Paraplanner
2 weeks ago
We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.
Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
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Paraplanner
3 weeks ago
City Of Bristol, United Kingdom IDEX Consulting Ltd Full timeParaplanner - £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...
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Paraplanner
4 weeks ago
City of Bristol, United Kingdom IDEX Consulting Ltd Full timeJob Description 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...
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Paraplanner
4 weeks 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...
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Paraplanner
4 weeks 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...
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Paraplanner
3 weeks ago
City Of Bristol, United Kingdom VPA London Full timeOur 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...
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Paraplanner
3 weeks ago
City of Bristol, United Kingdom VPA London Full timeJob 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...
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Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Eden Scott Full timeJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether...
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Senior Paraplanner
3 weeks ago
City Of Bristol, United Kingdom VPA London Full timeOur 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...
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Senior Paraplanner
3 weeks ago
City of Bristol, United Kingdom VPA London Full timeJob 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...
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Paraplanner
6 days ago
City of Edinburgh, United Kingdom Meraki Talent Ltd Full timeParaplanner Permanent, Full-Time Edinburgh – Hybrid Salary depending on experience Meraki Talent is working with a leading wealth management firm to appoint an experienced Paraplanner to their growing team in Edinburgh.This is a permanent, full-time opportunity which offers a competitive salary and a hybrid working model alongside excellent benefits.This...
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Paraplanner
5 days ago
City of London, United Kingdom Burgh Recruitment Limited Full timeJob Description Paraplanner Location - London / Hybrid Salary - Up to £45,000 (DoE) We are an SJP Partner Practice in looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement...
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Paraplanner
7 days ago
City of Edinburgh, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Edinburgh due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether being a "career...
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Senior Paraplanner
2 weeks ago
City of Edinburgh, United Kingdom Johnstongreer Full timeSenior Paraplanner £44,000 to £50,000 plus benefits Paraplanner required by this wealth manager that operates within a niche market, to work with the firm's Private Clients across the full range of financial planning including Investments, Retirement, Cashflow Modelling and Protection, working with complex advice for HNW individuals.Operating as a...
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Paraplanner
3 weeks ago
City Of Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team. Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...
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Paraplanner
3 weeks ago
City Of Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...
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Paraplanner
3 weeks ago
City Of Bristol, United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Namely the recruitment of 2 Paraplanners to join their busy and successful team.Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability...
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Paraplanner
4 weeks 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...
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Paraplanner
3 weeks 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...
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Paraplanner
2 weeks ago
Bristol, United Kingdom Finlink Ltd Full timeParaplanner, outskirts of Bristol Hybrid, Up to £45,000 This paraplanner role is best suited to paraplanners with at least a year's worth of experience in addition to holding at least the level 4 diploma in financial advice.The business will provide you with great benefits and for those who are chartered a salary of up to £45,000.The Company The company...
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Paraplanner
3 weeks ago
Bristol, United Kingdom IDEX Consulting Ltd Full time €45,000Paraplanner - £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...