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                      Paraplanner jobs in the Accounting & Finance category

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                      100% IT Recruitment Ltd - Crawley, South East/Southern, RH109XN(3 hours ago)
                      Client Support Manager Nr Gatwick West Sussex up to £37500 (experience/qualifications dependant) Excellent Benefits This really is a fantastic opportunity for you an experienced Client Support Manager or Paraplanner to join a leading Financial Services organisation based in West Sussex. About the Role: To provide paraplanning services to the Financial Advisors • Researching the most appropriate pr...
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                      My client is currently seeking a Senior/Technical Paraplanner to join their team in Cheshire. The successful candidate will support Paraplanners and Advisers by carrying out the following; • Research into product wrappers and investments held by prospects and existing clients • Construction of financial planning and investment strategies • Comparative analysis of existing and new products and stra...
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                      My client is currently looking for a chartered or almost chartered Paraplanner to join their rapidly expanding team in Cheshire. THE ROLE o Working with the financial planner to manage client portfolios under our discretionary management service o Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner o Ongoing review of client portfoli...
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                      My Client is currently looking for a Trainee Paraplanner to join their team in Cheshire. The successful candidate will be diploma qualified individual (or equivalent) and will suit someone who is looking to take the next step in their career to become more technical. THE ROLE • Work with the financial planner to develop strategy and specific recommendations • Composition of initial strategy and su...
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                      Cameron James Professional Recruitment - Edgbaston, B151RP(9 hours ago)
                      Our client has been established since 1987 providing Wealth Management, Financial Services and insurance to its clients. They require a Senior Paraplanner for their Edgbaston offices. Main tasks of role Produce accurate, compliant client reports within agreed timescales. Assist in the production of client portfolio reviews. Provide response to client technical queries. Produce client cash flow mod...
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                      Paraplanner circa. £35,000 - £40,000 basic plus company benefits London I am currently seeking an experienced Paraplanner to join the one of the top 20 IFA's in the city. You will be responsible for providing Paraplanning support to Financial Advisers with the aid of Financial Administrators in the office. Responsibilities will include: - Prepare suitability letters, reports and recommendations fo...
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                      My Client is currently looking to recruit an experienced Paraplanner to join their team in South Cheshire. THE ROLE • To work as part of a team alongside the firm's advisers and administrators to provide clients with a professional ongoing Financial Planning experience • Once in receipt of a completed 'factfind', collate all the relevant quantitative detailed information required to compile a fina...
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                      Our client is a highly respected Wealth Manager based in London with a large HNW private client database. An opportunity has arisen for a Manager to join the existing support team due to an increase in business levels and expansion of the back office team. The Manager will be responsible for the performance and productivity of the support team and will report directly to the Senior Partners/Owners...
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                      Elevation Office Support is currently recruiting for an experienced Paraplanner. This is an excellent opportunity to work for a choice employer North of Sheffield within the financial and professional service industry. 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 clie...
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                      My client is currently recruiting for and experienced Paraplanner to join their company in North West Manchester. THE ROLE Reporting to the Paraplanning Manager, you will provide a first class technical support service to our team of financial planning consultants. The principal duties of this role will include: • Research of products and funds • Obtaining illustrations and quotations • Preparing ...
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                      If you have experience within the Financial Services industry this could just be the role for you. Our client is a well-established and hugely successful Wealth Management company who are recruiting for a Paraplanner. This role is critical in supporting a team of busy Financial Advisers. Having worked with this client for over 10 years I can promise they are a true team with a genuine commitment t...
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                      Company A well known firm if independent financial advisers are looking to expand their technical support team in their Barnsley offices with the recruitment of a 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 technical information...
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                      Our client is a well-established and hugely successful Wealth Management company who are recruiting for a Paraplanner. They have a genuine commitment to developing their people and offering the best of working cultures in a truly great office environment. There is now an opportunity for Financial Services Administrator to join them as a Trainee Paraplanner. You will have good credible experience o...
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                      Paraplanner Large IFA firm currently to add to the expanding team and recruit a Paraplanner to provide senior support, protection and reporting for the firms IFA's through the delivery of added value advice and guidance, high quality research, accurate tax and other computations and comprehensive pre and post financial planning reports with particular emphasis on complex case discussion, complex r...
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                      Our highly successful client based in Hull is seeking a Paraplanner to join their team. The key focus of the role is to provide an effective research and report writing support service for Consultants within the branch, aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package. In addition, you will also be responsible for ensuring ...
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                      Senior Paraplanner Salary up to £40,000 Weybridge A high quality wealth & asset manager are looking to appoint a well qualififed Paraplanner to join their Weybridge - Able to prepare holistic overview reports with strategic recommendations and a step by step plan of action for clients. - Research and prepare comprehensive financial planning reports, with the assistance of some technical input and ...
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                      Paraplanner Bristol Up to £35,000 This very well respected national IFA based in Bristol, are looking for an experienced Paraplanner to join their team. Providing a full technical support function to the Wealth Advisors, you will be responsible for the research, recommendation and compilation of financial planning reports. With a strong focus on providing an excellent experience for the client, yo...
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                      My Client is currently looking to recruit an experienced Paraplanner to join their team in Preston. THE ROLE • To work as part of a team alongside the firm's advisers and administrators to provide clients with a professional ongoing Financial Planning experience. • Once in receipt of a completed 'factfind', collate all the relevant quantitative detailed information required to compile a financial ...
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                      Paraplanner - Newmarket, £35 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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                      Paraplanner - Norwich - Norfolk - Up To £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 comprehe...
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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 - 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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                      Senior Paraplanner Shrewsbury £35,000 + benefits and bonus Leading investment house and wealth management firm currently looking to appoint a Senior Paraplanner to the established team. Responsibilities To build a working knowledge of the business support function, and to manage the teams relations with business support. Complying with the regulatory regime whilst demonstrating an understanding of...
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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 an experienced Paraplanner to join their business in Manchester. 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...
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