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Paraplanner
2 weeks ago
Artemis Recruitment Consultants Ltd Horsham, United Kingdom**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 ...
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Paraplanner
2 weeks ago
Vision-FS Recruitment Horsham, United KingdomPosition: 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 ...
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Paraplanner
2 weeks ago
Heat Recruitment Horsham, United Kingdom Full timeDuring 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 ...
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Paraplanner
2 weeks ago
Ortus PSR Horsham, United Kingdom permanentElevate 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 ...
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Paraplanner
1 week ago
Ortus PSR Horsham, United Kingdom permanentWe are looking for a Paraplanner to Support the principal Adviser at a regional IFA in Horsham. The current Paraplanner has ben promoted to a Learning and Development position within the business so they need someone to take on their Paraplanning responsibilities · We're excited ...
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Senior Paraplanner
6 days ago
Professional Placement Ltd Horsham, United Kingdom permanentWe are seeking a skilled Paraplanner to join our dynamic financial planning team. The successful candidate will play a crucial role in supporting our financial advisors by providing comprehensive administrative and technical support. · This role is 3 days office based and 2 days ...
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Paraplanner - Horsham
2 weeks ago
Blakemore Recruitment Horsham, United Kingdom permanentWe are currently recruiting for a Financial Planning practice based in Horsham who are looking to recruit an experienced Paraplanner to join their team. · Hours - 9am - 5pmLocation: Horsham OfficeHoliday: 23 days plus bank holidays increasing each year until 25 daysSalary - £45,0 ...
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IFA Paraplanner
3 weeks ago
Astral Recruitment Horsham, West Sussex, United Kingdom £40,000 - £46,000Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Horsham · We need a fully qualified experienced Paraplanner who has ideally worked with a senior adviser · Please note this is an office based ...
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Paraplanner
2 weeks ago
Recruitment Connection Ltd Epsom, United Kingdom**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 ...
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Paraplanner - Wealth Management Ifa, Financial
3 weeks ago
Astral Recruitment Horsham, United KingdomOur client is a successful Paraplanner in Horsham Sussex and they are looking for a local qualified and experienced Paraplanner to join the team · The client is very successful and always offers very competitive salaries · We believe the client will pay up to £50000 for an experi ...
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Paraplanner
4 weeks ago
Artemis Recruitment Consultants Ltd Dorking, United KingdomOur client is looking for a Paraplanner to join their team based in Dorking. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that willenable them to make an ed ...
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Paraplanner
2 weeks ago
Nelson Scott LLP Guildford, United Kingdom**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 ...
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Paraplanner
2 weeks ago
Blakemore Recruitment Godalming, United KingdomWe 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 ...
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Paraplanner
3 weeks ago
Reset Recruitment Ltd Worthing, United Kingdom**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 ...
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Paraplanner
2 weeks ago
MCS Group Guildford, United KingdomMCS 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 ...
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Paraplanner
3 weeks ago
Optima Recruitment Weybridge, United KingdomOur 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 ...
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Paraplanner
3 weeks ago
Synchronicity Group Brighton, United KingdomWe 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 ...
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Paraplanner
2 weeks ago
DMD Recruitment LTD Surrey, United KingdomOur client is the wealth management division of a large corporate financial services business They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business. · Following a recent successful expansion pr ...
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Paraplanner
3 weeks ago
DMD Recruitment LTD Croydon, United KingdomOur client is the wealth management division of a large corporate financial services business They focus on providing holistic independent financial advice to HNW private individuals who are typically referred from within the business. · Following a recent restructure, they are n ...
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Paraplanner - - - Working for
3 weeks ago
Financial Divisions Dorking, United Kingdom**Paraplanner - £40k - £45k - Working for 2 Advisers within boutique whole of market advice firm - Dorking (Surrey)** · Are you a Paraplanner with an extensive background in private client wealth management supporting Chartered Advisers on clients' financial affairs? Do you relis ...
Paraplanner - Horsham - Blakemore Recruitment
Description
Blakemore Recruitment is working with an IFA to recruit an experienced paraplanner to work with their successful advice team in Horsham.
This is a forward-thinking company that looks after their employees and supports them in their career development by providing study support.
They have an excellent reputation in the industry and deal with both private and corporate clients.As a paraplanner you will be responsible for preparing reports and recommendations, working with the adviser and occasionally attending client meetings, updating client files and preparing any correspondence.
Strong market awareness is essential as are excellent communication skills as you will be the first point of contact for any client queries.
Suitable applicants will currently be working within an IFA as a paraplanner, be level 4 qualified or working towards this with the aim to achieve chartered status.