Posted by Penguin Recruitment Ltd • £38K/yr to £50K/yr
General
Penguin Recruitment is pleased to be supporting a vibrant and progressive UK leading consultancy in their hire of a Senior Planner to their Southampton based team.
My clients team works across various projects, including major residential, commercial and mixed-use schemes, and provide specialist services to high profile clients, including major landowners, respected property developers, multi-sector housebuilders and commercial and industrial developers.
Posted by Blakemore Recruitment • £40K/yr to £43K/yr
A Financial Planning firm located in Southampton are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
Are you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?
We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding independent financial planning organisation, currently seeking a talented Paraplanner to join their team.
About the Role
As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
Posted by Pavilion Recruitment Solutions • £25K/yr to £30K/yr
Job Summary
The Financial Planning Administrator provides administrative support to the financial planning team, helping ensure efficient management of client portfolios and smooth day-to-day operations.
This role involves working closely with Financial Advisors to handle client requests, maintain accurate records, and contribute to delivering high-quality client service.
General
Prepare and maintain client files, ensuring all information is up-to-date and accurately stored.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
A leading market operator is seeking an experienced Executive Assistant to provide high level support to the CEO.
You will need to be a detail-oriented self-starter with prior experience providing secretarial and administrative support at c-suite level.
You will serve as the primary point of contact between the CEO and both internal and external stakeholders, ensuring seamless communication and efficient workflow.