Are you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?
We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding independent financial planning organisation, currently seeking a talented Paraplanner to join their team in Fareham.
About the Role
As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients.
Recruit UK are working on an excellent opportunity for a Paraplanner Supervisor in Whiteley or London to join a quickly expanding private wealth management company.
General
Industry: Financial Services
Our client has offices across the UK and advises on over 3 billion of client assets.
Posted by Premier Jobs UK Limited • £40K/yr to £47K/yr
This Paraplanner job is available within an award winning firm that truly cares about their team.
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors.
Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
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
We are seeking a talented and ambitious Paraplanner Team Leader to join the team and play a pivotal role in helping to lead the paraplanning function.
The business has offices across the South/South West & London, they are a well-established and reputable company that have grown progressively over the past few years.
Mbf are working with a privately owned Independent Financial Planning & Investment Management organisation.
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