Paraplanner Team Leader , GuildfordThe ClientAn established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe RoleThe Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent team workflow.The Paraplanner Team leader will also be a Senior Paraplanner in the team and will produce ...
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.The main purpose of the role is: * To provide a highly technical ...
ParaplannerLocation: Glasgow, G41 1HUSalary: Starting at £35,700 per annum + Benefits!Contract: Full-time, permanentBenefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership – paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee!We are Martin Aitken, we want everyone who comes into contact with our firm – you, our ...
This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to present to clientsParaplanner Requirements* You should be an experienced Paraplanner with good report writing skills* Level 4 Diploma is ...
My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning team. The role of a paraplanner at the firm is quite report and research orientated, focusing on the more ‘technical’ aspects of the job. They...
Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms? Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer! What you'll be doing: Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pens...JBLK1_UKTJ
Paraplanner {IFA} Goldalming£30,000 - £40,000 + Company Benefits Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications.On offer is the opportunity to join a client focused financial advisers who pride themselves on their b...JBLK1_UKTJ
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. You will work closely with the Advisory team to design, develop, and implement comprehensive ...
Paraplanner Stockport Salary up to £38,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth...
A major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Chartered.PackageYou will receive excellent salary (£30k-£45k) executive benefits and earnings.The companyA leading regional...JBLK1_UKTJ
