Paraplanning Professional

We are seeking an ambitious and organised Paraplanning and Administration Professional to join our client's dynamic team. As a key member of the financial planning department, you will contribute to delivering exceptional results for clients.About the ClientThe client is a multiple award-winning financial planning firm, managing over £6.5 billion in assets....

About the CompanyWe are a multiple award-winning financial planning firm with a proven track record of delivering exceptional results. Our team of experts provides bespoke financial planning advice to individuals and businesses across various areas, including investment, Inheritance Tax, and retirement planning.Job DescriptionThis role is ideal for a...

Role OverviewWe are seeking a skilled Paraplanning and Administration professional to join our team. This is an exciting opportunity for a junior Paraplanner or Financial Planning Administrator looking to develop their career in paraplanning.The successful candidate will be responsible for processing new business applications, maintaining client records on...

Job Title: ParaplannerAs a professional in the financial planning industry, you will have the opportunity to work with a multiple award-winning firm, managing assets worth over £6.5 billion. Your role will involve a combination of administrative and paraplanning duties, offering hybrid Work From Home options.The successful candidate will possess relevant...

About the RoleWe are seeking a highly skilled Paraplanning and Administration professional to support our team in delivering exceptional financial planning services. This is an exciting opportunity for a motivated individual looking to develop their career in paraplanning.Key ResponsibilitiesProcessing new business applications and income...

Are you an enthusiastic and dedicated Junior Paraplanner looking to launch your career in financial services? We are recruiting an experienced Paraplanning and Administration Professional to support our client's team in delivering exceptional results for clients.About the RoleThis is a fantastic opportunity to develop your skills in paraplanning while...

MLR Careers is a leading recruitment agency specialising in financial services. We are currently seeking an experienced Financial Planning Administrator to join our client's team. As a paraplanning and administration professional, you will play a crucial role in supporting the financial planning process.About the RoleThis is an excellent opportunity for a...

Job Description:We are seeking a highly skilled Junior Financial Adviser to join our team. As a junior member of the team, you will be responsible for supporting senior members of staff with administrative and paraplanning tasks, including preparing suitability reports, maintaining client records, and responding to client queries.With a strong focus on...

Role OverviewWe are seeking a highly skilled Financial Planning Administrator/Paraplanner to join our team at a leading financial planning firm. As a key member of our administration and paraplanning team, you will play a critical role in delivering exceptional client service and supporting our financial advisers in their day-to-day activities.The successful...

Company OverviewEstablished in 2018, MLR Careers is a multiple award-winning financial planning firm with over £6.5 billion of assets under management. The company offers bespoke financial planning advice in areas including investment, Inheritance Tax, retirement planning, tax planning, and employee benefits.The RoleThis role may suit a junior Paraplanner...

About the RoleWe are seeking an experienced Financial Planning Administrator/Paraplanner to join our team at a multiple award-winning financial planning firm. As a key member of our administration and paraplanning team, you will play a vital role in providing bespoke financial planning advice to clients.The successful candidate will have relevant experience...