They are dedicated to providing tailored financial solutions to clients, empowering them to achieve their financial goals with confidence.
As one of the UKs leading wealth management organisations, they have offices across the country.
Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence.
As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
A leading local Financial Advisory Firm who provides bespoke advice to an established high value client base are looking to recruit a career oriented individual into their expanding paraplanning team.
Farnham area - £open experience depending plus package.
The role would suit someone who is either working towards becoming diploma qualified or has recently completed their exams and is looking for their next career step.
They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qualified, experienced paraplanner to join their dynamic team.
My client is a well-established and highly successful IFA with an outstanding reputation in the Wealth Management industry.
You will work as part of a team, and it's a truly exciting opportunity for a diploma qualified candidate.
This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business.
Plus career opportunity and 2 days in the office
Based in their Weybridge offices, you will gain exposure to HNW technical cases working with Advisers providing expert financial advice to Private Clients, Corporates and Charities.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.