Paraplanner
1 day ago
Paraplanner - £45,000 + Bonus – Bristol/ Hybrid
I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.
The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market.
Responsibilities :
- Preparing pre-approval documentation prior to report writing.
- Utilising all technology to produce accurate solutions for clients.
- Providing accurate, timely and compliant suitability reports.
- Ensuring all advice documentation is compliant according to FCA guidelines.
- Working with the adviser to gather sufficient client information.
Perks :
- 30 days annual leave plus bank holidays.
- Discretionary bonus.
- Flexible and hybrid working - 3 days/week in Bristol.
- Private medical insurance.
- Healthcare cash plan.
- Study support to develop and progress.
The successful candidate will need to be based local to Bristol and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to
Paraplanner - £45,000 DOE + Bonus – Bristol / Hybrid
-
Paraplanner
3 days ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Paraplanner
3 days ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Paraplanner - Hybrid Working
4 weeks ago
City of Bristol, United Kingdom mbf Full timeJob Description Mbf are working with the Financial Planning arm of a prestigious Investment Management organisation. Our client is a true market leader, they are a national business that have an exceptional reputation. The client works at the top end of the industry dealing exclusively with HNW & UHNW clients. Due to continued organic growth, they now have...
-
Paraplanner
2 days ago
City of Edinburgh, United Kingdom Eden Scott Full timeDue to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner.Ideally experienced with diploma minimum, but for the right individual they could also develop them internally.In addition they are offering very flexible hybrid working, exam support and...
-
Paraplanner
4 weeks ago
City of London, United Kingdom MI Search Full timeOne of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner to work out of their London office (hybrid working available). In this role you will work very closely with financial planners in providing complex wealth...
-
Paraplanner
1 month ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
-
Paraplanner
3 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €60,000Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol. The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
-
Paraplanner
4 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeJob Description Paraplanner – £60,000 DOE + Bonus – Bristol / Hybrid I am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol. The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth...
-
Paraplanner
3 days ago
Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £45,000 + Bonus – Bristol/ HybridI'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year.The business local to Bristol offers a true...
-
Senior Paraplanner
1 week ago
City of London, United Kingdom NJR Recruitment Full timeNJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...
-
Paraplanner - Edinburgh or Glasgow
2 days ago
Stockbridge, City of Edinburgh, United Kingdom CV-Library Full timeThe Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. The Business Our client is a growing Financial Planning firm with a good reputation the whole team take...
-
Paraplanner
4 weeks ago
Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
-
Paraplanner
1 month ago
Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full timeParaplanner – £60,000 DOE + Bonus – Bristol / HybridI am currently partnered with a prestigious wealth management firm seeking an experienced Paraplanner to join their team in Bristol.The company holds an outstanding market reputation, renowned for their expertise in managing the complex financial needs of ultra-high-net-worth clients. Their proven...
-
City of London, United Kingdom Ernest Gordon Recruitment Full timeJob Title: Paraplanner (Wealth Management) Route to AdvisorLocation: City of London (Hybrid)Salary: £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + ProgressionWe are seeking a highly motivated and qualified Paraplanner to join our team at Ernest Gordon Recruitment. As a Paraplanner, you will have the opportunity to work with a growing firm,...
-
Paraplanner
3 weeks ago
City Of London, UK, Central London, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you an experienced Paraplanner looking to elevate your career within a thriving and reputable financial advice firm?Recruit UK is excited to partner with a prestigious Independent Financial Advice firm in London, offering you an opportunity to move your career into a growing and forward thinking company.In this role, you will work closely with a Senior...
-
Wealth Management Professional
4 weeks ago
City Of London, United Kingdom Ernest Gordon Recruitment Limited Full timeParaplanner (Wealth Management) Route to AdvisorCity of London (Hybrid)£50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + ProgressionAre you an RO4 Qualified Paraplanner looking for the chance to learn from different advisors, work in a growing firm with the real opportunity of becoming an advisor and developing your reputation in the London...
-
Senior Paraplanner
2 weeks ago
City of London, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description Recruit UK are working on an exciting opportunity for a Senior Paraplanner in London to join a Financial Planning firm. Our client are a leading Financial Planning and Investment Management firm, with an office in the heart of London. They continue to go from strength to strength and are on a huge growing strategy across the UK! They are...
-
ParaPlanner (Wealth Management) Route to Advisor
4 weeks ago
City of London, United Kingdom Ernest Gordon Recruitment Full timeParaplanner (Wealth Management) Route to Advisor City of London (Hybrid) £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, work in a growing firm with the real opportunity of becoming an advisor and developing your reputation in the...
-
Senior Paraplanner
1 week ago
london (city of london), United Kingdom NJR Recruitment Full timeNJR Recruitment is thrilled to be working with a leading financial planning firm dedicated to providing tailored financial advice and solutions to their clients. They pride themselves on their professional yet personal approach, ensuring their clients receive the highest standard of service. As they continue to grow, we are looking for a dedicated...
-
Paraplanner
1 week ago
Cheadle, Borough of Stockport, United Kingdom CV-Library Full timeParaplanner Stockport Salary up to £38,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of...