Paraplanner / Financial Planning Technician

A leading financial advisory firm is seeking a Paraplanner to develop financial planning strategies tailored to clients' needs. Applicants must possess at least a Level 4 Diploma in Financial Planning and demonstrate strong literacy and numeracy skills. Responsibilities include drafting client reports and performing financial modeling. The firm offers a...

Paraplanner Location : Nottingham (Hybrid – 2 days office / 3 days home) Salary : Up to £45,000 + discretionary bonus + comprehensive benefits I’m working exclusively with a highly respected, fully independent and Chartered financial planning firm that has grown significantly in recent years and now manages approximately £2bn AUM. They offer a broad...

Paraplanner – Nationwide Offices – £30,000 - £38,000 Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for an Paraplanner to join on a full-time permanent basis. You will primarily...

OverviewMy client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.We are...

Paraplanner Location: Nottingham Salary: up to £50,000 Benefits City centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits – pension scheme, death in service & income protection plan Career and personal development pathways Wellbeing support services Generous social budget and team away days Agile...

Paraplanner Nottingham up to £45,000 plus fantastic benefits and bonus, flexible home/office working, career development, exam support, free parking An established and well regarded IFA in Nottingham are looking for a Paraplanner to strengthen their technical support team. The award winning company are renowned for providing comprehensive financial planning...

ParaplannerLocation: Nottingham (Hybrid – 2 days office / 3 days home)Salary: Up to £45,000 + discretionary bonus + comprehensive benefitsI’m working exclusively with a highly respected, fully independent and Chartered financial planning firm that has grown significantly in recent years and now manages approximately £2bn AUM. They offer a broad range...

My client, an established, award winning and well regarded Wealth Management firm are looking for a Trainee Paraplnner and an experienced Paraplanner to join their team. The Firm specialise in holistic, goals-based financial planning, and paraplanners work very closely with financial planners and clients in forming, and delivering their plans. You could be...

ParaplannerLocation: NottinghamSalary: up to £50,000BenefitsCity centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits – pension scheme, death in service & income protection plan Career and personal development pathways Wellbeing support services Generous social budget and team away days Agile and...

ParaplannerLocation: NottinghamSalary: up to £50,000BenefitsCity centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits – pension scheme, death in service & income protection plan Career and personal development pathways Wellbeing support services Generous social budget and team away days Agile and...