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 - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.
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.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
As an experienced Paraplanner, you will be part of a small Sales Support and Financial Planning Admin Team providing efficient administration and sales support to consultants, to ensure compliance with relevant procedures, as well as pro-active support to consultants in the provision of on-going independent financial advice to clients.
We are looking to recruit an experienced (preferably level 4 diploma qualified - or working towards) Paraplanner to expand our Financial Services team.
(Note - in addition to these functions employees are required to carry out such other duties as may reasonably be required)
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 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.
Posted by Capio Recruitment Financial Planning • £26K/yr to £30K/yr
They place an emphasis on client care and providing a tailored solution.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits along with some corporate financial planning.
This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow.