Paraplanner (Db Pensions) - Bath, Somerset, United Kingdom - Capio Recruitment

Paraplanner

3 weeks ago

We are working with one of the UK's leading financial planning firms who due to a recent promotion are now looking to hire into their Paraplanning team. · This opportunity would suit someone who holds the level 4 diploma, has worked previously within a paraplanning role and someo ...

Paraplanner

2 weeks ago

We are delighted to be working with our well-established Client based in the Southwest area. · This is a fantastic opportunity for a **Technical Paraplanner** to be welcomed into the team. · This is a full time, **hybrid working role within the financial services.** · **Duties In ...

Paraplanner

5 days ago

Our client is a boutique Wealth Management business based in Trowbridge. As a modern-day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office. The firmhas been growing continu ...

Paraplanner

2 weeks ago

Paraplanner, Bristol, £30,000 - £50,000 dependent on your experience and level of Financial Serives examinations. A strong element of home working · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an exce ...

Paraplanner

2 weeks ago

**Role: Paraplanner** · **Location: Bristol** · **Salary: Up to £45,000** · **Ref: 7286** · Recruit UK is working with one of the UK's top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Bristol. · Drawing on an impressive history, along ...

Paraplanner

2 weeks ago

Paraplanner based in Bristol · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Level 4 quali ...

Paraplanner

2 weeks ago

This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team · You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. ...

Paraplanner

1 week ago

**Job Title**:Paraplanner · **Industry**:Financial Services · **Location**:Bristol · **Salary**: up to £45,000 · **Reference Number**:7354 · Are you an experienced financial planning professional? · Do you write reports, research, and aid clients within your role? · If you're cur ...

Paraplanner

1 week ago

An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...

Trainee Paraplanner or Paraplanner

1 week ago

We are currently supporting an independently owned Wealth Management firm who are on the lookout for Trainee Paraplanner to join the support team. · This role is ideal if you have started studying towards your Level 4 Diploma and are looking for the opportunity to learn and deve ...

Paraplanner

2 weeks ago

We are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years. · This opportunity would suit someone who has been working within a paraplanning capacity and holds their level 4 dipl ...

Paraplanner

3 days ago

The opportunity for an experienced Paraplanner to join a fantastic boutique IFA practice in Bristol City Centre who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: · - Technical support to our Adviser Team · - Resear ...

Paraplanner

1 week ago

**Job Title**: Paraplanner · **Location**: Bristol · **Salary**: Up to £35k · **Reference**:3548 · Recruit UK are currently recruiting a Paraplanner to join one of Bristol's leading Wealth Management firms. They have been offering expert financial advice for over 30 years to a wi ...

Paraplanner

6 days ago

Reed have been engaged to support a financial planning firm who are based in Sherborne. The Company pride themselves on building strong and lasting client partnerships and developing innovative solutions. They work primarily with high-net-worth individualsand business owners, at/ ...

Senior Paraplanner

5 days ago

Our client, a very successful IFA practice with offices in Trowbridge now requires a Chartered Paraplanner to join their team. The focus of this role is to support consultants that provide financial planning advice to HNW & UHNW clients across the UK andact as a point of contact ...

Paraplanner

1 week ago

Job Title: Paraplanner · Salary: £ 34,000 - £ 45,000 · Location: Bath · A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Privat ...

Paraplanner

3 weeks ago

An opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...

Paraplanner

2 weeks ago

Are you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team? An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplann ...

Technical Paraplanner

4 days ago

Thrive Group are delighted to be actively recruiting for our client, an expert in providing financial planning advice. They urgently seek a **Technical Paraplanner** to join the team on a permanent basis. · **What you will be doing**: · - Supporting the Consultants ahead of clien ...

Paraplanner

1 week ago

We are currently working with a leading National Wealth Manager in Bristol 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 ...