Paraplanner jobs in the Accounting & Finance category

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This company is looking to recruit a Paraplanner & Business Processing Co-ordinator to provide an ongoing professional service to Advisers from file and suitability letter preparation, business submission, compliance and general client administration. To represent the Practice professionally at all times to clients, visitors and professional contacts. The list of duties below is not exclusive or e...
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Paraplanner, Milton Keynes, £25k-£35k + benefits Overall Purpose of Job: To provide paraplanning services to the financial advisers Major Responsibilities & Tasks: Researching the most appropriate product Creating suitability letters Analysing client's existing products Creating all new business paperwork Adherence to the company process Producing Annual Client reviews Knowledge and Skills: * Dipl...
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Permanent Paraplanner Edinburgh City Centre up to 35k Your new company Your new company is a small but well established financial planning company based in the west end of Edinburgh. They are an independent advisor with a small team, who are looking to recruit a Paraplanner to support growth in the company. Your new role Your new role as a paraplanner will involve providing technical support to tw...
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Paraplanner Guildford JOB DESCRIPTION / QUALIFICATIONS REQUIRED Our client is a leading global financial planning firm. They are looking for an exceptional individual to join its rapidly expanding team of experienced advisors and paraplanners. This exciting opportunity offers an excellent career progression path to a supervisory role within the paraplanning team. The right candidate will need to p...
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SF Group - Leeds, Yorkshire (8 hours ago)
The Company: I am currently working on behalf of a nationally renowned wealth management firm who are looking to add a developing Paraplanner into their technical research team to support a high performing adviser base on a pooled basis. To be based from their Leeds City site they require private wealth biased Technical/Senior Administrator who has maybe delved into the research/report writing pie...
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An innovative Financial Design company in Kettering is looking to employ a Paraplanner to provide a professional level of support to the Managing Director and team of Financial Advisors, in servicing the demands of all aspects of client work. Relevant experience is essential, as the successful candidate will take responsibility for personal Paraplanner administrative procedures, ensuring arrangeme...
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Job Title: Technical Advisor / Paraplanner Location: Northwich Salary: £30,000 - £37,500 Job Ref: LH/18116 An exciting opportunity has arisen for an experienced Technical Adviser/Paraplanner to join a highly respected and award winning financial services firm. Within this role you will be providing technical expertise to the Advisers and their clients. You will be working for a well known and resp...
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Job Title: Technical Advisor / Paraplanner Location: Bristol Salary: £30,000 - £37,500 Job Ref: LH/18116 An exciting opportunity has arisen for an experienced Technical Adviser/Paraplanner to join a highly respected and award winning financial services firm. Within this role you will be providing technical expertise to the Advisers and their clients. You will be working for a well known and respec...
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Our client is expanding their team and is looking for an experienced Paraplanner to help service 200 active clients with excellent future progression in becoming an independent financial planner. · £40,000 - £50,000 Basic Salary · Realistic OTE £70,000 per annum · 2 x Death in Service + Spouses pension · Performance Bonus Must be Diploma qualified, interviewing immediately only one position to fil...
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Our client a directly authorised firm are seeking a diploma qualified Paraplanner to join their team. · £35,000 - £65,000 Basic Salary · 4 x Death in Service · 5 x 5 pension contributions client will match the employee pension contribution up to 5 times Must be Diploma qualified or studying towards Chartered. Fantastic long term future options for the right candidate. Speak to one of our experienc...
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Paraplanner - IFA – Thame - £24,000 A talented Paraplanner is required for a position within an established and growing IFA based in Thame. A salary of up to £25,000 is available depending on experience. The successful candidate will provide analytical and operational support to advisors to ensure maximum productivity. - Assist with telephone / e-mail queries from client bank - Administration – pr...
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Senior Para-planner Dorking £40-45k DOE + 25 days holiday + BH, Death in Service Scheme, Income Protection Scheme, Health Benefits Package , Auto enrolment pension scheme and Free Parking at the office A wealth management and financial planning business, focussed on helping clients to understand and plan for their financial future is looking for a Senior Para-planner. You will be accountable for t...
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Trainee Paraplanner Location: Ledbury, Herefordshire Salary: £18,000 - £23,000 Depending on experience Job Type: Full Time, Permanent About the company Our client's intention is to treat their clients as they expect to be treated ourselves. They analyse their clients’ current situation, identify their future objectives and then produce a plan designed to help them achieve their goals. They aim to ...
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I am currently working on behalf of a Chartered financial planning firm based in, Ilkley, North Leeds who are looking to add a qualified Paraplanner into the technical team. To be based from that sister site to a larger business, I am looking for a technical Paraplanner who can come in and support 3 high-performing advisers inclusive of the MD of the Leeds site. With an established workforce and p...
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Position: Paraplanner Location: Surrey, Weybridge Salary: 25,000.00 - £37,500.00 Per Annum Job type: Permanent Responsible to: Practice Manager Location: Private Wealth Team, Weybridge Experience Qualifications: Essential Minimum level 4 qualified. Experience of working as a Paraplanner within an IFA environment with a good knowledge of all retail investment products. Track record supporting Partn...
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Adam Butler Consultancy - Walsall, WS98JX(1 day ago)
Senior Paraplanner/Practice Manager Permanent : Full-time - £30,000 - £40,000 per annum Depending on Experience and Qualifications Wealth Management Practice in Aldridge, West Midlands Looking for a highly qualified and experienced Paraplanner Duties that can currently be determined as core to the job description are; * Adherence to compliance procedures and ensuring all compliance up dates are im...
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Adam Butler Consultancy - Walsall, WS98JX(1 day ago)
Junior Paraplanner Permanent : Full-time - £22,000 - £30,000 per annum Wealth Management Practice in Aldridge, West Midlands Ideally you will be an experienced (ideally 2 years in Financial Services) Junior Paraplanner, looking for the next move in your career. Duties that can currently be determined as core to the job description are; * Being the first point of contact for all clients * Arranging...
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I am currently working on behalf of a highly successful and Boutique HNW IFA practice. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their Birmingham office supporting their growing client bank by working with leading Advisers utilising your technical knowledge. Supporting a small number of IFAs within th...
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Paraplanner Bedford MK40 £25,000 - £35,000 (dependent on experience and qualifications) Full Time Our client is a Wealth Management business who currently require a Paraplanner in their Bedford office. The Role The role of the Paraplanner is to support the Wealth Managers and Directors when informing and advising Clients on financial strategies, plans and products, IT operations and organise the t...
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Our client is one of the largest and most respected in the region with an excellent reputation for the quality of its advice and also the support it provides its financial planning team. This is a particularly exciting time for the company as it prepares itself for unprecedented growth in future years and to that end has asked Exchange Street to help them in their search. Responsibilities of the r...
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ThatRecruit.com - Balsall Common, Coventry, CV77DN(2 days ago)
Our client, a Chartered Financial Planning Company are currently looking are looking to recruit an experienced paraplanner who fits well within the culture of the business and can assist them in delivering their high level services as the business continues to grow. Duties & Responsibilities: • Analyse a client’s circumstances, objectives and existing financial planning arrangements in order to pr...
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FINANCIAL PARAPLANNER MACCLESFIELD £32, 000 - £33, 000PA doe You will be expected to analyse and research Clients' existing position and be relied upon to produce detailed reports in an accurate and client friendly manner and to act as a technical interface between the Directors/Advisers and Clients. Job Responsibilities Data gathering and preparation of fact finding documents for financial planni...
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The established financial planning arm of a large, regional chartered accountancy practice, our client has a long-standing reputation in the North West. They are currently seeking to recruit an experienced paraplanner to their existing team based at the firm's head office. Supporting a number of fee earners, this position will be very hands on, as the company wish to provide a structure whereby th...
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This is a rare opportunity to become an integral part of a small and friendly team who are expanding due to continued success and an increasing client base. You will be working alongside the Financial Planner and existing Paraplanner to ensure clients are receiving the maximum returns on their investments, pension arrangements or savings. You will be working on behalf of new and existing clients, ...
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As a result of continued growth, a new opportunity has arisen for a Paraplanner to join my Clients' growing team. Working within an established team you will support a senior Advisor in Pension Transfer cases. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports, and assist the Financial Planners in establishing new clie...
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