Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis.What you will be doing :Supporting the Consultants ahead of client meetingsPreparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant's recommendations for the clientManage client annual reviewsCarry out technical research and analyse...
ParaplannerHours: 9am-5pm Monday - FridayBenefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parkingSalary: Competitive and based on experienceExtras: Exam funding and study support, clear progressive and a supportive working environment**Solid paraplanning experience essential, ideally around 3 years**Duties high-quality suitability reports across ...
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered ResponsibilitiesProvide Administration support to the Financial AdvisersOrganising client files for meetings, preparation of valuations and product researchSubmission of new business applications, monitoring through to ...
My client is a boutique practice in the centre of Norwich; they are a well-established firm with a strong client following. A vacancy has arisen to support one of their Financial Advisers with their administration and paraplanning tasks.This position involves working closely with one of my clients’ advisers and providing one-to-one support on all aspects of business processing. You will liaise with clients and product providers on existing and new business via telephone, email and letter.Whilst ...
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Technical Paraplanner to join the team on a permanent basis.What you will be doing :Supporting the Consultants ahead of client meetingsPreparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consultant'...JBLK1_UKTJ
The Role: I am recruiting a Senior Paraplanner (Technical Specialist) to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm.Working in a collaborative, client-focused team you will work closely with the Financial Planners, providing advanced technical support, leading research and due diligence, and mentoring junior team members. The S...JBLK1_UKTJ
Were looking for an experienced qualified Paraplanner to join our team and support the delivery of clear, practical financial advice for our clients.This role is suited to someone with established paraplanning experience who is comfortable producing technical analysis and client reports as part of the advice process. Youll work closely with consultants and directors, using your technical knowledge...JBLK1_UKTJ
Paraplanne working week, Monday to Friday (08:45 am 5:15 pm) with 1-hour lunch breakSalary:£26,000 £35,000 (depending on experience and qualifications)The RoleOur client is dedicated to helping clients achieve their financial goals through personalised planning and advice. They pride themselves on the quality of their advice, superior client outcome...JBLK1_UKTJ
ParaplannerLocation: Burnham-on-Sea, TA8 2ASWorking Hours: 37.5-hour working week, Monday to Friday (08:45 am 5:15 pm) with 1-hour lunch breakSalary: £26,000 £35,000 (depending on experience and qualifications)The RoleOur client is dedicated to helping clients achieve their financial goals through personalised planning and advice. They pride themselves on the quality of their advice, superior cl...JBLK1_UKTJ
Job Title: Trainee Paraplanner Remote position with occasional travel to Sheffield for team meetings and training sessions (once a month for the day) Salary£30,000 - £34,000 (depending on experience)About the RoleOur client is an independent financial advice business committed to delivering clear, high-quality guidance to it's customers. Operating within a well-supported regulatory framework, the ...JBLK1_UKTJ
