Our client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
Associate Financial Planner
Salary: Negotiable to around £55,000 Excellent Benefits Bonus.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Posted by Meraki Talent Limited • £30K/yr to £55K/yr
General
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner in the Newcastle team (the role is part office / part home based).
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will have an opportunity to attend client meetings.
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
Key Responsibilities
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.