An exciting opportunity has arisen for a Paraplanner to join a leading financial services firm based in Welwyn, Hertfordshire.
The firm is dedicated to providing comprehensive and personalised financial planning solutions to its clients and has a strong commitment to excellence.
This position has become available due to the promotion of the existing member of staff to a Financial Planner role.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £55K/yr
Offering both full or part time positions.
We are recruiting an experienced financial adviser to join a well-established firm on an employed contract.
With an uncapped commission structure, full admin and paraplanning support and individual career progression tracks you will be fully supported to provide exceptional advice.
Posted by Blakemore Recruitment • £32K/yr to £35K/yr
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Trainee Paraplanner.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.