Posted by Recruitment Solutions (Folkestone) Limited • £38K/yr to £41K/yr
The team is made up of paraplanners and administrators:
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
We are looking for an Assistant Paraplanner to support our Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
Produce new business illustrations, using either our own or 3rd party software.
Posted by Taylor James Professional Recruitment • £26K/yr to £34K/yr
Our client is looking to speak with Administrators (ideally with some paraplanning experience) or Junior Paraplanners who are looking for a new challenge.
Our client, a prestigious and award winning firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
Posted by Financial Divisions • £35K/yr to £40K/yr
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Their mantra is 'enriching lives and futures' stemming from their ethos of keeping their client's financial wellbeing at the heart of everything they do.
Above all they know that the relationships they build with their clients today is what sets them apart tomorrow.
We are currently recruiting for a Paraplanner to join a leading Investment Management business to work within their Financial Planning division in London.
The company specialises in comprehensive financial planning and investment management services, including retirement planning, estate planning, tax planning, and corporate financial planning.
They have six offices across the UK and manage approximately £2 billion in assets under management.
Posted by Financial Divisions • £40K/yr to £45K/yr
We are recruiting a Paraplanner for our client who is a boutique financial advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on, investments, retirement planning, trusts, mortgages tax planning and pensions.
This will be a great move for you as a Paraplanner if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.
The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions.