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                      Paraplanner jobs in the Accounting & Finance category

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                      Huntswood are looking for a Paraplanner to provide financial planning advisory support in our established paraplanning function, based in our head office in Reading. Your responsibilities would be to: Compose, review and deliver draft financial reports for the advisers Make discretionary decisions in relation to specialist financial planning arrangements Identify, recommend and implement improveme...
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                      The Role: Bellpenny are seeking experienced Paraplanners for our offices in Glasgow. Diploma level is desirable but not essential as support is provided to help you obtain your required qualifications. The main purpose of the role is to provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively, in line with...
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                      Cameron James Professional Recruitment - Ipswich, IP1(1 day ago)
                      This a unique and interesting opportunity to work with some of the top Financial Planners in Ipswich, assisting their HNW clients manage their Investment Schemes and other products Ideally candidates will ill have started work towards the Diploma Financial Planning. You will also have a minimum of 1 years' work experience with an IFA practice. Candidates should have Suitability Report Writing expe...
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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- 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- 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- 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- 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- 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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                      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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                      The Company: I am currently working on behalf of an established regional financial services firm who are looking to add a paraplanner or trainee paraplanner to their Huddersfield or Halifax based teams to work alongside high performing advisers. My client is an ambitious financial advisory firm who are growing pretty quickly – this is based on adopting a personal, tailored approach to financial pl...
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                      Huntswood are looking for a Paraplanner to provide financial planning advisory support in our established paraplanning function, based in our head office in Reading. Your responsibilities would be to: Compose, review and deliver draft financial reports for the advisers Make discretionary decisions in relation to specialist financial planning arrangements Identify, recommend and implement improveme...
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                      A new model advice firm are looking for a Employee Benefits Paraplanner to join their team in Cheltenham. The successful candidate will provide technical administration support to their Consultants by providing technical information and regulatory documentation for client meetings. To ensure that new business is processed compliantly, efficiently and accurately. Responsibilities: *To provide Consu...
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                      HJ Recruitment Ltd - Tunbridge Wells, South East/Southern, TN48AT(2 days ago)
                      Role Paraplanner Sector Financial Location Tunbridge Wells Salary £25,000 per annum Role Our client is a first class Financial Advisory business based in Tunbridge Wells Their current requirement is for a Junior Paraplanner to join the organisation to provide support to a Senior Financial Planner. 75% Junior Paraplanning & 25% Office Administration Support the Senior Paraplanners and Consultants. ...
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                      My client is a well established IFA based in Somerset. Looking for a Paraplanner, competitive basic salary and benefits. preparation of reports to clients on financial planning matters * Relevant experience in a Wealth Management environment * Effective communication, both verbally and in writing * Effective drafting of client advice * Effective technical and product research * Ability to attend c...
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                      Senior Paraplanner – Growing Company, Excellent Career Prospects. Good Basic & Package to attract High Quality Candidates Bromsgrove A leading Wealth Management Company who have experienced unpresented growth over the past year are looking to recruit further Paraplanning candidates into their growing technical teams. With further expansion plans in place for the next year and beyond; this is an ex...
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                      A flourishing IFA practice in Enfield of North London are looking to add a talented and driven Paraplanner to their team. The candidate would be responsible for providing a full Paraplanning service across individual planning, research, report writing and liaising with the Independent Financial Advisors. Person Specification: Producing reports with valuations and research for various Independent F...
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                      A new model advice firm are looking for a Private Client Paraplanner to join their team in Cheltenham. The successful candidate will provide technical administration support to Financial Planners by providing technical information and regulatory documentation for client meetings. To ensure that new business is processed compliantly, efficiently and accurately. Responsibilities: *To provide Financi...
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                      Pension Administrator / Paraplanner An opportunity for a pension administrator / trainee paraplanner has arisen at a well established financial services organisation based in Cricklade, Wiltshire. The role is to provide administration support to an existing team of Financial Advisers, both in terms of the processing of new business as well delivering a high level of ongoing client service. Previou...
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                      Cameron James Professional Recruitment - Wetherby, LS22 (2 days ago)
                      Senior IFA Administrator/Trainee Paraplanner - Wetherby A large IFA that is well known for its quality service from their executive clientelle are looking to take on a Trainee Paraplanner to join their professional and supportive team on a permanent basis due to an internal promotion. This is a highly respected, IFA who can offer a stable working environment and excellent development opportunities...
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                      Our client a major IFA Network based in Docklands, London City requires an experienced Paraplanner to offer compliancesupport to their network of self-employed / employed advisers. This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and a good understanding of a wide range of life assurance, pensions, investments and mortgages, tax ...
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