Our client is looking for an additional DB Paraplanner to join their team.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
We are looking for a career-Paraplanner with HNW experience.
Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
They are now seeking to recruit a Paraplanner to help with the busy workload, the role will focus on supporting Chartered Financial Planners & Financial Planners with full technical support.
A privately owned Independent Financial Planning & Investment Management organisation are seeking to recruit an experienced Paraplanner to join their team on the outskirts of Fareham.
The business has offices across the South West & London, they are a well-established and reputable company that have grown progressively over the past few years.
Join our team at multi site IFA firm as a Paraplanner!
Are you passionate about financial planning and providing exceptional service to clients?
You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Aldershot in Hampshire.
This role will focus on providing effective technical support to the Practice Principal and Financial advisers to ensure an efficient processing of business and to deliver a high quality service to their clients.
This is a growing business with a demand to increase its team with this addition.
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
Reed Specialist Recruitment are proud to be representing a highly successful and ambitious SJP firm, who are looking for a new Paraplanner to join their team and help the Advisers.
The successful candidate would be employed full-time, and would be able to work on a hybrid basis (or fully remotely) from any of the following locations -