Paraplanner

**Are you an experienced Paraplanner, with excellent inter-personal skills and background within the IFA / financial planning arena...are you seeking a new challenge and a permanent position with a prestigious Hertfordshire / Bedfordshire based firmthat’s closely associated with the most well-known and growing wealth manager in the country** With an...

My clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. Support in advising clients on financial strategies, plans and products,...

A successful and growing Financial Practice is looking for an experienced Paraplanner to work closely with the Principal Partner on high value clients. You will be working with the Principal Partner in designing and delivering bespoke financial planning solutions and providing a first class overall service experience. **As Paraplanner, your responsibilities...

Paraplanner: My client near Hitchin is looking for a Paraplanner to join their successful business. You will be providing the highest level of support to the Principal Partner, whilst maintaining professional, accurate and compliant records. Support in advising clients on financial strategies, plans and products, complete illustrations and reports. What you...

We have an excellent opportunity for this well regarding financial planning practice in Hertfordshire and they are looking for a new Paraplanner to join the team. They require someone with previous previous paraplanning experience within an IFA or Wealth Management environment. You must be experienced in Investments, IHT and Trusts and ideally also...

We have an exciting new opportunity for a Technical Administrator to join an established and secure business within financial services. You will be helping assist with the smooth running of the office daily by providing technical administrative support directly to advisers and when necessary, help in managing their diaries and client service commitments. You...

**plus hybrid working and great company benefits** My client, a very well-established Hertfordshire based wealth management firm are looking to strengthen their Paraplanning team with a technically strong individual with strong Report writing skills on the way to achieving the CII Level 4 Diploma. Opportunity Highlights **Opportunity to support a high...

Graduate required! This is a fantastic opportunity to launch your career in financial planning. Join us and you will be mentored and supported with professional qualifications. - Are you looking for a career in financial services? - Do you live within 30-40 minutes of Bendish, SG4 postcode? - Are you looking for a 9-5 Monday - Friday office-based role? We...

**plus hybrid working and great company benefits** My client, a very well-established Hertfordshire based wealth management firm are looking to strengthen their Paraplanning team with a technically strong individual with strong Report writing skills on the way to achieving the CII Level 4 Diploma. **Opportunity Highlights** - Opportunity to support a high...