Paraplanner jobs in the Accounting & Finance category

<< previous | Displaying 1-25 of 70 results | next >>
Huntswood - London, London (2 hours ago)
Our London based client urgently requires a competent paraplanner to complete a backlog of Wealth Planning advice and potential implementation cases. The interim paraplanner will be responsible for; Writing documents Speaking with 3rd party providers Gathering any required information Suitable applicants will demonstrate; Professional Paraplanning experience The ability to use IRESS / Advisor Offi...
full job description
An exciting and challenging opportunity has arisen for an experienced Paraplanner. Role Purpose To provide a high quality financial planning service to partners and advisors whilst complying with the requirements of the FSA and the standards set out by the partners of the firm. Accountabilities & Examples of Key Activities / Accountabilities *To carry out high quality analysis and preparation of c...
full job description
Paraplanner Newcastle Up to £35,000 plus training, flexi-benefits, exam support An excellent new opportunity has arisen to join a highly successful Wealth Management organisation based in central Newcastle 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 ...
full job description
Paraplanner / Report Writer Newcastle - Outskirts £24,000 - £30,000 basic salary plus bonus package, flexi-benefits, free parking, exam support An award winning IFA based on the outskirts of Newcastle are looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an import...
full job description
2354 Paraplanner City £45,000 - £50,000 + Bonus + Competitive Flex Bens Package This wealth management and investment management company are seeking an experienced paraplanner capable of providing technical expertise and writing reports. The team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts. Specific responsibilities...
full job description
Paraplanner based in Guildford, competitive basic salary with benefits Relevant Skills and Knowledge * Good IFA/Financial Services Experience of products, advice process and understanding of FCA regulatory framework. * Knowledge and understanding of business and application processing in terms of protection, retirement planning and investment products * Be able to put together a Suitability Report...
full job description
Company Confidential- Guildford, Home Counties (13 hours ago)
I am currently working on behalf of a highly successful Chartered National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Guildford, Surrey. You will have an excellent all round product knowledge (Pensions, Investments, Tax Planning) and the ability to effectively deal with demanding consultants and high net worth clients. Qua...
full job description
Company Confidential- Bristol, South West (13 hours ago)
I am currently working on behalf of a highly successful Chartered National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in central Bristol. You will have excellent all round product knowledge (Pensions, Investments, Tax Planning) and the ability to effectively deal with highly successful but demanding consultants and high net w...
full job description
Company Confidential- Croydon, Home Counties (13 hours ago)
I am currently working on behalf of a highly successful Ultra HNW IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Croydon, Surrey. This UHNW Financial Adviser has an exceptional reputation in the Surrey and London market and they are looking to add an experienced Paraplanner to support their growing team. My client is seeking a...
full job description
Company Confidential- Reading, Home Counties (13 hours ago)
I am currently working on behalf of a highly successful Ultra HNW IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in a central Reading office location. This UHNW Financial Adviser has an exceptional reputation in the Berkshire market and is looking to add a quality Paraplanner to their team. You will have an excellent all round pr...
full job description
Company Confidential- Guildford, Home Counties (13 hours ago)
I am currently working on behalf of a highly successful Ultra HNW IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Guildford. This UHNW Financial Adviser has an exceptional reputation in the Surrey market and is looking to add a quality Paraplanner to their team. You will have an excellent all round product knowledge with a pref...
full job description
Company Confidential- Farnborough, Home Counties (13 hours ago)
I am currently working on behalf of a highly successful Award winning National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team based in Farnborough, Hampshire. You will have excellent all round product knowledge specialising in Private Client work, this must include an understanding of (Pensions, Investments, Tax Planning & Protection)....
full job description
Company Confidential- Farnborough, Home Counties (13 hours ago)
Paraplanner, Hampshire, Up to £36k basic plus excellent benefits Our client is looking to recruit an additional experienced Paraplanner to work with their Private Client Consultants based at their office on the Surrey/Hampshire border. The office has excellent commuting routes and is easily accessible by both road and rail from both Surrey and Hampshire. The successful candidate will be able to of...
full job description
Company Confidential- Birmingham, Midlands (13 hours ago)
I am currently working on behalf of a highly successful Chartered National IFA practice that is looking to add an experienced Paraplanner to their RDR compliant financial services team in Birmingham. You will have excellent all round product knowledge (Pensions, Investments, Tax Planning) and the ability to effectively deal with highly successful but demanding consultants and high net worth client...
full job description
Company Confidential- Northampton, Midlands (13 hours ago)
A top 10 accountancy firm are looking to add an experienced Paraplanner to their highly successful, High Net Worth, IFA practice. RDR compliant and based in Northampton this is an exceptional opportunity for real career progression. Ideally qualified to FPC/CFP (Certificate in Financial Planning) and hold or working towards the DipPFS (Diploma in Financial Services). Working within a team of 4 Par...
full job description
Company Confidential- London, London (13 hours ago)
I’m currently working on behalf of a highly successful award winning Wealth Management practice that is looking to add an experienced Senior Paraplanner to their RDR compliant IFA firm based in West London. This UHNW firm has an exceptional reputation in the UK Market and are looking to add a quality Senior Paraplanner to their growing team of 30. Supporting 2 Senior Advisers of the practice, you ...
full job description
Search Financial Services are looking to recruit an experienced Paraplanner (minimum 2 years) to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature The role will involve producing a report for the IFA giving a full summary of the client and the options being considered. The successful candidate will be ideally Diploma...
full job description
Paraplanner, based in London. Competitive basic salary + Benefits We are currently working with a Wealth Management firm who require a Paraplanner with good technical knowledge of report writing and research. You will be working with Advisors on all forms of Wealth Planning and keen for the candidate to be technical in most areas of Investments and Pensions. You will need to be * Strong technical ...
full job description
This is a role for an experienced Paraplanner who values the culture and opportunity that a wealth management organisation can offer to their team members. Our client offers a truly collaborative environment that support achievement of individual potential – and we can only whole heartedly support that! After all we are all about Potential! The Case Manager role is one for a Paraplanner Plus! Sala...
full job description
Paraplanner - (Pensions/Investments) Surrey Our clients are a highly experienced team of authorised UK Financial Advisors who are experts in dealing with overseas pension transfers. Their services include Pre-migration advice for those unable to sell their UK property, Pension transfer strategies and Tax planning solutions for all financial assets. They are now in search for an experienced, Diplom...
full job description
NJR has been instructed to work on an exclusive basis for an entrepreneurial and ‘top rated’ firm of Wealth Managers based in the City Centre. Our Client are a super slick business based in a convenient location of Manchester with an ultra smart office set up which includes multiple meeting rooms, creative spaces, sports room with pool table, a rooftop terrace, and a very classy wine bar! Working ...
full job description
Paraplanner York (North Yorkshire) £25,000 - £35,000 plus training, flexi-benefits, exam support, free parking An excellent new paraplanner opportunity has arisen to join a highly successful and growing IFA based in the York area. The role will be providing full technical paraplanning support to the IFA's working within the practice. The role will include technical research and report writing in r...
full job description
Paraplanner Huddersfield £28,000 - £38,000 basic salary plus bonus package, flexi-benefits My client, a boutique Wealth Management organisation based in Huddersfield is looking for a Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner to join the company and provide an important function in supporting the IFA's...
full job description
Your new company Based in Edinburgh or Glasgow my client is a well respected financial services organisation who are currently seeking an experienced Paraplanner to join the busy team. Providing support to the Financial Advisers you will have a strong background in a similar job and have made some progress towards the Diploma in Financial Planning to date. Your new role You will be responsible for...
full job description
Cameron James Professional Recruitment - BS1 5TT, BS15(5 days ago)
An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the business? exposure. The position is based in Bristol and will involve working closely with Financial Advisors. Person Specification - Diploma qualified or close to attaining DipFA/DipPFS status - Minimum of 3 years? experience of being a para planner at a Chartered Wealth...
full job description
<< previous | Displaying 1-25 of 70 results | next >>
Get Results only for: Accounting/FinanceParaplanner