Paraplanners - Financial Services Recruitment

The opportunity for an experienced Paraplanner to join an exceptional Wealth Management Practice working in their Newcastle office, who provide market-leading training and study support. Key Responsibilities  Prepare suitability letters, reports and recommendations Provide technical support to complex client queries.  Cashflow modelling  Undertaking Technical Research  What's on offer? flexi working – 1 day from home […]

Have you got expereince with some Paraplanning or IFA Adminitration at present? Are you looking to build you technical knowledge up with a range of cases in an IFA firm? In this role you will work towards a full diploma and build up the cases your are making reports on. Ideally you will have a […]

A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients. They provide fantastic support and development through study support and encourage progression from within. There is a great community feel here throughout the company, with a very friendly but professional working environment. You will be part […]

Our client is looking for an Administrator or Trainee Paraplanner to join an already thriving paraplanning team who have grown from strength to strength in recent years acquiring several other leading local financial companies. You will have the opportunity to work in a supportive team environment where progression is strongly supported. There is a fantastic culture […]

This is an opportunity for an experienced Paraplanner to join a fantastic IFA firm based in Southampton. Our Independent Financial Advisers have been providing Informed, Impartial and Independent Financial Advice to businesses and private clients alike for over 50 years. Having expanded through acquisition and organic growth, we are now probably the largest IFA on […]

The opportunity for a Financial Planning Associate (Paraplanner) to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone to provide technical support to the successful Financial Planners of the business. The firm has the ability to be flexible, […]

This is an exciting opportunity for an experienced Paraplanner to join a successful Financial Services firm, based in Oxfordshire, which focuses on providing a high quality financial planning service to its valued clients. Their friendly clientcentric approach has helped them build a fantastic reputation and they have over a 100 years of combined experience. Our client is looking […]

The opportunity for a Diploma Qualified Paraplanner to join an exceptional Wealth Management Practice who provide exceptional training and study support. Key Responsibilities  Providing technical, research and administrative support Production of compliant and detailed client suitability reports and presentations Help manage client relationship and taking/making calls in a polite and professional manner Liaising with advisers […]

The opportunity for a Junior Paraplanner to join a well-established financial planning firm who provide a holistic service to HNW clients.  Key Responsibilities  Providing support to the existing Paraplanners within the team Attending regular review meetings with clients and the advisers, and note taking Compiling Suitability Reports for clients based on the advisers recommendations Obtaining […]

Trainee Paraplanner £24,000 – £30,000. We are working with an established Financial Planning firm based on the outskirts of Bristol that are looking to expand. Due to this expansion they are looking to hire a Trainee Paraplanner to join their business. If you are currently working within the Financial Services industry and want the chance to […]