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My Client, a Global Consulting Leader are looking for a talented Paraplanner to be based in their London office to support their Personal Financial Planning (PFP) consultants. Key responsibilities include: • To be the link between Consultants, Research, and Administration • To enhance the transformation of research into client facing solutions • Analysis of client portfolios providing recommendations to co...
Ref: 1480 Job Title Junior Paraplanner Location Kent Salary £25,000 (Neg) Opportunity: Great opportunity to join a solid and well established wealth management practice. Environment: Working in the financial planning team part of a larger group consisting of a corporate consultancy and investment management division. Responsibilities: Supporting a...
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Fantastic opening within probably the leading IFA firm in the South West where you will most certainly gain the recognition you deserve - and see for yourself why the only roles are new roles. Why work for one of the rest when you can work for one of the best As a paraplanner your key role and responsibilities will be; • Working closely with a team of IFAs throughout the advice process to provide outstanding le...
A wealth management company with over 25 years in business is looking to expand its team and take on a graduate to join their very successful proposition. The company takes pride in its independence, investment process and innovative systems and have exciting plans for the future. Their investment process allows individuals, pension funds and trustees to invest with confidence with a clear idea of their target return and the level of risk i...
Our client is a leading IFA firm located near Blackburn in Lancashire. A fantastic opportunity has arisen for a recent graduate to join their rapidly expanding team as a Trainee Paraplanner. This opportunity will enable you to be fully compensated and provided with study support sponsored through the Diploma and Advanced Diploma in Financial Planning qualifications. Main Duties of the Role: <l...
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