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                      Paraplanner jobs in the Accounting & Finance category

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                      My Client, a chartered IFA, is looking for a Paraplanner to join their established team in Somerset. The successful candidate will act as technical support to deliver professional quality written report documentation for the company and their clients. Key Responsibilities: *Act as first point of contact for client regarding any technical queries and as the technical interface between clients and F...
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                      My Client is currently looking for an experienced team to join the team in Cheshire. Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors. The firm are looking to appoint a highly qualified and technically astute Senior Paraplanner who will be responsi...
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                      Advancing People are delighted to be working in partnership with a Financial company based in the Bedford area. Due to their continued success they are looking to expand their team and are seeking an additional Paraplanner to join their current high performing team! Specialising in Family & Business Protection, this role will be focused on providing administrative support in the capacity of Techni...
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                      Paraplanner / Technical Analyst Guildford to £45,000 Bonus Bens A well established independent financial adviser and wealth manager dealing primarily with HNW private clients is seeking an accomplished paraplanner as a result of continued growth. The company runs it's own model portfolios and will move towards DFM in due course. The role will involve complex and involved life, pensions and investm...
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                      Paraplanner Large IFA firm currently to add to the expanding team and recruit a Paraplanner to provide senior support, protection and reporting for the firms IFA's through the delivery of added value advice and guidance, high quality research, accurate tax and other computations and comprehensive pre and post financial planning reports with particular emphasis on complex case discussion, complex r...
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                      My Client is currently looking for an experienced team to join the team in Cheshire. Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors. The firm are looking to appoint a highly qualified and technically astute Senior Paraplanner who will be responsi...
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                      My Client is currently looking for an experienced UHNW Investments Paraplanner to join their team in Manchester. *Responsible for producing bespoke reports, research and fund selection, portfolio risk analysis and cash flow planning *Investments are structured around advised funds and model portfolio's with the option to use discretionary fund managers *Providing a full technical paraplanning serv...
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                      THE ROLE *To support the sales team and giving of advice to private and corporate clients. *Working in conjunction with the Consultants: provide analysis, monitoring and reporting, as required, in respect of pensions and investment portfolios, including SIPP drawdown analysis and existing policy analysis. *To provide and be responsible for paraplanning for clients' needs, including product researc...
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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 i...
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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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                      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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                      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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                      TalentSpa - Crowborough, South East/Southern(8 hours ago)
                      Paraplanner Location: Crowborough, East Sussex Salary: £25k - £35k per annum (depending on experience) + Benefits Package Job Type: Full Time, Permanent This new position is a full time permanent vacancy, providing an exciting opportunity to work within a friendly and relaxed office environment, with the added benefits of a company pension scheme, health scheme, Death in Service Benefits and reduc...
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                      Exchange Street are currently working with a Chartered Wealth Management practice as they look to recruit an additional Trainee Paraplanner to their team in Glasgow. A provider of financial planning, this expanding firm has identified a requirement for an experienced individual to join the team with a remit to provide technical and professional support to the company Advisers. Successful applicant...
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                      Cameron James Professional Recruitment - Leamington Spa, CV31(8 hours ago)
                      A large boutique IFA practice based in Leamington Spa have seen an overwhelming growth in new business and as such are looking to add technical support to their offices. This position is for an experienced IFA Administrator or Paraplanner only. Successful candidates will fit the below profile: A minimum of 3 years' experience as either a Senior IFA Administrator or Junior/Trainee Paraplanner at an...
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                      An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the business' exposure. The position is based in Nottinghamshire and will involve working closely with Financial Advisors. Person Specification · Diploma qualified or close to attaining DipFA/DipPFS status · Minimum of 3 years' experience of being a para planner at a Chartere...
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                      My Client is currently looking for an experienced Paraplanner to join their team in West Manchester. THE ROLE *Provide analysis, detailed research of funds and providers, report writing and product recommendations to clients. *Provide support to RIs and support staff on a technical, legislative and procedural basis. *Preparing client reports and suitability letters Preparing pension transfer analy...
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                      My Client is currently looking for an experienced Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. This involves working alongside fellow paraplanners, a group of nominated Independent Financial Advisers, their administration assistants and compliance teams. THE ROLE *To und...
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                      Senior Paraplanner Commutable from York / Harrogate / Wetherby / Leeds £30,000 - £45,000 (fully negotiable depending on experience and qualifications) plus training, flexi-benefits, free parking, company bonus An excellent new opportunity has arisen to join a highly successful IFA firm in a Paraplanner position supporting the hugely successful Wealth Management team. The role will be providing ful...
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                      Paraplanner £25,000-£35,000 Bilston My client is in partnership with a prestigious wealth management group based in Bilston that has been established for over 40 years. Due to recent expansion a new vacancy has been created for an experienced Paraplanner to join their team. This is an excellent opportunity for someone who enjoys a varied role and has strong paraplanning experience. You will be sup...
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                      My Client is a Chartered Financial Planning practice in Leeds and they are currently looking for an experienced Paraplanner to join their team in North Leeds. The successful candidate will be responsible for providing a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide 'best advice' for the client THE ROLE *Preparation of Suitabi...
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                      Trainee Paraplanner(no experience required)–Manchester 0016 About us We are an award winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies. For full details about our company please visit www.lebc-group.com The Role The role would be suitable for someone looking to start their career in financial se...
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                      Paraplanner - Milton Keynes - Up to £35,000 This high quality, fee-based financial planning team provides wealth and financial planning to private and corporate clients and carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan to deliver out standing client service they have a vacancy for an experienced Paraplanner based out...
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                      PARAPLANNER Location: London Salary: Up to £40,000 + Benefits + 25 Days’ Holiday + Generous Bonus Full-Time Position(Permanent) My client is a seriously professional financial planning firm who are centred around integrity. They have a genuine track record of creating the environment for paraplanners to develop into financial planners. They are currently looking for a motivated and experienced ind...
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                      Paraplanner - Progression offered Circa £32,000 Warwickshire Chartered IFA practice looking for a Paraplanner to work alongside 3 IFAs , you will be responsible for the technical research and report writing for high net worth clients and be part of a strong and expanding team. The role: You will provide a complete research and report writing support service for the director ensuring that clients r...
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