Paraplanner jobs in the Accounting & Finance category

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Overview JM12Paraplanner Paraplanner, Edinburgh Competitive Salary Introduction FPSG have an intriguing opportunity for a Paraplanner based in Edinburgh or Glasgow. The role sits within a leading Independent Financial Advisors Organisation and offers the chance to start a new and challenging role within an established business. Our client offers a fantastic working environment with flexible workin...
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Our client is an established Financial Planning practice with a longstanding reputation across the North West. In order to provide the best possible technical resource to its Advisers it is now looking to recruit a paraplanner to join their team. The role itself will focus on providing technical support to the organisation's consultants and therefore will require individuals with a first-class lev...
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Our client, a small but successful and stable Chartered Financial Advice company is expanding and requires an experienced Paraplanner/IFA Administrator to join their small busy team. If you want to transfer your career to a company where your contribution has a direct effect on the companies success, future growth and standing in the marketplace, that can also offer future support and on-going dev...
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My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and other support material. Ideally already qualified to Diploma status and with several years’ experie...
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My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Paraplanner. The suitable candidate would be bright, technical and organised with the ability to work within their adviser team and produce reports, recommendations and other support material. Ideally already qualified to Diploma status and with several years’ experie...
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SF Group - Glasgow, Scotland (2 days ago)
SF Group are currently recruiting for a long-established and award winning Finance Organisation based in Glasgow. The client is seeking multiple Paraplanners to facilitate a period of expansion. This is a busy and varied office based role where you will be responsible for providing support to Financial Advisors, as part of a large team of Paraplanners. The client is interested in speaking to exper...
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Experienced Paraplanner â€" Independent Financial Advisory Services â€" Warwickshire â€" up to £40k DOE + Extensive Benefits We are looking for an enthusiastic and dedicated experienced Paraplanner to join our online Financial Advisory business based in Warwickshire. We are one of the first online IFA’s, offering fully regulated advice via simple online apps. We are a progressive and forward th...
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A company of Chartered Independent Financial Advisers that offers professional, detailed, holistic advice to a wide range of clients and specialise in wealth management services for high net worth individuals and corporate services to company directors and their staff is seeking a Senior Administrator / Paraplanner based in Colchester, Essex to join its expanding team. The Administrator / Paraplan...
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ThatRecruit.com - Worthing, United Kingdom, BN111RN(2 days ago)
Established in 1898, our client is a highly regarded and reputable firm of Independent Chartered Financial Planners; over 150 staff worldwide, headquartered in Worthing, with offices in London, Exeter, York, Cheltenham, Brussels, Singapore and Hong Kong. They are currently looking for a bright, enthusiastic and industrious Paraplanner to join their already established team in Worthing. The success...
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Financial Planning Analyst (Paraplanner) Leeds LS18 Competitive dependent on experience and qualifications With a wealth of financial planning experience and a great team atmosphere, our client offers both an impressive service and an excellent working environment. They have identified an opening for a Financial Planning Analyst who will play a pivotal role in providing client relationship support...
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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...
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Technical Paraplanner Cheshire £30,000 to £40,000 per annum Recently named the Fifth Best Small Company to work for in the Times Top 100 list. Equilibrium is the award winning Chartered wealth Management Company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future. We are looking for a technical Paraplanner to wo...
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A Chartered firm in Altrincham is recruiting another Paraplanner due to further growth in the business. Headcount has grown steadily over the past couple of years and staff turnover below average for a firm of this size, which indicates a healthy culture and environment. This role offers a base salary of up to £38,000 with very good benefits including flexible working, private medical insurance, h...
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A Chartered firm in Altrincham is recruiting another Paraplanner due to further growth in the business. Headcount has grown steadily over the past couple of years and staff turnover below average for a firm of this size, which indicates a healthy culture and environment. This role offers a base salary of up to £40,000 with very good benefits including flexible working, private medical insurance, h...
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My client are a team of experienced, Independent Financial Advisers who specialise in providing services to personal injury and clinical negligence legal practitioners and their clients. They have professional connections who value their experience in the personal injury field and who provide a constant stream of client introductions. Outside of their specialties my client also provides more conve...
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I am working on behalf of a Chartered Financial Planning firm in the Wigan area. They are looking for an experienced Paraplanner to join a small team of experienced Financial Services professionals. Base salary is up to £40,000 with fantastic progression opportunities to paraplanning. Specific requirements in the role are; · Once in receipt of a completed ‘fact find’, and client meeting sheet coll...
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Our client is a national wealth management business that has been extremely acquisitive in recent years. They have a new vacancy in Reading for a Paraplanner to join their established team. The role will entail working as part of a technical support team responsible for all fact find reviews, product research and analysis and the compilation of suitability reports. Candidates must have the Diploma...
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Our client is a national wealth management business that has been extremely acquisitive in recent years. They have a new vacancy in Colchester for a Paraplanner to join their established team. The role will entail working as part of a technical support team responsible for all fact find reviews, product research and analysis and the compilation of suitability reports. Candidates must have the Dipl...
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As a result of continued growth, an opportunity has arisen for an experienced Senior Paraplanner to join a leading wealth management organisation in Ilkley. The salary for this role is up to £42,000 with very good benefits including a degree of flexibility. Working within an established successful team you will support experienced Advisers in areas of High Net Worth including complex pensions and ...
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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...
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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...
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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...
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Main Purpose of role Provide a full professional support function to Partners. Ensure that all responsibilities are carried out with the highest efficiency. Key responsibilities & duties Prepare and maintain client files Collect quantitative detailed information required to compile a Financial Plan. Ensure that all compliance paperwork is present Ensure that all Know Your Client information (KYC) ...
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Our Client A national independent financial advice firm, who place the client at the centre of all their actions with professional, well qualified experts in their field. They require a Para planner to provide support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively, in line with the firms values as well as mindful of Treating...
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A Chartered firm which has offices in Altrincham & London is looking to recruit a Technical Financial Planner to be involved in the advice process and be involved in client meetings. This role offers a base salary of up to £40,000 with very good benefits including flexible working, private medical insurance, holiday purchase scheme, discretionary bonus and more. There would be travel to and nights...
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