Paraplanner jobs

<< previous | Displaying 1-25 of 57 results | next >>
Our client is a highly regarded company who are recruiting for a Senior Paraplanner. The purpose of the roles is to provide technical support, recommendations and report writing for the financial planning consultants. The role- Research and analyse products and providers for new clients, compiling suitability reports Periodically reviewing available products; pro-actively seeking new product detai...
full job description
Company Fusion Limited - Alton, GU342QE(1 day ago)
Company Fusion Limited is working with a Specialist Financial Company; growing and expanding within their market. They are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community and we currently have an exciting opportunity for an enthusiastic Senior Paraplanner to join their busy team near Alton, Hampshire. The P...
full job description
My client a successful, growing and professional Independent Financial Advisor (IFA) firm in Leamington Spa, Warwickshire seeks a Financial Planning Administrator / Trainee Paraplanner. Leamington Spa is commutable from Warwick, Coventry, areas of Oxfordshire and the south of Birmingham. This is a permanent full time role to join a friendly team whereby you will add your value to the financial ser...
full job description
My client an expanding and successful firm of Independent Financial Advisors seeks a Trainee Paraplanner to join their team. Based in Leamington Spa, Warwickshire, this is a permanent full time role where full training will be given. The successful candidate will also be eligible to study for the Diploma in Financial Planning (through the Chartered Insurance Institute). The role will be working in...
full job description
Job Title: Paraplanner Location: Leeds Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/J020512 About the Role: My client is looking for a paraplanner to join their highly technical and focused financial planning/ paraplanning team. The role available is for a financial professional with experience of working as a paraplanner supporting a team of IFAs. You m...
full job description
Ortolan Group - Alton, South East/Southern, GU342PP(1 day ago)
Senior Paraplanner Alton, Hampshire Permanent, Full-time £35,000 - £42,000 pa plus benefits and possible bonus Headley Financial Services is a Chartered financial advisory firm with over 30 years' experience. Over the years it has evolved into a highly regarded financial planning firm and employs 12 staff. They are friendly, open and transparent and are very well respected in the local and wider c...
full job description
Cavendish Maine - Multiple locations(1 day ago)
Job Title: Homebased Senior Paraplanner Location: Bristol / Hereford / London Salary: Competitive Job Ref: LH/20517 We are pleased to be working with a respected UK wide outsourced Paraplanning Service who are recognised as being specialists in their field. Our client is looking for a qualified Senior Paraplanner to join their team, this is an excellent opportunity for someone who may require some...
full job description
Our client, a financial advice business is seeking an experienced Paraplanner to join their team and provide paraplanning support to the businesses Consultants. Key responsibilities: Ensure that all aspects of the client's financial needs are documented by reviewing meeting notes and fact-finds Challenge the Consultants if there are any gaps in fact-finds/client notes Use various research tools to...
full job description
Our client, a well-known financial advice business, is seeking an individual to work on a one-on-one basis providing paraplanning support to one of their senior Adviser's. 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...
full job description
Job Title: Trainee Paraplanner Location: Leicester Salary: Competitive Job Ref: LH/20458 An established and respected Wealth Management firm based in Leicester, our client are leading the way in the advice market. This firm prides themselves on their friendly offices and focus on empowering their employees to push forward with career progression and exam support. This is a great opportunity for so...
full job description
Job Title: Trainee Paraplanner Location: Cheltenham Salary: Competitive Job Ref: LH/20231 An established and respected Wealth Management firm based in Cheltenham, our client are leading the way in the advice market. This firm prides themselves on their friendly offices and focus on empowering their employees to push forward with career progression and exam support. This is a great opportunity for ...
full job description
Job Title: Paraplanner Location: Wells/ Yeovil Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/J020409 About the Role: Are you a paraplanner looking to take your next career step? Are opportunities with your current employer limited. Let me tell you about a role that I am working with that may be the perfect opportunity for you. The role available is for a ...
full job description
Paraplanner (Financial Services) BLUP64682 London or Bristol Competitive Salary Our client is looking for a Paraplanner to join them in London (or Bristol for the right candidate) to provide comprehensive support to Independent Wealth Planners - including researching products and funds, preparing suitability letters and technical support. The role is involved in all aspects of new business and cli...
full job description
Job Title: Diploma Qualified Paraplanner Location: London Salary: Competitive Job Ref: LH/20428 An expanding wealth management firm with offices all over the country, our client is leading the way in the wealth management market. This firm prides themselves on their friendly offices and focus on enabling employees to push forward with career progression. This is a great opportunity for someone wit...
full job description
Job Title: Paraplanner Location: Wells/ Yeovil Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/20409 About the Role: Are you a paraplanner looking to take your next career step? Are opportunities with your current employer limited. Let me tell you about a role that I am working with that may be the perfect opportunity for you. The role available is for a tr...
full job description
Job Title: Paraplanner Location: Trowbridge Job Sector: Financial Services Job Type: Permanent Salary: Competitive Job Reference: LS/20373 About the Role: My client is looking for a paraplanner to join their highly technical and focused financial planning/ paraplanning team. The role available is for a financial professional with experience of working as a paraplanner supporting a team of IFAs. Yo...
full job description
It's good being a paraplanner isn't it? An enjoyable, challenging role; good pay. And what's more, the demand for your services far outweighs the number of active candidates, meaning that everyone wants to speak to you. So if you are considering your future how do you decide who to engage with? How do you begin to differentiate? Largely speaking, it is all down to the working environment. You need...
full job description
Job Title: Paraplanner – Flexible hours considered Location: Carmarthen Salary: Competitive Job Ref: LH/20497 We are pleased to be working with a respected Wales based Wealth Management firm who are recognised as being specialists in their field. Our client is looking for a qualified Paraplanner to join their team. This is an excellent opportunity for someone who may require some flexibility in ho...
full job description
Paraplanner / PA Skilled and enthusiastic Paraplanner/PA required to join our clients team in Highcliffe, Dorset. As a Paraplanner / PA you will work directly with the two company directors to enable them to deliver high quality financial advice and service to their clients. The company are looking for someone who will: • Work alongside the existing team of Administrators and Paraplanners to assis...
full job description
Purple Placements Ltd - Farnborough, South East/Southern, GU147SR(3 days ago)
An office based Paraplanner utilising excellent analytical and evaluation skills. The Paraplanner will review Fact Finds and Meeting Notes of Consultants against Compliance guidelines and is expected to challenge the consultants if the client's financial needs are not clearly documented and accurate. They will research whole of market advice and draft suitability reports within an agreed timescale...
full job description
Paraplanner Milton Keynes Full time, permanent position - competitive package This is a highly varied role and a fantastic opportunity for a capable paraplanner to progress their career in Finance as a Chartered Financial Planner. Our client is a completely independent Chartered Financial Planning service with an excellent reputation. Working alongside a team of chartered financial advisers, you w...
full job description
We are currently recruiting for one of the largest, most successful financial planning firms in the UK. They are looking to bring a paraplanner onto the team. You will be assisted by the admin team whilst supporting one of the firm’s top chartered advisors whilst working for a firm that is built on the idea of progression and organic growth that can offer study/exam support as well as providing yo...
full job description
Our client, a well-known financial advice business, is seeking an individual to work on a one-on-one basis providing paraplanning support to one of their senior Adviser's. 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...
full job description
Our client, a financial advice business is seeking an experienced Paraplanner to join their team and provide paraplanning support to the businesses Consultants. Key responsibilities: Ensure that all aspects of the client's financial needs are documented by reviewing meeting notes and fact-finds Challenge the Consultants if there are any gaps in fact-finds/client notes Use various research tools to...
full job description
ACS Recruitment - Worthing, South East/Southern, BN114BH(4 days ago)
Job Title: Paraplanner Do you have excellent organisational skills? Do you have the ability to work on own initiative and plan own workload? Do you have a thorough understanding of all compliance regulations? This is a fantastic opportunity to join a highly experienced team of people and company. We are currently recruiting for a Paraplanner to join a FCA regulated MHA Wealth Management team. The ...
full job description
<< previous | Displaying 1-25 of 57 results | next >>