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;
If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that truly values your expertise, we want to hear from you!
Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.
Why you'll love working with our client
Thriving Environment: Our client are a modern and cutting-edge financial planning firm, offering a dynamic and supportive workplace where collaboration and teamwork is at the forefront of their culture and firm.
Posted by Taylor James Professional Recruitment • £32K/yr to £44K/yr
General
Our client, a prestigious firm of financial planners in Manchester city centre are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
General
Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Posted by The Eventus Recruitment Group • £29K/yr to £34K/yr
Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester.
This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals.
They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.