Senior Paraplanner – Chartered Wealth Planning

Paraplanner To £32,000 plus benefits JohnstonGreer is working with a regional, long-established wealth manager that is looking to recruit a Paraplanner to provide paraplanning, technical and client management support to the Financial Planners. The firm operates across a range of Private Clientadvice including retirement planning, investments and tax on an...

Paraplanner - Virtual Bridges (Belfast) Brook Street (UK) Limited is recruiting a Paraplanner for our Belfast client. Applicants must have worked for a financial services company and have direct experience in this field. Responsibilities Provide administration support to financial advisors. Organise client files for meetings, prepare valuations and product...

At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. At Davy, you are the difference. Established in 2007, Davy Private Clients UK is the leading provider of wealth...

At Davy, it's the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. At Davy, you are the difference.  Established in 2007, Davy Private Clients UK is the leading provider of wealth...

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be...

Paraplanner About the Company: We're hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals - from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and...

The Paraplanner will provide high-quality technical and administrative support to the financial planners and clients.Duties will include but are not limited to:Preparing detailed, accurate and compliant suitability reports across all advice areas.Conducting research and analysis on products and funds to support client recommendations.Preparing documentation...

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be considered ResponsibilitiesProvide Administration support to the Financial AdvisorsOrganising...

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.Applicants must have worked for a Financial Services company, They are not interested in speaking to people from banking etc. Only those with direct experience will be consideredResponsibilities Provide Administration support to the Financial Advisors Organising...

ParaplannerAbout the Company:We're hiring for our client, a trusted financial planning firm that provides tailored advice to help clients achieve their goals - from protecting family income and funding education to building investments and planning for retirement. The business is known for its personal approach, long-term client relationships, and commitment...