Paraplanner - West Sussex, United Kingdom - Synchronicity Group

Paraplanner

3 weeks ago

**Responsibilities** · - Work side-by-side our two financial planners and client service team · - Draft and finalise letters, suitability reports and financial plans. These must be written in a clear, jargon-free way, and be highly individualised. · - Undertake appropriate resear ...

Paraplanner

2 weeks ago

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful paraplanning team in assisting the Financial Planners of the business.You will be working in a strong team-focused environment where you can develop your career within ...

Paraplanner

3 weeks ago

Position: Paraplanner · Location: Horsham, West Sussex (up to 2 days per week working from home) · Minimum Requirements: Level 4 qualification (experienced Paraplanner candidates) OR willingness to study for the Level 4 qualification (trainee Paraplanner candidates) · Salary/pack ...

Paraplanner

2 weeks ago

**Paraplanner** · **Epsom - Hybrid** · **Salary £35000 to £40,000 depending upon experience and qualifications** · My client is a leading firm of Chartered Independent Financial Advisers who are looking for a paraplanner with 1 years plus experience to join an existing team and c ...

Paraplanner

3 weeks ago

mbf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. · This will be based from the businesses London office and will offer hybrid working with up to 3 day ...

Paraplanner

2 weeks ago

Elevate Your Career: Paraplanner Role in Brighton & Hove – Hybrid Work & Exceptional Growth Opportunities · Are you ready to join a team where your expertise is valued and your career growth is a priority? · We are delighted to announce an opening for a dedicated Paraplanner in ...

Paraplanner

2 weeks ago

_**Job title: Paraplanner**_ · - **Location: London, hybrid working available**_ · - **Salary: £40,000 - £45,000, dependant on experience and skills.** _ · **About the firm** · - winning Financial Planning team. · The company have over 200 offices in over 140 countries, providing ...

Paraplanner

4 weeks ago

**Paraplanner** · Salary Range: £45K-£60K dependent on skills and experience · home based -must live within a commutable distance to London · Full time · Our client, Oak Private Wealth have an exciting opportunity to join an existing team of three within an independent whole of m ...

Paraplanner

3 weeks ago

Our client is a wealth management firm based in central London; they are looking for a Paraplanner to support 2 Finacial Planners. You will be a minimum of level qualified with at least 3 years practical current paraplanning experience. · Our client is a strong believer in client ...

Paraplanner

3 weeks ago

**IFA Paraplanner** · **Salary: £28k - £40k DOE + Great company benefits** · **Location: Worthing - This is an office-based position** · **Hours: Mon · - Fri 9am-5pm** · Do you want to work for a well-established and professional IFA that offers a supportive and varied role with ...

Paraplanner

4 weeks ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a personal wealth team. As a relatively new team in London they are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. · As a growing busines ...

Paraplanner

2 weeks ago

We are recruiting for this award winning financial planning practice who require a paraplanner to join the team. The key tasks and responsibilities will be: · - Completion of suitability reports in a timely fashion and meeting any targets agreed with the director. · - To analyse ...

Paraplanner

3 weeks ago

Our client is an independently owned financial planning practice situated in the heart of the city of London. They are known for providing quality independent financial advice services to individuals firms and trusts · Following a recent successful expansion, they are now looking ...

Paraplanner

2 weeks ago

**Job Title: Paraplanner** · **Hours**:Full-time · **Working Type**:Hybrid - Office and home working · **Pension**: 4% contributory employer pension contribution · **Holiday**: 23 days holiday (3 days for Christmas close) increasing by a total of 5 days over the first 5 years of ...

Paraplanner

3 weeks ago

Taylor James are partnered with one of London's most exclusive firms of financial planners to appoint a qualified paraplanner to join the team on a permanent basis. · Our client offers true holistic financial planning to HNW clientele, delivered by a highly impressive team of pro ...

Paraplanner

2 weeks ago

My client is looking for an experienced Paraplanner to join their financial planning team. · **Role**: · - Responsible for the day-to-day paraplanning analysis and problem solving activities of the business, including the provision of suitability reports and client portfolio revi ...

Paraplanner

2 weeks ago

MCS Group are delighted to be working with the UK's leading integrated wealth management and professional services group looking for a paraplanner to join their team in Guildford. · **The Company** · Our client is the UK's leading integrated wealth management and professional ser ...

Paraplanner

3 weeks ago

Our client, a small, successful, prestigious and growing IFA practice with a great reputation for giving a first-class service to its client is looking for a Paraplanner to join their team. · You will use your technical knowledge and expertise to analyse client needs, write recom ...

Paraplanner

1 week ago

Paraplanner / IFA Administrator – Route to Adviser OR Senior Technical Specialist · Redhill, Surrey · £40-£45k plus bonus and benefits package + hybrid working · The Opportunity: · Our client is an established, reputable and continuously growing Independent private client wealth ...

Paraplanner

4 weeks ago

We are currently working with a leading National Wealth Manager in Brighton who through demand are looking to expand their paraplanning team. · They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent ...