Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Trainee Paraplanner.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
This company is a rapidly expanding group of companies, with this role based in the North London office.
Posted by Service Service Employment Agency Limited • £35K/yr to £45K/yr
My client is looking for Financial Services savvy Paraplanner with ideally three years' experience in a paraplanning capacity to join their existing team of paraplanning professionals .
My client is a multi-award winning financial planning firm firm with offices just south of Nottingham's city centre.
You will have strong technical knowledge about investment, pension and life assurance products including their benefits and taxation.
Posted by Robinson Financial Careers • £30K/yr to £50K/yr
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
Posted by Financial Divisions • £35K/yr to £40K/yr
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.