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                      Paraplanner jobs in the Accounting & Finance category

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                      Technical Paraplanner Sutton Coldfield Salary up to £40,000 Our client are an independent firm of wealth managers who use cash flow planning for their ultra high net worth client bank that has been developed in the last 30 years of business. With 8 financial planners and 6 administrators, they now seek a technical paraplanner to join the business and work alongside the 2 managing directors of the ...
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                      Paraplanner - Warwickshire Salary £25,000 - £35,000 My client are a niche firm of financial planners offering tailored financial planning advice to UHNW clients in and around the Warwickshire and Worcestershire region. Due to an internal promotion and opportunity has arisen for a career Paraplanner to join the business and work alongside the Director and Owner of the business carrying out in depth...
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                      Paraplanner - Warwickshire Salary £25,000 - £35,000 My client are a niche firm of financial planners offering tailored financial planning advice to UHNW clients in and around the Warwickshire and Worcestershire region. Due to an internal promotion and opportunity has arisen for a career paraplanner to join the business and work alongside the director and owner of the business carrying out in depth...
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                      Paraplanner Worcestershire Up to £34,000 A well established private financial services practice are recruiting for a Paraplanner to support IFAs based in their Worcestershire office. The Role You will provide in depth technical back office support to Advisors. You will carry out extensive research on a range of financial services products in order to produce recommendation packs. You will compile ...
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                      Our clients are a chartered firm of financial planners with a regional presence across the West Midlands and a focus on high net worth clients. An opportunity has become available for a well qualified technical paraplanner to join the team based in the Birmingham office to provide technical support to the director of the business. You will be heavily involved with clients, producing cash flow plan...
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                      Paraplanner West Midlands Up to £28,000 The Role You will provide support to the Financial Planning Manager in a full range of tasks including financial product research, preparation of presentations/documentation, drawing up investment plans, writing suitability letters, providing quotes and preparing applications. You will use your knowledge of products to service clients; answering technical qu...
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                      Paraplanner - North Wales - Salary paying up to £25,000. North Wales based IFA Practice are looking to recruit an additional Paraplanner due to growth within the business. This role will be to provide technical research for 2 Advisors which will involve writing suitability reports to be fully compliant, back office support and provide on going support with their workload. Due to the nature of the ...
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                      SF Group - Bury, North West (11 hours ago)
                      My client is looking for a Paraplanner to join an established and highly ranked Finance company based in Bury. The client is open to experience level so a degree would be ideal but not necessary for the right person, the most important part for this role is good knowledge of financial service products such as ISA's, GIA, Bonds and Protection Products. The Paraplanner will be working closely with t...
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                      Paraplanner - Reading Salary: up to £40,000 dependent upon qualifications and application of knowledge I'm currently working with a regional Financial Planning Practice who are in the Market to appoint a Diploma Qualified Paraplanner. Purpose of the Role: 1) To provide a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide 'best adv...
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                      Paraplanner Newbury £25,000-£30,000 My client, a top Accountancy firm in Newbury, are in the market to appoint a trainee Paraplanner. You will be involved with some of the below, but predominately you will be taking on the majority of the Suitability report writing to support an experienced and technical team. You will also gain experience of Investment reviews and Cash Flow Forecasting, aswell as...
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                      IDEX Consulting LLP - Fareham, South East/Southern, PO167SL(13 hours ago)
                      Paraplanner Fareham Circa £30,000 + Benefits Our Client is a successful Insurance Broker and Financial Planning Practice; they're currently in search for a Paraplanner to join their office in Fareham due to expansion Role purpose: To analyse Client portfolios and produces technical reports for Consultants and Directors. As financial advice is regulated by the FSA, this role has limited signing aut...
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                      Trainee Paraplanner Upto £28,000 London A Wealth Management practice based in London, are in the market to appoint a Trainee Paraplanner to their growing team. Currently have a team of 20+ independent advisers all of whom hold specialist financial planning qualifications, and are able to offer their clients a wide range of advice from IHT planning to equity release and from tax efficient investmen...
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                      Paraplanner Maidenhead Upto £32,000 My client, a Financial Planning practice near to Maidenhead are looking for a Paraplanner to join their team. Role purpose: To analyse Client portfolios and produces technical reports for Consultants and Directors. As financial advice is regulated by the FSA, this role has limited signing authority. Key Responsibilities •Create and maintain Client files both ele...
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                      Senior Paraplanner Salary up to £40,000 Weybridge A high quality wealth & asset manager are looking to appoint a well qualififed Paraplanner to join their Weybridge - Able to prepare holistic overview reports with strategic recommendations and a step by step plan of action for clients. - Research and prepare comprehensive financial planning reports, with the assistance of some technical input and ...
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                      Senior Paraplanner - London, City Salary up to £35,000 plus benefits A very high quality practice that provides wealth and financial planning to private and corporate clients and offer a service based around quality are looking to appoint a Paraplanner, they carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan to deliver ou...
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                      Paraplanner London Upto £37,000 We have been retained by successful firm of Independent Financial Advisers who offer impartial, whole of market advice to predominantly High Net Worth clients. They currently have an opportunity for a Paraplanner to join their team. Responsibilities will include: - First point of contact for all clients - Researching and gathering information regarding product terms...
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                      Senior Paraplanner • Wolverhampton West Midlands • £28,000 - £36,000 per annum Description My client is an experienced holistic Financial Planning Adviser who due to growth need an experienced investments and pensions Paraplanner to join their firm. Job Description This role will be supporting one Adviser / Director who has been working in the same practice for the last eight years. The role will ...
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                      Senior Paraplanner • Wolverhampton West Midlands • £28,000 - £36,000 per annum Description My client is an experienced holistic Financial Planning Adviser who due to growth need an experienced investments and pensions Paraplanner to join their firm. Job Description This role will be supporting one Adviser / Director who has been working in the same practice for the last eight years. The role will ...
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                      Senior Paraplanner Up to £35,000 (negotiable on experience) Solihull Independent firm of chartered accountants that also incorporates a wealth management practice, is recruiting for a level 4 qualified Paraplanner to join their growing Wealth Management team in Solihull. This prestigious organisation has a track record of success serving their vast network of fee based High Net Worth clients with ...
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                      Senior Paraplanner Warwickshire £27,000-£35,000 + Excellent Benefits My client is a leading chartered independent financial advisory firm that provides both discretionary and advisory portfolio management services to wide range of clients. This firm has experienced natural and organic growth over the past few years and is currently recruiting for an experienced Paraplanner to join the team. They a...
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                      Senior Paraplanner Shrewsbury £35,000 + benefits and bonus Leading investment house and wealth management firm currently looking to appoint a Senior Paraplanner to the established team. Responsibilities To build a working knowledge of the business support function, and to manage the teams relations with business support. Complying with the regulatory regime whilst demonstrating an understanding of...
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                      My Client is currently looking to recruit an experienced Paraplanner to join their team in South Cheshire. THE ROLE • To work as part of a team alongside the firm's advisers and administrators to provide clients with a professional ongoing Financial Planning experience • Once in receipt of a completed 'factfind', collate all the relevant quantitative detailed information required to compile a fina...
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                      My Client is a highly regarded Wealth Management practice in Leeds and they are currently looking for an experienced HNW Paraplanner to join their team. THE ROLE The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice • Produce accurate, compliant client reports within agreed timescales. • Assist in the produc...
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                      My client is currently looking for an experienced Paraplanner to join their team in Barnsley. THE ROLE • Providing technical, research and administrative support • Production of compliant and detailed client suitability reports and presentations • Help manage client relationship and taking/making calls in a polite and professional manner • Keeping full and compliant records on file • Liaising with...
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                      My Client is currently looking to recruit an experienced Paraplanner to join their team in Preston. THE ROLE • To work as part of a team alongside the firm's advisers and administrators to provide clients with a professional ongoing Financial Planning experience. • Once in receipt of a completed 'factfind', collate all the relevant quantitative detailed information required to compile a financial ...
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