Posted by Blakemore Recruitment • £50K/yr to £60K/yr
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.
Posted by Meraki Talent Limited • £30K/yr to £55K/yr
General
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
Posted by IDEX Consulting Ltd • £35K/yr to £40K/yr
I'm currently partnering with a leading Advisory group who require a Paraplanner to join their team in Reading.
The business local to Reading offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team.
This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.
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.
As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.
Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
Posted by Blakemore Recruitment • £40K/yr to £45K/yr
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office.
The role will report to the Head of Paraplanning, and the key areas of the role are as follows:
As a Paraplanner, you will play a pivotal role in supporting our financial advisers by providing comprehensive technical analysis and ensuring the delivery of high-quality financial advice.
You will liaise with clients, providers, and colleagues, so strong communication skillsboth written and oralare essential.
General
Join a well-established and respected independent financial advisory firm known for its strong reputation across Dorset.