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Our client is a well established national and international wealth consultancy, and they now have an opening for a near or fully qualified Diploma level paraplanner to join their current team in their Eastbourne offices. The firm has recently continued their acquisitions and now have a solicitors and a local accountancy practice as their main intro...
This boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner.You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, compliance checking, pre meeting no...
Experienced paraplanner required to join Independent Financial Advisory arm of Stockbroker practice in Newcastle. Duties will include research and report writing, attending client meetings and providing full technical back up for one adviser. This is a pure paraplanning role, as all new business functions are dealt with by a central administration ...