Paraplanner jobs in the Accounting & Finance category

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Cameron James Professional Recruitment - Colchester, CO49YQ(6 hours ago)
Our client a firm of FInancial Advisors with offices throughout Essex and the East of England require a Paraplanner on a full or part time baasis for their office in Colchester. ADMINISTRATOR PARAPLANNER The role Supporting the Consultants by undertaking client related administration including: maintenance of client and portfolio records; preparation of client files for annual or half yearly revie...
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Benefits: £28-32k DOE plus excellent benefits package. The Company: I am currently working on behalf of an industry leading, nationally renowned wealth management firm working within HNW/UHNW circles who are looking to add a senior, qualified Paraplanner to their technical team of 6. To be based from their South Sheffield site they require a technical Paraplanner who can come into their team and p...
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Cameron James Professional Recruitment - London, N144XA(6 hours ago)
Role: Administrator/Paraplanner Location: London - Enfield Salary: Upto 25k Job Information Our client a successful IFA based firm in the area of Enfield (London) requires an experienced Administrator/Paraplanner to offer administration and Paraplanning support and maintenance to a reputable IFA Firm. You will work closely with the Advisers and Paraplanners helping keep the office administration e...
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Cameron James Professional Recruitment - London, W1H7EH(1 day ago)
Role: Paraplanner Location: London Salary: Upto 27k Job Information Our client a successful IFA based in the Centre of London requires an experienced Paraplanner to offer support to one adviser in a small IFA firm. This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qualifications are desireable. Reporting to a Technical Directo...
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Our client, a national financial planning business is currently looking to recruit an experienced Paraplanner to support the leading consultants in the region. Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales ...
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Cameron James Professional Recruitment - Leeds, LS28BD(1 day ago)
Role: Paraplanner Location: Leeds Salary: Upto 40k Job Information Our client a successful IFA based in the Centre of Leeds requires an experienced Paraplanner to offer paraplanning support and maintenance to a large client bank. You will work closely with the director This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and Qualific...
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SF Group - Leeds, Yorkshire (1 day ago)
The Company: I am currently working on behalf of a highly successful, nationally renowned financial advisory firm who are looking to add a senior, qualified Paraplanner to their technical support team. Based in Leeds City Centre with strong transport links via the train and bus routes, you will be joining a progressive, expanding firm who model themselves on providing professional independent (who...
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Job Title: Diploma Qualified Paraplanner Location: London Sector: Financial Services Salary: £35,000 - £40,000 Reference: LH/17449 Cavendish Maine is delighted to be working with an industry respected and accredited Financial Planning firm in London. Our client is looking to recruit a DipFs qualified paraplanner, they are a holistic planning firm, working in all areas of investments, pensions, ret...
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This financial services company is looking to recruit a trainee paraplanner to work on the protection, pensions and investments element of its business. Responsibilities: - Retrieval and analysis of contract data: contacting providers, collating and assessing data (25%) - Contract research: researching new and alternative contracts (25%) - Report writing: producing research, suitability and annual...
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Our client a well-established Financial Services practice are looking for an experienced Paraplanner to join their team at their busy offices in Ashby de la Zouch. Job Purpose The production of research on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for financial transactions Relevant Skills and Knowledge: The requisite techn...
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SF Group - Leeds, Yorkshire (2 days ago)
The Company: I am currently working on behalf of a highly successful, national network who are looking to add a Junior Paraplanner to their technical support team, with some file review responsibilities on top. Based in Leeds City Centre, you will be joining a progressive, expanding firm who model themselves on providing professional independent (whole of market) financial advice with high quality...
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I am currently working on behalf of an established regional financial services firm who are looking to add a paraplanner in to either of their Leeds city centre, or Skipton sites to work alongside 2 hugely high performing advisers within their private wealth specialism. My client is an ambitious financial advisory firm who are growing across 2016/2017 across both their Leeds and Skipton sites. Thi...
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A very impressive boutique Financial Planning company based in central London, who have developed an excellent reputation for client service, requires an experienced Paraplanner to join their growing team. JOB TITLE: Paraplanner LOCATION: London PACKAGE: Competitive COMPANY INFORMATION - Based in central London - They have developed an excellent reputation for client service - 3 Paraplanners and 9...
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Are you an experienced Paraplanner, with excellent inter-personal skills and background within the IFA / financial planning arena.are you seeking a new challenge and a permanent position with a prestigious Hertfordshire / Bedfordshire based firm. With an enviable reputation and a coveted client base, my client is seeking to appoint a skilled and experienced Paraplanner to work closely with its Pri...
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Our client, a national financial planning business is currently looking to recruit an experienced Paraplanner to support the leading consultants in the region. Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales ...
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Our client, a national financial planning business is currently looking to recruit an experienced Paraplanner to support the leading consultants in the region. Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales ...
full job description
Our client, a national financial planning business is currently looking to recruit an experienced Paraplanner to support the leading consultants in the region. Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales ...
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Cameron James Professional Recruitment - Sheffield, S14PF(3 days ago)
Role: Paraplanner Location: Sheffield Salary: Upto 35k Job Information Our client a successful IFA based in the Centre of Sheffield requires an experienced Paraplanner to offer paraplanning support and maintenance to a large client bank. You will work closely with the director This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and ...
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Package: £28-35k basic plus bonus and package. Bonus is uncapped based on company performance (last year paraplanners were paid an annual bonus of circa £9k) and benefits include 30 days holiday rising to 35 after 5 years’ service, 9% pension contribution, 4 x DIS. The Company: I am currently working on behalf of a well-established financial services brand who have been established for over 15 yea...
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Administrator Paraplanner is needed in a well established and highly regarded firm in Suffolk. This is a full time role supporting Consultants in the Financial Services department by undertaking client related administration. The Administrator Paraplanner will have excellent communication skills with a professional manner. You will hold the Certificate in Financial Planning (or equivalent) and wil...
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Financial Services Administrator Marlow Part Time or Full time A financial advisory business in Marlow providing advice for individuals and small businesses, throughout the Home Counties and into London requires an experienced Paraplanner/ Financial Services Administrator to join their growing business. This must be someone who has worked as a Paraplanner or a Financial Services specialist adminis...
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Senior Paraplanner/Manager - London or Surrey Our client is a national IFA firm and they have asked us to find them a capable manager to manage and lead a team to deliver a first class research and report writing service to Personal Financial Planners (PFPs). The role involves managing and growing the Paraplanning team, thereby allowing PFPs to spend more time with their clients, whilst the team t...
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Cameron James Professional Recruitment - Leatherhead, KT228EQ(4 days ago)
Skills and Experience Required Previous experience as a Paraplanner FPC - Level 4 qualification preferable Knowledge of Iress/Adviser Office, Exchange and Financial Express Analytics Excellent communication skills Articulate and confident in dealing with HNW clients with the ability to work on own initiative and as part of a team Technical knowledge of pensions, life and investments products and c...
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The benefits: Salary up to 40K DOE, pension, health care, cycle to work, car share and more. Our client provides a wide range of expertise and knowledge in delivering the financial aims and aspirations of clients, as well as peace of mind for the future. A dynamic and growing Practice, they offer a seamless service of distinct quality, professionalism and expertise across all aspects of wealth man...
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Your new company Your next company is one of the country's largest wealth management company with several different specialities. Their holistic approach to investment and financial planning has made them one of the longest standing companies in the area. Due to their high performance in the market they have expanded their team and now need a new Para planner to join the team. Your new role Report...
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