Current jobs related to Paraplanner - Fareham - IDEX Consulting Ltd
-
Paraplanner
2 weeks ago
Fareham, United Kingdom Premier Jobs UK Limited Full timeAre you looking to work for a vibrant, friendly Paraplanner team supporting highly effective Independent Financial Advisers? **The Company** This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced...
-
Paraplanner
2 days ago
Fareham, United Kingdom Premier Jobs UK Limited Full timeAre you looking to work for a vibrant, friendly Paraplanner team supporting highly effective Independent Financial Advisers? **The Company** This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced...
-
Trainee Paraplanner
7 days ago
Fareham, United Kingdom Reed Insurance Full timeWe are looking for a Trainee Paraplanner/ report writer who does have some experience but that said we would consider a IFA Admin looking to do this role with some knowledge. We are looking for salary of £25,000- 28,000 depending on experience and that said if you did have a good Paraplanner we may look at a little bit more. There is just a very fine line...
-
Paraplanner
1 week ago
Fareham, United Kingdom Recruit UK Full time**Job Title**:Paraplanner **Location**:Office based inFareham, Hampshire **Salary**:up to £45,000 **Hours**: Full or part time **REF**: 2565 Are you currently a Paraplanner and looking to expand your knowledge and become part of a well established financial advice firm? We are working with a forward thinking Hampshire Law firm which has an in-house...
-
Paraplanner
1 week ago
Fareham, United Kingdom MWA Financial Full timeWe are a growing IFA with offices in London, Fareham, Hertford, and Romford. We are looking for a paraplanner to join our growing paraplanning team. We are flexible and are looking for someone working either full time or part time depending on what suits you the most. Working under the Head of Paraplanning, you will be working with financial advisers and...
-
Senior Paraplanner
14 hours ago
Fareham, United Kingdom mbf. Full timeMbf are working with a national Financial Planning & Investment organisation, their current requirement is for an experienced Paraplanner to join the growing FP division. The client has offices throughout the country, they have won multiple industry awardsand have grown significantly over the past few years. This business operates a flexible working policy...
-
Trainee Paraplanner
2 weeks ago
Fareham, United Kingdom Ortus PSR Full time**Trainee Paraplanner** **Location: Fareham** **Salary: £27,000 - £30,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...
-
Paraplanner
2 weeks ago
Fareham, United Kingdom Recruit UK Full time**Job Title**: Paraplanner **Industry**: Financial Services **Location**: Fareham **Salary**: £35,000 - £40,000 **Job Reference**: 16251 Recruit UK is working on an excellent opportunity for a Paraplanner in Fareham to join a thriving Financial Advice Company. Our client has over 40 years combined experience in the industry specialising in holistic...
-
Administrator or Trainee Paraplanner
2 weeks ago
Fareham, United Kingdom Heat Recruitment Full time**Administrator / Trainee Paraplanner** The opportunity for a an Administrator or Trainee Paraplanner to join an exceptional Financial Planning firm working from their beautiful Fareham based office, who provide exceptional training and study support. This fantastic firm specialises in providingadvice on pensions, mortgages, inheritance and retirement...
-
Paraplanner - Flexible Working
2 weeks ago
Fareham, United Kingdom mbf. Full timeWe are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to join their Fareham office. Our client is a highly reputable Wealth Manager with offices across the UK. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior...
Paraplanner
2 weeks ago
Are you looking for a Hybrid Paraplanning or part time paraplanning role?
We are working exclusively and on a retained basis with a growing and expanding financial planning firm in Fareham. Your role is to work alongside Financial Planners (FP) taking full responsibility for preparation and maintenance of client files, preparationand implementation of recommendations and Financial Plans (including cash flow forecasts). To keep up to date with technical issues and undertake necessary research.
Your role will include but will not be limited to:
- Preparing and maintaining client files
- Client servicing
- Preparation of recommendations
- Implementation of recommendations
This role will see you working with complex cases such as IHT's, VCT's Cash flow forecasting so ideally someone that wants to work within a technical paraplanning role would be better suited.
Part time working hours would be between 9-2:30 Monday to Friday.
Benefits include:
- Profit share scheme
- Private medical insurance for staff and family
- 20 days holiday plus Bank holiday and Christmas off without taking as part of holiday allowance and added holiday for length of service after 2 years
For more information please click apply
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
