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.
The successful candidate will be required to provide technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.
A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area.
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses.
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 offer hybrid working with up to four days each week working from home.
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 happy to be able to offer experienced Paraplanners the opportunity to work from home.
We are seeking a Paraplanner to join our clients growing team.
The primary purpose of the Paraplanner is to support all members of the client service team.
If you are interested in the financial planning and investment management business and want to grow professionally by working alongside industry veterans, this might be a good fit for you.
Our client is looking for an additional DB Paraplanner to join their team.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
A fantastic opportunity has arisen for an Experienced Paraplanner to join a thriving firm of financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.
You will join a dynamic team who work together to support a large team of busy holistic financial planners.
On offer will be a varied role within a fast-paced business, a competitive salary and a long term career.