Paraplanner

Our client, a very successful IFA practice with offices in Trowbridge now requires a Chartered Paraplanner to join their team. The focus of this role is to support consultants that provide financial planning advice to HNW & UHNW clients across the UK andact as a point of contact for clients for queries/questions etc. As one of most senior Paraplanners...

Our client is a boutique Wealth Management business based in Trowbridge. As a modern-day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office. The firmhas been growing continuously over the past 5 years and have ambitious growth plans for the future. They...

My client, are a Chartered wealth planning practice based in Wiltshire area of England who have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are business professionals,retirees, accumulators and families. They offer advice on pensions, investments, tax...

Thrive Group are delighted to be actively recruiting for our client, an expert in providing financial planning advice. They urgently seek a **Senior Paraplanner** to join the team on a permanent basis. **What you will be doing in this key role**: - Supporting the Consultants ahead of client meetings - Preparing compliant, technical suitability reports and...

Thrive Group are delighted to be actively recruiting for our client, an expert in providing financial planning advice. They urgently seek a **Technical Paraplanner** to join the team on a permanent basis. **What you will be doing**: - Supporting the Consultants ahead of client meetings - Preparing compliant, technical suitability reports and 'Financial...

**Technical IFA Administrator** **Based Bradford on Avon** **Salary £25,000-£30,000** **Are you a technical IFA Administrator who wants to progress your technical skills?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Or have you been promised exams or study support,...

**Technical IFA Administrator** **Based Bradford on Avon** **Salary £25,000-£30,000** **Are you a technical IFA Administrator who wants to progress your technical skills?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Or have you been promised exams or study support,...