Paraplanner jobs in the Accounting & Finance category

Paraplanner Bath £25,000 - £28,000 Working for this esteemed IFA, your role will be to provide technical support to the Financial Planners. As part of a knowledgeable and friendly team, you will be fully supported, as well as being given the opportunity to work autonomously. Responsibilities will include: • Analysis, monitoring and reporting in respect of investment valuation reports, to include S...
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Our client is one of Merseyside's leading IFA Firms established over 20 years ago. They are now seeking an experienced Level 4 Diploma Qualified Paraplanner to join their team. The company has exclusive HNW clients and deals with private clients, trusts, charities and pension funds. Your Main Duties will include: Full Paraplanning support to the Leading IFA Processing new and existing business Ide...
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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 - Preston Up to £23k Opening for a Paraplanner to join an IFA practice. The individual will be expected to undertake responsibility for carrying out research and producing reports on behalf of the IFAs The individual must have at least 2 years Paraplanning experience, coupled with a strong background in financial services. A strong knowledge of pensions AND investments is needed. For f...
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Paraplanner - Manchester £25, 000 - £30, 000 Highly respected and professional organisation based in South Manchester are looking to expand within their technical team As a Paraplanner you will be required to carry out research and produce reports within the investment and pensions markets Ideally applicants will have the Diploma in Financial Planning qualification, they will also be highly experi...
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Paraplanner - North Wales Salary £20,000-£23,000 - depending on experience A specialist IFA Practice based in North Wales are looking to expand their support team with the addition of a Paraplanner. They are looking for a Paraplanner who ideally is diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, port...
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Paraplanner - Manchester Salary:£20,000 - £28,000 A leading IFA Practice based in Manchester require a Paraplanner due to growth within the business. They are looking for an individual who is extremely strong technically within holistic financial planning. The ideal candidate will be Diploma Qualified or higher but they are willing to look at candidates who are 1 or 2 exams away. You must have wor...
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Paraplanner - Preston, Lancashire - £16k-£22k . Paraplanner vacancy has arisen within a reputable IFA Practice based in Preston, Lancashire. Your role will be to provide Technical support to 3 Advisors within the practice. Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clie...
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Paraplanner - South Manchester/ North Cheshire. Salary - £20,000 - £28,000 My client are a Chartered IFA firm based in Cheshire who are expanding rdue to high business levels. They have the business ethos for the long term and are not looking for a quick fee, they value good advice and ensure an excellent client experience which in turn results in repeat business and referrals. They are looking fo...
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Paraplanner - Manchester £25,000 - £30,000 Highly respected and professional organisation based in Manchester are looking to expand within their technical team As a Paraplanner you will be required to carry out research and produce reports within the investment and pensions markets Ideally applicants will have the Diploma in Financial Planning qualification, they will also be highly experienced wi...
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Our Client a leading IFA in Chelmsford is seeking a Qualified Paraplanner The primary roles are: · To write suitability reports for clients of the Managing Director. Reports are often of a technical nature! · To attend client meetings along with the Managing Director where necessary · To conduct whole of market research via Avelo, FE Analytics, Synaptic Comparator, O&M Pension Profiler, Sesame etc...
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An opportunity has arisen for a Paraplanner for a Financial Services company based in Welwyn. You will be responsible for providing analytical and operational support to advisors to ensure that they achieve maximum effectiveness. Duties of the role will include preparing files for the Portfolio Administration Department, new client progress and compliance, maintaining annual client reviews, writin...
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Paraplanner Marlborough, Wiltshire Salary negotiable, dependent on skills and experience Working for this well respected, fee based Wealth Management firm based in Wiltshire, you will utilise your previous Technical Paraplanning skills in a professional and successful environment. Responsibilities: • To support a Financial Adviser by conducting research on products and helping find solutions for m...
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A growing Chartered IFA practice based in the West End currently has a requirement for a Paraplanner to join their team. They are a small firm who are set up as a joint venture with both and Accountants and Solicitors. An investments focussed IFA (DFM is outsourced) dealing predominantly with the mass affluent market along with some HNW clients. Both career Paraplanners and those wanting to move i...
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We are currently recruiting for a Paraplanner for our client's friendly team delivering high-quality financial planning solutions. You might be a paraplanner, report writer, analyst, researcher or even and advisor - they don't mind. Their clients are individuals, business owners and trustees who rely on them to help them implement smart solutions so they have enough money to live the life they wan...
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A fast paced Financial Advisory practice now seeking an experienced Paraplanner to provide assistance to their Senior Consultants within their City based offices. The successful candidate will be undertaking a variety of duties including; report writing, fund research, liaising with both Clients and Senior Financial Planners and attending client meetings when required. You will have experience as ...
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If you are an experienced paraplanner specialised in the auto enrolment and group personal pensions with experience of writing reports and templates for corporate clients, then this is an exciting opportunity for you. You will be required to assist the head of group clients of a national financial planning and employee benefits firm in developing the firm's proposition to corporate clients. This i...
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Our client is looking an experienced paraplanner or financial administrator who has worked for some years for a financial advisor. Duties Looking after all paperwork associated with the client Compliance checking, logging and uploading information Completing necessary forms on internet-based system Composing and typing suitability letters to clients Data Selection Researching and collating the inf...
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Senior Administrator/Paraplanner – Financial Services Hours 9.00am -5.30pm Monday - Friday My client is a successful and well established IFA practice based in impressive offices. They are seeking a Senior Administrator/Paraplanner to provide reliable and accurate support to a team of three Independent Financial Advisers. You will be processing new business and following through to completion. Thi...
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Professional Practice currently require a Paraplanner to be based at their offices in London. Analysing Client portfolios and producing technical reports for Consultants and Directors. Creating and maintaining Client files, you will draft reports and letters on specific client planning issues. As a Paraplanner, you will be responsible for supporting Consultants and will handle and resolve the day ...
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PARAPLANNER - Qualified SALARY - £22, 500 - £29,750 PER ANNUM + Good benefits LOCATION - Solihull, great location with free parking and good access to public transport. WORKING HOURS - Monday to Friday, 40 hours per week. We're seeking an experienced and financially qualified individual who can 'hit the ground running' as a Paraplanner within an established and continually growing Financial Servic...
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Due to expansion, an opportunity has arisen for an experienced Paraplanner to join a specialist UHNW focused IFA in the City of London. You will be working within a fast paced team who provide holistic financial advice to clients with investable assets upwards of £1M. You will be supporting two of the companies leading consultants and daily duties will include; conducting in depth research, produc...
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An established and forward thinking IFA based in Essex currently have an exciting opportunity for an experienced Paraplanner to join their growing team. You will be expected to provide efficient professional support to the Senior Advisers within the Pensions and Investments market. You will be responsible for preparing valuations, reports and renewal information, and maintaining up-to-date informa...
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A market leading Wealth Management organisation based in Cambridge is seeking to recruit a Paraplanner/experienced administrator, to enhance and develop the current team. You will be a career Paraplanner, working toward diploma qualified. Your technical product knowledge must also be of the highest order. In return there is a competitive salary, bonus package and the opportunity to progress within...
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Our clients are a long established, small Niche HNW IFA with large private client base whom are predominantly based in Berkshire. An opportunity has arisen for a paraplanner to join the existing support team. The role will be to provide full technical support including research and report writing to the IFA's of the business as part of the paraplanning team. Candidates must have full Certified Fin...
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