Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
NEW to market
Thsi is a successful IFA fim with around 100 employees
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
This hybrid-based Paraplanner job near Reading is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
In addition, they regularly provide cashflow modelling to their clients.
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification.
At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
The business is a fast-growing and well-established Financial Services practice with offices across the UK.
We support all of our team in their own journey both professionally and on a more personal level.
About Us, Our Clients and Our People
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
We are looking for an experienced Occupational Therapist to join a Physical Disability and Older People (PDOP) team who are looking for support to their existing OT team working on duty and holding a small case load.
The OT needs to have experience of completing functional assessments, moving and handling plans and mental capacity assessments when needed.
An OT with experience in moving and handling, single handed care, equipment provision and risk management is essential.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.