Paraplanner jobs in the Accounting & Finance category

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Paraplanner - IFA – Thame - £24,000 A talented Paraplanner is required for a position within an established and growing IFA based in Thame. A salary of up to £25,000 is available depending on experience. The successful candidate will provide analytical and operational support to advisors to ensure maximum productivity. - Assist with telephone / e-mail queries from client bank - Administration – pr...
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Our client is expanding their team and is looking for an experienced Paraplanner to help service 200 active clients with excellent future progression in becoming an independent financial planner. · £40,000 - £50,000 Basic Salary · Realistic OTE £70,000 per annum · 2 x Death in Service + Spouses pension · Performance Bonus Must be Diploma qualified, interviewing immediately only one position to fil...
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Our client a directly authorised firm are seeking a diploma qualified Paraplanner to join their team. · £35,000 - £65,000 Basic Salary · 4 x Death in Service · 5 x 5 pension contributions client will match the employee pension contribution up to 5 times Must be Diploma qualified or studying towards Chartered. Fantastic long term future options for the right candidate. Speak to one of our experienc...
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Paraplanner / Technical Adviser Location: Shrewsbury Salary: £30,000 - £37,500 per annum depending on experience An exciting opportunity has arisen for an experienced Paraplanner / Technical Adviser to join a highly respected and award winning financial services firm. Within this role you will be providing technical expertise to the Advisers and their clients. You will be working for a well-known ...
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Paraplanner. Working for a prestigious company in the heart of Croydon. My client are looking for an experienced and self-motivated individual to work alongside Senior Consultants to provide full Paraplanning support. The requisite generic knowledge and qualification (e.g. FPC or CF1-6) and working towards the Diploma in Financial Planning if not already attained. An understanding of the advice pr...
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A successful, friendly, boutique wealth management IFA practice based in a beautiful, semi-rural location in the West Midlands, is seeking to appoint a Trainee Paraplanner. Relevant training will be provided where required. You will support and assist the Paraplanner in delivering a first class service to the firm’s Financial Advisers and its HNW clients, facilitating the accurate and smooth deliv...
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A Paraplanner is required to work closely with the sole IFA at a growing Financial Advisory practice based in the City of London. This is a challenging role that would suit a confident and professional individual who enjoys using their initiative. There is a real scope to expand the client offering, and act as a key person within this growing business. About the Role You will - Design comprehensiv...
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Paraplanner opportunity My client is seeking an experienced paraplanner to provide holistic support to a small team of Financial Planners in their Cardiff practice. This is an opportunity for a committed individual to join their growing firm which advises across a broad range of financial services whilst specialising in lifestyle financial planning. Qualifications and experience As the successful ...
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Our client is one of the largest and most respected in the region with an excellent reputation for the quality of its advice and also the support it provides its financial planning team. This is a particularly exciting time for the company as it prepares itself for unprecedented growth in future years and to that end has asked Exchange Street to help them in their search. Responsibilities of the r...
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Our client, a national financial planning business is currently looking to recruit an experienced Paraplanner to support the leading consultants in the region. Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales ...
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Paraplanner - Financial Planning Outstanding Package including Bonuses & Pension Trowbridge Our client is a leading Financial Planning Practice based in the centre of Trowbridge. Founded in 1986, the business has solid foundations and an excellent reputation within the market place. They now require an additional Paraplanner to strengthen the technical support team. The role of the Paraplanner is ...
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Administrator Paraplanner is needed in a well established and highly regarded firm in Suffolk. This is a full time role supporting Consultants in the Financial Services department by undertaking client related administration. The Administrator Paraplanner will have excellent communication skills with a professional manner. You will hold the Certificate in Financial Planning (or equivalent) and wil...
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FPSG's client is a well establish Wealth Management organsation based in Glasgow city centre. Due to continued success, now looking for an additional Paraplanner to join the successful team. Role Responsibilities Providing full technical support to Directors and Advisors Collating and preparing reports, research and forumulating advice Liaising with fund Managers and Providers Prepare reports, ana...
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Company Confidential- London, London (5 days ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful and Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to joi...
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Company Confidential- Guildford, Home Counties (5 days ago)
Private Client Paraplanner Guildford £34,000 - £39,500 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their G...
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Company Confidential- London, London (5 days ago)
Private Client Senior Paraplanner Central London £46,000 - £54,500 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful, Boutique HNW IFA practice, having developed an exceptional reputation within the London markets. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join ...
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I am currently working on behalf of a highly successful and Boutique HNW IFA practice. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join their Birmingham office supporting their growing client bank by working with leading Advisers utilising your technical knowledge. Supporting a small number of IFAs within th...
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Company Confidential- London, London (5 days ago)
Private Client Paraplanner Central London £36,000 - £44,000 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join th...
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Company Confidential- Guildford, Home Counties (5 days ago)
Private Client Paraplanner Guildford £34,000 - £39,500 + Industry Leading bonus scheme and benefits I am currently working on behalf of a highly successful and Boutique HNW IFA practice, having developed an exceptional reputation within the Surrey markets. Primarily generating clients through established referral networks, they are looking to welcome on board an experienced Paraplanner to join the...
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Company Confidential- London, London (5 days ago)
Private Client Senior Paraplanner Central London £46,000 - £54,500 + Industry Leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join t...
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Company Confidential- Guildford, Home Counties (5 days ago)
Private Client Senior Paraplanner Guildford £41,000 - £49,500 + industry leading bonus scheme and benefits I am currently working on behalf of a leading National HNW IFA firm, having developed an exceptional reputation within the UK Financial Planning market. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join their ...
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Company Confidential- Guildford, Home Counties (5 days ago)
Private Client Senior Paraplanner Guildford £41,000 - £49,500 + industry leading bonus scheme and benefits I am currently working on behalf of a highly successful, Boutique HNW IFA practice, having developed an exceptional reputation within the Surrey markets. Primarily generating clients through established referral networks, they are looking to welcome on board a Senior Paraplanner to join their...
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Company Confidential- Guildford, Home Counties (5 days ago)
Private Client Trainee Paraplanner Guildford £29,000 - £34,000 I am currently working on behalf of a Leading Private Client Financial Planning specialist, having developed an exceptional reputation within the UK Markets. Primarily generating clients through established referral networks, they are looking to continue to develop their Guildford team by welcoming on board a Trainee Paraplanner. You w...
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SF Group - Leeds, Yorkshire (6 days ago)
Package: £30-35k basic plus a 5% annual bonus. Flexible working available plus full study support to Chartered. The benefits package on top includes an auto-enrolled pension, PMI, PHI plus 24 days holiday plus stats and free parking on site. The Company: I am currently working on behalf of a niche, Chartered wealth management firm who are looking to add a qualified Paraplanner into the technical r...
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Benefits: £28-32k DOE plus excellent benefits package. The Company: I am currently working on behalf of an industry leading, nationally renowned wealth management firm working within HNW/UHNW circles who are looking to add a Senior, Qualified Paraplanner to their technical team of 6. To be based from their South Sheffield site they require a technical paraplanner who can come into their team and p...
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