Current jobs related to Paraplanner - South Ashford - Ortus PSR
-
Paraplanner - Award Winning Ifa
2 hours ago
South Ashford, United Kingdom Financial Careers Ltd Full timeOur client is a leading independent adviser firm operating throughout the South of England for over 30 years. Providing friendly, helpful & impartial independent financial advice from the whole market. They look after over £125 million of client money. Theynow have a vacancy for an experienced, IFA paraplanner based at their busy Ashford, Kent head office....
-
Paraplanner
6 days ago
South East England, United Kingdom Ortus Psr Full timeI am working alongside a reputable Wealth Management firm with a fantastic reputation who are recruiting for a Paraplanner, they pride themselves on their high quality and wholly personalised financial advice. They are seeking a Paraplanner to join up with their team, to support the Advisers in the business by preparing recommendations and producing...
-
Paraplanner - Home Based
1 week ago
South East England, United Kingdom Ortus PSR Full timeAre you an experienced Paraplanner who wants to work from Home and be trusted to get your work done? We are working with a National IFA firm that is looking to hire Paraplanners from who have experience of working in the UK market and want to be based fromhome. **Key Responsibilities**: Participating in and delivering comprehensive financial research on...
-
Paraplanner
2 days ago
South West England, United Kingdom Search Consultancy Full timeParaplanner based in Wiltshire with a well established Wealth Management company, competitive basic salary with good benefits The role will involve constructing appropriate solutions for clients and making recommendations in conjunction with the Financial Planner as well as preparations for client meetings, drafting written communications and liaison with...
-
Paraplanning Manager
1 week ago
South East England, United Kingdom Ortus Psr Full timeWith the focus on growing a team, we are looking to engage with an experienced Paraplanner that has managed and developed teams before. You will be working for a growing national IFA firm that is going through a transitional period as they look to increasetheir client base through acquisitions and organic client growth of the existing portfolio. You will...
-
Financial adviser
4 days ago
South Ayrshire Council, United Kingdom Eden Scott Full timeMy client is a growing and highly reputable, independent stable wealth management practice. Due to expansion, a new job vacancy has become available for an experienced IFA in their team based South of Glasgow.You will have your own paraplanner and sales support along with offering a client base for the successful candidate and the complexity of cases can...
-
Financial Planner
2 hours ago
South East, United Kingdom Exchange Street Full timeSuccession planning. It’s the buzz word of the moment. But what does it mean to you? **At this firm it means taking over c150 households with £80m AUM. It means existing fee income of £400,000. It means earning six-figures in year one.** With a planned succession like this you can get a breakdown of numbers, business mix and profiles. And with that you...
-
Administrator Marlborough
6 days ago
South West, United Kingdom Perspective Financial Group Full time**Office**:Perspective (South West) Ltd **Hours**: Monday - Friday 9.00am - 5.00pm (35 hours) **Salary**: Competitive dependant on experience and qualifications **Benefits**:25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare **Specific Responsibilities**: The key...
Paraplanner
2 weeks ago
**Paraplanner**
**Location: Ashford**
**Salary: £35,000 - £45,000**
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
**Responsibilities**:
- Technical support to our Adviser Team
- Research the most suitable product and tax wrapper
- Write suitability letter reports for investment, pension, protection and inheritance tax cases
- Respond to technical client queries relating to trusts defined benefit pensions and tax
**Skills**:
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills