Paraplanner

**Senior Paraplanner** **Salary: £35,000 - £40,000 depending on experience + excellent benefits!** **Location: Stoke on Trent** Our client is a charted firm of financial planners who are now looking to add a senior paraplanner to their expanding team in their Stoke on Trent office! **Key Skills and Responsibilities**: - To work within a team of...

6-month Fixed Term Contract Mon-Fri 8.30am-5.00pm/8.00am-4.30pm Salary DOE Hybrid working available Are you a Paraplanner with a passion for client service and a desire to contribute to a growing firm? You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a...

6-month Fixed Term Contract Mon-Fri 8.30am-5.00pm/8.00am-4.30pm Salary DOE Hybrid working available Are you a Paraplanner with a passion for client service and a desire to contribute to a growing firm? You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a...

James Phillip are currently recruiting for a modern Chartered IFA brokerage who through organic growth are looking to recruit a Paraplanner into their existing team. My client describes it as a great working environment, relaxed with some great attractions, including flexi/WFH options. This is an ideal opportunity for someone who is looking to play an...

My client is currently looking for a Senior Paraplanner to join their team in Stoke on Trent. They've got a team of Paraplanners and they're looking for a Senior Paraplanner to slot seamlessly into the group with a view of potentially leading the team in 12 - 18 months time. As a Senior Paraplanner you'll be expected to deal with the following: - Investment...

Senior Paraplanner : Stoke-on-Trent: to c£40,000 basic + benefits **Your new company** Due to expansion, an excellent opportunity has arisen within a highly successful firm of IFAs for an experienced paraplanner. Excellent prospects for career development and progression into a managerial / leadership role in the next 12-18 months. **Your new...

I am working alongside a reputable Financial Planning firm with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning. They are looking for a Trainee Paraplanner to join up with their team, assisting the Senior Paraplanners in providing technical support to the Advisers in the firm by preparing...

**Mortgage Paraplanner** **Surrey** Our client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs. They are a fun and close-knit team who all share a passion for delivering a truly first-class customer experience,helping to fulfill aspirations and to see their client’s dreams...

Pension Paraplanner OpportunityWe are looking for an experienced Pension Paraplanner to join our team at Uniting People. In this role, you will play a vital part in supporting a Financial Adviser in delivering comprehensive pension planning services to clients.The successful candidate will have a proven background in paraplanning and hold a relevant...

**Mortgage Paraplanner / Mortgage Administrator -Surrey** **Are you looking to join a small and professional financial services practice that has a fun, friendly and family vibe?** Our client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs. They are a fun and close-knit team...

About the RoleThe successful candidate will be responsible for analyzing policy information, formulating recommendations, and writing report documents. You will also provide guidance to clients on matters such as tax planning and work closely with our Operations teams.As a Trainee Paraplanner, you will have the option to study towards your Diploma in...

Job SummaryWe are seeking a highly skilled Trainee Paraplanner to join our team at Joslin Rhodes Lifestyle Financial Planning Limited. As a key member of our operations team, you will play a vital role in building client lifestyle financial plans and providing exceptional customer service.This is an exciting opportunity for someone who is passionate about...

We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience. **Main Purpose of the Role**: - To provide all employees with a focal point for technical enquiries and to produce compliant...

Job Description Paraplanner AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a...

**Mortgage Paraplanner - 4 days a week** An exciting opportunity has arisen, due to expansion for an experienced whole-of-market mortgage specialist to join a well-established, friendly and professional independent firm. - Working on a one to 1-1 basis with an extremely busy mortgage consultant/director of the business - Researching/sourcing the best...

Joslin Rhodes Lifestyle Financial Planning Limited is seeking a highly skilled and motivated individual to join our team as a Trainee Paraplanner. In this role, you will work closely with clients to understand their financial needs and develop personalized retirement plans.You will be responsible for analyzing policy information, formulating recommendations,...

We are seeking a skilled and motivated individual to join our team as a Trainee Paraplanner at Joslin Rhodes Lifestyle Financial Planning Limited. In this role, you will have the opportunity to work closely with clients to understand their financial needs and develop personalized retirement plans.Key responsibilities include analyzing policy information,...

**Financial Planning Assistant, The Role**: I am recruiting a Financial Planning Assistant to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). **The Role**: The successful Financial Planning Assistant will be an integral member of the collaborative and client...

Are you a detail-oriented individual looking to launch your career in financial planning? As a Trainee Paraplanner at Joslin Rhodes Lifestyle Financial Planning Limited, you will have the opportunity to work with clients to create personalized retirement plans. In this role, you will be responsible for analyzing policy information, formulating...

We are seeking a highly motivated and detail-focused Trainee Paraplanner to join our dynamic team at Joslin Rhodes Lifestyle Financial Planning Limited. In this role, you'll have the opportunity to develop your skills and knowledge in financial planning and contribute to creating tailored retirement plans for our clients.Key Responsibilities:Your primary...