Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
General
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors.
The role will provide an opportunity to be involved in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
Posted by Taylor James Professional Recruitment • £35K/yr to £50K/yr
General
Our client, a prestigious firm of financial planners in Leeds are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), 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.
NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Junior Paraplanner to join their dynamic and ever growing business.
Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner!
Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm?
Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit an Assistant Paraplanner to provide technical support to a small team of Advisors.
Wakefield area -
The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects