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                      Paraplanner jobs in the Accounting & Finance category

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                      Our client, a highly successful with Wealth Management firm is now seeking a Junior Paraplanner or Senior Administrator to join the team. They are highly successful and require an experienced Administrator who will be responsible for a mixture of Sales Support as well as a Paraplanning duties. The role will work directly with the Managing Director and it requires someone experienced in working in ...
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                      Paraplanner - Preston - Paying up to £25,000 An excellent opportunity exists as a Paraplanner within a busy IFA Practice based in Preston. The ideal candidate must be diploma qualified or working towards the qualification and will be working in a similar role currently, or will be a very experienced financial services administrator looking to make the next step in their career. Dealing primarily w...
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                      Paraplanner Location: South Cheshire Salary paying up to £34,000 + Benefits We are currently working with a national wealth management firm who require an additional Paraplanner with good knowledge of report writing and research. You will be joining an team who are growing due to positive developments within the organisation. You will be working with Advisors on all forms of Wealth Planning and ke...
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                      Paraplanner - South Cheshire - £20,000 - £25,000 A Wealth management IFA Practice based in the South Cheshire area are looking to expand their team with the addition of a Paraplanner. They are looking for a Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review and a...
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                      Paraplanner - Manchester Salary:£20,000 - £28,000 A leading IFA Practice based in Manchester require a Paraplanner due to growth within the business. They are looking for an individual who is extremely strong technically within holistic financial planning. The ideal candidate will be Diploma Qualified or higher but they are willing to look at candidates who are 1 or 2 exams away. You must have wor...
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                      Paraplanner - South Cheshire - £20,000 - £28,000 A Wealth management IFA Practice based in the South Cheshire area are looking to expand their team with the addition of a Paraplanner. They are looking for an Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review and ...
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                      Paraplanner Norwich £22,000 - £28,000 plus training, flexi-benefits An excellent new opportunity has arisen to join a highly successful IFA firm in Norwich in a Paraplanner position supporting the Wealth Management team. The role will be providing full technical paraplanning support to the high net worth IFA's working within the practice. The role will include technical research and report writing...
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                      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. 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 Cambri...
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                      Paraplanner - Chester - £22,000 - £30,000. Established IFA practice based in Chester require a Paraplanner to join growing team. This role has arisen due to growth with the firm. You will be specialising with investments, pensions and be working with ISA, Unit Trusts and Bonds but a lot of work will involve lump sum investments. Your duties will be to attend client meetings, prepare reports for cl...
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                      Paraplanner Cardiff £16,000 - £16,500 Starting salary, with OTE up to £1k per annum in bonus, and up to £2K in bonus upon completion of training Excellent benefits and regular salary reviews The Role: • The successful candidate will be working in a busy environment with high standards offering a rewarding challenge. You will be working within a team of paraplanners and liaising with clients, advis...
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                      New job opportunity has arisen within this highly respected firm of IFAs for a Paraplanner. Applicants must be minimum Level 4 Diploma qualified and have a proven experience of report writing. In addition to full paraplanning duties, you will work alongside one of the directors and attend client meetings. Essential to be professionally presented, have a thorough and meticulous approach and be capa...
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                      Paraplanner Location: Manchester Salary paying up to £34,000 + Benefits We are currently working with a national wealth management firm who require an additional Paraplanner with good knowledge of report writing and research. You will be joining an team who are growing due to positive developments within the organisation. You will be working with Advisors on all forms of Wealth Planning and keen f...
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                      Paraplanner - Cheshire - Salary £20,000 - £24,000 Wealth Management company dealing with ultra high net worth individuals who are looking to increase the size of their paraplanning team due business growth. The ideal candidate will have as a minimum 2 years experience within a paraplanning capacity. FPC is the minimum standard and they would be looking for an individual who has the ambition to obt...
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                      Paraplanner - Liverpool - £20k - £28k. Our client is an IFA Practice based in Liverpool who require a Paraplanner. Your role will be to support the IFA's and to make sure undertaken in a compliant manner. Your duties will involve the following: * Sourcing suitable products for clients and making recommendations to the IFA's. * Preparing documentation and quotations. * Assist IFA's in dealing with ...
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                      Paraplanner - South Manchester Salary £20,000 - £25,000 My client is looking for an all round Paraplanner to provide full administration/sales support to Director in all technical aspects on a day-to-day basis *Obtain valuations; prepare investment reports, process new business and other regulated transcations in a fully compliant manner. * Assisting with pre sale research and suitability letters....
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                      Paraplanner - Merseyside Salary £30,000-£35,000 - depending on experience A specialist IFA Practice are looking to expand their technical team with the addition of a Paraplanner. They are looking for a Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review management...
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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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                      Paraplanner Sutton Coldfield Up to £30,000 An exciting opportunity for an experienced and professional paraplanner to join to work as part of an established team based in Sutton Coldfield. Job Role Research product details and technical issues to provide appropriate recommendations to fee earners. Write reports and proposals based upon gathered research to meet the requirements of delegated client...
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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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                      Technical Paraplanner Wolverhampton To £40,000 An excellent opportunity for an experienced and professional Technical Paraplanner to join a team supporting advisers in strategic financial planning. The Role You provide technical support to the Sales Consultants by researching and analysing funds and providers; writing reports and product recommendations from your findings. You will help to produce...
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