Posted by Dynamite Recruitment Solutions Ltd • £29K/yr to £35K/yr
Dynamite Recruitment are recruiting for a Paraplanner or Trainee Paraplanner to join a fantastic team within an Independent Financial Planning firm in Fareham.
A part of a company that prides themselves on delivering quality financial plans that provide clients with peace of mind and help them achieve their financial goals.
On the recruit of a positive and driven individual with experience in the industry to join the support team of the financial advisors.
Paraplanner Opportunity Multi-Office IFA Firm Up to £45,000 Flexible Work-from-Home Option
A leading and expanding IFA firm is seeking an experienced Paraplanner to join their Whitely office.
This role offers the flexibility to work from home three days a week, providing a fantastic opportunity for those looking to balance a fulfilling career with flexible working arrangements.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
Financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Paraplanner.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
NEW to market
Thsi is a successful IFA fim with around 100 employees
Posted by Financial Divisions • £30K/yr to £35K/yr
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Blaymires Recruitment Limited • £90K/yr to £100K/yr
Blaymires Recruitment is representing a highly respected contractor who is searching for a Senior Planner with construction experience who will take control of a major 17th Century estate refurbishment, located near Andover with a total project cost of £80 Million.
Main Contractor - Construction
Salary up to £100,000 Car Allowance 25 Days Holiday Pension