3 senior paraplanner jobs found in Bath

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of...

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...

Job Title: Paraplanner for a keading Bath IFA firm Package - £35-50,000 basic depends on experience and qualifications plus quaretly bonus and benefits. 3 days in office 2 days at home Introduction Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? We're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. What You'll Be Doing As a Paraplanner, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate...