Posted by Financial Divisions • £40K/yr to £45K/yr
We are actively looking to recruit an experienced wealth planning paraplanner for one of our clients based in Bristol.
We have worked with this firm for nearly a decade and we have we have seen them grow both organically and via the acquisition of local financial planning businesses.
During that that time and have placed a significant number of people with them.
Posted by Financial Divisions • £40K/yr to £45K/yr
Due to an increase in business, they are now looking for an additional Paraplanning to support the Advisers within the Bristol office.
They are excellent at providing structured training and support to their staff and can offer the added security that comes from working with a larger organisation.
Having worked with this national firm for nearly 10 years, we have seen them grow both organically and via acquisitions in that time and have placed a significant number of people with them.
As a Paraplanner, you will be focused on providing technical support including:
This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Clients & Lead Generation
Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division.
Posted by Premier Jobs UK Limited • £28K/yr to £38K/yr
General
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
As an IFA Administrator, your duties will include
Input data onto the customer back office system and manage client records to keep them up to date.
Reed Financial Services are proud to represent a national IFA firm, in looking to recruit a Financial Planner to deliver excellent financial planning, advice, and service to clients via a desk-based service model.
This is a golden opportunity to progress your career in Financial Planning working for a well-established firm offering a great support network and employee benefits.
The role is fully remote, but quarterly travel to Bristol for team meetings is required.