Paraplanner jobs in the Accounting & Finance category

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Senior Paraplanner Due to continued expansion our client is urgently recruiting a qualified, experienced and proactive Senior Paraplanner to complement their Private Wealth department on a permanent basis. Reporting directly to the Senior Manager, you will be supporting their most successful and well respected Private Wealth IFAs in achieving their objectives. Key responsibilities will include; Re...
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Paraplanner £24K to £32K per annum dependent on experience Wakefield Permanent Monday to Friday 9.00am to 5.00pm 22 days holiday plus bank holidays CII certificate in Planning or working towards Are you an experienced Paraplanner looking to work within a friendly, down to earth environment, where your hard work will be rewarded? Our well established client based in Wakefield has an exciting opport...
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Hays Specialist Recruitment - Canterbury, South East/Southern, CT13PR(8 hours ago)
Paraplanner - Canterbury, Part-time - £25,000+ Your new company A fantastic opportunity to join a reputable well-established IFA practice company in the centre of Canterbury with ongoing success. This company deals with Investments and Pensions as well as offering a wide range of other products and services in the private and commercial industries. Your new role You will be responsible for assisti...
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About the client: Cavendish Maine are delighted to be working with a Chartered firm who offer a national proposition with regional based advisers/ IFAs. As well as housing a complete administrative support network, this firm specialises in supplying healthcare professionals with financial and retirement advice. Our client is looking for an experienced Level 4 qualified paraplanner to join their sm...
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Company Confidential- London, London (1 day ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful and Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to joi...
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Company Confidential- London, London (1 day ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join th...
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Company Confidential- Guildford, Home Counties (1 day ago)
Private Client Paraplanner Guildford £34,000 - £39,500 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their G...
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Company Confidential- Guildford, Home Counties (1 day ago)
Private Client Paraplanner Guildford £34,000 - £39,500 + Industry Leading bonus scheme and benefits I am currently working on behalf of a highly successful and Boutique HNW IFA practice, having developed an exceptional reputation within the Surrey markets. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join the...
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Company Confidential- London, London (1 day ago)
Private Client Senior Paraplanner Central London £46,000 - £54,500 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful, Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join ...
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Company Confidential- London, London (1 day ago)
Private Client Senior Paraplanner Central London £46,000 - £54,500 + Industry Leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join t...
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Company Confidential- Guildford, Home Counties (1 day ago)
Private Client Senior Paraplanner Guildford £41,000 - £49,500 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join their ...
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Company Confidential- Guildford, Home Counties (1 day ago)
Private Client Senior Paraplanner Guildford £41,000 - £49,500 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful, Boutique HNW IFA practice, having developed an exceptional reputation within the Surrey markets. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join their...
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Company Confidential- Guildford, Home Counties (1 day ago)
Private Client Trainee Paraplanner Guildford £29,000 - £34,000 I am currently working on behalf of a Leading Private Client Financial Planning specialist, having developed an exceptional reputation within the UK Markets. Primarily generating clients through established referral networks, they are looking to continue to develop their Guildford team by welcoming on board a Trainee Paraplanner. You w...
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I am currently working on behalf of a highly successful and Boutique HNW IFA practice. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their Birmingham office supporting their growing client bank by working with leading Advisers utilising your technical knowledge. Supporting a small number of IFAs within th...
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Job Title: Paraplanner Location: Bath Job Sector: Financial Services Job Type: Permanent Full Time Salary: £30,000 - £35,000 Job Reference: KP/18575 About the client: Cavendish Maine have partnered with a financial services organisation to support them in their search for a Paraplanner to join their established and experienced team. Due to increased workloads this company is looking to add a techn...
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Job Title: Senior Paraplanner / Paraplanning Manager Location: Chelmsford Job Sector: Financial Services Job Type: Permanent Full Time Salary: £40,000 - £50,000 Job Reference: KP18572 About the client: Cavendish Maine have partnered with a fantastic Wealth Management firm in their aspiration to add structure and a new level of management to their Operations team. They are looking for a Senior Para...
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Administrator Paraplanner is needed in a well established and highly regarded firm in Suffolk. This is a full time role supporting Consultants in the Financial Services department by undertaking client related administration. The Administrator Paraplanner will have excellent communication skills with a professional manner. You will hold the Certificate in Financial Planning (or equivalent) and wil...
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Already established as one of the largest wealth managers in the UK, my client is continuing to see phenomenal growth, and as such an opportunity has arisen for an experienced Paraplanner to join the team in their London office. Competitive salary with good benefits. The successful applicant will hold the Level 4 Diploma as a minimum standard, with preferably 3 years of experience in a Paraplanner...
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Trainee Paraplanner North Leeds, LS16 Competitive salary + full training Do you want the opportunity to meet your full potential and build a successful career with an award-winning company? Our client is currently seeking a Trainee Paraplanner to join their Financial Planning team. If you are hardworking, ambitious and have lots of energy we want to hear from you!! This is a fantastic opportunity ...
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Paraplanner Hertfordshire Excellent benefits My client is a well established private investment company based in Hertfordshire who are eagerly seeking a Paraplanner to join their busy team. This is a very hands on Paraplanner position where you will be the middle person providing invaluable support to the Consultants and the client. It is essential you possess the right attitude, you will be expec...
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Paraplanner. Working for a prestigious company in the heart of Croydon. My client are looking for an experienced and self-motivated individual to work alongside Senior Consultants to provide full Paraplanning support. The requisite generic knowledge and qualification (e.g. FPC or CF1-6 or RO) and working towards the Diploma in Financial Planning if not already attained. An understanding of the adv...
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Paraplanner. Working for a prestigious company in the heart of Croydon. My client are looking for an experienced and self-motivated individual to work alongside Senior Consultants to provide full Paraplanning support. The requisite generic knowledge and qualification (e.g. FPC or CF1-6 or RO) and working towards the Diploma in Financial Planning if not already attained. An understanding of the adv...
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Our client, a well-established financial services firm, have recently expanded and are recruiting for a Senior Paraplanner to join their new office in Witney. This is a new role, and will give the successful candidate an opportunity to shape the role. The main responsibilities of the Senior Paraplanner will be to produce compliant reports and supporting documentation for both existing and potentia...
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Report Writer / Paraplanner Plymouth £19k to £25k p.a. + benefits depending on experience Report Writer / Paraplanner required for successful and expanding financial services company The Role Working as an integral member of the paraplanning team, you will liaise with advisers and colleagues during the financial planning process to develop and create reports for the long term financial strategies ...
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My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and other support material. Ideally already qualified to Diploma status and with several years’ experie...
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