Paraplanner
3 weeks ago
Paraplanner Vacancy£35k - £38k basic salary plus bonusFarnborough (Hampshire) Supporting high billing advisers My client, who I have placed staff 20+ staff with are a chartered wealth planning practice with satellite offices across the UK 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 City professionals, retirees, accumulators and families. Average client has £400k - £500k of investable assets, but the highest net worth clients have £1m+.I am speaking directly to the MD. A large proportion of the advice they are giving is across Pensions, Investments, Estate Planning, Will & Trusts, IHT and some protection work. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals a brand-new vacancy has been created by the MD for a Paraplanner who ideally has their level 4 diploma or is actively studying towards it. You will be conducting end to end paraplanning i.e. drafting templated suitability reports, product research, doing a variety of calculations and aiding with ad hoc admin and attending all client meetings with the advisers to aid your development. Full study will be given if you are undertaking your final exams. My client will...
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Paraplanner
2 weeks ago
Farnborough, United Kingdom Premier Jobs UK Limited Full timeThis home based Paraplanner job is available within an award winning firm that truly cares about their team You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: - Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet...
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Paraplanner
2 weeks ago
Farnborough, United Kingdom Financial Divisions Full timeParaplanner Vacancy £35k - £38k basic salary plus bonus Farnborough (Hampshire) Supporting high billing advisers My client, who I have placed staff 20+ staff with, is a chartered wealth planning practice with satellite offices across the UK and has been operating for over 20 years. They have an excellent reputation providing the highest levels of financial...
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Paraplanner in Wealth Planning — Study Support
2 weeks ago
Farnborough, United Kingdom Financial Divisions Full timeA reputable wealth planning practice in Farnborough is seeking a Paraplanner to assist high billing advisers. The ideal candidate will have or be pursuing a level 4 diploma in Financial Planning and be involved in drafting suitability reports, conducting product research, and attending client meetings. This is an excellent opportunity for professional...
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Paraplanning Team Leader
3 weeks ago
Farnborough, United Kingdom Premier Jobs UK Full timeThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality...
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Paraplanning Team Leader
3 days ago
Farnborough, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality...
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Paraplanning Team Leader
2 days ago
Farnborough, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality...
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Paraplanning Team Leader
1 week ago
Farnborough, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basisAs Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners,...
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Paraplanning Team Leader
2 weeks ago
Farnborough, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basisAs Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners,...
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Paraplanning Team Leader
1 week ago
Farnborough, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basisSubmit your CV and any additional required information after you have read this description by clicking on the application button. As Paraplanner Team Leader, circa 60% of your function...
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Paraplanning Team Leader
3 weeks ago
Farnborough, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality...