The Senior Para Planner will play a crucial role in supporting financial advisors by conducting in-depth research, analysis, and preparation of financial plans for our clients.
We are currently seeking an experienced Paraplanner to work for a leading national financial planning firm dedicated to providing bespoke wealth management solutions to their clients.
With a commitment to excellence and a client-centric approach, we strive to deliver comprehensive financial advice tailored to individual needs.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.
We are currently seeking to recruit for a Senior Financial Planner to join our client, covering the East Anglia region.
Our client is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
Our client has recently made an acquisition in the Cambridge area and this particular hire will be to advise clients introduced by the Cambridge office, across the East Anglia region.
Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial planning and investment management service to high net-worth individuals, charities, and trusts.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
We are are seeking, on behalf of a highly regarded financial planning firm, a full time experienced Paraplanner to support a senior adviser and clients with goal based financial planning.
Providing a high level of accuracy and detail in the advice suitability process with detailed technical analysis, product research and drafting letters of recommendations.
General
Hybrid working available: 2 days from home each week
Reed Financial Services are pleased to be representing one of the Top 50 firms for financial planning in the UK.
The successful team is growing and looking for a Senior Paraplanner to join on a hybrid basis.
The firms' advisers are qualified to Level 6 chartered status and their technical team to Level 4 diploma level (with many working toward their level 6 chartered status).
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.