-
Paraplanner
1 day ago
mbf. Maidenhead, United KingdomA highly profitable and fully independent IFA Practice based near Maidenhead currently has a requirement for an experienced Paraplanner to join their long established, friendly team. · You will be working on a 1-2-1 basis with a Certified Senior Financial Planner and will be resp ...
-
Paraplanner
3 days ago
Ortus PSR Bracknell, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic independent financial advisory company whose services provides bespoke financial lifestyle planning designed to help their clients enjoy life to the full · The Paraplanners role is to provide support which involve ...
-
Paraplanner
1 week ago
GCB Recruitment Reading, United Kingdom**For the successful Paraplanner, our clients are offering the following**: · - £30,000 - £45,000 (depending on experience) · - Annual Bonus · - Study support for qualifications · - Increased Pension Contribution · - 25 days holiday + bank holidays · **The Paraplanner duties will ...
-
Paraplanner
1 week ago
Independent Resourcing Consultancy Stokenchurch, United KingdomOur client is a very well established and successful firm of Independent Financial Advisers based in Stokenchurch, Buckinghamshire. They are currently recruiting a number for Paraplanners to join the Paraplanning Team. · The position will be suitable to someone who has a minimum ...
-
Paraplanner
1 week ago
GCB Recruitment Uxbridge, United Kingdom**For the successful Paraplanner, our clients are offering the following**: · - £28,000 - £40,000 (depending on experience & bonus included) · - Uncapped Bonus Scheme · - Study support for qualifications · - Opportunity to develop yourself within the company. · - Hybrid working, ...
-
Paraplanner
3 days ago
Ortus PSR South East England, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: · - Technical support to our Adviser Team · - Research the most suitable ...
-
Paraplanner
2 days ago
Ortus PSR Chesham, United KingdomWe are looking for a motivated and friendly Paraplanner to join a high-growth team at a national IFA firm. You will work closely with the Financial Planners to provide technical support and excellent standards of client service. As a Paraplanner, you willconduct detailed research ...
-
Paraplanner
3 days ago
Premier Jobs UK Limited Farnborough, United Kingdom Full timeThis Paraplanner job is available within an award winning firm that truly cares about their team. · You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: · Reviewing factfinds and meeting ...
-
Paraplanner
1 week ago
Finlink Ltd Harpenden, United KingdomAn excellent opportunity to join a directly authorised independent financial advisory firm as a Paraplanner. · The company are looking for a trustworthy and confident individual who is looking to progress their career by joining their expanding team as a Paraplanner. Ultimately t ...
-
Paraplanner
1 week ago
Ortus PSR Reading, United KingdomAre you current Paraplanning but feel like your current employer does not value your input? We are working with an IFA firm that is looking for a experience professional who is able to produce multi multi-pension reviews, investment suitability and reviewreports. · A leading IFA ...
-
Paraplanner
1 week ago
Ortus PSR London, United Kingdom**Paraplanner** · **Location: Crystal Palace** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibili ...
-
Paraplanner
6 days ago
Pavilion Recruitment Solutions Reading, United Kingdom**Overview** · To work alongside Financial Planners taking responsibility for the preparation and maintenance of client files, the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts) and the ongoing reviews of client affairs.To Kee ...
-
Paraplanner
2 days ago
PB Recruitment Consultants Ltd London, United Kingdom**A superb, exciting career opportunity is available, with one of the very best financial planning and wealth management firms, who currently requires an experienced Paraplanner to join its highly successful, friendly, and vibrant team** · **The office is based in the heart of th ...
-
Paraplanner
6 days ago
CAPIO RECRUITMENT LIMITED Guildford, United Kingdom**Job Title: Paraplanner** · **Salary: £35,000 - £45,000** · **Location:Guildford** · A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team wi ...
-
Paraplanner
3 days ago
Recruit UK Chesham, United Kingdom**_Are you a paraplanner looking for your next opportunity?_** · **_Do you have experience with report writing, exceptional organisational skills & are a skilled communicator?_** · We are currently looking for an Paraplanner to join our client in Chesham. · Our client is a nation ...
-
Paraplanner
3 days ago
Recruit UK London, United Kingdom**Title**: Paraplanner · **Location**: London · **Reference**: 7362 · **The company**: · We're working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. · his client spends time learning about their clients' unique n ...
-
Paraplanner
3 days ago
CAPIO RECRUITMENT LIMITED Luton, United Kingdom**Job Title: Paraplanner** · **Location: Luton** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in Luton who are searching to add an additional member to the Paraplanning department helpi ...
-
Paraplanner
1 week ago
Search Consultancy London, United KingdomParaplanner · London · Competitive salary + market leading benefits package, bonus, flexible working · Award winning Financial Planning organisation in London are hiring offering a mix of office and home working. · Experience in a Financial Services environment is essential and i ...
-
Paraplanner
6 days ago
Cranleigh Personnel London, United Kingdom**Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £40,000- £50,000 + Bonus** · **Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?** · Are you looking to work 1-1 with an Adviser so you ...
-
Paraplanner
4 days ago
Financial Divisions Maidenhead, Berkshire, United KingdomChartered Paraplanner – with pathway to directorshipHybrid Working – Based in Maidenhead, BerkshireUp to £65k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of ...
Paraplanner - Maidenhead, United Kingdom - Financial Divisions
Description
Chartered Paraplanner – with pathway to directorship
Hybrid Working – Based in Maidenhead, Berkshire
Up to £65k basic salary + revenue related salary increases
My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Southeast of England. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.
They have a 30 year history in financial planning and have an established book of clients that continues to grow organically. This practice requires an experienced Paraplanner (Ideally with Chartered Status) who is client facing, and willing to nurture and develop relationships with existing clients overseeing their complete wealth management requirements alongside an IFA. You will ensure that their wealth management needs are met, and that they continue to use and recommend this company's services.
This position is suitable to Paraplanners who are interested in the service and technical side of the job, and will appeal to those that prefer the offering of complete, holistic wealth management advice and truly working with the client's best interests in mind.
You will be working alongside a long established Advisor who has built up his client portfolio over the last 20 years, and you will be supported by a keen and ambitious team of administrators who will be keen to learn from you. The role will lend itself to a career minded Paraplanner who not only the ability to nurture strong and ongoing relationships with their clients, but one that is also willing to share their knowledge and experience with the junior members of the team.
The role requires and offers the following:
• 2-3 years experience of working as a Paraplanner in an IFA or Wealth Management Practice
• Based within commuting distance of Maidenhead – 1-2 days home working
• You must hold your Level 4 Diploma in Financial Planning
• Preferably working towards or holding your chartered status
• Knowledge of Full market independent financial advice offerings
If you are working within a Private Client Wealth Management role, providing holistic paraplanning support to financial advisors then my client would like to talk to you. If this role sounds of interest, please contact Ryan at Financial Divisions via email