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.
Whether you need administrative and clerical staff, ancillary workers, facilities and estates personnel, or professional and interim management staff, we've got you covered.
TM Public Sector offers comprehensive recruitment solutions for a wide range of roles within the Public Sector.
Furthermore, we specialise in catering and commercial roles within the Public Sector, ensuring your organisation has access to the best talent across the board.
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
Your main duties as a Paraplanner will include
Understanding the financial planning process.
General
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
Our client is a well established independent financial planning practice who, due to their ongoing growth, have an excellent opportunity for an experienced IFA Administrator who wants to progress into paraplanning
Working out of their offices based near Huddersfield, you will be supporting the Wealth Managers in preparing client financial plans and be involved throughout the process
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