Paraplanner – Financial Planning Reports Specialist
2 weeks ago
A financial services firm is seeking a motivated Paraplanner to join their Maidstone office. This integral role involves supporting Financial Planners by producing financial planning reports, conducting thorough client research, and ensuring compliance with company standards. Ideal candidates will have experience in financial advice or paraplanning, along with exceptional communication and organizational skills. Benefits include a competitive salary, flexible working hours, and generous holiday leave.
#J-18808-Ljbffr
-
Financial Planning Assistant
2 days ago
Maidstone, United Kingdom Financial Divisions Full time**Financial Planning Assistant / Junior Paraplanner - IFA Firm with HNW clients - £30k - £35k** My client is a boutique wealth planning practice based in Maidstone who have been operating for 10+ years. They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business owners...
-
Paraplanner
2 weeks ago
Maidstone, United Kingdom Perspective Financial Group Ltd Full timeWe have a fantastic vacancy for a Paraplanner to join our Maidstone Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs,...
-
Paraplanner - Maidstone Based - £40k - £60k
1 week ago
Maidstone, United Kingdom Financial Divisions Full time**Paraplanner - Maidstone Based - £40k - £60k including benefits package** Are you a Paraplanner with an extensive background in private client wealth management supporting Chartered Advisers on clients’ financial affairs? Do you relish working in an environment where the client is put first, and their long-term financial healthand stability is at the...
-
Financial Planning Administrator
2 weeks ago
Maidstone, United Kingdom Financial Divisions Full timeExperienced Financial Planning AdministratorMaidstone offices – Chartered IFA firmSalary negotiable £30k - £40k + bonuses25 days holiday plus attractive benefits package PART TIME OR FULL TIME WILL BE CONSIDEREDMy client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer...
-
Paraplanner – Lenham
2 weeks ago
Maidstone, United Kingdom Financial Divisions Full timeAre you a Paraplanner who values a close-knit team, genuine development, and a beautiful working environment? Scion Financial Services, a Chartered Independent Financial Adviser firm, is looking for a motivated Paraplanner to join their small, friendly team based in the Kent countryside. As part of the Black Tower Group (under Titan) and affiliated with...
-
Senior Paraplanner
2 weeks ago
Maidstone, United Kingdom Premier Jobs UK Limited Full timeThis Senior Paraplanner job in Maidstone is seeking an individual to provide support to local Financial Advisors and lead a team of 4 / 5 Paraplanners You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant...
-
Paraplanner
2 days ago
Maidstone, United Kingdom Premier Jobs UK Full timeThis Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In...
-
Paraplanner
4 weeks ago
maidstone, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In...
-
Paraplanner
4 weeks ago
Maidstone, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In...
-
Paraplanner
2 weeks ago
Maidstone, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team with individuals close to or holding Chartered status You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. In...