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Date added: 8 May 2024

Paraplanner

London

Job DescriptionThe Opportunity: The Paraplanner under Fisher Investments Europe's UK New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team...

Date added: 2 May 2024

Paraplanner

London

Job DescriptionJob Title: Paraplanner \nLocation: City of London\nSalary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits.\nWork Arrangement: Hybrid working.\nAre you an experienced Paraplanner seeking an opportunity with a global organisation...

Date added: 8 May 2024

Paraplanner

Redhill

Position: Paraplanner Location: Redhill, Surrey/Hybrid Position (2 days per week working from home) Minimum Requirements: Minimum 2 years' experience as a Paraplanner, CII Level 4 qualified Salary/package: Up to £45,000 + Bonus + 24 days annual leave (increasing to 26) + Pension (5%/5%) + DIS +...

Date added: 6 May 2024

Paraplanner

Redhill

Paraplanner £30,000- £38,000 Paraplanning/ Report writing & IFA admin experience Home Based Level 4 Diploma qualified YOUR NEW COMPANY A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. The role will be to provide support to a friendly team of...

Date added: 25 Apr 2024

Paraplanner

Dartford

Paraplanner£40,000 - £50,000 + Progression + Training + Mon-Fri + Company Benefits DartfordAre you a newly qualified or part-qualified Paraplanner looking to join a tight knit Financial Services company known for looking after their staff, who will offer you support in acquiring further...

Date added: 4 May 2024

Paraplanner

Swanley

This hybrid-based Paraplanner job in Swanley is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to...

Date added: 25 Apr 2024

Paraplanner

London

ParaplannerLocation - RemoteSalary - £40,000 (DoE) + BenefitsHours - 8.30am - 5.30pm (Mon - Thurs) 8.30am - 4.30pm (Friday)We are an SJP Partner Practice looking to appoint an experienced SJP Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a...

Date added: 16 Apr 2024

Paraplanner

London

Job Title: Paraplanner Location: Holborn Salary: £35,000 - £43,000 per annum doe Job type: Full-time, Permanent St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products...

Date added: 26 Apr 2024

Paraplanner

London

This is an exciting opportunity for a Paraplanner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They are highly committed to offering high quality...

Date added: 26 Apr 2024

Paraplanner

London

This is an exciting opportunity for a Para-planner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They are highly committed to offering high quality...

Date added: 10 May 2024

Paraplanner

London

Company description:A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our...

Date added: Yesterday

Paraplanner

Whitechapel

Paraplanner - London - Exciting Opportunity in Financial Planning!  Overview: Join a vibrant and innovative financial planning business, providing a dynamic telephone-based service to clients nationwide. Our client firmly believe in offering a superior alternative to traditional financial...

Date added: 24 Apr 2024

Senior Paraplanner/Paraplanner

Beckenham

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...

Date added: 25 Apr 2024

Paraplanner / IFA

Orpington

Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and...

Date added: 23 Apr 2024

Senior Paraplanner

London

Location: City of London Salary: Up to £65,000 Hybrid working available: 2 days from home each week Details of the role: We are are seeking, on behalf of a highly regarded financial planning firm, a full time experienced Paraplanner to support a senior adviser and clients with goal based financial...

Date added: 25 Apr 2024

Paraplanner (Progression To Adviser)

London

Paraplanner (Progression to Adviser)£50,000-£60,000 + 14% Pension + Hybrid + Bonus + Company Benefits Canary Wharf, London Are you a Paraplanner with a Level 4 in Financial Planning / Advice looking for a varied and autonomous role, within a reputable global business who offer a range of competitive...

Date added: 20 Apr 2024

Paraplanner Team Leader

Swanley

This is for you if you are a level 4 qualified paraplanner and ideally who has management experience. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further...

Date added: 13 May 2024

Paraplanner/Client Manager

London

Are you a skilled Paraplanner looking for a challenging and expansive role with the opportunity to progress towards an advisory role? Have you achieved Diploma status and keen to develop further? If you feel restricted within your current role and want to advance your career, apply today. Due to...

Date added: 23 Apr 2024

Senior IFA Administrator

London

Senior IFA Administrator Based: Holborn, London Salary: £38,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial...

Date added: 23 Apr 2024

Senior IFA Administrator

London

Senior IFA Administrator Based: Holborn, London Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial...

Date added: 7 May 2024

FS/IFA Administrator - Base To £34000 (IFA Co)

Sevenoaks

Our client is a successful and established IFA firm based throughout Sussex and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an...

Date added: Yesterday

HNW Mortgage Administrator, London

London

Do you have 3+ years' experience as a mortgage administrator or paraplanner? Would you like to work alongside some of the best brokers in the mortgage industry?My client is a prestigious brand who are based in the City of London. They have experienced a lot of growth over the past 12 months due to...

Date added: 26 Apr 2024

Financial Planning Administrator

London

This Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial Adviser You will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months. The plan is for you...

Date added: 26 Apr 2024

Trainee Financial Planner

London

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate...

Date added: 30 Apr 2024

Practice Manager

London

Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and...

Date added: 26 Apr 2024

Associate Consultant

London

We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector. Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate...

Date added: 2 May 2024

Adviser Support Administrator

London

An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported - the...

Date added: 2 May 2024

Technical IFA Administrator

Farringdon

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start...