The Paraplanner is responsible for assessing client's requirements and researching, identifying and presenting solutions in support of Adviser recommendations.
Our client is looking to recruit an experienced Paraplanner, reporting to the Paraplanning Team Leader.
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.
My client is a well-established Independent Financial Advice firm with offices based in Northwest London is looking for a Paraplanner to join their team.
(Hybrid Working, & Study support)
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
Purpose: The Paraplanner supports advisors in creating and delivering exceptional advice, managing client reporting, analysis, and post-review actions, ensuring regulatory compliance.
Company Overview: Our client is a leading Chartered Financial Planner and independent advisory firm with over 40 years of experience, recognized as Professional Service Firm of the Year 2022.
They provide high-quality personal service to clients across the UK.
We are currently recruiting for a diploma-qualified Paraplanner aiming to progress into an advisor role for our Kent-based client.
They offer a holistic, non-jargon-based approach to advice, taking the time to understand clients on both professional and personal levels.
This firm has been providing straightforward independent financial advice in the Kent area for many years, earning a solid reputation with clients and local professional services firms, which contribute to a steady stream of new business enquiries.
We are currently recruiting for a diploma-qualified Paraplanner aiming to progress into an advisor role for our Kent-based client.
They offer a holistic, non-jargon-based approach to advice, taking the time to understand clients on both professional and personal levels.
This firm has been providing straightforward independent financial advice in the Kent area for many years, earning a solid reputation with clients and local professional services firms, which contribute to a steady stream of new business enquiries.
A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation
It is looking for a qualified and experienced Paraplanner to work on a fully remote basis, joining it's highly experienced Paraplanning team of 20 paraplanners.
It is award-winning and is one of the largest financial planning firms in the area.
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Kent based client of ours.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
They provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.