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                      Paraplanner jobs in the Accounting & Finance category

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                      Paraplanner Role: Paraplanner Location: Teddington Salary: Flexible to fit candidate A chartered wealth advisory firm based in Teddington, SW London, are looking for a new paraplanner to join their very successful wealth management operations. Dealing exclusively with a high net worth and ultra high net worth client base the candidate would have the opportunity to work with a team of chartered fin...
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                      Senior Paraplanner - Home Based Salary up to £42,000 plus benefits, bonus A financial services practice with national coverage that provides true financial planning to private clients is looking to appoint a Senior Paraplanner. The Senior Paraplanner will be responsible for providing technical paraplanning to a team of highly qualified Financial Planners and offer technical support to members of t...
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                      CAPITAL PROFESSIONAL LIMITED - Multiple locations(1 day ago)
                      Locations: Reading, Birmingham, Glasgow, Coggeshall (Essex) The Company Story: Bellpenny was founded in early 2012 with private equity backing from Oaktree, one of the world’s largest private equity companies with the mandate to become the UK’s most trusted financial advice brand. In the last two and a half years we have grown from a concept to over 200 staff with offices throughout the UK. We hav...
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                      My Client is currently looking for an experienced Paraplanner to join their team in Cheshire on a full time or part time basis. The main purpose of the role is to provide a high quality financial planning service to partners and advisors whilst complying with the requirements of the FSA and the standards set out by the partners of the firm. Job Description • Worked alongside the partners of the fi...
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                      A boutique IFA practice in Chalfont are looking to add a Diploma Qualified para-planner to their team. The ideal candidate will be as follows: DipFA Qualified and considering becoming chartered as a minimum 3 years' experience as an paraplanner or PA to an IFA at a chartered IFA firm/consultancy rather than a bank/provider Have experience writing bespoke valuation reports and suitability letters a...
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                      IDEX Consulting LLP - East Sussex, South East/Southern, BN72AN(1 day ago)
                      Senior Paraplanner - East Sussex Salary between £40,000 - £50,000 plus benefits We are leading the search for a branded, wealth planning powerhouse that provides true financial planning; the practice is an expanding wealth management business that services the needs of wealthy private clients. The Senior Paraplanner will be responsible for leading the paraplanning piece and drive agreed performanc...
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                      Company Confidential- London, London (1 day 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- Bristol, South West (1 day 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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                      Company Confidential- Reading, Home Counties (1 day 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 (1 day 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- Birmingham, Midlands (1 day 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 (1 day 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- Croydon, Home Counties (1 day 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- Guildford, Home Counties (1 day 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 (1 day 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 (1 day 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- London, London (1 day 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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                      Technical Paraplanner Sutton Coldfield Salary up to £40,000 Our client are an independent firm of wealth managers who use cash flow planning for their ultra high net worth client bank that has been developed in the last 30 years of business. With 8 financial planners and 6 administrators, they now seek a technical paraplanner to join the business and work alongside the 2 managing directors of the ...
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                      Paraplanner - Nottingham - £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 based out of their Nottingham office. 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 fo...
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                      Paraplanner - Hinckley, 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 based out of their Hinckley office. 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 re...
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                      Paraplanner Letchworth Garden City, Hertfordshire Salary - Up to £35,000 Company Description Well respected & expanding City wire Top 100 company Chartered Financial Planners Fee based proposition embracing Wrap technology In-house risk graded passive investment portfolio Integral part of a top 20 accountancy group Job Description Responsible for providing efficient professional support to Directo...
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                      Senior Administrator/Assistant Paraplanner Colchester Salary between £25,000 - £30,000 This high quality, fee-based financial planning team provides wealth and financial planning to private and corporate clients which are referred to them via a professional practice. They carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan...
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                      Leading Wealth and Investment Management firm looking for a Paraplanner on a 6 month contract to provide appropriate support for Financial Planning Managers Responsibilities include: *To build a working knowledge of the business support function, and to manage the teams relations with business support. *Complying with the regulatory regime whilst demonstrating an understanding of your responsibili...
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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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                      Paraplanner Bristol Salary £34,000-£37,000 Currently partnerning with one of the largest insurance brokerage and risk management organisations in the world to appoint a well qualified Paraplanner, based in their Bristol office. Ideally you would have Diploma, but will also consider candidates studying towards it. The role: * Preparing technical details for the consultant's client meetings. * Obtai...
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