Paraplanner jobs

<< previous | Displaying 1-25 of 36 results | next >>
Trainee Paraplanner - Buckinghamshire Our client is a Chartered Firm of Independent Financial Advisers, serving high net worth individuals and corporates for over 35 years. This role is working directly with the Director of Pensions within a friendly and professional environment. Responsibilities include: Liaising with Clients and providers and building a good working rapport with both Administrat...
full job description
Our client is an established National Financial planning practice with an excellent reputation. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit a Paraplanner to their team based in Glasgow. Providing a comprehensive degree of support to the company's fee earners it is imperative that applicants have previous experience wi...
full job description
Role Description: The Company is an IFA that sits within a larger Financial Services Group and is looking to recruit a Paraplanner who will take pride in providing unrivalled levels of service to the Company’s clients. You will be given the responsibility to represent the Company in a professional manner and provide a high-quality standard of work. You will be responsible for ensuring that the Com...
full job description
Company Confidential- St Helens(3 days ago)
A long established, small in staff numbers, IFA firm in St Helens is looking to bring on a very important hire for them in the form of a Client facing Paraplanner. This individual will be an integral part of the firm and work closely with Advisory to provide first class holistic financial planning to their clients, the majority of which have been with them for many years and growth is purely due t...
full job description
Company Confidential- Altrincham(3 days ago)
A Chartered firm in Altrincham is recruiting another Paraplanner due to further growth in the business. Headcount has grown steadily over the past couple of years and staff turnover below average for a firm of this size, which indicates a healthy culture and environment. This role offers a base salary of up to 38,000 with very good benefits including flexible working, private medical insurance, ho...
full job description
Company Confidential- Yorkshire, Ilkley(3 days ago)
As a result of continued growth, an opportunity has arisen for an experienced Paraplanner to join the Wealth Management division of a highly successful accountancy practice. The role is based in their Ilkley office and could develop into a lead Paraplanner role where you will train others. Base salary is up to 40,000. Working within an established successful team you will support 3 experienced Adv...
full job description
We are currently working on a great opportunity for an experienced Paraplanner to join a well-established Financial Services based in Ipswich. The ideal candidate will be experienced in financial services and hold a strong technical knowledge with the ability to apply this to their work. Duties & Responsibilities: Writing technical and detailed reports Technical knowledge of pensions and investmen...
full job description
We have an open vacancy for a Paraplanner role, based in Christchurch to work for one of our distinguished clients, a Chartered firm of financial planners and independent financial advisers with over 30 years of combined financial services experience. Requirements: Experience using Intelligent Office, Standard Life Wrap, Old Mutual Wrap and Novia would be advantageous, though training will be give...
full job description
Paraplanner/Senior Administrator £30,000 to £35,000 dependent on qualifications and experience Experienced Paraplanner required for wealth management practice based in Solihull. Duties to include compiling suitability reports for Investments, Pensions and Protection products, along with associated administration. The ideal candidate will be Diploma qualified or close to being qualified and have re...
full job description
Vitty Alexander Financial Services Ltd - Dronfield, S18 1LY(4 days ago)
Job Description Independent Lending provides independent mortgage and protection advice for our clients and operates within a wider group offering full financial services and wealth management advice. We now have an opportunity for an experienced Mortgage Administrator/Paraplanner to join our team based in Dronfield. Reporting to the Practice Manager, you will focus on providing high quality custo...
full job description
Company Confidential- sale(4 days ago)
An IFA firm in Sale who currently outsource the majority of their Paraplanning to an external company are looking to bring on board a Senior Paraplanner to bring the function in house, set up all processes and develop the function within the business. Base salary is up to iro 45,000 with some great benefits including the potential of some home working. In the role you will be involved with all asp...
full job description
Our client is a prestigious investment house providing private banking, portfolio management and independent financial advice to a range of HNW individual and corporate clients. Enjoying an excellent reputation in the marketplace demand for their services continues to grow. A requirement has arisen within their financial planning division for an additional Paraplanner to support their senior advis...
full job description
Paraplanner Financial Planner Progression, Development and Recognition Financial planning careers do not have to be in a traditionally stale environment when certain companies offer you modern, award-winning and collaborative working environments that offer you a real platform for progression and development. Our client based in multiple locations in the South West (Devon, Wiltshire, Somerset) and...
full job description
Our Client is currently looking to recruit a Senior Paraplanner to head up their Paraplanning team. Our client is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. This unique opportunity not only offers the advanced network and support from FTSE 100 company,...
full job description
Currently recruiting for a highly professional, client focused financial planning practice, with its offices based in Leighton Buzzard. Job Description Our client pride themselves in offering holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.We are looking to recruit a part or fully qualified and experienced Paraplanner...
full job description
Time Appointments are delighted to be working on behalf of one our clients who are on the lookout for a senior Paraplanner to join their team in Cambridge. Our client offers a competitive salary and extensive benefits including up to 28 days holiday. Our client is looking for someone who will be able to offer full technical support to the IFA team including: Technical report writing to an advanced...
full job description
Job Title: Paraplanner Location: London Job Sector: Financial Services Job Type: Permanent Salary: £25,000 - £55,000 Job Reference: LS/20205 About the Company: My client is a Chartered Financial Planning Practice and Occupational Pension Specialist with clients situated across the South of England. They currently manage close to £13bn AUM with an emphasis on long-term tax planning, investment and ...
full job description
Job Title: Paraplanner Location: Cheltenham Job Sector: Financial Services Job Type: Permanent Salary: £25,000 - £55,000 Job Reference: LS/20205 About the Company: My client is a Chartered Financial Planning Practice and Occupational Pension Specialist with clients situated across the South of England. They currently manage close to £13bn AUM with an emphasis on long-term tax planning, investment ...
full job description
Job Title: Paraplanner Location: Cardiff Job Sector: Financial Services Job Type: Permanent Salary: £25,000 - £55,000 Job Reference: LS/20205 About the Company: My client is a Chartered Financial Planning Practice and Occupational Pension Specialist with clients situated across the South of England. They currently manage close to £13bn AUM with an emphasis on long-term tax planning, investment and...
full job description
Job Title: Paraplanner Location: Christchurch Salary: DOE Hours: 9-5pm Monday-Friday with 30 mins for lunch This is a rare and exciting opportunity for an experienced Paraplanner to join our client's team based in their Christchurch office. Key tasks include: Preparing recommendation reports and ensuring all appropriate document is available for clients meetings DB Pension transfers, Chargeable ca...
full job description
ThatRecruit.com - Swindon, SN2 (6 days ago)
Large, nationwide outsourced paraplanning outfit are looking for Experienced Paraplanners to join their business servicing some of their 800+ adviser bank. The ideal candidate: - Must be Dip or close to - Have report writing experience Preference will be given to those that can demonstrate having written reports for multiple businesses, so we can see they can cope with changing requirements. Candi...
full job description
This leading provider of financial planning services is offering an excellent opportunity within a superb working environment for a Paraplanner/Financial Services Administrator at their Doncaster office. They are seeking a proactive candidate to provide Paraplanning services for UK Financial Planners working under FCA regulations. They will also assist with the administrative workflow within the o...
full job description
ThatRecruit.com - Balsall Common, Solihull, CV7(6 days ago)
Our client, a Chartered Financial Planning Company are currently looking are looking to recruit an IFA Paraplanner/Administrator who fits well within the culture of the business and can assist them in delivering their high-level services as the business continues to grow. Key duties: - Administration of both new and existing business, ensuring compliance and process procedures are followed - Maint...
full job description
A well-established, award winning independent financial advisory company based in the Coleshill area is seeking a Senior Paraplanner to join its rapidly expanding team. Specialising in the private client sector for HNW and UHNW clients in the areas of investments, retirement, tax planning and wealth management and pensions. As a Senior Paraplanner, you will demonstrate your understanding of the fi...
full job description
Recruitment Genius Ltd - Tunbridge Wells, South East/Southern, TN48AT(4 days ago)
An exiting career development opportunity has arisen to join the growing paraplanning team in this vibrant firm of whole of market Chartered Financial Planners in Tunbridge Wells. To apply for this role you MUST have experience in either a administration role within an Independent Financial Adviser firm or a similar paraplanning role. It is also a requirement that you have already started your stu...
full job description
<< previous | Displaying 1-25 of 36 results | next >>