During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
There could be 2 remote days after around half a year having joined the company.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
Recruit UK is proud to collaborate with a leading wealth management firm in Cambridge, currently seeking an experienced Paraplanner to become an integral part of their expert team.
Industry: Wealth Management
Job Description
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
A Chartered Financial Planning firm offering a comprehensive financial advice service including, Pensions, Investment, IHT and Discretionary Investment Management services are on the lookout for an experienced Paraplanner to join their growing team.
The role would include paraplanning across a range of cases and being involved with the clients, managing and developing relationships whilst working closely with the firm's financial planners.
They pride themselves on their technical, professional service which is tailored to each client's needs.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
There could be 2 remote days after around half a year having joined the company.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Here at Forterra, we are now seeking an enthusiastic individual to join our Whittlesey Planning team in the position of Planning Co-Ordinator
Meeting all customers'/ haulier requirements in the most cost-effective manner whilst achieving a high level of customer service, you'll provide a quality service for all enquiries, prices, invoicing, payments, rebates and other associated administration and be multi skilled for tasks within the Planning Department.