Technical Paraplanner for Financial Services

Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team at Chase de Vere. As a paraplanner, you will work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients.Our paraplanners have exceptional technical knowledge, with many having secured their...

About the RoleThis is an exciting opportunity to join one of the South's leading financial planning and investment management firms. As a Client Service Advisor, you will work closely with customers, advisers, and paraplanners to deliver outstanding service and support.The successful candidate will have a strong ability to prioritize customer needs,...

Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...

Job OpportunityWe are seeking an experienced Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners in our team.This role will focus on delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities.The estimated salary for this position is £45,000 per year, depending on...

Role SummaryAn experienced Paraplanner is required to support mbf's Chartered Financial Planners and Financial Planners. This role involves providing technical assistance, allowing advisors to focus on client-facing activities.About the PositionThis position requires a minimum Diploma in Regulated Financial Planning (CII Level 4).Progress towards Chartered...

Job OverviewA leading financial services firm, mbf, is seeking a skilled Paraplanner to collaborate with their Chartered Financial Planners and Financial Planners. This role involves providing technical support, enabling advisors to focus on client-facing activities.About the OpportunityThis position requires a minimum Diploma in Regulated Financial Planning...

About the RoleCV-Library is looking for a talented Paraplanner to join our team on a permanent basis. As a key member of our team, you will be responsible for providing administrative support to our advisers, ensuring that client needs are met and objectives are achieved.Main ResponsibilitiesAnalyse data and use research tools to provide solutions to meet...

At Chase de Vere, our paraplanners play a critical role in delivering high-quality advice to our clients. As a Paraplanning Specialist, you will have the opportunity to work closely with our financial advisers and client support teams to research and analyze market trends.The successful candidate will possess technical knowledge of financial planning...

Job Description:We are recruiting a highly skilled Financial Services Professional to join our team at Novia Financial. In this role, you will be responsible for delivering exceptional customer service, handling high volumes of instructions, and supporting queries from Financial Adviser firms. Key responsibilities include maintaining accurate records,...

About Us\Novia Financial is a leading financial technology company renowned for its 5-star service platform and multi-award-winning status. We take pride in our core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—which guide us in our journey.\\[separator]\The Role\We are seeking an exceptional Client Services Administrator to join...

About the RoleWe are looking for an experienced Paraplanner to join our team at mbf. As a key member of our financial planning department, you will be responsible for providing technical support to our Chartered Financial Planners and Financial Planners.This is a dynamic and forward-thinking organisation where your contribution will be recognised and valued....

Job OverviewA reputable financial planning firm, mbf, is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners and Financial Planners.The role involves delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities. This is a fantastic opportunity to become part of a leading...

We are seeking a highly skilled Paraplanning Professional to join our team at Cavendish Maine. The ideal candidate will have strong technical knowledge across all aspects of Financial Planning and be a Diploma Qualified Paraplanner with a desire to obtain Chartered Status.Key Responsibilities:Receiving and actioning instructions from Advisers following...

Artemis Recruitment Consultants Ltd is seeking a highly skilled Administrative Assistant to join their team in the financial services sector. This role offers a great opportunity for career advancement and professional growth.The successful candidate will be responsible for providing administrative support to the senior management, experienced paraplanners,...

Technical Paraplanner RequiredMbf is seeking an experienced Paraplanner to provide technical support to our Chartered Financial Planners and Financial Planners.The ideal candidate will have a strong background in regulated financial planning and be able to deliver comprehensive technical assistance.Competitive PackageWe offer a highly competitive package,...

Wealthtime, a division of Novia Financial plc, is seeking an experienced Client Services Administrator to join our team. As a key member of our operational team, you will be responsible for delivering exceptional customer service, processing high volumes of instructions with accuracy, and supporting queries and requests from Financial Adviser firms.About...

Job DescriptionMbf seeks an experienced Paraplanner to provide technical assistance to their Chartered Financial Planners and Financial Planners. This role focuses on supporting advisors, enabling them to concentrate on client-facing activities.About the JobThis position requires a minimum Diploma in Regulated Financial Planning (CII Level 4).Progress...

Job DescriptionWe are seeking a highly motivated and experienced Application and Support Engineer to join our team. As a key member of our IT department, you will play a critical role in ensuring the smooth operation of our systems and services.The ideal candidate will have a strong background in IT, with experience working in an Agile framework using DevOps...

Join our Artemis Recruitment Consultants Ltd team as a Client Services Administrator in Bath, where you will have the opportunity to develop your skills in financial services administration. The salary range for this role is £25k - £32k, depending on experience.Key Responsibilities:Support senior paraplanners and financial advisers with client queries and...

About the RoleWe are seeking a highly skilled Paraplanner to join our client's team in Bath. The ideal candidate will have a strong background in technical paraplanning, including cash flow modeling and suitability reporting. As a key member of the team, you will assist the Financial Planner in formulating advice to clients and provide technical support...