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Our client, a small but well established successful IFA practice based in Wokingham is now seeking an experienced Paraplanner to provide assistance to their consultants in achieving new business targets through researching, preparing sales literature and constructing detailed reports. The role will involve producing a comprehensive report for the c...
We have recently been retained by this prestigious national wealth management IFA to assist in their search for a new paraplanning assistant, to replace an individual who has been promoted to full paraplanning status. Clients at the firm are generally wealthy professionals with the holistic advice on offer tending to focus on investments, tax m...
Our client is a highly professional, fee-based financial planning organisation offering a high degree of service to their HNW/UHNW client bank. Key to their growth is their understanding that it is not only their fee earners that drive business, but also the technical support structure that underpins them. They are now in a position where they requ...
ParaplannerLondon£40,000Large Accountancy Practise require an experienced Paraplanner to analyse Client portfolios and produce technical reports for Consultants. You will be expected to draft reports and letters to Clients on specific Client planning issues, draft and coordinate technical reports and research for presentations and reviews. ...
A Leading Asset Management Company are seeking a Paraplanner to join their team in Bristol. IWith its excellent reputation, this firm are one of the leading financial services firms providing services for both private and institutional clients; offering a suite of investment management, banking, financial planning and trust services in the UK and i...
We are currently working with one of the UKs leading Wealth Management and Employee Benefits specialists who are looking to bolster their technical support function by recruiting a manager to one of their regional paraplanning teams. Offering a genuinely consultative service and focusing on fee based financial planning, this forward thinking or...
The Tenet Group, the UK’s largest independently owned IFA group, is currently looking to strengthen the highly respected Research & Technical Team based in our Andover office. As a driving force in the financial services industry we offer our clients robust and professional support services and partnership in an ever changing market place....
Ref: 1147Paraplanner Surreyto £35,000 + Bonus BensSupporting the MD of this successful IFA / wealth management practice this role requires an individual with a broad technical knowledge and understanding, Certificate in Financial Planning and / or working towards Diploma qualifications and the ability to work on their own initiative within ...
Ref: 1140Paraplanner Hertfordshire£26,000 Bonus BensThis well established and successful IFA with a HNW client bank is seeking a paraplanner to strengthen their team. Responsibilities will include analysing client information, setting down recommendations using analytical and technical skills, development, design and implementation of proce...
Ref: 1137Paraplanner/Paraplanner Team LeaderHampshire£28-38,000Our clients are seeking a paraplanner to join their existing team. This role has become available due to an increase in business. The role will be supporting 3 advisers and working alongside 2 paraplanners, ideally the successful candidate will manage the paraplanning team, ther...