Paraplanner
2 weeks ago
A top Accountancy Practice with offices in Cheltenham are seeking an experienced Paraplanner professional to join them.
You will be joining a highly established Financial Planning team that includes very senior and experienced Wealth Planning professionals working alongside them and an Administration team. The team provides holistic planning services which mainly includePensions, Tax, and Investment services. They work with HNW clients in the local area which include company owners/directors, wealthy families, and post-retirement clients.
To be considered for the position my client is looking for somebody that is an technical Paraplanner or wanting to become one having already had exposure to Paraplanner responsibilities include research and report writing. You could either come from a restrictedor whole of market background. There will be a mixture of home working and being based in the office for the right person. Level 4 is desirable and it would be great if you were working towards being Chartered. However, my client may look to take somebodyon that is not quite DipFS if you had the right amount of experience.
This is a brilliant opportunity to join a fantastic and steadily growing company that has a great reputation. You will be constantly challenged by getting involved in interesting and varied cases. They are also offering up to 5 days a week home-working soif someone lives further afield then it doesn't matter as you wouldn't be asked to get into the office. However, it doesn't have to be home-based and naturally would welcome anyone wanting to join them in the office full or part-time.
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Paraplanner
7 days ago
Cheltenham, United Kingdom Ortus PSR Full time**Paraplanner** **Location: Cheltenham** **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...
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Paraplanner
2 weeks ago
Cheltenham, United Kingdom IDEX Consulting Ltd Full timeWe are partnered with a chartered financial planning firm who are looking to hire a Paraplanner into Cheltenham or Malvern, Worcestershire. This is a hybrid working opportunity which will see you in working from home and office. This is a business that deals with financial planning within Investments, retirement and tax/ IHT planning so so the ideal...
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Paraplanner
7 days ago
Cheltenham, United Kingdom Eden Rose Full timeParaplanner – Cheltenham – £40,000 to £52,000We are representing a reputable, well-established wealth management firm seeking an experienced Paraplanner to join their West of England team. This is an excellent opportunity for someone who enjoys working in a high-quality, supportive environment with strong professional development opportunities.The firm...
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Paraplanner
1 week ago
Cheltenham, United Kingdom Trades Workforce Solutions Full timeParaplanner Do you thrive in a busy customer focussed environment? Are you keen to work for an ambitious company that will support your continued professional development? Are you analytical, solution focussed and highly organised, with excellent attention to detail? My client, are a well established and highly successful firm of Independent Financial...
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Paraplanner
7 days ago
Cheltenham, United Kingdom Service Care Solutions Full timeParaplanner Location: Gloucestershire Contract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will...
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Senior Paraplanner
3 weeks ago
Cheltenham, United Kingdom IDEX Consulting Ltd Full timeI'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration,...
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Paraplanner - National Organisation
3 days ago
Cheltenham, United Kingdom mbf. Full timeMB Fitzgerald are currently working with a National Financial Planning business who are looking to recruit an additional Paraplanner for their Cheltenham office. The business is a market leader and are now ready to continue their planned expansion. As a Paraplanner you will be working in a busy team supporting the company's Financial Planners and their...
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Chartered Paraplanner
3 days ago
Cheltenham, Gloucestershire, United Kingdom rockwealth Full timePosition: Chartered Paraplanner - Full TimeSalary guide:£50-60kReporting to:DirectorsLocation: Cheltenham– mix of office and home workingWe're looking for an experienced Chartered Paraplanner to lead our paraplanning team in Cheltenham.The successful candidate will have experience of writing technical reports for high net worth clients with complex...
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Lead Paraplanner
1 week ago
Cheltenham, Gloucestershire, United Kingdom CAP Resourcing LTD Full time £55,000 - £70,000 per yearLead ParaplannerCheltenham (Hybrid)£55,000 – £70,000 (DOE) + Amazing BenefitsAre you a 'career Paraplanner' ready to take the lead?This is an incredible opportunity to own and grow the Paraplanning function within a forward-thinking, tech-savvy financial planning firm that genuinely values its people.You'll be joining a business that's modern in every...
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Paraplanner
1 week ago
Cheltenham, United Kingdom Attivo Group Full timeChartered ParaplannerThis role is suitable for candidates based near any of our office locations which include Cheltenham London Cardiff Darlington Fareham Harrogate Liverpool Newbury and Grangemouth.About Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for...
