Paraplanner jobs in the Accounting & Finance category

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Our clients, a national Wealth Management Consultancy, are looking to strengthen their team in the Midlands by appointing an experienced Paraplanner to head up and develop their technical support team. This will be a Senior appointment, working closely with the Group Compliance Manager to ensure your team delivers consistently high levels of research and report writing support to Consultants. The ...
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Hays Specialist Recruitment Ltd - Fareham, South East/Southern, PO167SL(1 day ago)
A new exciting job opportunity for a Senior paraplanner within the Fareham area. This reputable organisation, having three office locations and various home based advisers requires a Senior paraplanner to hit the ground running within the organisation. This position will require a candidate to be Diploma Qualified Level 4 due to the responsibility of other paraplanner and adviser management. Worki...
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Paraplanner Graduate Trainee (Financial Planning) Are you a recent graduate looking to begin a dynamic career in wealth management and financial planning? Our client have an exciting Paraplanner Graduate Trainee position! Our client, Rafter Associates Financial Management Ltd is a firm of independent Financial Advisers. They specialise in the Wealth Management area offering a complete range of wea...
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An exciting opportunity has arisen within either the Cardiff or Swansea branch of a Financial Planning practice with a presence across South Wales. Our clients directors have over 60 years of combined experienced in Financial Planning and offer a 'Whole of Market 'service. They are looking to recruit an experienced Paraplanner to join their team to help in the provision of support to their fee ear...
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A fantastic opportunity has arisen for an experienced sales support/Paraplanner who is adept at dealing with HNW clients, to join a National IFA in their Reading office. You will provide technical support to their top advisers and clients with a view to move in to sales. Key Duties include: Working alongside very successful advisers, carrying out technical research in preparation for client meetin...
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Our client is a highly respected Wealth Management firm based in London that specialises in dealing with HNW private clients. An opportunity has arisen for a Senior Paraplanner to join the existing support team due to increased business levels and this role works very closely with the Head of the business. You will be responsible for providing advisers with technical information, draft reports, en...
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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 a Paraplanner to join their team in Bury. THE ROLE • Main tasks will include preparing reports and providing technical research services to a team of Financial Planners. • You will also ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the...
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Paraplanner Leading ultra high net worth firm of wealth planners looking for a technical Paraplanner to join the highly successful business. The role: • Support sales through research and preparation, completing risk questionnaires, Investment Plans, Suitability Letters, Quote and Application preparation • Review clients investments and prepare agenda and paperwork for client review meetings • Sub...
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Lloyd Recruitment Services Ltd - Haywards Heath, South East/Southern (2 days ago)
We have a fantastic opportunity for an experienced Paraplanner who has knowledge of the Insurance/Financial Services, to join a lovely, well established company based in the Haywards Heath area. Duties for the role:- Research suitable products based on clients circumstances and requirements Provide the adviser with evidence of research using the company’s chosen software and via any other relevant...
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Our client is a prestigious investment house providing private banking, portfolio management and independent financial advice to a range of HNW individual and corporate clients. Enjoying an excellent reputation in the marketplace demand for their services continues to grow. A requirement has arisen within their financial planning division for an additional Paraplanner to support their senior advis...
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A well known firm if independent financial advisers are looking to expand their technical support team in their South Leeds Offices with the recruitment of a diploma qualified financial services professional to undertake the role of Paraplanner. Researching, recommending and preparing reports for IFAs both before and after client meetings, with supporting documentation, which contain technical inf...
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NJR Recruitment is currently recruiting on behalf of a dynamic and independent accountancy firm. Based on the outskirts of Liverpool, our client is looking to add to their ever growing financial services team who offer advice on a range of products including, Investments, ISA, Pensions (SIPP & SASS), Life & Health Insurance and Income Protection. An experienced and technical Administrator / Parapl...
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Company Confidential- High Wycombe, Home Counties, HP136NU (3 days ago)
Paraplanner - HNW IFA Practice - High Wycombe Our client is a long established and highly regarded HNW financial services provider based in High Wycombe. With strategic partnerships in place with some of London's premier investments houses, they pride themselves on offering tailored financial solutions, providing an optimum return in a secure and protected manner. Continued growth has led to the n...
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My Client are a Chartered Wealth Management firm, based in Cheltenham. As a result of their continued growth and success they wish to add to their team with the appointment of a Paraplanner. Responsibilities: Prepare appropriate packs for PFA/Client meeting(s), to include full documentation and necessary paperwork to fulfil the Clientâ.s needs/requirements and our regulatory compliant obligations ...
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Part of a larger business group that incorporates both an accountancy practice and trustee services business, this forward thinking and highly professional IFA firm currently has a vacancy for an additional Paraplanner in Surrey. Providing full holistic financial planning advice to both commercial and private clients, this role will be very hands on, working closely with the firm's advisers on a r...
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Junior Paraplanner up to £25,000 Nottingham One of the UK's largest independent private client investment managers has an exiting new opportunity for someone to join their team in Nottingham as a Junior Paraplanner. This prestigious organisation has a track record of success serving private clients, trusts, charities and pension funds. Your role will sit within the Investment Management operation ...
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Paraplanner Leeds - City Centre £25,000 - £35,000 basic salary plus market leading bonus package, flexi-benefits My client, a boutique Wealth Management organisation based in the city centre of Leeds is looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an importan...
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Paraplanner Cheltenham £28,000 - £42,000 per annum depending on experience + bonuses Leading high net worth firm of wealth planners looking for a technical Paraplanner to join the highly successful business. The role: • Support sales through research and preparation, completing risk questionnaires, Investment Plans, Suitability Letters, Quote and Application preparation • Review clients investment...
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NJR Recruitment has an outstanding opportunity for a Paraplanner to join a leading Private Client Investment Group. Our client is a growing and dynamic business that has won many awards since inception, including being voted as the UK Wealth Manager of the Year and Best Wealth Manager for Investments in 2013. Operating in over 30 locations across the UK, this particular vacancy will be based from ...
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Paraplanner - Leicestershire - £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 tec...
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Paraplanner - Leicestershire - £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 tec...
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Exchange Street is currently working with a highly regarded financial planning business with strong links to one of the UK's leading accountancy businesses as they embark on a major growth plan. Offering bespoke fee based advice to a genuinely high net worth clientele this firm is considered a true market leader at the pinnacle of wealth management. They are looking to bring on board an experience...
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SF Group - Bury, North West (4 days ago)
My client is looking for a Paraplanner to join an established and highly ranked Finance company based in Bury. The client is open to experience level so a degree would be ideal but not necessary for the right person, the most important part for this role is good knowledge of financial service products such as ISA's, GIA, Bonds and Protection Products. The Paraplanner will be working closely with t...
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Our client, an Independent Financial Advisors based in Leicester has a vacancy for an experienced Paraplanner to join the team. Applications are invited from Chartered candidates with previous IFA experience A package of £30k basic + bonus (OTE £40k) The role will involve: * Preparing and maintaining the client file * Preparing recommendations * Implementing recommendations * Review * Check compli...
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