4 Paraplanner jobs

• Please mention Financial Planning Jobs when applying for this role •  The Role:  We are recruiting an Experienced Paraplanner to join the team at Eldon Financial Planning, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5).  Reporting to board level you will take responsibility for providing excellent paraplanning support to our clients sometimes on a face-to-face basis.  You will be highly technical with great attention to detail and a focus on getting the task completed right first time. You are likely to have 5 or more years’ experience in a similar role including technical administration and be qualified to at least DipPFS with a desire to become a Chartered Financial Planner. Experience of process review and management is important as is workflow monitoring as a bridge between the administration and advisory teams. Most importantly we see this as permanent paraplanner role.   The...

• Please mention Financial Planning Jobs when applying for this role •  We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised and “smart working” individual. Working as part of a small, highly qualified and extremely busy team, the successful candidate will be responsible for providing exceptional and comprehensive support to the Technical Specialist and Financial Planner. You must be capable of independent thinking and be willing to bring ideas to the business. Being a team player is a given. As a small team, we work hard together, support each other and have fun together. Sharing our values for the best possible standards and service are key. The Role The role is to provide administrative and technical support to the Technical Specialist and the Financial Planner. Preparation of paperwork for client meetings Assisting with...

• Please mention Financial Planning Jobs when applying for this role •  Job Title: Paraplanner Industry: Financial Services Location: Bridgend, Wales Salary: £30,000 – £50,000 (depending on experience) Reference Number: 14767 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Bridgend to join a Wealth Management firm. Our client is a well-renowned Accountancy firm in South Wales, who work closely with their clients to provide them with the best accountancy and wealth management advice. They mainly work with High Net Worth clients who often come with more complex needs. This means they are now looking for a Paraplanner to support their advice team. This is no ordinary Paraplanning role as they are looking for someone with a strong knowledge of Finance and have experience in writing bespoke, freehand suitability reports. A background or understanding of UK Tax would...

• Please mention Financial Planning Jobs when applying for this role •  Job Title: Paraplanner Industry: Financial Advice Location: St Albans Salary: Up to £45,000 Reference Number: 14753 Job Description: Recruit UK are working on an excellent opportunity for an experienced Paraplanner in St Albans to join a Chartered financial planning firm. The company provide independent, holistic advice and are passionate about their long-standing client relationships and delivery of high calibre service. Due to company growth, they are seeking an experienced Paraplanner to provide 1:1 support to a Chartered Adviser. It is essential that you can hit the ground running with minimal supervision; someone who holds themselves to high professional standards and can work comfortably in a fast-paced office. In return, the company offers a supportive team environment, funding for professional exams and a competitive package....