Paraplanner jobs in the Accounting & Finance category

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SF Group - Wakefield, Yorkshire (11 hours ago)
The Company: I am currently working on behalf of an established regional financial services firm who are looking to add a Paraplanner, or a Trainee Paraplanner with circa 1 years experience into their expanding Wakefield site. My client is an ambitious, growing financial advisory firm who are expanding across 2017 with adviser heads coming in across Q1 and back-office support staff being recruited...
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Recruitment Genius Ltd - Tunbridge Wells, South East/Southern, TN48AT(12 hours ago)
An exiting career development opportunity has arisen for a trainee paraplanner to join this vibrant firm of whole of market Chartered Financial Planners in Tunbridge Wells. To apply for this role you must have experience in either a financial services administration or a similar paraplanning role. For your application to be considered, you must also answer the additional questions required. It is ...
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Company Confidential- Guildford, Home Counties (16 hours ago)
Private Client Paraplanner Guildford £34,000 - £39,500 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their G...
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Company Confidential- London, London (16 hours ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful and Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to joi...
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Company Confidential- London, London (16 hours ago)
Private Client Senior Paraplanner Central London £46,000 - £54,500 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful, Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join ...
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Company Confidential- London, London (16 hours ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join th...
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Company Confidential- Guildford, Home Counties (16 hours ago)
Private Client Paraplanner Guildford £34,000 - £39,500 + Industry Leading bonus scheme and benefits I am currently working on behalf of a highly successful and Boutique HNW IFA practice, having developed an exceptional reputation within the Surrey markets. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join the...
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Company Confidential- London, London (16 hours ago)
Private Client Senior Paraplanner Central London £46,000 - £54,500 + Industry Leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join t...
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Company Confidential- Guildford, Home Counties (16 hours ago)
Private Client Senior Paraplanner Guildford £41,000 - £49,500 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join their ...
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Company Confidential- Guildford, Home Counties (16 hours ago)
Private Client Senior Paraplanner Guildford £41,000 - £49,500 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful, Boutique HNW IFA practice, having developed an exceptional reputation within the Surrey markets. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join their...
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Company Confidential- Guildford, Home Counties (16 hours ago)
Private Client Trainee Paraplanner Guildford £29,000 - £34,000 I am currently working on behalf of a Leading Private Client Financial Planning specialist, having developed an exceptional reputation within the UK Markets. Primarily generating clients through established referral networks, they are looking to continue to develop their Guildford team by welcoming on board a Trainee Paraplanner. You w...
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Job Title: Qualified Paraplanner Location: Bristol Salary: £30,000-£35,000 Job Ref: LH18049 Cavendish Maine is delighted to be working with an industry respected Financial Planning firm in Bristol. Our client is looking to recruit a DipFs qualified paraplanner, they are a holistic planning firm, working in all areas of investments, pensions, retirement, protection and estate planning. They pride t...
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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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Our client is a Chartered Financial Planning practice with a presence across the UK and a longstanding reputation across the North West. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional Paraplanner to join their successful, award winning team. The role itself will focus on providing technical support to the organisation's consul...
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Wealth Management Paraplanner Location:Blackburn Contract Type:Permanent Department:Wealth Management Hours:Full time (36.25 hours a week) About us: PM+M is a vibrant and dynamic firm of Chartered Accountants and business advisers, with offices in Blackburn, Burnley and Bury, covering East Lancashire, Greater Manchester and beyond. PM+M Wealth Management Limited runs alongside the accountancy prac...
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Paraplanner, based in Essex. Competitive basic salary + Benefits I am 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 a 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 for the can...
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Our client a well established Financial Services practice are looking for an experienced Paraplanner to join their team at their busy offices based in Ashby de la Zouch. As Paraplanner you will be required to provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients. You will also be requ...
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My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and other support material. Ideally already qualified to Diploma status and with several years’ experie...
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Hays Specialist Recruitment Ltd - Alton, South East/Southern, GU342PP(2 days ago)
Your new company Your new company is a large well established wealth management company based in Alton Hampshire. They offer a collection of different products and services including Employee benefits, SIPP and tradition investment advise. This role has come about due to expansion. Your new role You will work along side advisers and paraplanner as you work through your diploma in financial plannin...
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Paraplanner London, near St Paul's Up to £37k + great package Our client is looking for a qualified and experienced Paraplanner, based within the Private Wealth Team in London, to be part of a centralised paraplanning team. The Private Wealth Team deal with High Net Worth (HNW) clients who specifically require wealth management, estate planning and other financial planning (such as business or per...
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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 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 exhaustive, but is meant...
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Paraplanner Weybridge, Surrey Up to £37k + great package Our client is looking for a qualified and experienced Paraplanner, based within the Private Wealth Team in Weybridge. You will support four Advisers in the practice. The team consists of five Client Experience Executives (who deal with the administration and are the primary contact for the Advisers’ clients) and three Paraplanners. The Priva...
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Paraplanner – Pensions Bias – Leeds , c£32k A superb new role has arisen within this first class practice for an experienced Paraplanner, or potentially a Senior IFA Administrator looking to step up, to join a busy support team providing technical assistance to three advisers. You’ll have proven experience in product research and writing suitability reports mainly in Pensions, SIPP, SSAS, Platform...
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An established investment focused practice, our client has a long-standing reputation in the North West, with a number of professional connections. They are currently seeking to recruit an experienced Paraplanner to their existing team based at the firm's head office. Supporting a number of Advisers, this position will be very hands on, as the company wish to provide a structure whereby their advi...
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My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and other support material. Ideally already qualified to Diploma status and with several years’ experie...
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