Paraplanner
6 days ago
**Paraplanner**
**Location: Milton Keynes**
**Minimum Requirements: Paraplanning experience**
**Employed role: £45,000 basic, bonus and benefits**
**YOUR NEW COMPANY**
A leading National IFA business is currently seeking a Paraplanner to join their growing team.
The role will be to provide financial planning support and report writing to a friendly team of Financial Advisors. Working as part of a team you will have experience of paraplanning and work as part of a support team.
Their approach is very much customer centric and is much more relationship building.
This is an excellent opportunity to join a forward thinking and expanding company where the rewards are excellent. A rare opportunity to secure a fantastic opportunity.
This is a very well-respected firm looking to grow their paraplanning team.
The business delivers a modern financial planning experience and is a multi-award-winning business. Their overriding aim is to be recognised as one of the best Financial Planning Business in the UK.
**THE ROLE**
The business is looking for Paraplanners with a minimum 3 years experience in a Paraplanner role.
- Employed Paraplanner role
- Competitive package and career progression
- Diploma Level 4 Qualified
- Continuous training and support
- All hardware and software provided
**WHAT YOU'LL NEED TO SUCCEED**:
- Diploma Level 4 Qualified
- 2 years minimum experience as a Paraplanner
- Organised and able to work as part of a team
**Next steps**:
**Synonyms**: Paraplanner, IFA support, IFA administration, Independent Financial Advisor, Financial Advisor, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning
**Vision-FS Recruitment is a leading Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment specialise within the IFA | Wealth Management and Employee Benefits Recruitment.
-
Paraplanner
4 weeks ago
Aston End, United Kingdom Fs Talent Group Full timeJob Description Job - Paraplanner Industry - Wealth Management Location - Hertfordshire Salary - Competitive Business An award winning Wealth Manager with circa £2B AUM are continuing their expansions plans and are looking for Paraplanners to join their team.This is a great opportunity to work in a collaborative team that trains, supports and enhances...
-
Paraplanner
7 days ago
Crouch End, United Kingdom Reed Insurance Full timeMy clients are looking for a Paraplanner to join their team of 15.The company’s employees are highly qualified for their roles, and they undergo regular training.This company’s current leadership is run by members who have all progressed from withinthe company. My clients hold their employees on high regard, more than 50% of the company is owned by its...
-
Financial Administrator
7 days ago
Shenley, United Kingdom Truestar Talent Ltd Full timeMy client an established financial advisory business care and want their clients to feel that they are supported every step of the way. By doing what’s best for their clients and going the extra mile with integrity and professionalism to make sure thingsget done right. Believing in real financial planning, my client focuses on people, taking the time to...
-
Self-Employed DB Pension Specialist
3 weeks ago
West End, United Kingdom Premier Jobs UK Full timePension Specialist Financial AdvisorA premier UK job posting service, Premier Jobs UK, has a client seeking a highly skilled G60 / AF3 qualified Financial Advisor. As a self-employed professional, you will enjoy tiered rates for company leads and your own self-generated business. With a minimum of £5m+ of transferable business required, you should be able...
-
Paraplanning Professional
5 days ago
Nup End, United Kingdom IDEX CONSULTING LTD Full timeCompany Overview:">IDEX CONSULTING LTD is a highly respected firm in the financial planning industry, renowned for its expertise in serving UHNW individuals, family trusts, and corporate clients.">Salary:">The annual salary for this position is estimated to be around £45,000 - £65,000, depending on experience and qualifications.">Job Summary:">We are...
-
Financial Advisor
2 months ago
West End, United Kingdom CV-Library Full timeIn this home based Financial Advisor job, you will be provided with a steady flow of leads from clients seeking financial planning across a range of advice needs This directly authorised firm is looking for a Financial Advisor to join their team on a self-employed basis with tiered splits for company provided leads and your own self-generated business....
-
Financial Advisor
1 month ago
West End, United Kingdom Premier Jobs UK Full timeIn this home based Financial Advisor job, you will be provided with a steady flow of leads from clients seeking financial planning across a range of advice needs This directly authorised firm is looking for a Financial Advisor to join their team on a self-employed basis with tiered splits for company provided leads and your own self-generated business....
-
Financial Planning Coordinator
5 days ago
Nup End, United Kingdom IDEX CONSULTING LTD Full timeCompany Overview:">IDEX CONSULTING LTD is a reputable firm specializing in providing high-end financial planning services to UHNW individuals, family trusts, and corporate clients. With a strong presence in the industry, the company prides itself on delivering complex and technical financial advice.">Salary:">The successful candidate can expect a competitive...
-
Pension Specialist Financial Advisor
1 month ago
West End, United Kingdom Premier Jobs UK Full timeOur client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...
-
Pension Specialist Financial Advisor
2 months ago
West End, United Kingdom CV-Library Full timeOur client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...