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:
A Financial Planning firm located in Marlow, Buckinghamshire 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.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, ideally at CHARTERED level or definitely working ideally CHARTERED LEVEL AND MINIMUM Diploma Level 4 Qualified and is a full time position with part remote/home working available.
My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business.
The client may 2 PART REMOTE DAYS in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire 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 holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
We are currently recruiting for a Financial Planning practice in Stokenchurch who are looking to recruit a Senior Paraplanner to join their team to support one of the top Advisers and working alongside our Head of Paraplanning
Key Purpose of the Role
They will be expected to have a high level of independent responsibility, whilst being involved in a wide range of activities.
The successful candidate will be responsible for providing strategic support to one of the Financial Advisers of the firm, responsible for over £30 million of funds under management.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office would be desirable
We are currently recruiting for a Financial Planning practice based in Marlow who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.