Senior paraplanner jobs

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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...
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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...
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Position: * Trainee Paraplanner Your responsibilities: * Support in the development and maintenance of client relationships * Ability to assess client needs and support an appropriate advice solution with guidance from the Consultant * Work with the Consultant to technically validate advice provided and pro-actively challenge where necessary * Assist the Consultant with research and creation of cl...
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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...
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Team Manager Job Title - Team manager - Pre Sales Financial Services Location - OX9 3EH Oxfordshire Salary - £40 - 45K Duration - Permanent / Full Time Sector - Financial Services Our client have been established for over 25 years and their head office is based in Thame. They believe in treating clients as people, not just as a number. The firm is owned by its staff and they only work with familie...
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As a Trainee independent financial adviser you'll be working for a company that is an established provider of financial advice with 200 IFAs nationally spread across 13 branches. This role will be providing advice to clients in the Leicester area and reporting into the Birmingham regional office . Full support and training will be provided to achieve competent adviser status as well as ongoing sup...
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