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                      Paraplanner jobs in the Accounting & Finance category

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                      Wealth Management company looking for a Paraplanner Based in Surrey, competitive basic salary and benefits. Ideally you will have had 2 years experience working within an IFA practice as an Administrator. The key purpose of the role is to research, analyse and compile Financial Planning reports. The role holder will also be responsible for initiating and maintaining contact with new and existing c...
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                      Junior Paraplanner/Senior IFA Administrator Location - South Manchester Salary - up to £25,000 plus training, study 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 f...
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                      Cameron James Professional Recruitment - Exeter, EX43SF(22 hours ago)
                      Description This is a varied and interesting role for an experienced individual who wishes to develop their knowledge in financial services. our clients are a Chartered IFS firm in central Exeter with a respected reputation in the market. They are seeking an assistant paraplanner/senior financial services administrator to join the firm to assist and maintain a loyal client bank. You will work clos...
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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 Paraplanner to support their fee earners. Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolio...
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                      Paraplanner Sunderland £25,000 - £35,000 basic (depending on experience) plus benefits An excellent opportunity has arisen in the Sunderland area to join a Wealth Management firm working within their financial services advice team as an experienced Paraplanner. You will be working in a role created purely due to organic growth within the company as the IFA's successfully increase their client port...
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                      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...
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                      Paraplanner based in Devon, 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 fro...
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                      Our client is currently seeking to recruit an experienced Administrator Paraplanner to strengthen their growing team in Ipswich. This is a fantastic opportunity to work for one of the area’s largest independent providers of financial services. The role of an Administrator Paraplanner is a key position in supporting the consultants by undertaking client related administration. Typical tasks will in...
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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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                      Trainee Paraplanner / Report Writer North Yorkshire £20,000 - £25,000 (depending on experience) + benefits, exam support, free parking My client is a well-established and ambitious regional Wealth Management firm who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. Their offices are based in North Yorkshire and easily commutable from York coming north and Teesside...
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                      Paraplanner Leeds - City Centre £28,000 - £35,000 basic salary plus market leading bonus package, flexi-benefits My client, a boutique Wealth Management organisation based in the city centre of Leeds 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 importan...
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                      Trainee Paraplanner / Report Writer Newcastle upon Tyne £20,000 - £25,000 (depending on experience) + benefits, exam support, free parking My client is a well-established and ambitious regional Wealth Management firm who are seeking to strengthen their team in appointing a Junior / Trainee Paraplanner. Their offices are based in Newcastle and easily commutable from across the Tyne and Wear region....
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                      This is a varied and interesting role for an experienced individual who wishes to develop their knowledge in financial services. My Client located in Exeter, has a requirement for an Assistant Paraplanner/Senior Financial Services Administrator to join them to support and maintain their loyal clients. You will work closely with the IFA and Compliance Manager to ensure a first class service is main...
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                      Cameron James are a specialist recruitment agency for the Financial Service industry and we are currently supporting a leading provider of financial planning needs. They are actively recruiting for a Paraplanner that ideally has a minimum of 2 years? experience preplanning experience in a similar environment. Key purpose of the role is to complete a number of tasks involved in preparing and admini...
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                      FPSG's client is an Insurance Broker based in Edinburgh City Centre. They are seeking to hire a Paraplanner to join their financial planning team. Our client provides advice across the UK to a wide range of clients. The successful candidate will work closely with the Financial Adviser to implement advice for clients. The role is broken down into 4 key areas: Preparing and Maintaining the Client Fi...
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                      The Company: I am currently working on behalf of a very ambitious, Chartered IFA firm who are growing at circa 20% year on year and are looking to add an experience Paraplanner into their team of 4. Based in Chesterfield you will be joining a truly independent wealth management/investment services firm consisting of 13 staff (4 advisers) across their private wealth arm and with expansion plans for...
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                      Senior Paraplanner, North West London, £40k+ My client are looking to recruit a Senior Paraplanner to provide full back office and administrative support to our IFAs to help take the business forward during an exciting period of growth. Based at their Head Office in North West London, you will be an integral part of our team. Key Responsibilities * Support the Directors in their ability to design ...
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                      The Company: I am currently working on behalf of a niche wealth management firm working with HNW/UHNW circles and are looking to add a qualified paraplanner into the technical team. To be based from their Leeds city centre site they require a technical paraplanner who can come into their team of 6 to support multiple high performing advises across both private and corporate advice. With an establi...
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                      Paraplanner based in London, competitive basic salary and benefits. This is a fantastic opportunity to work for a successful, established IFA firm in Central London as a Paraplanner. The key purpose of the role is to research, analyse and compile Financial Planning reports. The role holder will also be responsible for initiating and maintaining contact with new and existing clients on behalf of Se...
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                      Austin Rose - London, London (4 days ago)
                      Our client, a Top 50 accountancy firm based in Central London are looking to recruit an experienced Paraplanner to join their growing Financial Services team. This role involves working in partnership with the Chartered Financial Planner and an Administrator providing financial planning services to high net-worth clients. This role offers an excellent opportunity to work at the top end of financia...
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                      Senior Paraplanner – Regional Financial Management Firm Location: Guildford Salary: Up to £37,500 + benefits (dependent on experience) Our client is a business with expertise ranging across all aspects of financial planning. They are seeking an experienced Paraplanner to bring their technical knowledge to the business. The main purpose of the role is to provide extensive technical support to the M...
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                      The Company: I am currently working on behalf of an award winning FTSE 250 business who have over 30 sites across the UK and operate in multiple advice areas, inclusive of wealth management, financial planning and investment management. In regards to their recruitment needs, they are looking to add an experienced, Senior Paraplanner to the wealth management side of their business to be based from ...
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                      JOB OBJECTIVE: To provide support to the firm's financial adviser in all areas of financial planning conducted by the firm. DUTIES AND RESPONSIBILITIES The Paraplanner role may be broken down into four key parts: Preparing and maintaining the client file Check all compliance paperwork is present Confirm client risk profile is determined Discuss client objectives with Financial Adviser Preparing re...
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                      Cameron James Professional Recruitment - Huddersfield, HD11AA(5 days ago)
                      Role: Paraplanner Location: Huddersfield Salary: 20k - 30k Job Information Our client a successful IFA based in the Centre of Huddersfield requires an experienced Paraplanner to offer paraplanning support to their advisers. This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and a good understanding of a wide range of all retail inv...
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                      Role: Paraplanner Location: York Salary: 20k - 30k Job Information Our client a successful IFA based in the Centre of York requires an experienced Paraplanner to offer paraplanning support to their advisers. This exciting opportunity requires somebody with previous experience in a paraplanning role within financial services and a good understanding of a wide range of all retail investment products...
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