Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their teamA Technical Administrator (or Paraplanner) will generally handle the following annual review reports and client suitability documentation.Liaising with fund managers and product providers to gather necessary financial data.Ensuring file processing aligns with FCA and Openwork network standards.Workflow Management: Logging cases and assisting the ...
Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names.This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.Due to continued growth, a new ...
Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names.This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.Due to continued growth, a new ...
Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names.This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.Due to continued growth, a new ...
JRRL are seeking a senior or team leading Paraplanner with a level 4 financial planning diploma. If you have prior experience in team leadership, the company may opt to fast track you into a Team Leader position otherwise there will be a 12-month plan to transition into the role.Duties for the Pa the Financial Adviser throughout the client journey.Accurately prepare suitability reports and letters to target deadlines.Ensure all client owrk is compliant and supported with relevant ...
Paraplanner (Progression to Financial Advisor)Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The OpportunityOur client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear ...
IFA Administrator/Paraplanner (IFA Firm)Manchester£45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + BonusAre you an IFA Administrator/Paraplanner, looking to join a supportive and expanding firm?Do you want to join a business where you will be valued in a position that will offer good career opportunities and the opportunity to teach and mentor others. On offer is the exciting opportunity to join a successful, tight knit Chartered Financial Planners ...
Paraplanner / Senior Paraplanner?? Musselburgh, East Lothian?? Flexible Hybrid Working?? £35,000 to £60,000 DOE?? Chartered Study Support?? Long-Term Career DevelopmentSome support roles in financial planning become repetitive.Producing reports. Processing cases. Chasing providers. Little client involvement. Little visibility within the business.This opportunity offers something broader.A well-est...JBLK1_UKTJ
ParaplannerLocation: Altrincham (Hybrid Working – 2-3 days office / 2-3 days home-based)Salary: Up to £55,000 DOE + BenefitsContract: Permanent, Full-TimeThe Opportunity A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its technical support team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys producing high-quality suitability reports, conducting technical research, and supporting advisers in ...
Paraplanner Salary: Competitive, based on skills and experienceContract Type: Permanent – 35 hours per weekWorking Pattern: Monday to FridayLocation: Hybrid working – Birmingham office (typically 2 days per week in the office) Outsource UK are recruiting for a Paraplanner We are seeking an experienced and technically skilled Paraplanner to join a highly respected financial services organisation. T...JBLK1_UKTJ
