Paraplanners

  An exciting opportunity for a 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 will be […]

This is an opportunity for Paraplanner to join an established Wealth Management  firm who have an excellent reputation within the industry. They also provide full training and exam support.  The Opportunity Our client is looking for a Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a […]

A new opportunity has arisen for an experienced PA/Compliance Support Administrator to join a prestigious Wealth Management firm on a fixed term contract to cover Maternity. You will be responsible for providing support to the Practice Manager with office administration and compliance duties. Responsibilities: Preparation and issue of general letters/mail merges. Liaising with Recruitment Consultants, arranging interviews, issuing […]

Our Client is a highly reputable, national wealth management business. They specialise in providing tailored financial advice to private clients across the UK as well as some of it’s largest businesses.   The Opportunity   Due to the progression of a current employee, the company are looking for an experienced Paraplanner to join the back-office […]

The opportunity for an experience Paraplanner to join a well-established Financial Services Practice which provides a highly personalised financial planning service. With specialist expertise on investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. The Opportunity During a period of growth, our client is […]

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 […]

Our client are a highly reputable and award winning Chartered Wealth Management firm with offices in London and surrounding areas. They provide effective investment management and financial planning for their clients  The Opportunity During a period of key expansion, a position has arisen for a technically competent  Paraplanner to support the successful Financial Planners of the business. You will […]

Our client are a highly reputable Wealth Management firm with their head office in Cardiff. They provide financial management advice to private individuals and business owners, specialising in pensions, inheritance tax and investments. The Opportunity Due to the recent acquisition new business, our client is looking for either a Paraplanner or a trainee Paraplanner to […]

The Client: Our Client is looking to expand the Paraplanning team within a successful IFA firm by bringing an additional Level 4 Diploma Qualified Paraplanner into the office. This position is for an experienced person that has experience within an IFA practice that is used to writing high quality, FCA compliant reports within a timely […]

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 […]