Job DescriptionThe Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners,...

Our client is a chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objectives, professional service, and community...

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Senior Paraplanner will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the...

We are recruiting for a highly regarded IFA practice who are looking to grow their team. They have a vacancy for a replacement Paraplanner. This is an excellent opportunity for a career Paraplanner or someone keen to develop into a Financial Planner over the next few years. They fully support and...

The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the...

plus career opportunity and 2 days in the office This is an incredibly exciting opportunity as a Paraplanner being part of a structured team of a multi-award-winning business. Based in their Weybridge offices, you will gain exposure to HNW technical cases working with Advisers providing expert...

Paraplanner - Route to becoming Financial AdvisorOption for Hybrid Working My client is a well-established Independent Financial Advice firm with offices based in Ascot. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients...

This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals. Our client is a professional Financial Advice firm with...

My client is a well-established Independent Financial Advice firm with offices based in Epsom. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region. They also offer Wills...

My client is a well-established and highly successful IFA with an outstanding reputation in the Wealth Management industry. They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qualified, experienced paraplanner to join their dynamic team. You will...

5 x Financial Planning Administrator/Trainee Paraplanner - £30k - £35k salary + Bonus (10%)Route to being a Paraplanner in the futureOffice in Weybridge (Surrey)25 Days Annual Leave plus offices closed over ChristmasBenefits: Full Study Support & Private Medical CoverYour birthday off work and...

Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region. They also offer advice...

My client is a Chartered Independent Financial advice firm based in Weybridge. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a...

5 x Financial Planning Administrator - £30k - £35k salary + Bonus (10%)Route to being a Paraplanner in the future Office in Weybridge (Surrey)25 Days Annual Leave plus offices closed over ChristmasBenefits: Full Study Support & Private Medical Cover Your birthday off work and days off work...

Working for our fantastic client in their Dorking office, this role is focused on providing support to the Financial Adviser whilst developing your career through studying to achieve The Award in Financial Services (administration modules) or Financial Planning Certificate. * Up to £26,000 *...

Job Title: IFA Administrator, London/WFHSalary: £27,000 - £32,000Office/WFH: 3 days office + 2 days WFH after trainingRequirements: Our client is looking for administration experience ideally from within an IFA business, but has also previously hired people with backgrounds in life/protection...