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.
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.
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.
We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough.
You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager.
You will need to understand the client needs and objectives, helping to define the appropriate advise route and deliver recommendations in a clear and compliant manner.