Paraplanner jobs in the Accounting & Finance category

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Our clients, a national Wealth Management Consultancy, are looking to strengthen their team in the Midlands by appointing an experienced Paraplanner to head up and develop their technical support team. This will be a Senior appointment, working closely with the Group Compliance Manager to ensure your team delivers consistently high levels of research and report writing support to Consultants. The ...
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An excellent opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a very successful and highly respected IFA Practice in Liverpool. Duties will include: • First point of contact for client enquiries • Supporting the advisors and other members of staff • Coordinate the client database • Processing investment sales/purchases ensuring the database and clients are kept up to...
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Paraplanner Graduate Trainee (Financial Planning) Are you a recent graduate looking to begin a dynamic career in wealth management and financial planning? Our client have an exciting Paraplanner Graduate Trainee position! Our client, Rafter Associates Financial Management Ltd is a firm of independent Financial Advisers. They specialise in the Wealth Management area offering a complete range of wea...
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Hays Specialist Recruitment Ltd - Fareham, South East/Southern, PO167SL(1 day ago)
A new exciting job opportunity for a Senior paraplanner within the Fareham area. This reputable organisation, having three office locations and various home based advisers requires a Senior paraplanner to hit the ground running within the organisation. This position will require a candidate to be Diploma Qualified Level 4 due to the responsibility of other paraplanner and adviser management. Worki...
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Paraplanner - Northampton, Northamptonshire Salary up to £32,000 + benefits A fee-based financial planning firm are looking to appoint an Paraplanner to work as part of the team, effectively providing assistance to fee earners that meets or exceeds client expectations and supports the Management. You main responsibilities will be as follows - Assist the Manager and Director in providing a service ...
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Hays Specialist Recruitment Ltd - Fleet, South East/Southern, GU514BY(1 day ago)
An exciting job opportunity for a paraplanner within an organically growing organisation has become available due to expansion. This organisation originally was a mortgage brokerage but now has 70% of business within wealth management and therefore there are Independent Financial Advisers who need support. The team of paraplanners within this organisation encompass a range of qualifications and ye...
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Lloyd Recruitment Services Ltd - Haywards Heath, South East/Southern(1 day ago)
We have a fantastic opportunity for an experienced Paraplanner who has knowledge of the Insurance/Financial Services, to join a lovely, well established company based in the Haywards Heath area. Duties for the role: Research suitable products based on clients circumstances and requirements Provide the adviser with evidence of research using the company’s chosen software and via any other relevant ...
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Job Title: Paraplanner - Nottingham - Up to £35,000 Purpose: We are leading the search for a market leading Financial Services Practice who are looking to appoint a well qualified and technically astute Paraplanner in Nottingham, who will be responsible for delivering comprehensive and technical paraplanning to a Director IFA, the individual will drive agreed performance standards and provide a co...
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My Client is a highly respected national financial planning practice are they are looking to appoint a Paraplanner to work as part of the team in Sheffield. You main responsibilities will be as follows: • Assist the Manager and Director in providing a service to support the local financial planning team and clients • Demonstrates a clear understanding of client expectations and achieving high leve...
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SLS Recruitment - Avon, TA12UH(1 day ago)
An outstanding opportunity has become available for a Paraplanner in our busy Taunton office. Financial Services experience in an IFA environment is essential. The successful applicant must be working towards appropriate qualifications or willing to do this. Full support and ongoing training will be given. We will accept CV`s from junior / trainee Paraplanners for this role. The role involves liai...
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Cameron James Professional Recruitment - Wolverhampton(1 day ago)
A rapidly expanding and highly respected IFA practice are looking to add a paraplanner to their Wolverhampton offices. Due to the exponential growth of this high-calibre firm there is now an opportunity for an experienced paraplanner to join their team. In what is a fantastic opportunity to join a really dynamic and different business, the successful candidate will have the following qualities: 3 ...
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Junior Paraplanner - Colchester Salary up to £30,000 plus benefits A professional services group who have a financial planning business unit is looking to increase the technical capacity with the appointment of a Junior Paraplanner. Reporting to the Technical Manager the role holder will provide comprehensive support to Senior Paraplanners and Financial Planners by way of technical administration,...
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100% IT Recruitment Ltd - Crawley, South East/Southern, RH109XN(2 days ago)
Client Support Manager Nr Gatwick West Sussex up to £37500 (experience/qualifications dependant) Excellent Benefits ____________________________________________________________________________________________ About the Role: To provide paraplanning services to the Financial Advisors • Researching the most appropriate product • Creating suitability letters • Analysing clients existing products • Cr...
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A top, leading Financial Planning firm are currently searching for an experienced Paraplanner to join their team in their Leeds. The ideal candidate will have at least three years' experience at an IFA or Financial Planning firm as a paraplanner and will be confident in writing Suitability Letters and creating report. Experience of Avelo is desirable but not essential however the ideal candidate w...
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My Client are a forward thinking and vibrant IFA, based in Bristol. Due to growth, they are seeking a Technical Analyst (Paraplanner) to join their team. As a company they offer ethical and honest solutions to help their Clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced ...
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A Chartered Financial Planning Practice based in Leeds City Centre are now seeking an experienced Diploma Qualified Paraplanner to join their team. The key purpose of the role will be to work closely with the Directors providing technical support and writing complex reports for their HNW Clients with assets of over £500k+. The key responsibilities of the role will be to; prepare the client files p...
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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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Our client is seeking a Paraplanner / Advisory Team Support to join their Bristol based Advisory team. Responsibilities: Providing support to the Advisory Team by updating client data, e.g. financial questionnaires, pensions, investments and protection policies Preparing portfolio valuations for clients as and when required Assisting with pension, life, investment planning and pension administrati...
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Experienced Client Manager (Paraplanner) Circa £ 35,000 plus outstanding benefits and bonus. Our client requires a chartered or almost chartered paraplanner to join their fast-growing entrepreneurial wealth management company based in Wilmslow. The successful candidate will be responsible for the following: o Working with the financial planner to manage client portfolios under our discretionary ma...
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FIRST RECRUITMENT SERVICES LIMITED - Crawley, South East/Southern(3 days ago)
A well respected and highly profitable practice based in Gatwick currently has a requirement for an experienced Paraplanner to join their long established, friendly team. You will be working on a 1-2-1 basis with a Certified Senior Financial Planner and will be responsible for providing a full technical paraplanning service. The firm specialises in Financial Planning and you should be comfortable ...
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Consilium Group - Warwick, Coventry, Stratford-upon-Avon, Banbury, L(3 days ago)
A prestigious IFA practice with a diverse range of clients is looking to recruit and experienced Paraplanner to join their team. This vacancy has arisen as a result of expansion and the ideal candidate will be Diploma qualified and preferably working towards Chartered status. Commutable from: Warwick, Coventry, Stratford-upon-Avon, Banbury, Leamington, Rugby Salary: £ 26,000 - £ 35,000 p.a. Suitab...
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Cameron James Professional Recruitment - Letchworth(3 days ago)
Our client is seeking a Paraplanner for their office in Letchworth Herts. The role is ideally focused for those who wish to develop themselves within the industry. The Director is personally putting a focus on the applicants desire and dynamism, rather than experience. Company Description * Well respected & growing IFA firm * RDR Compliant. Fee based proposition embracing Wrap technology * In-hous...
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Junior Paraplanner Wirral £17,000 - £20,000 My client, leading and very well-respected IFA practice based in the Wirral area, are hoping to appoint an additional IFA Administrator/Junior Paraplanner to the Financial Planning team in place due to growth. Providing excellent career progression opportunities as well as full support for those keen to pursue the industry qualification, this is a truly ...
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Paraplanner/Junior IFA £30,000 - £38,000 Cheshire My client, an established and prestigious practice of Independent Financial Advisers, are seeking to appoint an experienced Paraplanner to provide full technical support to the Company Director. This position will be particularly well-suited to applicants aspiring to become a Chartered Financial Planner within the business. The ideal applicant woul...
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Paraplanner Advert The Role: Bellpenny are seeking experienced Paraplanners for our offices in Birmingham. Diploma level is desirable but not essential as support is provided to help you obtain your required qualifications. Our business model is predicated on a tripartite system of a financial planner, paraplanner and financial planning administrator working together to support a bank of clients. ...
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