Senior Paraplanner

6 days ago

Stevenage, United Kingdom Service Service Employment Agency Limited Full time

A Wealth Management firm in Stevenage is seeking an experienced Paraplanner to join their established team. The ideal candidate will hold a Level 4 (Diploma) qualification and possess a minimum of 4 years of paraplanning experience in a typical practice setting. Key responsibilities include conducting detailed financial analyses, preparing tailored financial planning reports, and maintaining client communication. This role offers an excellent opportunity to further develop your career in a reputable firm, making a significant impact on clients' financial planning.
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  • Paraplanner

    1 week ago

    Stevenage, United Kingdom Service Service Full time

    Job DescriptionMy client is a Wealth Management firm located in Stevenage, offering independent financial advice to both private and corporate clients for over sixty years.My client is looking for an experienced and qualified Paraplanner to join their well established team of professionals. The desired candidate must be Level 4 (Diploma) qualified with a...

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    2 weeks ago

    Stevenage, United Kingdom Service Service Full time

    My client is a Wealth Management firm located in Stevenage, offering independent financial advice to both private and corporate clients for over sixty years. My client is looking for an experienced and qualified Paraplanner to join their well established team of professionals. The desired candidate must be Level 4 (Diploma) qualified with a minimum of 4...

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    6 days ago

    Stevenage, United Kingdom Service Service Full time

    OverviewMy client is a Wealth Management firm located in Stevenage, offering independent financial advice to both private and corporate clients for over sixty years.My client is looking for an experienced and qualified Paraplanner to join their well established team of professionals. The desired candidate must be Level 4 (Diploma) qualified with a minimum of...

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    6 days ago

    Stevenage, United Kingdom Service Service Employment Agency Limited Full time

    My client is a Wealth Management firm located in Stevenage, offering independent financial advice to both private and corporate clients for over sixty years.My client is looking for an experienced and qualified Paraplanner to join their well established team of professionals. The desired candidate must be Level 4 (Diploma) qualified with a minimum of 4 years...

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    6 days ago

    Stevenage, United Kingdom Service Service Full time

    A Wealth Management firm in Stevenage is seeking an experienced Paraplanner to join their established team. The ideal candidate must be Level 4 qualified and have at least 4 years of paraplanning experience. Responsibilities include conducting financial analyses, preparing reports, and client communications. This hybrid role offers a competitive salary up to...