Paraplanner jobs in the Accounting & Finance category

<< previous | Displaying 1-25 of 78 results | next >>
Paraplanner, Marlow, £30k-£40k basic My client is a long established and successful Independent Financial Adviser based in Marlow. They are currently going through an exciting period of growth and having recently added to their Advisory team, are seeking a Paraplanner to join the business and work alongside he firm's top performing IFA. The main duties and responsibilities of this role include: * ...
full job description
FPSG's client is an Insurance Broker based in Edinburgh City Centre. They are seeking to hire a Paraplanner to join their financial planning team. Our client provides advice across the UK to a wide range of clients. The successful candidate will work closely with the Financial Adviser to implement advice for clients. The role is broken down into 4 key areas: Preparing and Maintaining the Client Fi...
full job description
Cameron James Professional Recruitment - Chesterfield, S404AA(19 hours ago)
Paraplanner/Senior Support The Firm An opportunity to join the wealth management team within a progressive regional accountancy firm. The group employs 95 staff with 8 partners in modern premises in Chesterfield and Sheffield and has achieved 65% growth over the last 3 years. The wealth management team consists of 4 Advisers and 8 support staff with a turnover in excess of £1.5m. The Role This rol...
full job description
Paraplanner based in Hertfordshire, competitive basic salary with benefits Relevant Skills and Knowledge * Good IFA/Financial Services Experience of products, advice process and understanding of FCA regulatory framework. * Knowledge and understanding of business and application processing in terms of protection, retirement planning and investment products * Be able to put together a Suitability Re...
full job description
Paraplanner based in Wiltshire, competitive basic salary with benefits Relevant Skills and Knowledge * Good IFA/Financial Services Experience of products, advice process and understanding of FCA regulatory framework. * Knowledge and understanding of business and application processing in terms of protection, retirement planning and investment products * Be able to put together a Suitability Report...
full job description
Paraplanner / Suitability Report Writer Skipton - North Yorkshire £25,000 - £35,000 + Excellent training, pension, PMI, bonus, exam support, free parking I am currently recruiting for a Financial Services Paraplanner position for a top Wealth Management firm based in Skipton. This firm provide holistic wealth advice to high net worth private and corporate clients. This incorporates various Investm...
full job description
Paraplanner based in Surrey, competitive salary and excellent benefits attached. My client is a rapidly expanding IFA based within the heart of surrey are currently looking to recruit for a Paraplanner to join the business. Responsibilities for the position will include: - Report writing (Life, Pensions and Investments) - Comprehensive research in the market place - Work closely with consultants i...
full job description
Cameron James Professional Recruitment - Weybridge, KT138AE(22 hours ago)
An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the business` exposure. The position is based in Weybridge and will involve working closely with Financial Advisors. Person Specification - Diploma qualified or close to attaining DipFA/DipPFS status - Minimum of 3 years` experience of being a paraplanner - Experience in writ...
full job description
Trainee Paraplanner / Report Writer York (North Yorkshire) £20,000 - £28,000 (depending on experience) + benefits, exam support, free parking My client is a well-established and ambitious regional Wealth Management firm who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. Their offices are easily commutable from all areas around York in North Yorkshire The success...
full job description
Paraplanner, competitive basic salary, good benefits, based in Hertfordshire. You Will * Gather background information, identify and recommend product/provider and obtain illustrations and evidence to support the research to facilitate a response to a client enquiry * Extensively research client circumstances, analyse output to identify opportunities to improve the clients position including full ...
full job description
Paraplanner, London, £40k & excellent benefits package My client is a prestigious and highly respected Independent Financial Adviser practice who is looking to grow their team through the addition of an experienced Paraplanner. Whilst industry experience and knowledge are valued over qualifications by my client, the Level 4 Diploma, or progress towards this, would be an advantage to any applicants...
full job description
Ref: 2395 Paraplanner Herts / Essex £negotiable A well established financial planning practice is seeking an experienced paraplanner to strengthen their support team. Working closely with one adviser the role will involve: Preparing for client meetings Discussing strategy with the adviser post meeting and assisting in the formulation of advice Undertaking research Writing reports and suitability l...
full job description
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...
full job description
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...
full job description
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...
full job description
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...
full job description
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...
full job description
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...
full job description
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...
full job description
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 ...
full job description
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...
full job description
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)....
full job description
Huntswood - London, London (1 day ago)
Our London based client urgently requires a competent paraplanner to complete a backlog of Wealth Planning advice and potential implementation cases. The interim paraplanner will be responsible for; Writing documents Speaking with 3rd party providers Gathering any required information Suitable applicants will demonstrate; Professional Paraplanning experience The ability to use IRESS / Advisor Offi...
full job description
An exciting and challenging opportunity has arisen for an experienced Paraplanner. Role Purpose To provide a high quality financial planning service to partners and advisors whilst complying with the requirements of the FSA and the standards set out by the partners of the firm. Accountabilities & Examples of Key Activities / Accountabilities *To carry out high quality analysis and preparation of c...
full job description
Our Client a highly reputable form of Financial Advisors requires a Personal Injury Paraplanner to join a team that focus on Personal Injury. You will assist the Advisers in preparing advice & research, ultimately providing an excellent service to prospective, new and existing clients. Main Duties: - Complete client reviews and investment reports - Use research and advice tools to undertake resear...
full job description
<< previous | Displaying 1-25 of 78 results | next >>
Get Results only for: Accounting/FinanceParaplanner