Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
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 and compliance team to deliver quality and tailored financial planning services to clients.
Posted by Blakemore Recruitment • £40K/yr to £45K/yr
They require someone with previous previous paraplanning experience within an IFA or Wealth Management environment.
We have an excellent opportunity for this well regarding financial planning practice in Hertfordshire and they are looking for a new Paraplanner to join the team.
You must be experienced in Investments, IHT and Trusts and ideally also knowledgeable about pension transfers.
Where possible, we will seek to accommodate a blended approach to on-site and remote working, but this will depend on project requirements and the need for access to specific site facilities.
Security clearance:.
Typically you can expect to be onsite 2 - 3 days a week but this may flex on certain weeks to be more depending on business and team needs.
Posted by Artemis Recruitment Consultants Ltd • £35K/yr to £45K/yr
Paraplanner - St Albans
Our client is looking for an experienced Paraplanner to join their growing business in St Albans.
You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.