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                      Senior paraplanner jobs

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                      We are seeking a Senior Paraplanner for a fantastic IFA Practice about 10 miles outside of High Wycombe. The Company Our client are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors. Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a...
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                      Clark James are delighted to be working with a successful independent Financial Planning practice in Hertford, who are seeking a Senior Administrator/Paraplanner. Our client provides unrestricted, holistic financial advice, covering; Investment Planning & Financial Management, Pension Planning (pre and post retirement), Final Salary Pension Transfers, Trusts & IHT Estate Planning and Group Persona...
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                      Clark James - Fareham, South East/Southern, PO15 7AW(2 days ago)
                      Clark James are pleased to be representing an Independently owned Investment Management and Financial Planning Company, who are seeking an experienced Senior Paraplanner. Our client currently manages and advise assets of £930m, via discretionary portfolios and funds, either directly or through intermediaries. The company’s object is to preserve and grow wealth for their clients, through risk based...
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                      Working on behalf of a highly successful national IFA firm who provide holistic financial advice to personal clients and businesses, we are seeking an experienced Paraplanner to join their head office in Reading. Working as Paraplanner, you will be responsible for providing paraplanning support, ensuring the highest possible standard of client service delivery that is consistent, compliant and pro...
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                      Paraplanner Thornbury, near Bristol £35k to £40k + potential bonus Excellent opportunity for career minded Paraplanner with a successful & professional Chartered financial planning firm in Thornbury The Role As a Paraplanner you will work alongside the advisory team which includes the two directors. The role will incorporate traditional paraplanning work as well as being actively involved in clien...
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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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                      Working on behalf of an experienced team of Independent Financial Planners, we are seeking additional Financial Planner’s to join their team at their head office in Cardiff and their Bristol office. The Company Our client support families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking. They are defined by their personalised, hands...
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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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                      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...
                      full job description
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