Our clients are based in the West end and are a small Niche HNW IFA with large HNW private client base. An opportunity has arisen for a paraplanner to join the existing support team. The role will be to provide full technical support to the director of the business and work along side the existing junior support staff. You will be expected to be able to work directly from client fact finds and provide recommendations, full product research and ...
Are you a proven Paraplanner looking to work for a well established and renowned IFA practice in Hertfordshire? Well this is an excellent opportunity for you. In this role you will be directly supporting an IFA, who has his own client bank, with a number of duties, including analysing data and using research tools to provide solutions to meet client needs and objectives; writing your recommendations via suitability letters, client s...
Paraplanner Location: Cheshire Salary: £25,000 - £40,000 We are currently representing a Chartered practice in Cheshire that is looking for a high quality paraplanner to join their established Independent Financial Planning practice Level of experience is negotiable as long as the candidate is near to the Financial Planning diploma and has the driv...
Paraplanner Salary up to £30,000, other benefits include 31 days annual leave. My client is a family run and owned business based in Nottingham. A well established professional practice that provides advice to both private and corporate clients on a fee basis. They are looking to appoint a paraplanner with experience of dealing with protection and investments but also have a very strong background in pensions. Ide...
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...
Paraplanner Financial Services Cardiff Circa £18,000 per annum My client in Cardiff city centre currently has a vacancy for an experienced Paraplanner. Candidates must have a working knowledge of pensions, investments, protection and mortgages. Candidates should also have previous experience of providing full support to an Independen...
This leading Wealth Management practice is looking to recruit a positive and proactive Paraplanner to provide dedicated support to their employee benefits and commercial financial planning division. Your role will focus on providing in depth research, analysis and report writing in order to provide innovative holistic solutions to commercial clients. You will be involved with clients from the outset of the process and have regular...
Sandringham Wood is delighted to be recruiting for an experienced part-time Senior Administrator /Paraplanner for a successful member of Openwork Network who specialises in Mortgage & Protection advice, based in Caversham. Working closely with the business owner you will assist in pre-sale administration and produce mortgage & protection suitability reports/letters. You will assist productivity within the business...
This well-established and highly successful IFA business based in Essex is now seeking an experienced Paraplanner to provide assistance to their senior consultant in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered (free-form report writing). Due to the Clients specific ...
Organisation Description A multisite national wealth management organisation is looking to employ a diploma qualifed Paraplanner to work at their Manchester office. Supporting two advisers, this role is as exciting as it is challenging as it calls for a top quality Paraplanner. Salary on offer is £30,000 - £34,000 for this top performing Paraplanner. This is flexible depending on experience and expertise. ...
Well established IFA practice based in Manchester require an experienced Paraplanner. This will involve working closely with one Director. The ideal candidate will be Chartered status. The role will include a substantial amount of client interaction and will involve research and report writing. A very attractive salary is on offer for the right candidate. ...
Reports to: Partner Purpose of role: To provide extensive technical support to the financial planners Accountabilities: Manage the planning workflow Receive and implement requests from planners Gather and record client data Prepare reports to a professional and timely standard Provide information for annual reviews and identify areas not covered Communica...
Reports to: Partner Purpose of role: To provide extensive technical support to the financial planners Accountabilities: Manage the planning workflow Receive and implement requests from planners Gather and record client data Prepare reports to a professional and timely standard Provide information for annual reviews and identify areas not covered Communica...
90 jobs matching this search were posted in the last week
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 b...
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 /...
A great opportunity has arisen within this IFA practice for an Experienced paraplanner to join the team. You will be working alongside one of the leading advisers and providing support. You will need to have experience within a paraplanning role and hold Diploma or be close to obtaining this. Salary + Discretionary bonus + Pension Contribution are on offer ...
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...
Our client is an established South Norfolk based Independent Financial Advisor offering expert advice across all financial areas including Pensions, SIPPS, Savings, Investments, Protection Plans and Trust Planning. The company has asked Badger Associates to identify an experienced Technical Administrator to join their expanding and successful team. As a Technical Administrator supporting the Financial Advisers within the growing team...
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...
Our client is an established South Norfolk based Independent Financial Advisor offering expert advice across all financial areas including Pensions, SIPPS, Savings, Investments, Protection Plans and Trust Planning. The company has asked Badger Associates to identify an experienced Technical Administrator to join their expanding and successful team. As a Technical Administrator supporting the Financial Advisers within the growing team...
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...
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...
