Posted by NELSON SCOTT RECRUITMENT SERVICES • £45K/yr to £47K/yr
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.
Needs and the desired client outcomes.
A good knowledge of advice and understanding of clients'
Posted by Financial Divisions • £35K/yr to £40K/yr
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.
Posted by Antony James Recruitment Ltd • £31K/yr to £47K/yr
Purpose of the role
As a Paraplanner, you play a key role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research.
General
Our Essex client in the Financial Planning sector is seeking a Paraplanner to join the team on a permanent basis with a salary of £31,000 - £47,000 on offer depending upon experience.
The company's purpose is to revolutionise retirement planning crafting bold, personalised lifestyle financial plans with passion.
Our client is currently recruiting for a Paraplanner to join a well-established Financial Planning team in London on an 18-month fixed-term contract, with the potential to go permanent.
Are you a qualified Paraplanner looking for an exciting opportunity with one of the UK's most prestigious financial services firms?
Type: 18-Month Fixed Term Contract (Potential to become permanent)
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
We are currently working with a national Wealth Management organisation to recruit an experienced Home Based 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.
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.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.