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                      Paraplanner jobs in the Accounting & Finance category

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                      Talentspa - Bristol, South West (13 hours ago)
                      Job description Due to rapid company expansion and the success of our multi award winning Money Hub technology our client are looking for someone to join their financial products team to help with product research and the development of calculators and planning tools. You may currently work in a technical role with a financial product provider, or perhaps you are a highly qualified and experienced...
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                      Paraplanner - Merseyside Salary £20k-£25k - depending on experience A specialist IFA Practice are looking to expand their support 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 be able to ide...
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                      Susan Fleck Associates Ltd - Maidstone, South East/Southern, ME14 2BJ(1 day ago)
                      We are currently seeking an experienced IFA Administrator/Paraplanner. You will be Diploma or ideally working towards Diploma Status and will be responsible for assisting a team of experienced IFAs within the company. This is an excellent opportunity for an experienced Financial Services Professional to join a progressive and highly reputable firm of Financial Advisers. Duties and Responsibilities...
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                      Paraplanner Newbury £25,000-£30,000 My client, a top Accountancy firm in Newbury, are in the market to appoint a trainee Paraplanner. You will be involved with some of the below, but predominately you will be taking on the majority of the Suitability report writing to support an experienced and technical team. You will also gain experience of Investment reviews and Cash Flow Forecasting, aswell as...
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                      Paraplanner - London My client, an extremely well respected Private Bank based in the city centre is looking for a Paraplanner to join their organisation. They deal with high net worth Private clients and as such exemplary service and first class financial advice are the benchmark of this organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplan...
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                      Paraplanner based in Exeter with large financial organisation. Competitive basic salary with good benefits. Main Duties Support Financial Planners Research clients financial arrangements Construct financial planning strategies Produce financial planning reports Assist in preparation for client meetings Ensure files are compliant Skills Well organised, good work ethic, analytical ability, accurate,...
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                      Paraplanner based in Exeter with large financial organisation. Competitive basic salary with good benefits. Main Duties Support Financial Planners Research clients financial arrangements Construct financial planning strategies Produce financial planning reports Assist in preparation for client meetings Ensure files are compliant Skills Well organised, good work ethic, analytical ability, accurate,...
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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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                      My client is currently looking for an experienced Paraplanner to join their team in Barnsley. THE ROLE • Providing technical, research and administrative support • Production of compliant and detailed client suitability reports and presentations • Help manage client relationship and taking/making calls in a polite and professional manner • Keeping full and compliant records on file • Liaising with...
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                      Paraplanner - North West - £25,000 - £30,000 + Pension. Leading Chartered Accountants and IFA practice based in the North West are recruiting a Paraplanner to join their growing team. This role will be providing technical research including suitability reports to be fully compliant, back office support, working with advisers on all cases and provide on going support with their workload. The ideal ...
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                      Paraplanner - Cambridge, £30,000pa A very high quality practice that provides wealth and financial planning to private clients are looking to appoint a Paraplanner who is well qualified, 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 for the providing comprehensive technical...
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                      Elevation Office Support is currently recruiting for an experienced Paraplanner. This is an excellent opportunity to work for one of Sheffield's leading firms. You will work as part of a fast paced team; provide efficient and executive support to the partners and management team as a whole and will demonstrate a clear understanding of client expectations whilst achieving high levels of client serv...
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                      Paraplanner Guildford Upto £38,000 Role Purpose • To provide a friendly and professional service to all clients. • To not only meet the client's expectations but to exceed them. • To assist Consultants in all aspects of their work with clients. Key Objectives: • Provide support to Consultant / Client / Back office administration. • Research and produce reports for consultant client meetings. •To p...
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                      Paraplanner Bracknell £35,000 My client, a Chartered practiced based in Bracknell are looking for an established Paraplanner to join the team. You will provide a high level of technical support to consultants, ensuring that all recommendations are technically accurate and provide 'best advice' for the client •Comply with the relevant Compliance, TCF, T&C, Financial Crime and Anti-Money Laundering ...
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                      Preferred Recruitment - Haywards Heath, South East/Southern, RH17 5JT(2 days ago)
                      Due to my clients continued growth in the financial services sector they are recruiting for a highly qualified Technical Advisor (Assistant Paraplanner) to help achieve their clients specialist financial objectives. It is essential that you are have a regulated Diploma in Financial Planning Level 4. You must be able to work independently and have the ability to multitask. Job Role - Liase with Adv...
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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 Experienced Paraplanner required for a major a financial services team based within a well known city based firm. Candidates will ideally hold the Diploma in Finance or be well on the path to achieving it. Ability to communicate clearly and effectively both verbal and written Ability to produce high quality output and meet demanding standards; Ability to use initiative within limits of...
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                      Paraplanner Bristol £32,000 - £35,000 Working for a leading wealth management company, you will join part of a team where their advice and investment capabilities have been recognised by a number of industry awards. Job Summary & Key Responsibilities: • Discuss client objectives with the Adviser and identify any shortfalls in client information and discuss with the Adviser • Request and review all...
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                      Paraplanner Bristol £33,000 - £36,000 Our client is currently looking for an experienced Paraplanner to join their team in Bristol. Responsibilities: - Provide full technical support to the Wealth Advisers - Research, recommendation and compilation of Financial planning reports - Providing an excellent experience for the clients - Ensure accurate and complaint advice is provided Skills & Experienc...
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                      Paraplanner - Reading Salary: up to £40,000 dependent upon qualifications and application of knowledge I'm currently working with a regional Financial Planning Practice who are in the Market to appoint a Diploma Qualified Paraplanner. Purpose of the Role: 1) To provide a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide 'best adv...
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                      Paraplanner Sutton Coldfield Up to £35,000 Leading chartered IFA firm based in Sutton Coldfield, currently looking to appoint a Paraplanner to an established team . Job Purpose: •To provide support services to the Financial Planning Manager in a timely and efficient manner, enabling focus on the development of relationships with new and existing clients •To provide a consistent delivery of pre and...
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                      My Client is currently looking for an experienced Paraplanner to join their team in York whose focus is working with wealthy families. THE ROLE • Attend all client meetings in the office with our adviser. • Prepare all information, reports and notes for client meetings. • Build close relationships with our clients, becoming a key contact for them. • Produce clear, accurate and compliant suitabilit...
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                      My Client is currently looking for an experienced paraplanner to join their team in Leeds. THE ROLE • Prepare suitability letters, reports and recommendations for holistic and transactional financial planning areas including pensions, investments, IHT, protection and specialist products • Prepare illustrations/proposals and undertake research to support recommendations • Undertake pension reviews ...
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                      My client is currently looking for a Paraplanner to join their team in South Manchester. THE ROLE • Providing technical, research and administrative support • Production of compliant and detailed client suitability reports and presentations • Help manage client relationship and taking/making calls in a polite and professional manner • Attendance at client meetings • Keeping full and compliant reco...
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                      Paraplanner Essex Up to £35,000 Per Annum Job Objective: •To undertake client related administration using JCS Advanced Financial Planning & Administration Software, client reports and review work, reporting and implementation in conjunction with the Directors and administration team, in order to assist Chartered Financial Advisers in the provision of independent financial services to RPA clients ...
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