Paraplanning Professional

Artemis Recruitment Consultants Ltd is looking for a Paraplanning Professional to join their team. As a paraplanner, you will be responsible for producing high-level technical paraplanning, including cash flow models and suitability reports.Key Responsibilities:Assist the Financial Planner in formulating advice to the client, providing technical support and...

**About the Role**We are seeking a highly skilled Paraplanning Professional to join our team at Chase de Vere. This role is critical in supporting our financial advisers and client support teams in delivering advice and providing ongoing services to new and existing clients.The successful candidate will have a strong background in financial planning, with...

About the Role:We are seeking a highly skilled Paraplanner to join our team at Artemis Recruitment Consultants Ltd.Salary: The estimated salary for this position is £45,000 - £55,000 per annum, depending on experience.Job Description:The successful candidate will provide technical support and guidance to our Financial Planners in formulating advice to...

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...

About the RoleWe are seeking a highly skilled professional to join our team as a Pensions and Investments Analyst. As a key member of our paraplanning team, you will play a vital role in delivering advice and providing ongoing services to new and existing clients.Key ResponsibilitiesConducting research on clients' financial planning arrangements to ensure...

We are working with a national Financial Planning practice who are seeking to recruit a Junior Paraplanner to join their team in Bath. The business has won multiple awards are Chartered and fully independent. They are looking to recruit a motivated and professional individual in a Junior Paraplanner position to bolster the support/Paraplanning team. To be...

We are working with an award winning team of IFAs, that have a presence in Bath and London and looking to expand their paraplanning team in both locations. As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Trainee Financial Planners. Your role will be to offer the most efficient,...

Mbf are working with a fully independent and highly successful financial planning practice who are seeking to recruit an additional Independent Financial Adviser. The business provides holistic financial advice to HNW & UHNW clients across the UK, they onlywork with clients with upwards of £450K AUM. The company has grown considerably over the past 5 years...

**Job Title: Trainee Paraplanner** **Salary: Bath** **Location: £ Negotiable** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including InvestmentManagement in the...

**Job Title: Compliance Office / File Reviewer (IFA)** **Salary: £ Negotiable** **Location: Bath** A well regarded national Financial Planning firm with multiple offices is looking to continue with their impressive rate of growth by hiring a compliance professional to join their expanding back office team and provide technical support across the...

**Job Title: Financial Planning T&C Supervisor** **Salary: £ Negotiable** **Location: Bath** A well regarded national Financial Planning firm with multiple offices is looking to continue with their impressive rate of growth by hiring a compliance professional to join their expanding back office team and provide technical support across the salesprocess...

**Job Title**: Paraplanner **Industry**: Financial Planning **Location**: Bath **Salary**: up to £40,000 **Ref No: 7321** Recruit UK are working with one of the UK’s leading FTSE Wealth Management firms who are looking for a Paraplanner to join their team in Bath. This company drawn on impressive history and have made a name for themselves with their...

**Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:Bath **Salary**: £35,000 - £50,000 **Job reference**:7311 Recruit UK are working on an excellent opportunity for a Financial Adviser in Bath to join an Independent Financial Planning firm. We are working with a firm that has achieved great growth since its opening 50 years...

The Role Our client is seeking a Competence and Development Manager to be responsible for fulfilling the requirements of the company’s Training & Competency scheme, in order to ensure the initial and ongoing competence of financial advisers.Completion of T&C activity under SMCR is the responsibilityof the Competence and Development Manager. To assist in...