Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
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.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
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.
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
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.
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 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.