Paraplanner Assistant

Salary£40,000 per annum (negotiable based on experience)Job DescriptionWe are seeking two skilled Paraplanners to join our team. As a Paraplanner, you will be responsible for drafting suitability reports, ensuring accuracy of client information, and assisting in advisory meetings. You will also perform ad hoc tasks as required.Required Skills and...

Company OverviewVPA London offers a dynamic and supportive work environment for its employees.We are committed to delivering exceptional wealth management services to our clients.This is an excellent opportunity for a skilled Paraplanner to take their career to the next level.As a Paraplanner at VPA London, you will be responsible for drafting suitability...

VPA London is seeking a highly motivated Senior Paraplanner to join our Wealth Management team. This exciting opportunity involves providing critical support to financial planners, ensuring that all documentation meets the highest standards of quality and compliance.The ideal candidate will have at least 2 years of experience as a Senior Paraplanner, with a...

We are currently looking for a talented Senior Paraplanner to join our Wealth Management team at VPA London. As a key member of our team, you will be responsible for drafting suitability reports, attending client meetings, and providing training and support to junior colleagues.To excel in this role, you will need to have a minimum of 2 years' experience as...

About the Role: We are looking for an experienced Paraplanner to join our team at IDEX Consulting Ltd in Bristol. This is an exciting opportunity to be part of a growing business that offers a true pathway to progress. As a Paraplanner, you will be responsible for supporting our advisers in preparing pre-approval documentation, utilizing technology to...

Job OverviewAs a Paraplanner at Artemis Recruitment Consultants Ltd, you will have the opportunity to work closely with our senior financial planners to provide expert advice to clients. This role requires strong technical skills, attention to detail, and excellent communication skills.ResponsibilitiesAssist senior financial planners in providing technical...

Job OverviewVPA London, a leading provider of wealth management services, is seeking two highly skilled Paraplanners to join their team.The ideal candidate will have 1-3 years of experience as a Paraplanner and possess excellent technical knowledge and attention to detail.A good understanding of FCA COB rules is essential for this role.The ability to work...

Job SummaryWe are seeking a skilled Paraplanner to support our clients with their financial planning needs. The successful candidate will have strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred.A competitive basic salary of £25,000 - £35,000...

Job TitleFinancial ParaplannerAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for an individual with strong technical skills and attention to detail to provide high-level support in formulating advice, producing cash flow models and suitability reports.Key...

Job Description:We are seeking a highly skilled Paraplanning Professional to join our team at VPA London. As a key member of the Wealth Management team, you will play a vital role in supporting financial planners to deliver high-quality advice to clients.About the Role:To draft suitability reports that meet compliance requirementsEnsure all information...

About the RoleThe Financial Support Specialist position at Close Brothers Asset Management requires a detail-oriented and organized individual to assist in the preparation of financial information, including producing new business illustrations and requesting application forms.You will work closely with our Paraplanners and Advisers to ensure that all...

Job SummaryThis role involves supporting the financial planning process by drafting reports, verifying client data, and attending advisory meetings. The ideal candidate should possess excellent organizational skills, strong technical knowledge, and experience working within the wealth management industry.About the RoleAssist financial planners in preparing...

About UsClose Brothers Group is a leading UK-based financial services company with a rich history dating back to 1878. We have over 140 years of experience in providing a wide range of financial products and services to individuals, businesses, and institutional clients.Job Description:We are currently seeking an experienced Paraplanner Assistant to join our...

Job Summary: We are looking for a skilled Paraplanner to join our team in Bristol. As a key member of our team, you will provide administrative support to our Advisers and technical support to other staff.Main Responsibilities:Assisting Advisers: You will assist our Advisers with their day-to-day tasks, ensuring they have the support they need to deliver...

Are you a motivated and ambitious individual looking to kick-start your career in financial planning? Cavendish Maine Careers is seeking a highly skilled Trainee Financial Advisor to join their team in Bristol.This role presents an exceptional opportunity for a trainee advisor or paraplanner to transition into an employed advisory position with a...

Job DescriptionService Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in the UK, seeking a dedicated and detail-oriented Paraplanner to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach.The...

Cavendish Maine Job OpportunityWe are seeking a Financial Planning Professional to join our team at our UK office, where you will work with a renowned Financial Planning firm operating across the country.This is an exciting opportunity for a Trainee Advisor or Paraplanner to progress into an employed Advisory role with an established client base and access...

Job RoleWe are recruiting for a skilled Data Collection and Research Professional to assist our Financial Advisers in delivering exceptional client experiences through efficient data gathering, product research, and documentation preparation.Main Responsibilities:Extract client details via letters of authority and regular follow-ups with providers.Develop...

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally have level 6 or...

Our client, within the Wealth Management Industry, are seeking two Paraplanners to join their team.Requirements:1-3 years experience as an ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma in Financial PlanningKey Responsibilities:To draft...

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

Our client, within the Wealth Management Industry, are seeking two Paraplanners to join their team.Requirements:1-3 years experience as an ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma in Financial PlanningKey Responsibilities:To draft...

Job Description Our client, within the Wealth Management Industry, are seeking two Paraplanners to join their team. Requirements: 1-3 years experience as an Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma in Financial Planning Key...

Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team.Requirements:2+ years experience as an Senior ParaplannerExcellent attention to detail and technical knowledgeA good understanding of FCA COB rulesAbility to work under pressure and as part of a teamLevel 4 Diploma and ideally have level 6 or working...

Job Description Our client, within the Wealth Management Industry, are looking for a Senior Paraplanner to join their team. Requirements: 2+ years experience as an Senior Paraplanner Excellent attention to detail and technical knowledge A good understanding of FCA COB rules Ability to work under pressure and as part of a team Level 4 Diploma and ideally...

Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Senior Paraplanners to their Bristol offices. Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join. The Bristol office has...

Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Senior Paraplanners to their Bristol offices. Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join. The Bristol office has...

Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Senior Paraplanners to their Bristol offices.Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join.The Bristol office has seen...

Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Bristol offices. Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join. The Bristol office has seen...

Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Bristol offices. Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join. The Bristol office has seen...

Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Bristol offices.Our client already has a large UK presence with major plans to continue to grow through acquisition, so it's a very exciting time to join.The Bristol office has seen continued...

This role is for you if you are an experienced Administrator with experience of working within an IFA business. Paying a salary of up to £35,000 depending on experience, this opportunity is for those looking to become part of a dynamic team within a well-respected firm, where your contributions will be valued and your professional growth supported. **The...

**Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...