Our client is an independent firm of designers, planners, engineers, architects, consultants and technical specialists, working across every aspect of today's-built environment.
As one of the world's leading building design consultancies, they offer clients the innovation and technical know-how to continually deliver their projects on schedule and on budget, without compromise.
Together they help their clients solve their most complex challenges - turning exciting ideas into tangible reality as we strive to find a better way and shape a better world.
We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm.
This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up!
You will be working closely with the Senior Parpalanner,s howddowing and assisitng with the workload and overtime taking on more responsibility and technicality.
Overview: A well-established firm of Chartered Financial Planners is seeking a Senior Paraplanner to join their Adviser Support team.
Role Description: The successful candidate will provide comprehensive paraplanning support, ensuring high accuracy and efficiency in financial advice.
The firm, known for its organic growth and high professional standards, is located in a picturesque village offering a pleasant commute and attractive surroundings.
The firm is seeking to recruit an Environmental Planning Consultant to join our growing Planning & Development Group, with the potential to base yourself at one of our Scotland offices (Glasgow is preferred).
General
Mabbett is a planning, design, environment, engineering and safety consultancy established in 1996 in Glasgow.
Since then, the firm has grown to employ over 130 motivated engineers, scientists, consultants and supporting professionals across Scotland, Wales, England and Ireland.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Glasgow offices.
This is a 100% office based opportunity, designed for serious individuals, looking for a clear path to Chartered Adviser Status.
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.
We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business.
You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.