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 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.
Posted by NELSON SCOTT RECRUITMENT SERVICES • £45K/yr to £47K/yr
Needs and the desired client outcomes.
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.
A good knowledge of advice and understanding of clients'
My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
We are seeking a skilled and motivated Paraplanner to join our client's dynamic team.
About The Firm
Our team is passionate about delivering tailored solutions that help our clients achieve their financial goals.
Our client is an independent financial advisory firm based in the City of London near Liverpool Street Station, dedicated to providing exceptional financial planning and investment advice to our diverse clientele.
Our client are seeking a talented, qualified paraplanner to join their existing support team.
You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial planning for later life, and inheritance tax planning.
Applications are invited only from Level 4 qualified industry professionals with a minimum of 3 years' relevant paraplanning experience.
Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients.
This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.
Posted by Resource Matters Ltd • £35K/yr to £50K/yr
This is a opportunity for an paraplanner wishing to move firms but also for a paraplanner who wishes to move in to a financial adviser role in the future because our clients supports this level of career development
Our client is growing the number of financial advisers, so they are seeking additional paraplanners.
The role is office based with hybrid working flexibility
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Above all they know that the relationships they build with their clients today is what sets them apart tomorrow.
Their mantra is 'enriching lives and futures' stemming from their ethos of keeping their client's financial wellbeing at the heart of everything they do.
Posted by Artemis Recruitment Consultants Ltd • £35K/yr to £45K/yr
Paraplanner - St Albans
Our client is looking for an experienced Paraplanner to join their growing business in St Albans.
You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.