Paraplanner jobs

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Stuart Harris Recruitment Consultancy - Sheffield, S10 5BY(1 day ago)
My client a successful professional and service based business in Sheffield seeks a Paraplanner. This is a full time opportunity to join a market leading business where the business supports its employees. Promotional opportunities will exist. Working in a team environment and having support from management, the key duties will be to manage a portfolio of clients and provide recommendations of inv...
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We are working in partnership with an Independent Financial Adviser (IFA) firm in Chesterfield. We are looking to recruit a Financial Planning Assistant / Paraplanner. This is a an excellent opportunity to join a business which has a good client base and you shall enjoy a varied role. Based in Chesterfield in modern premises, the office is easily accessible from Sheffield and Chesterfield. There w...
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Job Title: Paraplanner Location: Glasgow Job Sector: Financial Services Job Type: Permanent Salary: Up to £40,000 + Competitive Benefits Job Reference: LS/20936 About the Company: We are working with a leading provider of investment management services and financial advice. Employing a highly skilled workforce across 15 locations in the UK, they provide a professional and tailored service to clien...
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If you are fed up of working for a company that does not take your career aspirations seriously, then this award winning business could be for you. A FTSE250 company, our client has offices across the UK and therefore offers a degree of job stability that most other firms in the sector cannot given the level of acquisition activity we are seeing. This size brings advantages - annual salary apprais...
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Paraplanner with DipFA/DipPFS/APFS - London £20,000 - £50,000(depending on experience) + bonus + study support § We have been retained by a boutique Chartered IFA dealing with HNW clients who are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working out of their West London based office, you will be an integral part of the firm’s technical function. W...
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Paraplanner An opportunity has arisen at our clients Aylesbury office for a full time Paraplanner to support the Managing Director as he expands his team. As a Paraplanner you should have experience in an IFA practice and be studying for or hold the Certificate in Paraplanning or a Diploma in Financial Planning. The ability to work without direct supervision is essential, as is the ability to work...
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The Role This is a fantastic position for a Mortgage Paraplanner/Administrator to join a growing firm that can offer career development by allowing you to be a key part in the firms ongoing successes. You will part of a technical team and be actively involved in the back-office process as a key member, the ideal candidate will want to have autonomy within the role and work closely with a team of e...
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MVP Recruitment - Fareham, South East/Southern(4 days ago)
We have been retained to find an experienced Paraplanner for a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, they manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals. Our client provides a range of financial products and ...
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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’ experi...
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Job Title: Paraplanner Location: Gloucestershire Job Sector: Financial Services Job Type: Permanent Salary: £25,000 - £40,000 DOE and qualifications Job Reference: LS/20949 Job Description: I am on the lookout for a paraplanner that has experience of supporting a team of advisors within an independent Financial Advice environment. Day to day, the paraplanner will be responsible for gathering infor...
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Trainee Paraplanner Our client, a highly successful financial planning and management company are currently recruiting for a Trainee Paraplanner to join their growing team based in Chippenham. Duties of the role: Gathering of Information for research purposes – liaising with product providers, other third parties and clients themselves. Research – using knowledge and various systems and tools to c...
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My client a growing, respected and successful Independent Financial Adviser business in Leamington Spa, Warwickshire seeks a Paraplanner. This is a full time opportunity to join a firm where you shall be working in a team environment and have support from the Directors. The key duties will be to manage a portfolio of clients and provide recommendations of investments. Suitability reports, report w...
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Additional Resources Ltd. - Stokenchurch(4 days ago)
Paraplanner - Stokenchurch Salary: Competitive! - DOE Key words: Paraplanner, Paraplanning, Financial Adviser, investments, pensions, retirement solutions, trusts, business growth Para Planner The Role Our Client is looking for a motivated Paraplanner to join their busy and successful Paraplanning Team. The position will be suitable to someone who has a background in Paraplanning. The main target ...
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The Company: I am currently working on behalf of a Chartered financial planning firm based in North Leeds who are looking to add a Qualified Paraplanner into the technical team. To be based from that sister site to a larger business, I am looking for a Technical Paraplanner who can come in and support high-performing advisers inclusive of the MD of the Leeds site. With an established workforce and...
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Our client, a well-known financial advice business, is seeking an individual to provide paraplanning support to two Advisers in their Sheffield office. Job role: Compile bespoke reports that are specifically tailored towards the client's requirements; the average client has at least £500k to invest Must demonstrate a high attention to detail and the ability to deal with complex investment solution...
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Paraplanner - Birmingham - £38k DOE We are looking for an enthusiastic and dedicated Paraplanner to join our Financial Advisory business based in Birmingham. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in all a...
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Paraplanner - Loughborough - £35k DOE The Role To support our clients as part of the financial planning team by providing technical solutions and strategies which enable our clients to meet their financial planning goals. To proactively engage with clients by post, email, SMS, and telephone, to obtain or clarify information that we need to be able to provide the best possible advice and to answer ...
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Paraplanner - Brierley Hill - £35k DOE We are looking for an enthusiastic and dedicated Paraplanner to join our Financial Advisory business based in Brierley Hill. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in...
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Paraplanner - Nottingham - £35k DOE We are looking for an enthusiastic and dedicated Paraplanner to join our Financial Advisory business based in Nottingham. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in all a...
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Paraplanner - Walsall - £36k DOE We are looking for an enthusiastic and dedicated Paraplanner to join our Financial Advisory business based in Walsall. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in all aspects...
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Paraplanner - Derby - £35k DOE We are looking for an enthusiastic and dedicated Paraplanner to join our Financial Advisory business based in Derby. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in all aspects of ...
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Tarvos Wealth - Canterbury, South East/Southern, CT1 2UA(5 days ago)
Tarvos Wealth are looking to recruit either an experienced Paraplanner, or someone looking to progress towards a full Paraplanning role. The successful candidate will provide support to the adviser team. Key responsibilities include: Undertaking administrative tasks associated with new clients on board processing Processing letters of authority and obtaining necessary information from product prov...
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Paraplanning Research and Analyse financial products Specilaist Financial Services Financial planning careers do not have to be in a traditionally large corporate environment when certain boutique/specilaist Financial Services organisations offer you a flexible, modern, award-winning and renowned career that offer you a real platform for progression and development. Our client is based on the outs...
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Job Title: Paraplanner Location: Bristol Job Sector: Financial Services Job Type: Permanent Salary: up to £40,000 (DOE) Job Reference: LS/20908 About the Company: My client is a close-knit run Chartered Financial Planning practice with an office situated on the outskirts of South Bristol, surrounded by countryside. Their team of 9 provide financial advice on investments, pensions, protection and t...
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Paraplanner with DipFA/DipPFS/APFS - London £20,000 - £50,000(depending on experience) + bonus + study support We have been retained by a boutique Chartered IFA dealing with HNW clients who are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis. Working out of their West London based office, you will be an integral part of the firm’s technical function. Wor...
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