Paraplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and professional qualifications, while working alongside highly experienced Financial Planners, with the support required to become Chartered ...
We are working with a successful financial services organisation in Manchester to recruit for a Paraplanner to join their growing business. Client DetailsThis is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK. Based in a great location in Manchester, this chartered firm have established and reputable ...
This Paraplanner job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial AdvisersAs a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, ...
ParaplannerLocation - RemoteSalary - £40,000 (DoE) + BenefitsHours - 8.30am - 5.30pm (Mon - Thurs) 8.30am - 4.30pm (Friday)We are an SJP Partner Practice looking to appoint an experienced SJP Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.You will be providing technical ...
Eventus Recruitment are seeking a Paraplanner to join a successful IFA business based in Stockport, Cheshire. This is a great opportunity to join a thriving well-established company. You will benefit from 25 days holiday plus bank holidays, annual year end bonus, free parking and a great pension plan.Role ResponsibilitiesThe incoming Paraplanner will have previous experience in a technical Paraplanning role. Responsibilities include:* Accurately prepare suitability reports and letters to target ...
Role: ParaplannerLocation: BirminghamSalary: £24,000 to £30,000 (depending on experience)We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or ...
We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. We are currently seeking a 'career' Paraplanner to join their dynamic team.Working Arrangements:* Hybrid role: 2 days remote work, mandatory office presence on Mondays.Benefits:* 30 days holiday plus Bank Holidays.* Wellbeing day, birthday off, and volunteering day.* Matched pension contribution up to 5%.* Death in Service (DIS) x4.* Private Medical ...
Job Title: ParaplannerLocation: Newcastle under Lyme, ST5Working Hours: Flexible office working, 37.5 hours per week, Monday – Friday, between 8 am and 5:30 pm.Benefits:* Competitive salary* Pension contribution starting at 3%, increasing to 4% with service.* 25 days of annual leave plus bank holidays, with an additional day off on your birthday.* 1 day work from home per weekAre you an experienced Paraplanner looking for a dynamic role in a collaborative environment? A reputable accountancy ...
Position: ParaplannerLocation: Spalding, UKSalary: £35,000 per annumBenefits:* 20 days basic holiday plus all bank holidays + additional 3 days between Christmas & New Year when the office closes* Pension and death in service benefits* Exam fees covered for any additional qualifications* Hybrid working model, with a minimum of 2 days in the officeWe are currently seeking a dedicated and experienced Paraplanner to join our team on a full-time basis. This role involves working as an integral ...
This is your opportunity to join a dynamic financial planning firm based in Derby, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and goals. We believe in fostering a collaborative environment where professionals can grow and thrive.Position are seeking a motivated and detail-oriented Junior Paraplanner to join our team in Derby. The Junior ...
