29 junior paraplanner jobs found

Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? The option to progress on to Paraplanning is available. Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team. The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills. Duties for this role will include: To provide proactive administrative support to the adviser team to ensure an efficient and smooth service Data gathering and preparation of fact finding documents for financial planning meetings Ensuring client records and Fact Finds are kept updated on our back office system Provider platforms - logging on to...

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

NEW opportunity Our client is a successful established IFA firm in West Sussex and they are currently in need of 2 more remote paraplanners due to the success of the business We are looking for an experienced Level 4 Diploma qualified Paraplanner for this role with ideally knowledge of Intelligent Office Salary looking at £33k plus benefits There will be residential training for the 1st week then remote Summary Home working Week One of role to be at Horsham Head Office (travel and accommodation expenses paid and meals subsidised) then expectation of once a quarter at Head Office for pertinent meetings and to engage with wider team. Manager has specifically expressed need for relevant platform and system knowledge / experience. ie certain backgrounds will not offer the broadness of knowledge - as the company may work purely off their own in-house platform so from an IFA firm is requierd For more details call Jason at Astral

My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someone new that they can further develop and help achieve your career ambitions and aspirations. You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills. My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner. My client offers a structured career path for their employees, and you are encouraged to study your RO qualifications to become diploma qualified. As a experienced IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain insight into Private Banking, where my client deals with UHNW clients and be able to further...

Mbf are working with a national financial planning organisation to recruit an additional Paraplanner. Our client are true market leaders, they have won multiple industry awards and have an outstanding reputation. The business has offices across the UK with a very strong presence in the South West of England. The requirement is for an experienced Paraplanner to come in and work directly with one Senior Financial Planner who has a large HNW client bank. You will work very closely with this Financial Planner providing full technical support whilst also being a vital point of contact for clients. In this role you will be required to - Work with Senior Financial Planners to provide technical support Prepare detailed recommendations & write bespoke financial planning reports Liaise with HNW & UHNW clients Requirements To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role Previous report...

Our client is a successful and established IFA firm based in Hove and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary around £30000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The client is happy for you to be remote 3 days per week and 2 days in the Hove office Immediate start

I am currently supporting a senior PARAPLANNER (IDEALLY CHARTERED), for a highly skilled role in the Buckinghamshire area with a WEALTH MANAGEMENT IFA CONSULTANCY FIRM. To apply for this position, you must have worked in a similar TECHNICAL PARAPLANNING ROLE and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. AS OUTLINED, you should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values...

I am currently supporting a senior PARAPLANNER (IDEALLY CHARTERED), for a highly skilled role in the Buckinghamshire area with a WEALTH MANAGEMENT IFA CONSULTANCY FIRM. To apply for this position, you must have worked in a similar TECHNICAL PARAPLANNING ROLE and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. AS OUTLINED, you should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values...

I am currently supporting a senior PARAPLANNER (IDEALLY CHARTERED), for a highly skilled role in the Buckinghamshire area with a WEALTH MANAGEMENT IFA CONSULTANCY FIRM. To apply for this position, you must have worked in a similar TECHNICAL PARAPLANNING ROLE and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. AS OUTLINED, you should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values...

A fantastic opportunity has become available for a remote Paraplanner to join one of the UK's leading independent financial advisory and wealth management firms. As this progressive firm grows and evolves an excellent opportunity is available to further your career and technical knowledge. Benefits of joining this business; Fully remote role Get paid for further studies Examinations, training and development funded by employer Full employee benefits package including health and flexi-bens Bonus scheme Great flexible holiday allowance 25+ that rises with service Role responsibilities include; Developing a thorough understanding of advice guidance, as and when delivered Participating in and delivering comprehensive financial research Preparing and delivering bespoke advice reports, within set SLAs, to clients through the analysis of existing portfolios and comparison against suitable benchmarks Producing, when required complex calculations Participate in...