growing team working 2 or 3 days per week to suit the candidate. Candidates will be required to: Research products provide appropriate recommendations to IFA’s in all areas of financial planning. Prepare reports and letters provi...
A well established Independent Financial Advisors near Fleet, Hampshire is seeking a Paraplanner. The role will involve supporting advisors who deals with Life, Pensions and Investment on behalf HNW clients. You will provide proactive sales support, assisting with client letters / proposals, running reports and research documentation. The ideal candidate will have: Diploma Qualified or studying for diploma 3 year...
Our client is a boutique IFA practice based in North London who provide a holistic financial planning service to a loyal base of HNW private and institutional clients. Due to an increase in productivity, there is a requirement for an experienced Paraplanner to join the team, initially on a part-time basis, to support the Director of the business with report writing, research and general administrative duties. The ideal candidate will b...
My client, a leading IFA practice in the UK who offers impartial independent advice to private and corporate clients has an exciting opportunity for a knowledgeable Diploma qualified Paraplanner to join a growing and well regarded company. Within this role, the Individual will be responsible for providing efficient professional support to IFA's working within the private and corporate market. More specifically, this role will focus on...
