Paraplanner jobs

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Recruitment Department - Leeds(19 hours ago)
We are delighted to confirm a fantastic opportunity for a Paraplanner to join our fast-growing Leeds based team. We are looking for people with a proven track record in dynamic, fast paced financial services businesses. Brief Paraplanner responsibilities: Provide a high level of technical support to consultants, ensuring that all recommendations are technically accurate and provide 'best advice' f...
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Trainee Paraplanner / Financial Adviser vacancy within an award winning Financial Services company in Leeds. Our client is ambitious and they're looking for likeminded, motivated self-starters to join their team. This is a fantastic opportunity for a Trainee Paraplanner or candidates with an interest in becoming Financial Advisers. Permanent contract Good benefits Excellent career development oppo...
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About the Company: We are working with one of the UK’s top accountancy firms in the UK that has specialist in-house teams that provide financial and tax planning advice. They have built a solid reputation since their inception 31 years ago and enjoy the advantages of having a client book that like to continue to refer and recommend them to friends and family. Their financial planning team in Taunt...
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Gi Group are seeking a permanent Paraplanner for an established financial planning company. The role is Hull based, supporting a London based team of Financial Advisors. The company has an excellent reputation, with the role available due to growth and expansion. The successful candidate will use various financial services specific software, requiring excellent IT Skills. Previous exposure within ...
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Our client, a well-established, successful wealth management business are seeking to hire an experienced Paraplanner for an initial 6 month contract Job Requirements: Provide technical support to the Investment Managers Review of existing files Liaising directly with the Investment Managers to present files for final sign off Skills/Experience Previous Paraplanning experience, within a Wealth mana...
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Our client is an established and rapidly expanding wealth management firm in Leeds (LS15 area) and are looking to take on additional paraplanner. You will work with a number of advisors preparing compliance paperwork, conducting the research, analysing the results and writing the suitability letter. You will also have a good understanding of the financial planning process and keep up to date with ...
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Paraplanner/IFA Our client, Flemmings is a well-established firm of Chartered Accountants, Wealth Managers and Property Consultants based in Croydon, Surrey. Their 3 partner firm has grown organically over the past 30 years and provides the following services: •Accounting, Audit and Assurance •Tax Compliance and Planning •Wealth Management •Property advisory •Corporate Finance Their clients consis...
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Paraplanner We are seeking exceptional individuals with experience within financial services (ideally IFA) who are now seeking to provide the highest quality customer service delivery within a truly fantastic company. This is a unique and permanent opportunity for an individual who already holds financial planning and report writing experience. With excellent career progression, competitive earnin...
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Experienced Mortgage Administrator / Paraplanner Bridgwater office-based (occasional home-working available) 37.5hrs per week Monday to Friday (with flexibility) Permanent full-time employed position An exciting opportunity has arisen for a highly organised and service-orientated individual with excellent attention to detail to help us develop a small but growing business and support a busy mortga...
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Our client, an award winning, employee and client focused wealth management business are looking to grow their paraplanning team. Key responsibilities: Responsibility for a certain bank of clients and be expected to manage and maintain good working relationships with these Provide support in the following key areas; Tax Planning (ISA, pension contributions, CGT planning), Estate Planning (inherita...
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Huntswood - Horsham, South East/Southern, RH121JE(2 days ago)
Our client, an independent financial advice firm, are looking to recruit an Administrator/Paraplanner on a permanent basis. Responsibilities: Provide administrative support to financial advisers, ensuring they can work effectively Answering and dealing with client queries and ensuring their needs are met Ensuring files and systems are up to date Experience: Previous experience within an IFA enviro...
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Financial Planner We are seeking exceptional individuals with experience within financial services (ideally IFA) who are now seeking to provide the highest quality customer service delivery within a truly fantastic company. This is a unique and permanent opportunity for an individual who already holds financial planning and report writing experience. With excellent career progression, competitive ...
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Huntswood - Horsham, South East/Southern, RH121JE(3 days ago)
Our client, an independent financial advice firm, are looking to recruit an Administrator/Paraplanner on a permanent basis. Responsibilities: Provide administrative support to financial advisers, ensuring they can work effectively Answering and dealing with client queries and ensuring their needs are met Ensuring files and systems are up to date Experience: Previous experience within an IFA enviro...
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