4 Paraplanner jobs

• Important: Please mention Financial Planning Jobs and job title / office when applying for this role •  We are seeking a Private Client Relationship Manager based in our Gibraltar office. This vacancy would suit someone looking to build on their career in Financial Services. The ideal candidate would have experience within this sector and have the drive and ambition required to work in a professional, fast-paced environment. This role is very demanding, the candidate would need to be comfortable taking on individual responsibility while working as part of the overall team. Experience Experience, understanding and knowledge in Financial Services, specifically to pensions and investments. Previous experience as a junior IFA, paraplanner or similar desirable including fully qualified IFA. Worked in a sales environment in a client facing role. Knowledge of funds and trading process desirable. Ideally some experience or knowledge of...

• Important: Please mention Financial Planning Jobs and reference number when applying for this role •  Job Title:  Paraplanner Industry:  Financial Services Location:  Taunton, Somerset Salary:  £25,000 – £30,000+ Reference Number:  14789 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join a Chartered Wealth Management Firm. This is an opportunity for someone with experience to secure a new position. The firm is going through a phase of growth and as a result of recent acquisitions and new advisers, they’re looking for an experienced paraplanner to from home. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry. Your duties will include but not be limited to: Report writing Fact-finding Client Service/ Review – first contact for clients with...

Ever thought about a career as a financial adviser or paraplanner? Perhaps you are already a paraplanner and want to take your career to the next level? Unividual are currently hiring individuals to join our in-house academy that trains aspiring finance professional in to Chartered Financial Planners. Established 20 years ago, Unividual is an award winning, family-run business that provides lifetime personal financial advice and business financial advice across the world. The business set up Unicademy over 10 years ago to cultivate the next generation of financial advisers and paraplanners. Our proven track-record has gained significant attention from the industry and trade press, last year we had over 1000 applications for the academy. We have spent the last five years growing our team and culture. There is now 20 of us in the Unividual family, divided across our Bath and London offices and this position is based in our Bath office. The Role Job Title:...

• Important: Please mention Financial Planning Jobs when applying for this role •  Key Purpose of the Role Responsibility for providing excellent paraplanning support to the Financial Planners. One of the unique parts of our role is that you will be actively encouraged to participate in client meetings and help to formulate financial plans and strategies and will not just be a report writer... Experience of process and workflow management would be beneficial. Duties & responsibilities include: Support the Financial Planners with research and analysis to meet client needs and objectives Prepare Financial Plans and Suitability Reports Prepare and collate documentation to support the recommendation and justify the provider and product recommended. Assist with client meetings, including taking notes and follow up any actions as required. Manage your own workflows and tasks. Follow compliance processes to manage risk...