Paraplanners

My client is a highly reputable, bespoke financial planning firm that offer a broad range of advice to both private individuals and businesses alike. The team has identified the need to hire an additional Paraplanner to ensure that the team continues to deliver and succeed within the market. You will be tasked with providing full […]

This is a great opporunity for a financial services professional to join a directly authorised IFA Wealth Management practice based in Braintree. The company offers professional advice and financial planning solutions for both individual and corporate clients. The Opportunity You will be working with the other members of the team to provide first-class technical support […]

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 […]

Due to expansion, there is a brand new opportunity for an Junior Paraplanner to join a highly reputable, expanding firm with a 30 year history. They comprise of an experienced team providing advice, both face-to-face and online. They also have dedicated investments and pensions teams, with in-depth technical expertise. The firm have a strong ethos of fairness, support and provide value to their clients […]

A bespoke financial planning practice that seeks to build a long term, trusting relationship with their clients is looking to add to their team. 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 […]

  THE CLIENT: The opportunity for an experienced 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 […]

An exceptional opportunity for an experienced Paraplanner to join a Boutique Wealth Management 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. You will have the […]

Our Client is a Chartered, national wealth management business. They specialise in providing tailored financial advice to private clients across the UK.   The Opportunity Due to the progression of a current employee, the company are looking for an experienced Paraplanner to join the back-office team. This is an opportunity for someone who is looking […]

The opportunity for a Financial Planning Administrator to join a Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners […]

My client is a highly reputable, bespoke financial planning firm that offer a broad range of advice to both private individuals and businesses alike. The team has identified the need to hire an additional Paraplanner to ensure that the team continues to deliver and succeed within the market. You will be tasked with providing full […]