Paraplanner (Pensions Management)

MERJE,West Midlands, England, United Kingdom (Hybrid) Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax...

Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Paraplanner for their Belfast based team The Paraplanner hired will work closely and support a team of financial advisors ensuring the highest of standards are met for clients. With a staff...

Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...

Job Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...

Job Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...

A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...

A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...

Paraplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...

Paraplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...

We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner. Establishing and building strong relationships with clients Building cash flow models. Identifying areas for planning Preparing information/comparisons for analysis by Planner Overseeing implementation of recommendations, completion of...

Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...

Job Description Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for...

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...

Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...

Are you an experienced Paraplanner seeking an exciting opportunity to join a prestigious Wealth Management Firm in the heart of the West Midlands? If you're looking for a challenging role that offers room for personal and professional growth, we want to hear from you. About: This role is with a well-established and highly respected financial advisory...

My client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...

**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** My client is seeking a Experienced Paraplanner to be based in West Grinstead, paying £35,000 - £50,000 based on qualifications and...

Type of Position: Senior Paraplanner - Brighton Senior Paraplanner - Brighton To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. Provide...

Type of Position: Senior Paraplanner - Shoreham-by-Sea Senior Paraplanner - Shoreham-by-Sea To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial...

I am working alongside a reputable, national, Wealth Management firm with a strong reputation, that pride themselves on their reputation and personal approach to Financial Planning. They are looking for an experienced Senior Paraplanner to join up with their team, providing technical support to the Advisers in the firm by preparing recommendations and...