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 searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's.
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
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.
Solely independent 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 Junior 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.
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers.
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers