Employment Type : Full-Time
Our client is looking to employ a Paraplanner on a salary from 27,000 to 32,000 depending on experience. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with their Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and...
Employment Type : Full-Time
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. A working knowledge of pre and post retirement planning, investments and ta...
Employment Type : Full-Time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Paraplanner role is located for their Marlborough regional hub, one of 45 national offices. They a...
Employment Type : Full-Time
Position : Paraplanner Location : Horsham, West Sussex (up to 2 days per week working from home) Minimum Requirements : Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates) Salary/package : 30,000- 45,000 (depending on experience) 22 days' annual leave (rising to 25) pension study support DIS various other benefits YOUR NEW COMPANY Our client is a well-e...
Employment Type : Full-Time
A major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the 500k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered. Package You will receive excellent salary ( 30k- 45k) executive benefits and earnings. The company A leading regional IFA practice in Altrincham Role Undertaking ...
Employment Type : Full-Time
NJR are proud to be partnered with a marketing leading Financial Planning firm based in Edgabston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice. Our client want to appoint an experienced Paraplanner to join their well-established team. The successful candidate will support the advisers and help deliver quality advice to clients. Diploma Qual...
Employment Type : Full-Time
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As our client's company continues to grow, a requirement has arisen for a Paraplanner to join its rapidly expanding administration team. The Paraplanner's main purpose is to provide technical support to...
Employment Type : Full-Time
Eventus Recruitment are seeking a Paraplanner to join a successful IFA business based in Stockport, Cheshire. This is a great opportunity to join a thriving well-established company. You will benefit from 25 days holiday plus bank holidays, annual year end bonus, free parking and a great pension plan. Role Responsibilities The incoming Paraplanner will have previous experience in a technical Paraplanning role. Responsibilities include: Accuratel...
Employment Type : Full-Time
We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Elgin. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net wort...
Employment Type : Full-Time
My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning. Due to a 5-year growth plan for the business we are now seeking an additional Paraplanner to join an existing team of back office staff, in supporting the Financial Advisers of the business. As a Parapl...