Paraplanners

A leading national financial services firm who specialise in providing guidance and education for workplace savings and benefits are looking to add to their successful team. They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for […]

A leading national financial services firm who specialise in providing guidance and education for workplace savings and benefits are looking to add to their successful team. They have a strong reputation and are expanding at an impressive rate currently by offering their clients a top-quality service to allow them to make the best decision for […]

An exciting opportunity for a paraplanner has opened at a highly regarded national financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients. They pride themselves on the highest level of personal advice and professionalism that they provide each and every client. You will be […]

My client is an award-winning boutique financial planning firm based in the heart of South Wales. They are looking for a talented diploma qualified paraplanner to join and help manage the workload for the successful financial planners of the business. The Opportunity: This is a fantastic opportunity for a talented paraplanner to take the next […]

The opportunity for an experienced Financial Services professional to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of key expansion, our client is looking for an experienced Financial Services professional to support the successful Financial Planners of the business. […]

This is an exciting opportunity to join an industry leading Financial Planning firm in their fantastic modern London set up. They pride themselves on providing an excellent service to their clients whilst continually looking to grow and expand their highly reputable team, maintaining one of the best names within the industry. There is a large focus on promoting from within […]

The Client: An exciting opportunity for an experienced paraplanner has opened at a highly regarded financial planning firm that specialise in all aspects of savings, investments and retirement planning for both corporate and personal clients. They pride themselves on the highest level of personal advice and professionalism that they provide each and every client. You […]

A fantastic opportunity has been created to join a forward-thinking firm that deal with all aspects of financial planning for an experienced paraplanner to join their team. They have strong connections with one of the largest accountancy firms in the region and are a well-established firm that pride themselves on keeping their client up to […]

Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges? In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements. Ideally you will have a background in a […]

Our client is looking for an experienced individual to join their growing IFA practice. The successful person will be responsible for writing suitability reports, producing quotations and research. You will have existing IFA experience, possess excellent attention to detail. Ideally you will have your level 4 diploma and be keen to continue to increase your […]