paraplanner - darlington Jobs - 713

GBWM - BR31AG

Employment Type : Full-Time

We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management. Location: Beckenham (South East London) - Office based position Paraplanner Ideally qualified to Level 4 Diploma in Financial Planning 4 years' experience. Essential skills required: The ability to produce comprehensive, accurate and clear S...

Recruitment Solutions (Folkestone) Limited - WA141RR

Employment Type : Full-Time

A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it’s friendly and vibrant team. Paraplanner Job Purpose The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers. The team is made up of paraplanners and administrators: Paraplanners are referred to as Technical Support Analyst...


Recruitment Solutions (Folkestone) Limited - M31DQ

Employment Type : Full-Time

A prestigious independent chartered financial planner currently requires an experienced Paraplanner. With a reputation for excellence and a commitment to delivering exceptional client service, this role offers a rewarding career path within a dynamic and thriving environment. This opportunity lies within their Financial Planning Division, catering to discerning clients with complex financial needs. Paraplanner Role Overview: As a Paraplanner, yo...

Vision-FS Recruitment - Horsham

Employment Type : Full-Time

Position : Paraplanner Location : Home based Minimum Requirements : Minimum 2 years' Paraplanning experience within an IFA environment; Level 4 qualification (CII Diploma in Regulated Financial Planning); Intelligent Office experience Salary/package : Up to 38,000 (depending on experience) bonus 25 days' annual leave healthcare pension (5%, 5%) study support DIS various other benefits YOUR NEW COMPANY Our client is a successful, award-winning UK...

Cathedral Appointments Ltd - TA12UH

Employment Type : Full-Time

Salary up to 45k DOE | Hybrid | Taunton Are you a meticulous planner with a passion for finance? Dive into a rewarding career as a Paraplanner! Our client, one of the South West’s leading Accountancy firms dedicated to empowering their clients to achieve their financial goals has an exciting opportunity for a Paraplanner to join their team. This is a full-time permanent position with flexible and hybrid working. Paraplanner responsibilities incl...

Recruit UK - Bromsgrove

Employment Type : Full-Time

Job Title: Paraplanner Industry: Financial Planning Location: Bromsgrove - Predominantly remote Salary: 30,000 - 40,000 Job Reference: 9000 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services...

Cathedral Appointments Ltd - PL305HS

Employment Type : Full-Time

Salary 35k to 40k DOE | Hybrid | Flexible Hours - Full or Part time Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care. They have an exciting opportunity for an experienced Paraplanner to join their team on either a full time or part time basis. Hybrid working offered with the need to access Cornwall on an ad hoc ba...

Heat Recruitment - UB81AL

Employment Type : Full-Time

A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team. The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. This role would suit someone looking to work within a smaller firm, allowing more involvement with the Advice process. You will be responsible f...

Ortus PSR - BN11NH

Employment Type : Full-Time

Are you an experienced p[professional in the Wealth Management profession looking for a new challenge? Are you passionate about delivering exceptional customer service and building strong relationships with clients? A boutique IFA firm is seeking a highly motivated and skilled Paraplanner to work alongside their Advisers and Support Manager. The Salary Range for a Paraplanner at this IFA firm at this level is 32,000 - 40,000 and hybrid work...

Bond Recruitment Ltd - Cambridge

Employment Type : Full-Time

Paraplanner My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner to join our dynamic team. The successful candidate will play a crucial role in supporting our financial planners in the delivery of exceptional client service. Key Responsibilities - Assisting financial advisors in the research and analysis of financial plans. - Preparing and maintaining client files ...