Paraplanner Manager
Our client are the Wealth Manegement arm of a well established banking group that currently seek to recruit a Senior Paraplanner to join their well established team within a Paraplanner & Team Manager capacity. Based from their offices in London (West End), yo…
Senior Paraplanner
TECHNICAL PARAPLANNER (HOME-BASED)COMPETITIVE SALARY ON OFFER, FULLY REMOTE ROLE, SUPPORTIVE AND GROWING FIRMWe are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role i…
Paraplanner
Remote ParaplannerSalary up to £55,000 depending on experience.There has never been a greater need for financial advice. Real people need our help to navigate the complexities of the financial world, to develop plans that enable them to achieve their goals fo…
Paraplanner
KeyResponsibilitiesLiaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessmentsReviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialpositionInvestigateclientqueriesthoroughlyandprovide…
Paraplanner
Paraplanner - AFH CookhamAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.We believe that our success starts with our people. If you are determined to succeed and eager to take on new chall…
Paraplanner
KeyResponsibilities Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition Investigateclientqueriesthoroughlyandprov…