Posted by Taylor James Professional Recruitment • £26K/yr to £34K/yr
Our client is looking to speak with Administrators (ideally with some paraplanning experience) or Junior Paraplanners who are looking for a new challenge.
Our client, a prestigious and award winning firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
Posted by The Eventus Recruitment Group • £29K/yr to £34K/yr
Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester.
This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals.
They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
Posted by Recruitment Solutions (Folkestone) Limited • £38K/yr to £41K/yr
The team is made up of paraplanners and administrators:
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
General
Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.
Supporting the Project Manager with a variety of tasks.
Collating and updating reports and uploading them onto a portal.
General
As a Scheduler / Project Administrator, you will provide administrative support to all assigned project activities, ensure that customer requirements and expectations are met, and always operate at the required service levels.
We are seeking a Junior Paraplanner to join our team, focusing on reports and research with the potential to develop into full paraplanning or advising.