Paraplanner

Paraplanner based in Hertfordshire with a well established Wealth Management company, competitive basic salary with good benefits. The Paraplanning responsibilities would include report writing, market research, suitability letters and liaising with clients working within a small team. This role will need somebody to hit the ground running and my client is...

Paraplanner / Financial Advisor Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our client is a boutique financial advisory...

We are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis. The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and...

**plus bonus and benefits package** **The Opportunity** **The Role** As an experienced Paraplanner supporting the Advisors, duties to include (but not limited to): Assisting in providing solutions to client’s needs and providing a service which exceeds their expectations Dealing with daily client and provider enquiries Preparing for client meetings...

Paraplanning Team Leader – Wealth Management Offices Near Hemel Hempstead Hybrid | Circa £60,000 + Excellent Benefits My client is looking for a driven, forward-thinking Paraplanning Team Leader to lead a growing team and elevate the technical and operational standards of a well-established, fast-expanding financial advisory firm. Lead, mentor...

Paraplanning Team Leader – Wealth Management Offices Near Hemel Hempstead Hybrid | Circa £60,000 + Excellent Benefits My client is looking for a driven, forward-thinking Paraplanning Team Leader to lead a growing team and elevate the technical and operational standards of a well-established, fast-expanding financial advisory firm. This is a key leadership...

Mortgage Administrator, Hertfordshire. Up to £30,000 plus Bonus, Benefits & Hybrid working.A high quality, growing Financial Planning Practice is looking for an additional Mortgage administrator to join their team. This role will be working alongside established Mortgage & Financial Advisers. Full exam and personal development support will be provided...

IFA Administrator, Hertfordshire. Up to £35,000 plus good benefits and annual bonus. We are working with a well established IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA.This firm is going through a growth phase and offers the opportunity to further progress and develop your career...

We are looking for a high-calibre planning support administrator to join our team for a fixed term period of 9 months. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We’re proud...

We are looking for a high-calibre planning support administrator to join our team for a fixed term period of 9 months. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a...