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                      Paraplanner jobs in the Accounting & Finance category

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                      Paraplanner based in Surrey, competitive salary and excellent benefits attached. My client is a rapidly expanding IFA based within the heart of surrey are currently looking to recruit for a Paraplanner to join the business. Responsibilities for the position will include: - Report writing (Life, Pensions and Investments) - Comprehensive research in the market place - Work closely with consultants i...
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                      IFA Paraplanner Guildford £40,000 - £45,000 depending on experience Excellent benefits package plus qualifications An exciting opportunity has become available for an IFA Paraplanner to join one of the top Financial Adviser firms in Guildford. In return the Company is offering a competitive salary, pension and holiday allowance with an opportunity to attain a CF30 function for the right candidate....
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Paraplanner to join their Cambridge based team. The firm in question is extremely profitable, has an established fee charging structure, continues to attract asset...
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                      Financial Planning Administrator/Paraplanner - Colchester, Essex - £24,000 My client are a professional practice with an enviable reputation and offer a range of services to clients which includes financial planning and wealth management to HNW clients and investors. They are looking for an experienced Financial Planning Administrator to join their Colchester office. Job Objective To undertake cli...
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                      Paraplanner Northampton, Northamptonshire Salary Up To £35,000 Our client is a chartered, innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They are looking for an experienced Paraplanner to support two Chartered Adviser's based out of their Northamptons...
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                      Reporting to the the IFA, the successful applicant will be working with two financial planners and a team of administrators. Responsibilities • Dealing with high net worth clients both over the telephone and in meetings, the role includes Dealing in all areas of financial advice especially, pensions investment and tax planning Preparation for client meetings. • Technical research & report writing ...
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                      Senior Paraplanner - City, London Salary: £50,000-£70,000 plus bonus plus benefits Our client is a City based, investment advisory and financial planning practice, advising private individuals and trusts, predominantly focusing upon Lawyers and Solicitors. Due to expansion, they are seeking an experienced Senior Paraplanner for their City office. The successful candidate for the Senior Paraplanner...
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                      Working for an expanding and forward thinking financial client, you will be an experience Paraplanner with the ability to assist Financial Ad visors, prepare reports etc. Our client continues to support employees and they'll assist you with further education costs and as a result, once passed, re-assess your salary and uplift accordingly. So this is a great opportunity to join and vibrant and well...
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                      Clark James - Ipswich, Anglia (18 hours ago)
                      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 is a Chartered Financial Planning practice in Leeds and they are currently looking for an experienced Paraplanner to join their team. The successful candidate will be responsible for providing a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide 'best advice' for the client. THE ROLE *Preparation of Suitability/Reason Wh...
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                      Experienced Paraplanner Birmingham up to £35,000 plus fantastic benefits My client, an established wealth management organisation with national presence, renowned for providing comprehensive financial planning and discretionary management service to both corporate and individual clients, are looking for an experienced Paraplanner to strengthen their Birmingham based technical support team. The suc...
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                      Paraplanner Cheshire £25,000 - £35,000 Fantastic opportunity has arisen for a technically knowledgeable and experienced Paraplanner to join a long-standing practice of Independent Financial Advisers, who have proven to be the North West experts in their particular area of specialism. The key duties and responsibilities associated with this role include: * Preparing and maintaining client files * P...
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                      My Client is currently looking for an experienced Senior Paraplanner to join their team in Newcastle. THE ROLE *Produce reports that comply with FCA regulatory requirements *Liaise with the advisory team and the financial planning assistants to ensure full information has been gathered in order to formulate suitable recommendations with the Financial Planning Directors for clients following on fro...
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                      Paraplanner - Newark, Nottinghamshire - up to £35,000 Job Purpose: To provide excellent technical support through the delivery of added value advice and guidance, high quality research, accurate tax and other computations, and comprehensive pre and post financial planning presentations. All of which is designed to deliver understandable and clear financial outcomes for clients of the company. Key ...
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                      Corporate Paraplanner - Surrey Salary up to £42,000 plus benefits A national financial planning business with a corporate arm is keen to appoint a Paraplanner to assist the team by supporting Senior Consultants in an Corporate Paraplanner position. Provide providing technical and new business report writing, drafting communications and project management. Product research and producing high qualit...
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                      Senior Paraplanner - London Salary up to £45,000 plus benefits We are leading the search for a high quality business that provide true financial planning; the firms clients are wealthy private clients and investors. The Senior Paraplanner will be responsible for providing technical paraplanning to a team of highly qualified Advisers and act as the lead Paraplanner for internal matters, procedures ...
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                      Paraplanner, based in the South West, competitive salary with excellent benefits package My client, a very well respected wealth management firm, are currently seeking a Paraplanner to join their busy office in the South West. To be considered for this role, you will need to have experience in carrying out a similar role and ideally be Level 4 qualified, though you will be considered if significan...
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                      Paraplanner Location: Bath Salary: £25,000 Start Date: ASAP Job Description: Currently we're seeking a Paraplanner and High Net Worth Customer Relations Manager to join a well-established wealth management company based in Bath. This is a great opportunity to join a fantastic team and company who are consistently proving themselves in this competitive market. Responsibilities will include: * Prepa...
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                      Paraplanner Wolverhampton My client is a leading IFA practice with 3 offices in the Midlands who are growing through acquisition. No looking to recruit a Paraplanner to prepare recommendation letters and suitability letters for group and to meet with consultants to ensure compliance with company procedures Principle Tasks *Prepare recommendation letters and suitability reports in line with company...
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                      Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Administrator to support paraplanners within their financial planning division. The purpose of the role is to provide support to a number of technical advisers, liaise with third party product providers and ...
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                      Trainee Paraplanner/Report Writer South Manchester Salary of up to £25,000 plus training, exam support and benefits package An outstanding opportunity has arisen for an experienced Financial Planning Administrator/Trainee Paraplanner to join a prestigious and well-established IFA & Wealth Management practice in the South Manchester area. The successful applicant will provide full support to the fi...
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                      Trainee Paraplanner/Report Writer Liverpool Salary of up to £25,000 plus training, exam support and benefits package An outstanding opportunity has arisen for an experienced Financial Planning Administrator/Trainee Paraplanner to join a prestigious and well-established IFA & Wealth Management practice in the South Manchester area. The successful applicant will provide full support to the firm's to...
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                      Paraplanner Sutton Coldfield £40,000 This national corporate chartered firm, holds a gold standard for excellence and integrity which recognises its commitment to high standards of knowledge, capability and ethical practice. Being one of six hundred it has also been in the top 100 UK financial firms judged on qualifications and commitment to the profession. This role will involve you supporting th...
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                      Senior Paraplanner - City, London Salary: £50,000-£70,000 plus bonus plus benefits Our client is a City based, investment advisory and financial planning practice, advising private individuals and trusts, predominantly focusing upon Lawyers and Solicitors. Due to expansion, they are seeking an experienced Senior Paraplanner for their City office. The successful candidate for the Senior Paraplanner...
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                      HEDGEHOG RECRUITMENT SERVICES LTD - Westerham, South East/Southern(1 day ago)
                      Our client, a growing financial advisory company requires a financial paraplanner based in the Westerham area (Kent), preferably with a background working within financial advisory or financial services. Required skills: - You will have some knowledge of the Pensions or Investments or Financial Services industry. - Any knowledge of working for an IFA or similar Financial Planning organisation woul...
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