Posted by Recruitment Solutions (Folkestone) Limited • £65K/yr to £75K/yr
General
An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated, Head of Paraplanning / Senior Technical Paraplanner to join its dynamic team and help it continue delivering top-tier financial planning.
Very competitive package including uncapped on-target earnings
Head of Paraplanning Role
This position would encompass both elements of paraplanning and management as you would be working with the paraplanning team to provide a high level of technical support to the firm's clients.
HEAD OF PROJECTS c£85,000 COMMISSION BENEFITS FLEXIBLE ON LOCATION
Private Equity backed, the business is rapidly growing.
Our client is a genuine market-leading software business with a range of relatively complex Cloud-based solutions they deploy into companies ranging in scale from SMB to Enterprise.
Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
A Financial Planning firm located in Crawley are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Planning Officers with experience dealing with a range of applications from householder to minor applications and to assist in processing backlog applications
Planner will be expected to work and use their own initiative with little direct supervision and support their Team Leader as required.