We are seeking a skilled Paraplanner to join our dynamic financial planning team.
The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support.
This role is 2 days office based and 3 days home based.
Are you passionate about financial planning and providing exceptional service to clients?
Join our team at multi site IFA firm as a Paraplanner!
You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.
My client is a niche financial planning practice, based on the outskirts of Eastleigh who provide an outstanding service to a bank of HNW individuals across the South.
Due to expansion they are seeking am ambitious individual with the long term aim of becoming a Paraplanner, to join their team working as a one on one support to their current Senior Paraplanner/ Adviser.
You will work within their offices, where you will work side by side their current Paraplanner.
We have a fantastic opportunity for a Senior Management Accountant to join our busy Finance Business Partnering and Reporting team, supporting our Customer directorate which includes asset management, property maintenance and compliance.
Are you an experienced Management Accountant looking for your next opportunity?
You'll be based from our head office in Basingstoke, combining office and home working to ensure a positive work/life balance.
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability report.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:.
General
A superb Wealth Manager ( IFA) are keen to appoint an experienced Paraplanner on a hybrid basis to work 2 days in the Whitely, Hampshire office and 3 days from home.
Dynamite Recruitment are partnering with a chartered financial planning and wealth management firm on the recruit of a Financial PLanning Administrator to join their team, supporting a Senior Financial Advisor !
As a Financial Planning Administer you will be working closely with your assigned advisor to support their workload .
This role can offer plenty of progression if desired, and support towards qualifications
Are you an experienced leader in Financial Planning and Analysis
We have an exciting opportunity to join Sovereign Network Group as Head of Financial Planning and Analysis (FP&A) on a fixed term basis for 12 months.
You'll lead our financial planning, forecasting and management accounting processes, establishing a centre of excellence for management accounting activity.
General
Based from our head office in Basingstoke, you'll combine home and office working to ensure a positive work / life balance.
Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners.
We are currently working with a well-known, national financial planning organisation to recruit an experienced IFA Administrator.
Our client is a highly reputable Financial Planning organisation with offices across the UK.