Paraplanner - Hybrid Working

Mbf are working with an award winning & fully independent Financial Planning practice based in Bracknell. Our client is a very successful business that provide holistic advice to HNW & UHNW clients across the UK. They have multiple offices across the UK - despite this they manage to maintain their friendly/boutique company feel. Due to continued growth,...

An excellent opportunity to join an IFA firm as a Paraplanner. Earn up to £40,000, work on a hybrid basis and join the firm in a exciting period of growth. The firm are looking for those with paraplanning experience based in the Berkshire area. This company are fully independent and directly authorised. They always look to promote within. The business is...

We are currently working with a National Wealth & Investment Management organisation to recruit an experienced Senior Paraplanner. Their requirement is for an experienced & professional Paraplanner to join one of their most successful teams. The team solelydeal with HNW & UHNW clients, as a result they are looking for a Paraplanner who has experience dealing...

**Plus Hybrid Working, Pension, Death in Service cover, medical cash plan** **My client, a Chartered Wealth Planning Practice has been operating for over a decade and due to its excellent reputation has been providing the highest levels of Financial Advice to HNW Clients. Working with a client base of Berkshire based professionals,their Advisers provide...

An excellent opportunity for an IFA Administrator looking to join a supportive and friendly firm in Bracknell. Earning a salary of £30k to support advisers and paraplanners to provide the best holistic advice to clients. This company are fully independent and directly authorised. They always look to promote within, a recent Administrator has just gone into...

**Responsibilities**: - Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process - Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly - Collate and evaluate client policy/investment/pension -...

An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Ascot offices. Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client...

**Company Description** For over 180 years, **Evelyn Partners** has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a...

**Company Description**: For over 180 years, **Evelyn Partners** has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that...

My client is dedicated to improving the financial wellbeing of its clients by developing financial planning and investment strategies that meet their personal objectives. Working as part of an administrative team you will play an active role in supporting both the paraplanners and financial advisers. With excellent IT and communication skills and the...