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Ref: 10081 Senior Paraplanner City £Neg + Bens + generous Bonus This established private client investment manager and wealth manager is seeking a senior paraplanner to strengthen their financial planning team. Working closely with the advisers the role is a technical paraplanning role involving researching, report writing and attending client meetings. Dependent on the level of experience the role will...
Our client is a well established and successful Wealth Management practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their... environment as a Paraplanner and ideally have strong IT skills. In return our client is looking to offer a competitive basic salary of circa £35k as well as an excellent...
Our Client is a thriving Chartered Accountancy and IFA firm located on the Wirral in merseyside. An opportunity has arisen for an experienced Paraplanner to work alongside... fee based financial planning Fully FPC qualified... dealing with the planning aspects of HNW and UHNW clients Main Duties will include: 1. Conducting research and compiling suitability letters on a full range of...
Our client is a well established and successful Wealth Management / Chartered IFA practice. Due to continued expansion our client is looking to recruit an... and highly technical Paraplanner to join their... environment as a Paraplanner and ideally have strong IT skills. In return our client is looking to offer a competitive basic salary of circa £40k as well as...
An exciting role has become available within this market-leading, RDR compliant Wealth Manager for an experienced Paraplanner seeking a new challenge within an investment oriented environment. The ideal candidate must have current Paraplanning experience ideally within an IFA environment and be fully or part-Diploma qualified. An excellent basic and generous bonus structure is on offer for the right candidate. Contact...
Product Specialist (Care) Purpose of the role: We offer a range of retirement products focussed on those in ill-health The Product Specialist will help ensure... PowerPoint presentations * Paraplanner experience would be highly beneficial