Paraplanner

**Paraplanner** **Location: Cardiff** **Salary: £30,000 - £40,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and...

A successful Chartered Financial Planning practice based in the centre of Cardiff are in the market to recruit a Junior Paraplanner to join their team. The business are specialists in their sector, providing holistic advice to HNW & UHNW clients - they area boutique company with a friendly & professional team. They are now seeking to recruit a Junior...

Paraplanner Join to apply for the Paraplanner role at Attivo. About Attivo Attivo are Lifestyle Financial Planners. We’re a privately owned company, fully focused on clients with transparency, honesty and trust. Our experienced financial specialists and support teams deliver bespoke financial plans aimed at meeting clients’ lifestyle needs whether...

Job DescriptionA leading Chartered Financial Advice firm are looking for Dip qualified paraplanners to join the firm on a remote basis. This highly successful firm have over £1bn in AUM and advisers across the UK. As a result of increased adviser numbers they are looking for remote based paraplanners to join them. With full home set up and equipment...

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. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...

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. Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated...

**Senior Paraplanner with an element of Quality work Cardiff, Salary up to £60,000 dependent upon experience. Excellent benefits and an element of Home working.** **Are you currently a Paraplanner looking for a more stimulating and challenging role?** Would you like a role that is varied and pivotal to the delivery of the very best client service? Do you...

Fram Search is working with a growing financial planning firm based in Cardiff that is looking to engage with a paraplanner to join their established team. The business operates an independent model with a strong focus on holistic advice, including cashflow modelling, retirement planning, tax and estate planning, and investment management. The paraplanning...

My client is a high profile IFA organisation who are continuing to grow and as part of their growth plans they require an additional Paraplanner to join their successful team. Brief description of role and responsibilities: Qualifications: This is a fantastic opportunity to join a professional company who offer a supportive working environment and career...

Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions. Responsibilities:Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research,...