Posted by Taylor James Professional Recruitment • £26K/yr to £34K/yr
Our client is looking to speak with Administrators (ideally with some paraplanning experience) or Junior Paraplanners who are looking for a new challenge.
Our client, a prestigious and award winning firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
Posted by TIME Appointments Ltd • £20K/yr to £25K/yr
General
We are delighted to be recruiting for a Trainee Paraplanner on behalf of our client, a highly regarded Independent Financial Advisors based in Colchester.
This is a fantastic opportunity for a bright individual who is looking to build a successful career within the Financial Services Industry.
Key Duties & Responsibilities
Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner.
Have you got career goals of becoming a Paraplanner
Recruit UK is seeking a proactive and detail-oriented individual to be a Trainee Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning.
As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role
Manage existing policy information, including issuing letters of authority and obtaining policy details.
Posted by Financial Divisions • £35K/yr to £40K/yr
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
Posted by Financial Divisions • £40K/yr to £45K/yr
We are recruiting a Paraplanner for our client who is a boutique financial advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on, investments, retirement planning, trusts, mortgages tax planning and pensions.
This will be a great move for you as a Paraplanner if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.
The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions.