Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
We are looking for a career-Paraplanner with HNW experience.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
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.
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.
A dynamic and innovative Planning and development consultancy with the eagerness to succeed whilst operating within their own values are seeking an Associate or Principal Planner.
Benefits: 25 days holiday entitlement plusbank/public holidays, Additional day off for birthdays, Health care plan, Paid membership to a professional institution, Salary sacrifice schemes, Subsidised social activities, Company pension, Profit sharing, Cycle to work scheme.
You will play an integral part in the success and growth of this well established organisation.
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.
Join our team at multi site IFA firm as a Paraplanner!
Are you passionate about financial planning and providing exceptional service to clients?
You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.