Paraplanners

THE CLIENT: At this company, they owe their success to their people and processes. The Paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to take the helm. The ideal person for the job will be a problem solver with excellent communication skills and impeccable attention to detail. He/she will […]

The Client There is a fantastic opportunity here to for a successful Paraplanning Manager to join an award winning global Advisory firm from their East Midlands office set up. Our Client is a growing practice with a fantastic industry name, whom focus on providing a highly personalised financial planning service ensuring the Client is at the […]

The Client: My client is a growing Independent Advisory Practice with a terrific name within the industry, they seek 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 […]

The opportunity for an experienced Paraplanner 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 Paraplanner to support the successful Financial Planners of the business. The firm has […]

The Client: My client is a medium-sized, well respected Wealth Managers 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. […]

The Client: My client is a highly reputable financial planning practice that prides themselves on the personal touch that they provide their clients. They provide tailored financial advice on a range of financial products for both private and corporate clients. The firm have an excellent staff retention rate and have a really comprehensive benefits package […]

THE CLIENT: The opportunity for a Trainee Paraplanner to join a fantastic wealth management firm in Stevenage who focus on providing a high quality independent financial planning and investment management service to their clients. They are friendly, family owned business with a team of Chartered wealth planners, pensions specialists and technical paraplanners THE OPPORTUNITY: During a period of […]

The Client There is a fantastic opportunity here to for a successful Paraplanner to join an award winning practice, in the vibrant City of London. Our Client is a growing practice with a fantastic industry name, whom focus on providing a highly personalised financial planning service, ensuring the Client is at the heart of everything […]

THE CLIENT: The opportunity for a Trainee Paraplanner to join a fantastic wealth management firm in Surrey who focus on providing a high quality global financial planning and investment management service to their clients, home and oversees. They are friendly, family owned business with a team of Chartered wealth planner, pensions specialists and technical paraplanners […]

The Client: My client is one of the top providers of financial planning advice in the country. They pride themselves on providing bespoke, tailored advice and providing a service of the highest quality. They are directly regulated and independent and are on their way to attaining Chartered status as a firm as well. They have […]