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                      Paraplanner jobs in the Accounting & Finance category

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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their...
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their...
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their...
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                      Brook Street (UK) Ltd - Liverpool(9 hours ago)
                      Working for a financial institution as a paraplanner, this will be an extremely demanding role. Previous exposure and relative qualifications are necessary. Working within a small team, you will help manage over 70 clients based internationally and further help manage and make recommendations to financial advisors for clients. The Person: -Either working towards AAT or CIMA or have a Diploma level...
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                      Paraplanner £ Negotiable London A family owned private bank are in the market to appoint a well established Paraplanner to join their team. You must have an all round experience of all aspects of Financial Planning. You must be studying towards Diploma with the hope to continue towards Chartered, there is a clear progression path for you to follow if you would like to progress to be an adviser. Yo...
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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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                      This well established IFA practice has been successfully providing bespoke financial solutions to personal injury victims for over a decade. With their fee earners exceptionally busy they have a further need to bolster their technical support function and now wish to add an additional two Paraplanner's to their team. Advice predominately focuses on lump sum investments which can run into multi-mil...
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                      Paraplanner Experienced Paraplanner required for a major a financial services team based within a well known city based firm. Candidates will ideally hold the Diploma in Finance or be well on the path to achieving it. Ability to communicate clearly and effectively both verbal and written Ability to produce high quality output and meet demanding standards; Ability to use initiative within limits of...
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                      Paraplanner/ Compliance Function Job Description Any candidate will need to have the full financial planning qualification to certificate level with the Chartered Insurance Institute, (QCF level 3) or ideally Diploma level (QCF Level 4) or indeed higher. Paraplanner A. Job Summary Assist financial planner in reviewing, analyzing and preparing financial plans for clients. B. Job Responsibilities Ma...
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                      Our client is a financial services organisation who genuinely wants to meet the needs of their clients by providing holistic financial planning delivered through a range of services. They are recruiting for a Paraplanner to report to the Head of Operations & Compliance in Wakefield. The Role As a Paraplanner, you will have experience from a similar role and be responsible for helping nominated adv...
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                      Company Confidential- London, London (3 days ago)
                      We are currently working on behalf of a Boutique, Ultra High Net Worth IFA practice that is looking to add an IFA Administrator (Sales Support / Trainee Paraplanner) to their RDR compliant, fee based practice based off Victoria Embankment. Your role will entail working closely with the Senior Paraplanner of the practice whom will train and develop you on a wide range of financial products and serv...
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                      Company Confidential- Guildford, Home Counties (3 days ago)
                      I am currently working on behalf of a highly successful Chartered National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Guildford, Surrey. You will have an excellent all round product knowledge (Pensions, Investments, Tax Planning) and the ability to effectively deal with demanding consultants and high net worth clients. Qua...
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                      Company Confidential- Croydon, Home Counties (3 days ago)
                      I am currently working on behalf of a highly successful Ultra HNW IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Croydon, Surrey. This UHNW Financial Adviser has an exceptional reputation in the Surrey and London market and they are looking to add an experienced Paraplanner to support their growing team. My client is seeking a...
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                      Company Confidential- Reading, Home Counties (3 days ago)
                      I am currently working on behalf of a highly successful Ultra HNW IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in a central Reading office location. This UHNW Financial Adviser has an exceptional reputation in the Berkshire market and is looking to add a quality Paraplanner to their team. You will have an excellent all round pr...
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                      Company Confidential- Guildford, Home Counties (3 days ago)
                      I am currently working on behalf of a highly successful Ultra HNW IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Guildford. This UHNW Financial Adviser has an exceptional reputation in the Surrey market and is looking to add a quality Paraplanner to their team. You will have an excellent all round product knowledge with a pref...
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                      Company Confidential- Farnborough, Home Counties (3 days ago)
                      I am currently working on behalf of a highly successful Award winning National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Farnborough, Hampshire. You will have excellent all round product knowledge specialising in Private Client work, this must include an understanding of (Pensions, Investments, Tax Planning & Protection)....
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                      Company Confidential- Farnborough, Home Counties (3 days ago)
                      Paraplanner, Hampshire, Up to £36k basic plus excellent benefits Our client is looking to recruit an additional experienced Paraplanner to work with their Private Client Consultants based at their office on the Surrey/Hampshire border. The office has excellent commuting routes and is easily accessible by both road and rail from both Surrey and Hampshire. The successful candidate will be able to of...
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                      Company Confidential- Birmingham, Midlands (3 days ago)
                      I am currently working on behalf of a highly successful Chartered National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team in Birmingham. You will have excellent all round product knowledge (Pensions, Investments, Tax Planning) and the ability to effectively deal with highly successful but demanding consultants and high net worth client...
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                      Company Confidential- Northampton, Midlands (3 days ago)
                      A top 10 accountancy firm are looking to add an experienced Paraplanner to their highly successful, High Net Worth, IFA practice. RDR compliant and based in Northampton this is an exceptional opportunity for real career progression. Ideally qualified to FPC/CFP (Certificate in Financial Planning) and hold or working towards the DipPFS (Diploma in Financial Services). Working within a team of 4 Par...
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                      Company Confidential- London, London (3 days ago)
                      I’m currently working on behalf of a highly successful award winning Wealth Management practice that is looking to add an experienced Senior Paraplanner to their RDR compliant IFA firm based in West London. This UHNW firm has an exceptional reputation in the UK Market and are looking to add a quality Senior Paraplanner to their growing team of 30. Supporting 2 Senior Advisers of the practice, you ...
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                      Company Confidential- Bristol, South West (3 days ago)
                      I am currently working on behalf of a highly successful Chartered National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in central Bristol. You will have excellent all round product knowledge (Pensions, Investments, Tax Planning) and the ability to effectively deal with highly successful but demanding consultants and high net w...
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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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                      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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                      Paraplanner Sheffield £24,000 - £34,000 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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                      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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