Paraplanners

The client is a Chartered firm who give independent financial advice across the whole of the market. Their advisers are highly experienced and qualified who provide unbiased and unrestricted advice on retail investment products and services.   The Opportunity The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm on a part time basis. […]

The Client The opportunity for an experienced Financial Services professional to join a fantastic IFA 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 […]

The Client This is an exciting opportunity for an ambitious professional to join a successful Financial Planning firm based in Peterborough. Focusing on providing a high quality financial planning service to its valued clients within both the private and corporate areas, this firm has built a sound reputation within the industry and is ever growing in […]

My client is a medium sized, well respected chartered IFA practice that seeks to build a long term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and the ability to find the best solutions for their […]

The Client: Our client has created a fantastic opportunity for a Paraplanner / Administrator hybrid position within it's financial planning team. They have strong connections with one of the int to the accountancy and insurance industries, and are a well-established firm that pride themselves on keeping their client up to date regularly and providing a high […]

The Client There is a fantastic opportunity here to for an experienced Paraplanner to join a well-established Financial Services Practice in the beautiful Norwich area. Our Client are a growing practice with a great industry name, focus on providing a highly personalised financial planning and investment management service with the Client at the heart of […]

My client is a boutique, well respected IFA practice that seeks to build a long term, trusting relationship with their clients. They provide tailored financial planning advice in all areas to private clients and pride themselves on their level of technical knowledge, expertise and the ability to find the best solutions for their clients.  They […]

There is a fantastic opportunity here to for a successful Paraplanner to join a bespoke Financial Planning practice in Berkhamsted. Our Client is a growing practice with a fantastic industry name, whom focus on providing a complete financial planning service ensuring the client is at the heart of everything they do.   The Opportunity During a period […]

The Client   Our client is a bespoke and Chartered Financial Planning practice based in West Yorkshire. They provide themselves on providing high-quality and tailored financial advice to HNW individuals and have excess of £100M client investments and plans under their direction.   The Opportunity   During a period of growth, our client is looking […]

My client is a small, family run firm that are a well respected IFA practice that seeks to build a long term, trusting relationship with their clients. They are situated in a beautiful location, only 10 minutes from Lancaster, with easy access and on-site parking.  They provide tailored financial planning advice in all areas to private […]