They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
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.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding independent financial planning organisation, currently seeking a talented Paraplanner to join their team.
Are you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?
About the Role
As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients.
Posted by Blakemore Recruitment • £40K/yr to £43K/yr
A Financial Planning firm located in Southampton are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
They are now seeking to recruit a motivated and skilled Paraplanner to join their growing team.
Our client prides itself on providing tailored financial solutions to a portfolio of longstanding clients, ensuring they receive the highest level of service and expertise.
We are working with a fully independent and established financial planning practice located in the heart of Southampton.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
NEW to market
Thsi is a successful IFA fim with around 100 employees
Posted by Ageas Insurance Limited • £48K/yr to £65K/yr
General
Salary Range: £48,000 - £65,000
Main Responsibilities as a Senior Household Underwriter
To contribute to the profitable development and maximise the performance of the Ageas Household portfolio by assisting in the development and improvement of pricing, underwriting and products through all distribution channels.
Senior Household Underwriter
Closing Date for Applications: Tuesday 19th November