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                      Paraplanner jobs in the Accounting & Finance category

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                      Paraplanner London £ negotiable Currently working with a financial services company who offer Private Wealth Management, Wealth Planning and Corporate services. They're in the market to appoint a well qualified Paraplanner to their London office (EC4R). They are keen to speak with individuals who have achieved Diploma as a minimum. Salary is negotiable dependent upon qualifications and application...
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                      Paraplanner Leading ultra high net worth firm of wealth planners looking for a technical Paraplanner to join the highly successful business. The role: • Support sales through research and preparation, completing risk questionnaires, Investment Plans, Suitability Letters, Quote and Application preparation • Review clients investments and prepare agenda and paperwork for client review meetings • Sub...
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                      Our client is a highly respected Wealth Management firm based in London that specialises in dealing with HNW private clients. An opportunity has arisen for a Senior Paraplanner to join the existing support team due to increased business levels and this role works very closely with the Head of the business. You will be responsible for providing advisers with technical information, draft reports, en...
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                      My Client is currently looking for a Paraplanner to join their team in Bury. THE ROLE • Main tasks will include preparing reports and providing technical research services to a team of Financial Planners. • You will also ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the...
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                      An exciting opportunity has arisen within either the Cardiff or Swansea branch of a Financial Planning practice with a presence across South Wales. Our clients directors have over 60 years of combined experienced in Financial Planning and offer a 'Whole of Market 'service. They are looking to recruit an experienced Paraplanner to join their team to help in the provision of support to their fee ear...
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                      ParaPlanner - IFA Stafford / Staffordshire Salary to £23,000 + Benefits Role Overview A Paraplanner is required by a leading IFA based in Stafford / Staffordshire. The successful candidate will be responsible for working with the Financial Consultants on a number of non client facing tasks such as preparing a financial plan or report. In this varied role, you will be given the opportunity to go fr...
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                      Exchange Street - Chichester, South East/Southern, PO198PH(1 day ago)
                      Exchange Street is currently looking to recruit experienced Paraplanner for an independently owned, integrated investment management and financial planning practice with offices in London, Sussex and Cheshire. Following a period of continued success, this established and financially secure business is keen to grow and now looking to recruit for this role in their Sussex office. Currently managing ...
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                      Are you an experienced Paraplanner looking to join an expanding organisation? Are you a talented Financial Administrator with extensive technical knowledge of pensions and insurance? If the answer is yes to either of these questions then please read on. An expanding Independent Financial Advisor organisation is seeking a new addition to their team to provide technical administrative support to the...
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                      An excellent opportunity to join a leading financial services organisation. Our client requires an experienced and professional Paraplanner to join them to provide support and assistance to existing Financial Planners Job Role • Responsible for writing letters and reports and obtaining quotes. • Research, analyse and prepare technical client reports showing complex investment data • Process client...
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                      Paraplanner Loughborough £25,000 - £32,000 plus training, exam support and benefits package This is an outstanding opportunity with a top performing IFA and Wealth Management firm in their Loughborough offices as a Paraplanner. The successful applicant will providing work alongside the companies IFA's providing a full paraplanning support service to them including research and report writing and t...
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                      Company A well known firm if independent financial advisers are looking to expand their technical support team in their South Leeds Offices with the recruitment of a diploma qualified financial services professional to undertake the role of Paraplanner. Role Researching, recommending and preparing reports for IFAs both before and after client meetings, with supporting documentation, which contain ...
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                      Cameron James Professional Recruitment - Banbury / Chipping Norton(1 day ago)
                      An opportunity has arisen within a highly prestigious IFA in Oxfordshire for an experienced para planner. This position has become available due to exponential client growth and retention. This particular firm have a strong focus on their bespoke approach to wealth management and financial planning and as such this is a fantastic opportunity. They are looking for a paraplanner with strong experien...
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                      Paraplanner/Financial Services Administrator £30,000 An excellent opportunity to join a progressive thinking firm, committed to supporting the development of staff for the mutual benefit of the business, our clients, and the individual. What are we looking for? With two of our current Technical Support Team developing into Assistant Planner roles over the course of this year, we are looking for so...
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                      PARAPLANNER REQUIRED FOR AN IMMEDIATE START!! BASED IN WARWICK £26,000 - £35,000 DEPENDING ON EXPERIENCE My client is a well known prestigious IFA practice who have a long history with a diverse rang of clients with whom the firm enjoys a very close and trusted relationship. The client is now seeking an experienced diploma qualified paraplanner to join their successful team, the successful person ...
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                      Exchange Street are currently working with one of the UK's leading practices as they look to recruit a Trainee Paraplanner for their Liverpool based Office. A provider of financial planning, this expanding firm has identified a requirement for an experienced individual to join the team with a remit to provide technical and professional support to both the Partners and Advisors. Successful applican...
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                      Our clients is currently recruiting for an experienced Paraplanner to join their team in Altrincham. THE ROLE •You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. •You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact...
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                      Paraplanner - Woking, Surrey - £35,000 + Bonus - Dependant on qualifications and application of knowledge A very high quality chartered practice that provides wealth and financial planning to private and corporate clients are looking to appoint an experienced Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount t...
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                      My Client are an innovative and fresh Wealth Management firm based in modern offices in central Bath. They would like to complement their existing team with the addition of an experienced Paraplanner. Responsibilities: Compilation of financial reports (either pre or post sale) to comply with internal and external compliance requirements Ensure the Firmâ.s compliance procedures are adhered to and t...
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                      My client is a leading Financial Services firm providing a range of expert , integrated Wealth Management and Employee Benefits consultancy services for individuals, families, charities & trusts, business owners and employers. We are urgently seeking an Experienced Paraplanner who will join a new existing team based in the companies Leeds offices. As Paraplanner you will be responsible for providi...
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                      My client is an Independent Financial Advisory / IFA firm who is wholly owned by a large Legal entity. My client delivers Investment Management, Financial Advice and Services to clients that have been awarded Compensation claims. We urgently seek an experienced Paraplanner to work from the Sheffield offices. Your responsibility will be to work on the post-settlement side of Paraplanning to provide...
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                      Our client is a leading Wealth Manager offering clients advice and solutions in the areas of Risk, Strategy, Investment and Human Capital. We seek an experienced Paraplanner. As Paraplanner you will be responsible for providing advice and providing clients with solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Soluti...
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                      My Client is currently looking for an experienced Paraplanner to join their business in Cardiff. THE ROLE • To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers, and/or Senior Client Partners • To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient ma...
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                      Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Paraplanner to support their fee earners. Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolio...
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                      Salary: Negotiable, depending on experience Hours: Monday to Friday, 9am-5pm Location: Ely, Cambridgeshire Reference: HRS-42-14 The Role: We are recruiting on behalf of our client who have an exciting opportunity for a Paraplanner to join their team. The position is within a small family run IFA practice, you will be working closely with highly experienced Chartered Financial Planners and Independ...
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                      Technical Advisor / Paraplanner Glasgow Permanent contract £27,000 - £33,000 plus benefits and bonus We are currently recruiting for an experienced Technical Advisor / Paraplanner on behalf of a firm of specialist financial services both corporate and private client for the Glasgow Office. Ideally you will be Diploma qualified or working towards this, responsible for assisting a team of experience...
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