'Paraplanning' Jobs

229 Opportunities
Advanced Filters
Sort By: Relevancy Date
£50K+ ANNUM

BN25  up to £50,000 per annum 1 day ago

... highly professional Wealth Management Firm who is now seeking a Paraplanning Manager to join their team. Our client offers extremely competitive ... each employee progresses so too will their salary. The Successful Paraplanning Manager will be responsible for managing all Paraplanners across the business ...

More Details

L3  L1  L17  L2  L6  L67  L68  L69  L70  L71  L72  L73  L74  L75  unspecified competitive 3 days ago

... for a highly motivated professional, to support and manage their Paraplanning Team, as well as taking care of the day to day ... : Monitor and maintain company’s quality objectives. Lead and develop the Paraplanning Team. Monitor and manage individual performance and development. Working closely with ...

More Details
£23K+ ANNUM

RH19  Accountancy £23000 - £26000/annum 3 days ago

... area. The role requires a professional and proactive Financial Services Paraplanning Assistant / IFA Support Administrator to provide support to a ... solutions - Prepare and progress client files and work with existing Paraplanning resources - Write suitability letters and reports clearly and concisely ...

More Details
£27K+ ANNUM

BN13  £22-27k 3 days ago

... area.  The role requires a professional and proactive Financial Services Paraplanning Assistant / IFA Support Administrator to provide support to a successful ... solutions Prepare and progress client files and work with existing Paraplanning resources To have good knowledge of the financial services ...

More Details
£60K+ ANNUM

EC2V  EC1A  EC1N  EC1Y  EC2M  EC3A  EC4N  WC1V  £60,000 to £70,000 3 days ago

Working for this established UK regional Investment and Wealth Manager , you will be supporting,producing and managing the flow of reports for the Wealth Advisers You should have Chartered Dip PFS or DipPFS and you must be able to demonstrate 5 years + experience a s a Paraplanner in another ...

More Details

L3  L1  L17  L2  L6  L67  L68  L69  L70  L71  L72  L73  L74  L75  unspecified competitive 3 days ago

... highly motivated, professional Paraplanners. They deal with all aspects of paraplanning (new money, replacement cases, including pension transfers), both personal ... We are looking for someone who has extenseive experience in a Paraplanning role. The successful candidate should as a minimum be Diploma ...

More Details
£30K+ ANNUM

CO1  Accountancy £30000 - £50000/annum 21 hours ago

... meet client needs • Present analysis/research to Snr/Head of Paraplanning/Financial Planners • Assist financial planners during client meetings, including taking ... review priorities About you You will hold a certificate in Paraplanning or Diploma in Finance, with comprehensive knowledge of Protection, ...

More Details
£30K+ ANNUM

GU1  Accountancy £30000 - £42000/annum 3 days ago

... excellent career progression path to a supervisory role within the paraplanning team.   CANDIDATE WILL NEED THE FOLLOWING QUALIFICATIONS: - Level ... You must also be willing to pass new exams such as J09 (Paraplanning), J10 (Discretionary Investment Management), J02 (Trusts), AF03 (Advanced Pension ...

More Details
£30K+ ANNUM

GU1  £30000 - £42000 per annum 3 days ago

... excellent career progression path to a supervisory role within the paraplanning team. CANDIDATE WILL NEED THE FOLLOWING QUALIFICATIONS: Level 4 ... You must also be willing to pass new exams such as J09 (Paraplanning), J10 (Discretionary Investment Management), J02 (Trusts), AF03 (Advanced Pension ...

More Details
£60K+ ANNUM

EC2V  EC1A  EC1N  EC1Y  EC2M  EC3A  EC4N  WC1V  Accountancy £60000/annum 2 days ago

... to recruit an experienced and highly competent individual to join their paraplanning team. You will be required to conduct research complex calculations and ... is essential that you have over 3 years’ experience in a paraplanning or technical role within an IFA profession. Experience of third party ...

More Details
Your browser does not support Cookies or JavaScript or this option is turned off in your browser settings.

How to enable Cookies and JavaScript

Your browser is out of date!

Update your browser to view this website correctly. Update my browser now

×