ParaplannerSalary: Competitive, depending on experienceLocation: AltrinchamWorking Pattern: HybridJob Type: PermanentWere working with a well-established Wealth Management business that is looking to appoint an experienced Senior Paraplanner to join their team.This is an excellent opportunity for someone who genuinely enjoys the technical side of paraplanning and wants to build a long-term career ...JBLK1_UKTJ
ParaplannerLocation: Farnborough / Remote- 1 day a month in the Farnborough officeSalary: £45,000-£55,000Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is ...
ParaplannerLocation: GuildfordSalary: Up to £50,000 depending on experience.Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and ...
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered ResponsibilitiesProvide Administration support to the Financial AdvisorOrganising...JBLK1_UKTJ
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning ...
Trainee Paraplanner role - leading Wealth Practice!Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner.You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties.A competitive salary package is on offer with this role, to £33,000 PA, plus support with Diploma exams, hybrid working, making ...