Paraplanner jobs

<< previous | Displaying 1-25 of 28 results | next >>
Paraplanner Cheltenham up to £35k p.a. pro rata d.o.e. Part time Paraplanner in independent financial planning firm based in Cheltenham THE ROLE As Paraplanner you will support the experienced IFA team. Your responsibilities will include: liaising with advisers / colleagues ensuring processes & SLAs are adhered to preparing reports and other forms of written communication undertaking research on f...
full job description
Huntswood - Cardiff, Wales (1 day ago)
We are looking for a Paraplanner in Cardiff to work alongside an experienced Adviser, for a well established and respected wealth management business. Responsibilities: Research of products and funds; work with third party for products and fund choices to assist the adviser when making recommendations Suitability report writing; ensuring the accuracy of the included information and that these repo...
full job description
Based at our clients Henley office, we are looking for a trainee Paraplanner to join a busy expanding team Main Purpose of the Trainee Paraplanner: * Eventually be able to work with the senior team to provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommend...
full job description
Clark James - London, London (2 days ago)
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’ experie...
full job description
Job Description: I am looking for a Paraplanner that has experience of working in the Private Wealth Sector. The role will see you join an existing team of seven that assist four Private Wealth Advisors with the management of their clients and their financial arrangements. Clients are typically ‘HNW’, and seek specialist help to plan for both planned and unexpected life events. The role of the Par...
full job description
Job Description: I am looking for a Paraplanner that has experience of working in the Private Wealth Sector. The role will see you join an existing team of 6 that assist 20 Private Wealth Advisors with the management of their clients and their financial arrangements. Clients are typically ‘HNW’, and seek specialist help to plan for both planned and unexpected life events. The role of the Paraplann...
full job description
Job Description My client is looking for an experienced paraplanner to join their small but high performing, well formed team in the South West of Bristol. The paraplanner will support numerous financial planning/wealth management firms with their research and report writing. Through the use of a sophisticated portal, you will liaise with advisors to understand client cases and pull together relev...
full job description
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...
full job description
Stuart Harris Recruitment Consultancy - Sheffield, S10 5BY(3 days 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...
full job description
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...
full job description
We are a team of Chartered Financial Planners (IFA) based in Windsor, Berkshire who are seeking to recruit an experienced Paraplanner/IFA Administrator with first class skills to join our friendly team. We provide specialist, independent financial advice to private and corporate clients and use unique tools and concepts that enable our clients to have a great relationship with their money. This is...
full job description
Huntswood - Cardiff, Wales (3 days ago)
We are looking for a Paraplanner in Cardiff to work alongside an experienced Adviser, for a well established and respected wealth management business. Responsibilities: Research of products and funds; work with third party for products and fund choices to assist the adviser when making recommendations Suitability report writing; ensuring the accuracy of the included information and that these repo...
full job description
Paraplanner based in Central London offering a salary of £40,000 to £55,000 plus excellent benefits. The following benefits are offered: Basic salary of £40,000 to £55,000 depending on qualifications, knowledge and experience Performance based bonus Holiday entitlement: 25 days plus public/bank holidays Pension Death in service insurance Medical insurance Lunch allowance Potential for career progr...
full job description
Are you a Paraplanner looking for a good work life balance? Would you like to work within a growing team in a modern environment with opportunities to progress and train? Greaves West & Ayre is a leading regional Chartered Accountancy practice based in Berwick upon Tweed and Haddington. Why join us? There is a friendly atmosphere in our offices, many social events are organised throughout the year...
full job description
Huntswood - Cardiff, Wales (4 days ago)
We are looking for a Paraplanner in Cardiff to work alongside an experienced Adviser, for a well established and respected wealth management business. Responsibilities: Research of products and funds; work with third party for products and fund choices to assist the adviser when making recommendations Suitability report writing; ensuring the accuracy of the included information and that these repo...
full job description
Are you a for a trainee role with good work life balance? Would you like to work within a growing team in a modern environment with opportunities to progress and train? Greaves West & Ayre is a leading regional Chartered Accountancy practice based in Berwick upon Tweed and Haddington. Why join us? There is a friendly atmosphere in our offices, many social events are organised throughout the year a...
full job description
About the Company: A wealth management practice founded two years ago by five partners with a combined 100 years’ experience in the industry. Specialist advisors offering private wealth management and exclusive discretionary management services to select clients who all have a minimum of £1m investable assets. The company now has £300m AUM and the passion and drive to continue growing. Job Descrip...
full job description
Our client in Liverpool are looking for a Paraplanner. Our client believes in ensuring that the customer always comes first. The Paraplanner role will involve: Carrying out appropriate and comprehensive financial planning on investments, pensions and protection to clients. Responsible for interpreting information gathered, assessing and requesting any additional requirements. Undertaking research ...
full job description
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’ experie...
full job description
This is a great opportunity to join a multi-award winning, national firm of Financial Advisers, as a Paraplanner in our Weybridge office. Reporting to the Practice Manager, the successful candidate will support 4 Senior Advisers within the dedicated private wealth team. The private wealth team deal with High Net Worth (HNW) clients who specifically require wealth management, estate planning and ot...
full job description
This is a great opportunity to join a multi-award winning, national firm of Financial Advisers, as a Paraplanner, in our Sheffield office, the successful candidate will support two Financial Advisers. This role requires bespoke report writing, tailored to the client’s requirements and a high attention to detail in order to give a ‘personal touch’. The successful candidate will support Partners in ...
full job description
Salary: Up to £35,000 (dependent on experience) + bonuses Benefits: Pension (e/r contributes 3% of salary) Death in Service (4x salary), IPI, CIC 25 days annual leave + birthday + Christmas break Mon-Fri 9am to 5pm (1 hour lunch break) Flexible working hours considered Main duties: Assisting consultants with the management and development of client relationships Review investments and client's fin...
full job description
I am recruiting on the behalf of a privately owned, successful and award winning Financial Advice Group in Newton Aycliffe, who are recognised as one of the leading Wealth Management groups across the North East and Yorkshire. The company are offering the opportunity for an experienced and qualified Paraplanner to join as a Trainee Financial Adviser. The Role: The successful candidate will receive...
full job description
Mortgage and Protection Administrator. Location: Pinner Salary: £24K Basic. Hours: 35 hours. An excellent opportunity is available for a Mortgage Paraplanner / Mortgage Administrator to join a leading HNW Mortgage Brokerage. You will be responsible for supporting a team of Mortgage Broker, assisting with mortgage administration; preparation of client files; liaising with clients, solicitors, lende...
full job description
Mulberry Recruitment - Farnborough, South East/Southern(1 day ago)
Regulatory Quality Officer Location: Farnborough Salary: £35,000 - £40,000 My client who are based in Farnborough are looking for a Quality Officer/Case Reviewer/Case Handler to join their team. We are looking for candidates who have got experience working in a regulatory environment within the Financial Services sector. To remotely review the suitability and quality of advice given to customers b...
full job description
<< previous | Displaying 1-25 of 28 results | next >>