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                      Paraplanner jobs in the Accounting & Finance category

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                      My Client is currently looking for a Paraplanner to join their business on the Wirral. KEY RESPONSIBILITIES • 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 • Possible attendance at client meetings • Keeping full...
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                      Our prestigious client in Inverness is seeking an experienced Paraplanner to support the planners in providing a comprehensive financial planning service to new and existing clients within the constraints set down by the compliance and T&C procedures and the firms business requirements. As chartered financial planners, they guide their clients towards their objectives and lifestyle they desire, he...
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                      Paraplanner - Billericay, Essex - £35,000pa A very high quality practice that provides wealth and financial planning to private clients are looking to appoint a Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business. The Paraplanner will be responsible for the providing comprehensive ...
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                      PARA PLANNER / PARAPLANNER- SHEFFIELD – EXCELLENT PACKAGE Para Planner / Paraplanner sought by our client who is a leading provider of bespoke personal financial planning advice as well as investment management. They are now recruiting for a Para Planner to work from their Sheffield office. The Role: • As a Para Planner you will be working closely with a highly experienced Financial Advisers suppo...
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                      Oval Recruit Ltd - Newcastle(1 day ago)
                      Paraplanner Newcastle-Upon-Tyne Salary Negotiable An opportunity has arisen to join our client, a leading Financial Advisory firm based in Newcastle, as a Paraplanner. This role will require the successful candidate to provide support to Advisors with the research on a full range of financial planning products. This will include writing suitability reports, preparing analysis of existing client po...
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                      Senior Administrator/Assistant Paraplanner Colchester Salary between £25,000 - £30,000 This high quality, fee-based financial planning team provides wealth and financial planning to private and corporate clients which are referred to them via a professional practice. They carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan...
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                      Paraplanner Letchworth Garden City, Hertfordshire Salary - Up to £35,000 Company Description Well respected & expanding City wire Top 100 company Chartered Financial Planners Fee based proposition embracing Wrap technology In-house risk graded passive investment portfolio Integral part of a top 20 accountancy group Job Description Responsible for providing efficient professional support to Directo...
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                      My Client is currently looking for an experienced Paraplanner to join their team in Liverpool. THE ROLE • Produce reports that comply with FCA regulatory requirements • Liaise with the advisory team and the financial planning assistants to ensure full information has been gathered in order to formulate suitable recommendations with the Financial Planning Directors for clients following on from the...
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                      Paraplanner London upto £37,000 We have been retained exclusively by our client who are a quality fee based IFA business who have a discretionary investment offering and deal predominantly HNW clients and investors. The business is the leader of wealth planning across the UK and is continuing to grow with the acquisition of the markets leading talent. As a way of offering their clients a more in d...
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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/Trainee IFA London £35,000-£45,000 OTE We have been retained by a medium sized, well established city based IFA who are in the market for a Paraplanner who is looking to move into a trainee IFA position. This role will be paying upto £35,000,OTE c£45,000 The role would suit an existing Paraplanner, seeking their first advisory role. Key Responsibilities: Immediate CF30 sign off will be...
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                      Paraplanner Bristol Salary £34,000-£37,000 Currently partnerning with one of the largest insurance brokerage and risk management organisations in the world to appoint a well qualified Paraplanner, based in their Bristol office. Ideally you would have Diploma, but will also consider candidates studying towards it. The role: • Preparing technical details for the consultant's client meetings. • Obtai...
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                      An excellent opportunity to join a leading financial services organisation. Our client requires an experienced and professional Paraplanner to join them to provide support and assistance to existing Financial Planners Job Role • Responsible for writing letters and reports and obtaining quotes. • Research, analyse and prepare technical client reports showing complex investment data • Process client...
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                      Senior Client Services Administrator/Junior Paraplanner My client is an award winning independent financial advisory company who specialise in the provision of financial services based in Birmingham City Centre. Now looking to recruit a high calibre individual as a Senior Client Services Administrator/Junior Paraplanner who will be able to make an immediate contribution to our Private Client team ...
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                      My Client is a highly regarded Wealth Management practice in Leeds and they are currently looking for an experienced 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 production...
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                      Our clients is currently recruiting for an experienced Paraplanner to join their team in Altrincham. THE ROLE •You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. •You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact...
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                      My Client is a highly respected national financial planning practice are they are looking to appoint a Paraplanner to work as part of the team in Sheffield. You main responsibilities will be as follows: • Assist the Manager and Director in providing a service to support the local financial planning team and clients • Demonstrates a clear understanding of client expectations and achieving high leve...
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                      My client is currently looking for a Chartered Paraplanner to join their team in Cheshire. The successful candidate will support Paraplanners and Advisers by carrying out the following: • Research into product wrappers and investments held by prospects and existing clients • Construction of financial planning and investment strategies • Comparative analysis of existing and new products and strateg...
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                      Paraplanner London upto £37,000 We have been retained exclusively by our client who are a quality fee based IFA business who have a discretionary investment offering and deal predominantly HNW clients and investors. The business is the leader of wealth planning across the UK and is continuing to grow with the acquisition of the markets leading talent. As a way of offering their clients a more in d...
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                      Paraplanner London £ negotiable Currently working with a financial services company who offer Private Wealth Management, Wealth Planning and Corporate services. They're in the market to appoint a well qualified Paraplanner to their London office (EC4R). They are keen to speak with individuals who have achieved Diploma as a minimum. Salary is negotiable dependent upon qualifications and application...
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                      My Client is currently looking for an experience Senior IFA Administrator/Paraplanner to join their team in Manchester. THE ROLE • Managing the planning work flow • Receive and implement requests from Consultants • Gather and record Client data • Prepare reports and suitability letters to a professional and timely standard • Provide information for client planning meetings and identify opportuniti...
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                      Paraplanner £35,000 - £40,000 London I am currently looking to recruit for a Paraplanner to join a Wealth Management company to be based in their London office. My client provides comprehensive financial planning to private HNW clients. They provide investment advice, pension and protection planning to both corporate and individual clients. With the implementation of a new client service structure...
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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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                      Senior Paraplanner - London Salary up to £36,000 plus bonus and benefits We are partnered with a high quality financial planning firm that provides wealth, financial planning and investment management to clients with a high level of wealth, the firm carries a reputation around professionalism and trust with the clients which is paramount. As part of an on going plan to deliver out standing client ...
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                      Corporate Paraplanner - Surrey Salary up to £42,000 plus benefits A national financial planning business with a corporate arm is keen to appoint a Paraplanner to assist the team by supporting Senior Consultants in an Corporate Paraplanner position. Provide providing technical and new business report writing, drafting communications and project management. Product research and producing high qualit...
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