Posted by Financial Divisions • £40K/yr to £45K/yr
We are actively looking to recruit an experienced wealth planning paraplanner for one of our clients based in Bristol.
We have worked with this firm for nearly a decade and we have we have seen them grow both organically and via the acquisition of local financial planning businesses.
During that that time and have placed a significant number of people with them.
Posted by Financial Divisions • £40K/yr to £45K/yr
Due to an increase in business, they are now looking for an additional Paraplanning to support the Advisers within the Bristol office.
They are excellent at providing structured training and support to their staff and can offer the added security that comes from working with a larger organisation.
Having worked with this national firm for nearly 10 years, we have seen them grow both organically and via acquisitions in that time and have placed a significant number of people with them.
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 Robinson Financial Careers • £30K/yr to £50K/yr
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
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.
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.
We are seeking a skilled and motivated Paraplanner to join our client's dynamic team.
About The Firm
Our client is an independent financial advisory firm based in Bishops Stortford dedicated to providing exceptional financial planning and investment advice to our diverse clientele.
Their team is passionate about delivering tailored solutions that help their clients achieve their financial goals.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business.
Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.
My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.