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                      Paraplanner jobs in the Accounting & Finance category

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                      My Client is currently looking for an experienced Paraplanner to join their business in Knutsford. 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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                      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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                      Our client is a prestigious firm of Chartered financial advisors looking after personal, corporate and trust clients. They are currently seeking an experienced Paraplanner to be based in their Poole office. Candidates should possess: Diploma in Financial Planning and be actively working towards Chartered or Certified status A minimum five years experience of working within an IFA environment Excel...
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                      We are looking for a Chartered or almost Chartered paraplanner to join our fast-growing entrepreneurial Wealth Management Company based in Handforth Dean, Wilmslow. We are an award winning chartered wealth management company that offers a genuinely personalised financial and investment management service that gives our clients confidence now and in the future. We are now seeking a forward thinking...
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                      The Company: This excellent Independent Financial Services organisation is built upon teamwork, integrity and providing its clients with a personal touch. They offer a quality, truly independent, holistic financial planning and investment management approach. They are an award winning company who offer both Personal and Corporate planning. They are now looking for an experienced 'Paraplanner'. The...
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                      NJR Recruitment is actively working on behalf of a North West leading independent firm of chartered accountants and business advisers. Established for 30 years, our client has offices in Bolton, Manchester and Liverpool and employs 135 staff, including 11 Partner's. Specialising in providing financial solutions to owner managed businesses throughout the North West, our client works closely with sh...
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                      Paraplanner - North West - £25,000 - £30,000 + Pension. Leading Chartered Accountants and IFA practice based in the North West are recruiting a Paraplanner to join their growing team. This role will be providing technical research including suitability reports to be fully compliant, back office support, working with advisers on all cases and provide on going support with their workload. The ideal ...
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                      Administator/Paraplanner circa.24,000-£28,000 Ipswich, Suffolk I am currently looking to recruit for a Administrator/Paraplanner role for a leading Financial Services business. With company growth my client is looking for an experienced Paraplanner to joing the back office team to accompany the support of the Financial Adviser in the Colchester office. Your responsibilities and daily tasks will in...
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                      Our client is a highly respected chartered accountancy firm with an established IFA division with offices across the North West. They are currently looking to recruit an Experienced Paraplanner to join their Bolton based team. Providing support to the firm's IFAs the role will entail working as part of a technical support team responsible for all product research, report writing and on-going conta...
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                      Paraplanner - Cambridge- up to £35,000 depending on experience + bonus scheme An outsourced technical paraplanning services that have a strong presence within the wealth and IFA community are looking to appoint a Paraplanner to assist with the increasing work loads they are receiving. They carry an image and reputation around professionalism and trust with the client which is paramount. The firm a...
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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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                      My Client is currently looking for an experienced Paraplanner to join their team in York whose focus is working with wealthy families. THE ROLE • Attend all client meetings in the office with our adviser. • Prepare all information, reports and notes for client meetings. • Build close relationships with our clients, becoming a key contact for them. • Produce clear, accurate and compliant suitabilit...
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                      Role Profile: Due to expansion a successful IFA firm in the Huddersfield area have an exciting opportunity for a full time Paraplanner. The main areas of responsibility for this role will be providing IFA's with technical research, analysis and report writing in the following areas: Pension Transfer, Investment Planning, Long Term Care, Protection and Retirement Planning. The role will be varied a...
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                      Technical Paraplanner Wolverhampton Up to £27,000 A leading IFA practice are looking for a Technical Paraplanner to support their Sales Consultants in their office in Wolverhampton. The Role You will support the Sales Consultants by researching fund and providers and then analysing your findings to produce relevant reports and products recommendations, ready for them to be presented to clients. Yo...
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                      Paraplanner/Trainee IFA Surrey c£35,000 A Multi Award Winning Financial Planning firm in Surrey has an exciting opportunity available. They are looking for a qualified and experienced Paraplanner. Within this role there is the option to develop into a more technical and senior Paraplanner or complete a 3 year training programme and become an Advisor Key Responsibilities: Supporting the Managing Di...
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                      My Client is currently looking for a Paraplanner to join their team in Manchester. THE ROLE • Provide analysis, detailed research of funds and providers, report writing and product recommendations to clients. • Provide support to RIs and support staff on a technical, legislative and procedural basis. • Preparing client reports and suitability letters Preparing pension transfer analysis reports Ana...
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                      My client is currently looking for an experienced Paraplanner to join their business in Co Durham. They are a very busy firm who service large corporate clients as well as having a longstanding private clientele. DUTIES • Gathering information from life companies • Completing research and analysis to enable reports to be produced for the clients. • Completion and updating of client fact find and s...
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                      Paraplanner West Midlands Up to £28,000 The Role You will provide support to the Financial Planning Manager in a full range of tasks including financial product research, preparation of presentations/documentation, drawing up investment plans, writing suitability letters, providing quotes and preparing applications. You will use your knowledge of products to service clients; answering technical qu...
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                      My Client is currently looking for a Paraplanner to join their team in Sheffield. THE ROLE • Provide analysis, detailed research of funds and providers, report writing and product recommendations to clients. • Provide support to RIs and support staff on a technical, legislative and procedural basis. • Preparing client reports and suitability letters • Preparing pension transfer analysis reports • ...
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                      Paraplanner Surrey Up To £35,000 A well established national Chartered practice is looking for an additional Paraplanner to join their office in Surrey. You will work as part of the team alongside the advisers and the administrators to provide the client with a positive professional experience, offering highly technical and qualified knowledge and support. Key Responsibilities: • Preparing recomme...
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                      Paraplanner Worcestershire Up to £34,000 A well established private financial services practice are recruiting for a Paraplanner to support IFAs based in their Worcestershire office. The Role You will provide in depth technical back office support to Advisors. You will carry out extensive research on a range of financial services products in order to produce recommendation packs. You will compile ...
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                      Paraplanner - Reading - Up To £35,000 A well established local IFA practice is looking for an experienced Paraplanner. You will be expected to provide a high quality technical, research and report writing service to IFAs and clients. Key Responsibilities • Ensure that all compliance paperwork is present • Discuss client objectives with IFA • Identify and obtain the information necessary to compile...
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                      Paraplanner Birmingham Up to £30,0000 An opportunity for a Paraplanner to join a leading financial service organisation. The Role Provide support to Financial Consultants to ensure a professional and efficient services is provided to clients. You will work with pension, investment, protection and trust products and will be responsible for researching investment fund and financial products in order...
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                      Paraplanner - Warwickshire Salary £25,000 - £35,000 My client are a niche firm of financial planners offering tailored financial planning advice to UHNW clients in and around the Warwickshire and Worcestershire region. Due to an internal promotion and opportunity has arisen for a career paraplanner to join the business and work alongside the director and owner of the business carrying out in depth...
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                      Paraplanner - Reading - Up To £35,000 A well established local IFA practice is looking for an experienced Paraplanner. You will be expected to provide a high quality technical, research and report writing service to IFAs and clients. Key Responsibilities • Ensure that all compliance paperwork is present • Discuss client objectives with IFA • Identify and obtain the information necessary to compile...
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