Paraplanner

Paraplanner Vacancy (from either independent or restricted advice firm)Boutique financial advice firm - Horsham officesSupporting established advisers£40k - £50k plus bonuses and benefitsMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across...

Type of Position: Paraplanner - HorshamPay: £45kParaplanner - HorshamOur client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and productsKey Responsibilities:Support...

Position: Paraplanner Salary: £40,000+ Location: Horsham Hours:  Monday – Friday, 9am – 5 pm Onsite Benefits: holiday, Pension, Death in service, income protection, bonus We’re looking for a meticulous and methodical Paraplanner to join a dynamic team and contribute to the delivery of high-quality financial strategies. As a Paraplanner you’ll work...

Are you a Paraplanner with an extensive background in private client wealth management supporting Financial Advisers on clients’ financial affairs? My client are a wealth planning practice in Horsham. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are retirees and local families. A large...

DescriptionWe're seeking an experienced and driven Senior Paraplanner to join our successful and award-winning Chartered Financial Planners. In this vital role, you'll deliver high-quality technical support, research, and reporting while collaborating as part of a cross-functional team ("Pod") of Financial Planners, Client Support Executives, and...

The RoleAn established and growing financial services business is seeking an experienced Operations and Client Services Manager to oversee administrative functions and ensure the smooth running of daily operations, near Horsham.This is a hands-on leadership role, responsible for managing workflow, maintaining client service standards, and supporting advisers...

Junior Client Services Administrator (or Apprentice)Salary: £20,000 – £25,000 per annum (or apprenticeship equivalent)The RoleAn established financial services firm is looking for a Junior Client Services Administrator (or Apprentice) to join their friendly and professional team, near Horsham.Reporting to the Operations and Client Services Manager,...

Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities. Our focus is on the personal relationship we develop with our customers, underpinned by our multi-channel customer reach and our global...

The RoleA well-established and growing financial services firm is seeking a Client Services Administrator to provide support to advisers, paraplanners, and clients, near Horsham.This role is ideal for someone with experience in financial services administration who enjoys working within a professional, detail-oriented environment. You'll be a key part of the...

IFA Administrator (client services)Offices near Horsham (Sussex)£35k basic salary plus discretionary bonusBoutique wealth planning business My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex....