CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.
Are you looking to enhance your career with more technical challenges?
Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team.
They have multiple offices across the UK and are a growing presence nationally.
Mbf are working with one of our best clients to recruit a Trainee Paraplanner.
The client is an established & fully independent organisation who provide holistic Financial Planning & Employee Benefits services to clients throughout the country.
They are an award-winning business who have gone from strength to strength recently, they have grown organically over the past five years via their excellent name in the industry and acquisitions.
If you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed!
This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report writing and research!
If you have just started your journey to obtain your level 4 diploma, have IFA administration or Trainee Paraplanning experience and you are wanting to gain hands on experience and enjoy working within a busy environment then click apply for further details on the role and company!
Recruit UK are working on a Trainee Paraplanner position for an experienced Administrator with a knowledge of the Financial Services industry to join a progressive and forward-thinking wealth management firm based inBath.
Are you an experienced Administrator within Financial Services looking for a career in Paraplanning?
The client is seeking to recruit a Senior/Experienced Paraplanner who is looking to have more contact with clients and have a genuine impact on the advice process.
Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager.
The client is a national financial planning practice who have grown significantly over the past 5 years, the business has a number of offices across the country and a strong reputation in the South West.