Paraplanner jobs in the Accounting & Finance category

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Role Title: Paraplanner Salary: £20,000 - £25,000 Location: Cheshire Start Date: ASAP Directly authorised IFA Practice based in Cheshire are looking to recruit an additional Paraplanner to join their Paraplanning team. The key duties and responsibilities associated with this role include: • Working within a Paraplanning team supporting IFA's • Researching products • Preparing reports • Prepare sui...
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My client is an Independent Financial Advisory / IFA firm who is wholly owned by a large Legal entity. My client delivers Investment Management, Financial Advice and Services to clients that have been awarded Compensation claims. We urgently seek an experienced Paraplanner to work from the Sheffield offices. Your responsibility will be to work on the post-settlement side of Paraplanning to provide...
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Paraplanner Location: South Cheshire Salary paying up to £34,000 + Benefits We are currently working with a national wealth management firm who require an additional Paraplanner with good knowledge of report writing and research. You will be joining an team who are growing due to positive developments within the organisation. You will be working with Advisors on all forms of Wealth Planning and ke...
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Paraplanner - Liverpool - £20k - £28k. Our client is an IFA Practice based in Liverpool who require a Paraplanner. Your role will be to support the IFA's and to make sure undertaken in a compliant manner. Your duties will involve the following: * Sourcing suitable products for clients and making recommendations to the IFA's. * Preparing documentation and quotations. * Assist IFA's in dealing with ...
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Paraplanner - Liverpool - £25,000 - £30,000. Our client is a Financial Services firm based in Merseyside who require a Paraplanner to join their Financial Planning team. Your role will be to support the IFA's and to make sure work is undertaken in a compliant manner. Your duties will involve the following: * Sourcing suitable products for clients and making recommendations to the IFA's. * Preparin...
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Paraplanner Location: Manchester Salary paying up to £34,000 + Benefits We are currently working with a national wealth management firm who require an additional Paraplanner with good knowledge of report writing and research. You will be joining an team who are growing due to positive developments within the organisation. You will be working with Advisors on all forms of Wealth Planning and keen f...
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Paraplanner - Manchester Salary £25,000 - £33,000 My client is a large Investment firm offering a comprehensive range of wealth management services. Due to high business demands they are looking to expand and have a vacancy for a Paraplanner. The role itself is to provide support to the senior manager and will involve planning reports, maintaining client contact, undertaking technical research and...
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Paraplanner - Merseyside Salary £30,000-£35,000 - depending on experience A specialist IFA Practice are looking to expand their technical team with the addition of a Paraplanner. They are looking for a Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review management...
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Paraplanner - Cheshire - £22,000-£28,000 + Benefits An excellent opportunity has arisen within an IFA practice based in their Cheshire office. Your duties will involve the following: * Preparation of financial planning and investment report * Preparation of Trust Deeds * Suitability report writing * Conducting research and obtaining quotations * Preparing investment portfolio reviews * Submitting ...
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Paraplanner - Chester - £22,000 - £30,000. Established IFA practice based in Chester require a Paraplanner to join growing team. This role has arisen due to growth with the firm. You will be specialising with investments, pensions and be working with ISA, Unit Trusts and Bonds but a lot of work will involve lump sum investments. Your duties will be to attend client meetings, prepare reports for cl...
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Paraplanner - South Cheshire - £20,000 - £25,000 A Wealth management IFA Practice based in the South Cheshire area are looking to expand their team with the addition of a Paraplanner. They are looking for a Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review and a...
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Paraplanner / Report Writer Wakefield £22,000 - £26,000 plus training, exam support, free parking and benefits package This is an outstanding opportunity with a top performing IFA and Wealth Management firm to join their Wakefield office as a Paraplanner / Report Writer. The successful applicant will work alongside one of the top performing Wealth Consultants providing a full report writing servic...
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Paraplanner - Nottingham Up to £40,000 (neg) + Benefits My client is a well-established and ambitious regional Wealth Management firm who are seeking to strengthen their team in appointing an experienced Technical Paraplanner. The successful candidate will have a strong technical background as an IFA support or Paraplanner, an eye for detail, and a highly organised approach to their work, as they ...
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Our client, an independent investment & financial advisory firm, currently has an opportunity for a Paraplanner to join their team in Sheffield. The Financial Services Team provides two distinct services based around the area of pre- and post-settlement of personal injury cases. Post-settlement services surround the provision of financial planning and investment advice for those clients in receipt...
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Paraplanner Sheffield £24,000 - £30,000 basic plus excellent company benefits Working for this renowned and well respected firm as a Paraplanner you will provide full research and report writing support to the IFA's within the business. This will include suitability reports, reason why letters, research across all aspects of Pensions and Investments and any other areas of IFA support. The successf...
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A financial planning organisation with offices in Hereford, Gloucester and Worcester are recruiting for Senior and Junior Paraplanners, both Chartered and Non-Chartered to join their successful and innovative business. You will be home based within a commutable distance to one of their offices ideally to work from the office at least once a week. Working for this company who actively promote the '...
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Paraplanner Leicester £24,000 - £35,000 A highly professional Wealth Management practice in central Leicester have an active job vacancy for a Paraplanner to join their established team. This is a small but extremely successful and profitable organisation with a strong support staff based within traditional offices. The firm has a professional approach to business. The firm specialises in high net...
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Search Consultancy Ltd - Maidstone, South East/Southern, ME156LD(9 hours ago)
Job Description The Research Analyst will provide first class analytical and administrative support within the Research Team, primarily leading analysis and delivery of our unique investment proposition, Navigator. This will involve research and collation of performance analytics for the Senior Technical Paraplanner to present to the Investment Committee, compilation and issue of quarterly investm...
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Paraplanner Halifax £22,000 - £28,000 basic (depending on experience) plus benefits An excellent opportunity has arisen in the Halifax area to join a regional Wealth Management firm working within their Private Wealth IFA team as an experienced Paraplanner. You will be working in a role created purely due to organic growth within the company as the IFA's successfully increase their client portfoli...
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Paraplanner Norwich £22,000 - £28,000 plus training, flexi-benefits An excellent new opportunity has arisen to join a highly successful IFA firm in Norwich in a Paraplanner position supporting the Wealth Management team. The role will be providing full technical paraplanning support to the high net worth IFA's working within the practice. The role will include technical research and report writing...
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Paraplanner Harrogate £24,000 - £30,000 A highly professional IFA practice near Harrogate have an active job vacancy for a Paraplanner to join their established team. This is a small but extremely successful and profitable organisation with high net worth Independent Financial Advisors and a strong support staff based within traditional offices. The firm has a professional approach to business. Th...
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Paraplanner / Paraplanning Manager Our client is a firm of financial advisers based in London, founded in 2008. They provide advice to both individuals and companies on all aspects of their financial planning, through a long term approach based on fully understanding their clients’ needs, wants and aspirations. They are looking to appoint a Paraplanner, who is ideally Chartered / well on the way t...
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Paraplanner Leeds - North £24,000 - £32,000 plus training, exam support and benefits package This is an outstanding opportunity with a top performing IFA and Wealth Management firm in their Leeds offices as a Paraplanner. The office is based close to the ring road in North Leeds The successful applicant will providing work alongside one of the top performing IFA's providing a full paraplanning sup...
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I am currently seeking a Paraplanner to join a successful financial services organisation in Truro Competitive basic salary with good benefits package Responsibilities Provide guidance and support to advisers in the production of full and accurate client information and research to support the advice process. To support Financial Consultants with the delivery of high quality, accurate reports in a...
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Paraplanner / Techncial IFA Administrator Chesterfield £24,000 - £30,000 A highly professional IFA practice near Chesterfield have an active job vacancy for a Paraplanner/Techncial IFA administrator to join their established team. This is a small but extremely successful and profitable organisation with high net worth Independent Financial Advisors and a strong support staff. The organisation have...
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