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 3 days office based and 2 days home based.
Exciting new role in for a Senior Administrator to join an Executive Office team, providing exceptional business support within the Chief Executive Office.
The successful candidate will be instrumental in supporting the Chief of Staff, managing a variety of managerial and administrative tasks, and overseeing delegated workstreams to ensure the efficient operation of the business and the advancement of the Chief Executive's priorities.
Day to Day of the role
Lead and coordinate initiatives as delegated by the Chief of Staff.
As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.
Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand.
Plus: bonus and benefits package hybrid working Overtime (time and a half) (Realistic OTE £50k)
This district council is searching for a Senior Planning Solicitor to integrate into their Haywards Heath-based legal team.
Join them in their pursuit of building a collaborative and capable legal offering, flexing your confidence as the line manager of two team members while independently providing planning law advice for primarily non-contentious matters.
Are you looking for a change of pace that will provide you with the true work-life balance you've been longing for, paired with a newfound sense of contribution towards the local community?
Chartered financial planning practice just outside Horsham who specialise in delivering bespoke financial planning, tax planning and wealth management solutions to a bank of high-net-worth clients require a Senior Paraplanner to join their team to support two chartered financial planners with the production of top level financial planning research and report writing.
Ideal candidates will have strong Paraplanning experience and be very confident in their abilities, being able to work both independently and in a team, ideally with Xplan knowledge.
As a minimum hold the Level 4 Diploma in Financial Planning, and either working towards Chartered status or have already achieved.
We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm.
This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up!
You will be working closely with the Senior Parpalanner,s howddowing and assisitng with the workload and overtime taking on more responsibility and technicality.
Financial Administrator to Paraplanner - £25k - £32k bonus, Full study support - Chartered IFA - Haywards Heath
My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with.
They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London.
The current Paraplanner has ben promoted to a Learning and Development position within the business so they need someone to take on their Paraplanning responsibilities
We are looking for a Paraplanner to Support the principal Adviser at a regional IFA in Horsham.
We're excited to announce an opening for a dedicated Paraplanner in the Horsham area.