Paraplanner jobs in the Accounting & Finance category

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Paraplanner – Wealth Management Leading Financial Advisory Firm based in Worcestershire Negotiable An excellent opportunity has opened for an experienced Paraplanner to join a successful Financial Advisory company. Working within their Wealth Management division you will be responsible for: · Delivering comprehensive financial research on products and investments using company-approved research to...
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Paraplanner – HNW Wealth Management London up to £40k An excellent opportunity has arisen for an experienced individual to join a leading Wealth and Investment Management company as a Paraplanner. Our client specialises in providing financial planning advice to High Net Worth individuals and is currently looking to expand their London office. Working alongside their advisors you will be responsibl...
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My client, a Chartered Independent Financial Adviser Firm, are looking for an experienced paraplanner to join their team in Somerset. The successful candidate will provide comprehensive technical support to the team of Financial Planners, by producing high quality reports, recommendations and product research. Key Responsibilities: *To undertake independent financial research and analysis based on...
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Paraplanner x 2 Circa £32,00 + benefits Leading Chartered holistic IFA firm currently looking to appoint a Paraplanner to the successful and growing firm. Responsibilities would be to: * Compose, review and deliver draft financial reports for the Advisers * Identify and recommend improvements to the advice proposition in line with the organisations policy and industry guidelines * Inform, guide an...
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Senior Paraplanner - Warwickshire Salary up to £36,000 plus benefits A professional chartered business that provide financial planning and investment management to wealthy private clients and corporate entities. Now looking to appoint a level 4 Paraplanner to work closely with two of its top producing Chartered Financial Planners. The Paraplanner will initially provide high end technical paraplann...
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Paraplanner – Award-Winning Business Liverpool, Merseyside £30,000 - £35,000 Plus Group Personal Pension, Death in Service, Permanent Health Insurance, 25 Days’ Holiday (rising to 30 with service) With offices throughout the UK, our client is a successful provider of bespoke, high quality investment and wealth management services. An excellent opportunity has now arisen for a Paraplanner to join t...
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My client is looking for an experienced Para Planner to join their well established Wealth Advisory department in Belfast. This job opportunity comes with a salary of £26,000-£28,000 per annum plus a generous benefits package including pension. This role has been created due to the expansion of the regional team which will cover Northern Ireland and Scotland. The team you will be joining will cons...
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A top IFA firm who are currently disrupting the market with their innovative approach to Financial Planning are looking to add a Chartered Paraplanner to be the technical lead of their London office. The ideal candidate will have the following profile: 3 years' experience as a qualified paraplanner working at an independent firm (not a network, tied firm or bank) Strong knowledge of Avelo and expe...
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Paraplanner London up to £40,000 An opportunity has arisen within a successful Financial Advisory company for an experienced individual to join their team as a Paraplanner. Dealing with the interests of HNW clients, this key role will involve working alongside Financial Advisors, with further support of Client Service Administrators. This will include collecting information for and preparing techn...
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Position: Paraplanner Location: Central London Salary: £25,000- £30,000 per annum Thornton and Baines are a firm of professional advisers based in the heart of London. This is an exciting opportunity for an experienced Paraplanner with previous Private Client knowledge to join our Central London practice. The Role: You will be responsible for a range of Paraplanning duties. You will head up a team...
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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 Wimslow 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 Chartered Wealth...
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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 Warrington 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 Chartered Wea...
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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 Lincoln 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 Chartered Wealth...
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Paraplanner/ Customer Relationship Manager Location: Bath Salary: £25,000 - £30,000 plus monthly bonus Start Date: ASAP Currently we’re seeking a Paraplanner and High Net Worth Customer Relations Manager to join a well-established wealth management company based in Bath. This is a great opportunity to join a fantastic team and company who are consistently proving themselves in this competitive mar...
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Our highly reputable finance client is now looking to appoint a Trainee Paraplanner to offer essential support to an IFA. The successful candidate will be required to produce reports and documentation for the IFA to present to clients, whilst also maintaining all client records and all associated administrative work required with the application. Daily responsibilities will include: Liaising with ...
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A boutique IFA business who are currently set for expansion are looking to add a para-planner to their growing team near Bank. This is a fantastic opportunity to join a prestigious Financial Planning Practice, in a role that can definitely lead to an advisory position. The ideal candidate will be as follows: DipFA Qualified and considering becoming chartered as a minimum Strong academic background...
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Paraplanner - Gloucester, competitive salary. This position will see you providing exceptional Paraplanning support to the Financial Planners as well as dealing with our portfolio of valued clients on a wide range of Financial Products. KEY RESPONSIBILITIES * Work closely with the team of remote and Head Office Based Independent Financial Advisors (IFAs) and support the team to handle a variety of...
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Looking for a Paraplanner, very competitive salary based in Hertfordshire My Client is a Chartered Firm who are amongst an elite group of Independent Financial Planning firms delivering the highest level of bespoke financial plans and portfolio strategy to their clients. My client works alongside an established network of accountancy and law professionals who complement their proposition in delive...
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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- 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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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 Lincoln 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 Chartered Wealth...
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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- 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- 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- 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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