We are currently working with a national Wealth Management organisation to recruit an experienced Home Based Paraplanner.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
General
Our client, an award winning firm of financial planners in Stockport are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Posted by NELSON SCOTT RECRUITMENT SERVICES • £45K/yr to £47K/yr
Needs and the desired client outcomes.
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.
A good knowledge of advice and understanding of clients'
Posted by Taylor James Professional Recruitment • £30K/yr to £40K/yr
General
Our client, a prestigious firm of financial planners in Chorley are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and out of prestigious offices, you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
We're currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team.
This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.
Our client is a globally recognised leader in financial services, known for their expertise in wealth management, retirement planning, and holistic financial advice.
Posted by Meraki Talent Limited • £30K/yr to £55K/yr
General
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are offering up to 4 days a week working from home, with one day each week working from their London office.
This business prides itself on providing a tailored service to clients across the UK.
Our client is a leading global financial services firm with a robust Private Wealth division in the UK.
They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning.