Similar jobs

We’re currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector who are seeking to recruit Paraplanning Manager. Company: A prominent London-based fintech firm, recognised as a leader...

What the Hiring Manager Says The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Adviser Support Centre is made up of individuals covering a wide range of experience across a wide...

We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team. You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas such...

The Opportunity: The Paraplanning team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you...

We’re currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector Company: A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and...

Position : Independent Financial Advisor (hybrid role) Location: Epsom, Surrey Minimum Requirements : 2 years experience as an IFA Level 4 qualified Ideally hold CAS status Strong business development skills AF3 or AF8 qualification preferred Voyant experience...

Position : IFA Administrator Location : Caterham, Surrey Minimum Requirements : 2 years IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package : Up to 32,000 YOUR NEW COMPANY Our client is a Top...

plus career opportunity and 2 days in the office This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in the City of London, you will gain exposure to HNW technical cases working...

My client is a dynamic and trusted leader in wealth management who due to continued growth, are looking for a diploma qualified, experienced Associate paraplanner support to join their dynamic team. You will work alongside a top billing Adviser to support...

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such...

A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team. The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as...

Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors. Currently, our client is in search...

This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients. You will be working closely with the Principal Financial Advisor, acting...

plus career opportunity and 2 days in the office This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in their Weybridge offices, you will gain exposure to HNW technical cases...