Paraplanner

**For the successful Paraplanner, our clients are offering the following**: - £30,000 - £45,000 (depending on experience) - Annual Bonus - Study support for qualifications - Increased Pension Contribution - 25 days holiday + bank holidays **The Paraplanner duties will include, but will not be limited to**: - Identify and obtain information necessary to...

Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading. Location: Reading / hybrid Duration: an initial three-month contract Rate: £325 per day Start Date: Monday 1st July 2024 ...

Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading. Location: Reading / hybrid Duration: an initial three-month contract Rate: £325 per day Start Date: Monday 1st July 2024 Umbrella only...

Due to continued success in delivering bespoke solutions to HNW clients, this energetic and expanding Wealth Management firm seeks a skilled Paraplanner who will join their team. Focusing on specialist Retirement, Investment and Tax advice, you will work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct...

Our client is a leading Reading based Chartered Financial Planning firm and they are now seeking an experienced and ambitious Paraplanner to work alongside their Financial Planners taking responsibility for the preparation and maintenance of client files,the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts)...

Our client is a leading Reading based Chartered Financial Planning firm and they are now seeking an experienced and ambitious Paraplanner to work alongside their Financial Planners taking responsibility for the preparation and maintenance of client files,the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts)...

Paraplanner (Part or fully qualified considered) Based, Earley Salary between £35,000 and £45,000 DOE + bonus Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work. Are you looking for a role that will continue to encourage your development, be that through to adviser or support...

**Overview** To work alongside Financial Planners taking responsibility for the preparation and maintenance of client files, the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts) and the ongoing reviews of client affairs.To Keep up to date with technical issues and undertake necessary...

OverviewTo work alongside Financial Planners taking responsibility for the preparation and maintenance of client files, the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts) and the ongoing reviews of client affairs.To Keep up to date with technical issues and undertake necessary research.Experience and...

My client a very successful National IFA firm is actively looking to recruit a skilled Paraplanner preferably with full Diploma to join their business in Berkshire near Reading and support their financial Advisors in report writing.The role will be workingas part of a productive, high performing team to provide full support to the Consultants. The role will...

My client a very successful National IFA firm is actively looking to recruit a skilled Paraplanner preferably with full Diploma to join their business in Berkshire near Reading and support their financial Advisors in report writing.The role will be workingas part of a productive, high performing team to provide full support to the Consultants. The role will...

I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.   The candidate must have a minimum of 2 years skills within the role to be considered.  The role is to provide administrative support in all aspects of the day-to-day running of the...

Trainee Financial Adviser - Boutique IFA firm - Reading Salary: £30k + bonuses Clients provided: Manage a portion of a £20m client bank Are you currently working as an IFA Administrator or Paraplanner and aim to become an Adviser in the near future? Are you working towards your level 4 diploma and eager to step into an Adviser role? Join a...

I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area. The candidate must have a minimum of 2 years skills within the role to be considered. The role is to provide administrative support in all aspects of the day-to-day running of the...

Trainee Financial Adviser - Boutique IFA firm - ReadingSalary: £30k + bonusesClients provided: Manage a portion of a £20m client bankAre you currently working as an IFA Administrator or Paraplanner and aim to become an Adviser in the near future? Are you working towards your level 4 diploma and eager to step into an Adviser role?Join a well-established...

Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own clients? My...

Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own...

Senior Technical Adviser based in Berkshire with a Wealth Management company, competitive salary with an excellent benefits package***Main Purpose of the Role:***- To assist with the pre and post checking of reports To assist with the maintenance and development of report writing system/s To assist with the training and support of Trainees***Duties and...

A great Financial Services company are recruiting a skilled Financial Services IFA Administration role not far from the Reading area. The candidate must have a minimum of 1 year's skills within the role to be considered. The role is to o provide administrative support in all aspects of the day-to-day running of the financial services business and...

The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. This position comes with a basic salary of up to...