Paraplanner Role

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...

Job Summary">We are seeking a skilled Paraplanner to join our team at The Burford Recruitment Company Ltd. As a Paraplanner, you will play a key role in delivering high-quality client solutions and working closely with Financial Planners to achieve this goal.">Key Responsibilities">">Deliver accurate and timely financial recommendations to clients.">Work...

Job Description:A unique opportunity has arisen for a skilled Paraplanner to join our bespoke financial planning practice in the Whitney area. As a key member of our team, you will play a vital role in supporting our UHNW clients with their financial needs and goals.Responsibilities:- Conducting product research and writing suitability reports- Assisting in...

Key AccountabilitiesAs a Paraplanner at our firm, you will be responsible for supporting Financial Planners at client meetings and acting as the primary point of contact for client queries.Main Tasks:Conduct thorough research and compile financial planning recommendations.Analyse client data, prepare cash flow analyses, and develop comprehensive financial...

Job DescriptionWe are a well-established financial planning firm based in Oxfordshire, looking for an experienced Paraplanner to join our team. Our independent firm delivers exceptional service and expert advice, helping clients achieve meaningful financial goals.Responsibilities:Collaborate with Financial Planners at client meetings and act as the primary...

Role OverviewWe are a respected financial planning firm in Oxfordshire seeking an experienced Paraplanner to join our team. Our independent firm delivers exceptional service and expert advice, helping clients achieve meaningful financial goals.Key Responsibilities:Collaborate with Financial Planners at client meetings and serve as the primary point of...

Are you a Paraplanner looking for that next career step and want the flexibility of working Hybrid? Want to work with a family orientated business with an excellent working environment and culture? Our client is looking for a further Paraplanner to join their highly friendly Team. Starting salary £34,000 Benefits: Hybrid working Option (2 days in...

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 * 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 *...

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...