Paraplanner

We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referrals from their loyal clients, the business has grown year on year. * Up to £45,000 * Pension *...

We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referrals from their loyal clients, the business has grown year on year. * Up to £45,000 *...

We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referrals from their loyal clients, the business has grown year on year. * Up to £45,000 * Pension *...

Job DescriptionWe are seeking a talented Paraplanner to join our team at Heat Recruitment Ltd. As a Paraplanner, you will assist UHNW clients with their financial needs and support their lifelong financial goals. You will work closely with the Financial Planning practice in the Whitney area to provide personalized advice and support.The role offers a...

Our client a local & well-established wealth management business are seeking a Trainee Paraplanner to join their progressive and developed team. As the Trainee Paraplanner you will: - Support the Para planning team in the preparation of client reports - Work towards full Para planning duties within the Para planning team - Train to be able to write...

We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referralsfrom their loyal clients, the business has grown year on year. Exams will be supported and paid for...

We are currently recruiting for a Financial Planning practice based in Witney 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 reports...

Benefits: * Full support for ongoing professional training and development * Generous company pension * Bonus scheme * 25 days holiday plus bank holidays * Early finish on Fridays * Life insurance * Income protection benefit * Private medical insurance * Regular team-building days * Employee discount benefitsA well-established and respected...

Benefits: * Full support for ongoing professional training and development * Generous company pension * Bonus scheme * 25 days holiday plus bank holidays * Early finish on Fridays * Life insurance * Income protection benefit * Private medical insurance * Regular team-building days * Employee discount benefitsA well-established and respected...

Benefits: * Full support for ongoing professional training and development * Generous company pension * Bonus scheme * 25 days holiday plus bank holidays * Early finish on Fridays * Life insurance * Income protection benefit * Private medical insurance * Regular team-building days * Employee discount benefits A well-established...

Benefits: * Full support for ongoing professional training and development * Generous company pension * Bonus scheme * 25 days holiday plus bank holidays * Early finish on Fridays * Life insurance * Income protection benefit * Private medical insurance * Regular team-building days * Employee discount benefits A well-established...

Benefits: * Full support for ongoing professional training and development * Generous company pension * Bonus scheme * 25 days holiday plus bank holidays * Early finish on Fridays * Life insurance * Income protection benefit * Private medical insurance * Regular team-building days * Employee discount benefits A well-established...

Main Purpose of the Role: - To assist with the pre and post checking of reports - To assist with the maintenance and development of business report writing system/s - To assist with the training and support of Trainees Duties and Responsibilities: - Contribute to corporate development and prosperity, assist other employees, and be involved with their...

Job Summary:Join our team as a Paraplanner and contribute to the success of our bespoke financial planning practice in the Whitney area. This exciting opportunity will see you working closely with our UHNW clients, providing personalized financial advice and support to help them achieve their lifelong goals.Key Responsibilities:- Conducting product research...

Are you a qualified Paraplanner looking for a new challenge in the Financial Planning sector?We are assisting Heat Recruitment Ltd, a well-established recruitment agency, to find a skilled Paraplanner to join their team.This is an exciting opportunity for a motivated and experienced professional to work with a reputable company based in the Whitney area.The...

Paraplanner Opportunity:We are seeking a highly motivated and skilled Paraplanner to join our client's team in Whitney. This exciting opportunity involves working as part of an IFA support team, conducting product research, and writing suitability letters. With a focus on delivering high-quality financial advice to UHNW clients, the successful candidate will...

The Burford Recruitment Company are excited to be working with a highly successful wealth management company located in Witney, who are seeking a Paraplanning Administrator to join their expanding team. Reporting to the Head of Paraplanner, you will be responsible for supporting the team of 15 Paraplanners with all administration...

Company OverviewA well-established and respected financial planning firm based on the outskirts of Witney, Oxfordshire is seeking a Paraplanner to join their team. This independent firm has a reputation for delivering exceptional service and expert advice, helping clients achieve meaningful financial goals.

Join a Thriving Financial Planning PracticeWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for someone looking to take the next step in their career and work with a well-established bespoke Financial Planning practice based in the Whitney area.The successful candidate will have the...

The Burford Recruitment Company are working with a leader in wealth management, work with high-net-worth individuals and companies across the UK. They are a trusted and highly regarded business who have been established for over 30 years. Due to continued growth, they are recruiting for a talented Senior Technical Support Advisor to join their team in...