Paraplanner

Lloyd Recruitment Services are delighted to be recruiting on behalf of a long-standing client, a highly professional, well-established, award-winning firm of Chartered Independent Financial Advisers that seek a Chartered Paraplanner to join their expandingteam. They are happy to consider someone that would like to progress through to IFA. The client has...

About the Role:We are seeking an experienced Senior Paraplanner to support our Wealth Planners in conducting high-quality research and delivering holistic advice.

Job Description:As a Senior Paraplanner, you will conduct thorough research on financial planning products, perform complex calculations, and prepare client-centric suitability reports. You will also assist in training new team members and foster a collaborative team environment.

Job SummaryThis role is essential in supporting Financial Planners and ensuring our clients receive tailored, high-quality financial advice. We are seeking a skilled and detail-oriented Paraplanner to join our team, who will conduct research and analysis on a range of financial products, prepare detailed reports and recommendations, and collaborate with...

**Financial Services Administrator** **Location: Woking** **Salary: £18,000 - £23,500** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study...

Cameron Kennedy is a forward-thinking Wealth Manager committed to delivering innovative financial planning services. We are seeking an experienced Senior Paraplanner to support our Wealth Planners in conducting high-quality research across various financial planning products and services.Key Qualifications:Extensive experience in paraplanning.Proficiency in...

Administrator £19,000pa rising to £25k in first year! Woking Our client based in Woking are looking for a self-motivated Trainee Administrator/Paraplanner to join their close knit, fun and friendly team. This hands on position will be a key point of contact and support within the company specialising in the finance sector.You will be put through an...

We are looking for a highly skilled Senior Paraplanner to join our team at Cameron Kennedy. As a leading Wealth Manager, we are dedicated to providing exceptional financial planning services that empower our clients to achieve their goals.About the Role:This role involves supporting our Wealth Planners by conducting thorough research across various financial...

**Administrator - Independent Financial Advisers** To £25,000 Based: Woking/Guildford area Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team. This is a fantastic opportunity to join a leading Chartered Financial...

Cameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower clients to achieve their goals. Our collaborative culture fosters integrity, accountability, and innovation.We are seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting thorough research across various...

Job SummaryWe are seeking a highly experienced and skilled Senior Administrator to join our team of financial advisors. The successful candidate will provide high-level support to the directors and paraplanners, ensuring the smooth operation of our ultra-high net worth Individual Financial Advice (IFA) services.This is an excellent opportunity for a...

**The role** As a Compliance Officer you will identify, assess and manage regulatory risks, presenting pragmatic solutions that benefit our clients and the business. You will work closely with financial advisers, paraplanners and the administration team to ensure thatcompliant best practice underpins our business. The role would suit someone with experience...