Posted by Blakemore Recruitment • £45K/yr to £50K/yr
We have an excellent opportunity for this well regarding financial planning practice in Hertfordshire and they are looking for a new Paraplanner to join the team.
They require someone with previous previous paraplanning experience within an IFA or Wealth Management environment.
You must be experienced in Investments, IHT and Trusts and ideally also knowledgeable about pension transfers.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
The purpose of this role is to act as a Paraplanner within the business.
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Are you an experienced paraplanner ready to take your career to the next level?
Paraplanner Manager Lead and Inspire at a Highly Regarded Independent IFA
Join a respected regional IFA as a Paraplanner Manager, where you'll lead a talented team and contribute to the delivery of exceptional, independent financial advice.
There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast.
This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team.
This company keeps going from strength to strength, with awards won, and further acquisitions and mergers lined up for 2024.
Posted by Blakemore Recruitment • £45K/yr to £65K/yr
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Hitchin who are looking for their a Senior Paraplanner to join their team.
As a company they offer ethical and honest solutions to help their clients achieve financial goals.
With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace.
Posted by Blakemore Recruitment • £42K/yr to £45K/yr
We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner.
They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.