Paraplanner jobs in the Accounting & Finance category

<< previous | Displaying 1-25 of 31 results | next >>
Our client is a highly regarded company who are recruiting for a Senior Paraplanner. The purpose of the roles is to provide technical support, recommendations and report writing for the financial planning consultants. The role- Research and analyse products and providers for new clients, compiling suitability reports Periodically reviewing available products; pro-actively seeking new product detai...
full job description
Company Fusion Limited - Alton, GU342QE(2 days ago)
Company Fusion Limited is working with a Specialist Financial Company; growing and expanding within their market. They are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community and we currently have an exciting opportunity for an enthusiastic Senior Paraplanner to join their busy team near Alton, Hampshire. The P...
full job description
My client an expanding and successful firm of Independent Financial Advisors seeks a Trainee Paraplanner to join their team. Based in Leamington Spa, Warwickshire, this is a permanent full time role where full training will be given. The successful candidate will also be eligible to study for the Diploma in Financial Planning (through the Chartered Insurance Institute). The role will be working in...
full job description
Job Title: Paraplanner Location: Leeds Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/J020512 About the Role: My client is looking for a paraplanner to join their highly technical and focused financial planning/ paraplanning team. The role available is for a financial professional with experience of working as a paraplanner supporting a team of IFAs. You m...
full job description
Ortolan Group - Alton, South East/Southern, GU342PP(2 days ago)
Senior Paraplanner Alton, Hampshire Permanent, Full-time £35,000 - £42,000 pa plus benefits and possible bonus Headley Financial Services is a Chartered financial advisory firm with over 30 years' experience. Over the years it has evolved into a highly regarded financial planning firm and employs 12 staff. They are friendly, open and transparent and are very well respected in the local and wider c...
full job description
Cavendish Maine - Multiple locations(2 days ago)
Job Title: Homebased Senior Paraplanner Location: Bristol / Hereford / London Salary: Competitive Job Ref: LH/20517 We are pleased to be working with a respected UK wide outsourced Paraplanning Service who are recognised as being specialists in their field. Our client is looking for a qualified Senior Paraplanner to join their team, this is an excellent opportunity for someone who may require some...
full job description
Job Title: Trainee Paraplanner Location: Leicester Salary: Competitive Job Ref: LH/20458 An established and respected Wealth Management firm based in Leicester, our client are leading the way in the advice market. This firm prides themselves on their friendly offices and focus on empowering their employees to push forward with career progression and exam support. This is a great opportunity for so...
full job description
Job Title: Trainee Paraplanner Location: Cheltenham Salary: Competitive Job Ref: LH/20231 An established and respected Wealth Management firm based in Cheltenham, our client are leading the way in the advice market. This firm prides themselves on their friendly offices and focus on empowering their employees to push forward with career progression and exam support. This is a great opportunity for ...
full job description
Job Title: Paraplanner Location: Trowbridge Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/20373 About the Role: My client is looking for a paraplanner to join their highly technical and focused financial planning/ paraplanning team. The role available is for a financial professional with experience of working as a paraplanner supporting a team of IFAs. Yo...
full job description
It's good being a paraplanner isn't it? An enjoyable, challenging role; good pay. And what's more, the demand for your services far outweighs the number of active candidates, meaning that everyone wants to speak to you. So if you are considering your future how do you decide who to engage with? How do you begin to differentiate? Largely speaking, it is all down to the working environment. You need...
full job description
Paraplanner / PA Skilled and enthusiastic Paraplanner/PA required to join our clients team in Highcliffe, Dorset. As a Paraplanner / PA you will work directly with the two company directors to enable them to deliver high quality financial advice and service to their clients. The company are looking for someone who will: • Work alongside the existing team of Administrators and Paraplanners to assis...
full job description
Purple Placements Ltd - Farnborough, South East/Southern, GU147SR(4 days ago)
An office based Paraplanner utilising excellent analytical and evaluation skills. The Paraplanner will review Fact Finds and Meeting Notes of Consultants against Compliance guidelines and is expected to challenge the consultants if the client's financial needs are not clearly documented and accurate. They will research whole of market advice and draft suitability reports within an agreed timescale...
full job description
Paraplanner Milton Keynes Full time, permanent position - competitive package This is a highly varied role and a fantastic opportunity for a capable paraplanner to progress their career in Finance as a Chartered Financial Planner. Our client is a completely independent Chartered Financial Planning service with an excellent reputation. Working alongside a team of chartered financial advisers, you w...
full job description
We are currently recruiting for one of the largest, most successful financial planning firms in the UK. They are looking to bring a paraplanner onto the team. You will be assisted by the admin team whilst supporting one of the firm’s top chartered advisors whilst working for a firm that is built on the idea of progression and organic growth that can offer study/exam support as well as providing yo...
full job description
Senior Paraplanner A new generation financial planning and advice firm are looking to further develop their Kenilworth office with the appointment of an experienced Paraplanner to support the existing Adviser and Administrator who are already managing a substantial client bank throughout Warwickshire. You will have the personality and the technical knowledge to provide a high level of support to t...
full job description
Paraplanner Independent Financial Advisory Services Sutton Coldfield up to £38k DOE + Extensive Benefits We are looking for an enthusiastic and dedicated Paraplanner to join our Financial Advisory business based in Sutton Coldfield. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial adviser...
full job description
SF Group are currently recruiting for a Technical Administrator/Paraplanner (part-time/flexi-time possible) to join a Financial Advice Group in Liversedge. The firm is one of the UK’s top rated Financial Planning firms by Vouchedford.co.uk. The organisation is a Financial Advice firm primarily dealing with SMEs and pre- & post- retirement clients. The firm are looking for a candidate with previous...
full job description
SF Group are currently recruiting for a Paraplanner (part time possible) to join a Financial Advice Group in Leeds. The organisation is a wealth development specialist providing a comprehensive suite of services to both private and business clients, including general financial planning, wealth management, investment strategy, retirement, protection and taxation planning. The firm are looking for a...
full job description
Job Description –Paraplanner June 2018 Working directly for the Partners, you will assist in all facets of researching, documenting and delivering first class financial planning for our clients. You will have a sense of humour, an analytical mind, and a commitment to delivering the best client outcomes in all respects. Core Duties and Responsibilities: You will discuss the client’s objectives, ide...
full job description
Trainee Paraplanner - Buckinghamshire Our client is a Chartered Firm of Independent Financial Advisers, serving high net worth individuals and corporates for over 35 years. This role is working directly with the Director of Pensions within a friendly and professional environment. Responsibilities include: Liaising with Clients and providers and building a good working rapport with both Administrat...
full job description
The role will involve: Identifying and calculating potential tax benefits/charges to clients Investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk Ensuring client files comply with the company business quality standards Assisting the Advisers in research and compilation of compliant, bespoke client reports Aiding advisers in achieving thei...
full job description
If you are fed up of working for a company that does not take your career aspirations seriously, then this award winning business could be for you. A FTSE250 company, our client has offices across the UK and therefore offers a degree of job stability that most other firms in the sector cannot given the level of acquisition activity we are seeing. This size brings advantages - annual salary apprais...
full job description
Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. You could be a part of our exciting Succession Wealth Management (SWM) proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM I...
full job description
Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. You could be a part of our exciting Succession Wealth Management (SWM) proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM I...
full job description
Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. You could be a part of our exciting Succession Wealth Management (SWM) proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM I...
full job description
<< previous | Displaying 1-25 of 31 results | next >>
Get Results only for: Accounting/FinanceParaplanner