The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners.
A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team.
With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.
A reputable, established Financial Planning company is seeking a Technical Paraplanner to join their thriving team.
They are proud to be a highly reputable financial planning firm that provides financial planning solutions to individual clients, companies, company directors and self-employed individuals.
The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.
Posted by Capio Recruitment Financial Planning • £40K/yr to £50K/yr
They are looking for an experienced paraplanner to join their team and to be able to hit the ground running.
Capio Recruitment is working with a Chartered independent financial planning firm on an exciting opportunity for an Paraplanner to join their practice in Hampshire.
A client focused firm who pride themselves on providing a quality service to all of their clients.
Are you an experienced IFA Administrator looking to take the next step?
This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Overview
The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions.
This newly created Paraplanner role is located for their Winchester regional hub, one of 40 national offices.
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Due to a exciting recent acquisition my client who are a Fareham based whole of market financial planning practice are expanding their team with opportunities for a experienced IFA administrator who is ambitious to train as a Paraplanner, or a experienced Paraplanner looking to train as a IFA and shadow a highly experienced adviser possessing many years of financial planning knowledge.
Duties
Dealing with client technical queries in a efficient and professional manner.
Supporting a team of financial planners with whole of market IFA administration.