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                      Paraplanner jobs in the Accounting & Finance category

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                      Paraplanner London £35k to £40k + Benefits Due to continued growth a Leading Asset Management firm is looking to recruit an experienced Paraplanner to join the financial services team. You will ideally have Regulated Diploma in Financial Planning (CII) Level 4 or Diploma in Financial Planning or being close to obtaining Level 4 Diploma will be considered. The ultimate aim will be to support and en...
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                      Paraplanner - London Salary up to £45,000 plus benefits We are leading the search for a financial services group that provides a range of solutions to individuals and organisations across the wealth management, employee benefits and general insurance space. The Paraplanner will act as technical support to deliver professional quality written reports for the Financial Planners and their clients in ...
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                      Professional Recruitment Limited - Hove, South East/Southern(1 day ago)
                      Our client, an innovative wealth management firm is looking for a Paraplanner to join their busy offices based in Hove. The purpose of this role is to form a pivotal point between client and advisers. This is a key role in our client’s commitment to deliver excellence and outstanding customer service. Key tasks include, but are not limited to the following: Preparing for client meetings Producing ...
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                      We have been exclusively retained to assist this Financial Planning practice in their search to recruit an experienced Paraplanner in Henley. Providing support to the firm's IFAs responsibilities will include product research, report writing and on-going contact with clients. Given the nature of the business most individuals dealt with at the firm are affluent private clients so applicants need to...
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                      Senior Paraplanner - Guildford, Surrey Salary up to £40,000 plus benefits An independent financial planning and investment management business is keen to appoint a Senior Paraplanner to provide comprehensive technical support to a small team of high quality, fee-based Financial Planners. - Research and technical assessment of cases submitted by Consultants and Directors. - Production of compliant ...
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their...
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                      Paraplanner Sutton Coldfield £28,000-£35,000 + Bonus + Benefits Package My client provides unbiased wealth management practices to their customers with a fee-only approach. They are a truly independent firm of financial advisers with a combined experience of over 60 years. This is an award winning firm with titles such as 'Midland Advisers of the Year' and 'National Advisers of the Year' to add to...
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                      Paraplanner £35,000 - £40,000 Bristol I am currently looking to recruit for a Paraplanner to join a national Wealth Management company to be based in their Bristol office. My client provides comprehensive financial planning and discretionary management service to clients. They provide investment advice, pension and protection planning to both corporate and individual clients. With the implementati...
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                      Paraplanner Location: Reigate Salary: £30,000 - £40,000 Our client based in Reigate is seeking an experienced and well qualified Paraplanner. Duties will include: • Report writing (Life, Pensions and Investments) and comparative analysis • Comprehensive research in the market place • Work closely with consultants in preparing relevant work • Speak with product providers as required • Liaise with c...
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                      Cameron James Professional Recruitment - Thornton Heath(1 day ago)
                      I am currently recruiting for an IFA Administrator or Paraplanner position for a Wealth Management firm based in South London near Croydon. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investments, Personal and Group Pensions, SIPPs, IHT and Life advice as well as insurance. You will provide administrative support to one of the...
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                      Experienced Client Manager (Paraplanner) Circa £ 35,000 plus outstanding benefits and bonus. Our client requires a chartered or almost chartered paraplanner to join their fast-growing entrepreneurial wealth management company based in Wilmslow. The successful candidate will be responsible for the following: o Working with the financial planner to manage client portfolios under our discretionary ma...
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                      Our client is seeking a Paraplanner for their office in Letchworth Herts. The role is ideally focused for those who wish to develop themselves within the industry. The Director is personally putting a focus on the applicants desire and dynamism, rather than experience. Company Description * Well respected & growing IFA firm * RDR Compliant. Fee based proposition embracing Wrap technology * In-hous...
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                      Oval Recruit Ltd - Guildford(2 days ago)
                      Corporate Paraplanner Guildford Salary Negotiable An excellent opportunity has arisen for an experienced individual to join a leading Financial Services company as a Corporate Paraplanner with a pensions focus based in Guildford. This key role will require a high calibre candidate who can provide technical financial services support to senior consultations. This will involve report writing, attend...
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                      This business is an independent Private Bank offering comprehensive Banking, Wealth Management and Investment Management services. Serving its customers since 1833, they have successfully navigated many turbulent periods of economic instability and has a long track record of profitability. Today it has offices in London, Dubai, Manchester and Exeter where it manages the financial affairs of c.3000...
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                      Easy Web Recruitment - Milton Keynes, South East/Southern, MK93QA(2 days ago)
                      Paraplanner – FTC (Financial Planning) Are you looking for a new challenge within wealth management and financial planning? Our client have an exciting Paraplanner position available! Our client is a FTSE 100 company with £49.1bn of client funds under management. Through their dedicated network of advisers they offer face-to-face wealth management advice, which is tailored to meet your own specifi...
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their Cardiff based team. The firm in question is extremely profitable, continues to attract assets under management at a high rate and ...
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                      A prestigious IFA practice with a diverse range of clients is looking to recruit and experienced Paraplanner to join their team. This vacancy has arisen as a result of expansion and the ideal candidate will be Diploma qualified and preferably working towards Chartered status. Commutable from: Warwick, Coventry, Stratford-upon-Avon, Banbury, Leamington, Rugby Salary: £ 26,000 - £ 35,000 p.a. Suitab...
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, as part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their Cheshire based team. The firm in question is extremely profitable and continues to attract assets under management at a high rate ...
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their London based team. The firm in question is extremely profitable, continues to attract assets under management at a high rate and h...
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                      Cameron James Professional Recruitment - Manchester(2 days ago)
                      Our client, a national leading Financial Planning firm is looking for a Diploma qualified Paraplanner to join their dynamic and rapidly expanding team based out of Manchester. The position: - Writing suitability reports - Getting involved with client recommendations - attending client meetings - providing a solid and hands on support base to IFAs The Person: - Ideally DipFA but would accept if wor...
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                      My Client based in Banbury are currently in the market for a Paraplanner to join their ever growing team. Summary: The role is to support Financial Advisers to enable them to focus on the client relationship. A paraplanner should provide input to the creation of solutions for the client using their expertise and experience. A paraplanner is also a quality controller and must ensure that business i...
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                      This Chartered wealth management practice has a highly developed business model and an excellent reputation across the region. Attached to an established Chartered Accountancy practice they are an exceptionally professional outfit with a burgeoning reputation for the high quality level of service they provide to their clients. To support one of the firm's fee earners they are seeking to recruit an...
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                      Paraplanner - Paraplanner Salary up to £35,000 plus bonus, benefits We are running the search for a recognised financial planning business that are looking to engage a Paraplanner to provide technical support to a team of fee-based Financial Planners. The advice delivered to clients is complex and requires the support of a Paraplanner who understands the fee-based advice process. With a technical ...
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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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                      Our client a sucessful IFA based in York requires an experienced Paraplanner to offer paraplanning support to their 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 all retail investment products. Reporting to a Technical Director, responsibilities within the role will include...
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