5 paraplanner jobs found

A highly reputable, established, multi-office Wealth Management and Accountancy group, an independent provider of accounting, business advisory and wealth management services, currently requires an experienced Diploma Level 4 qualified REMOTE PARAPLANNER to join its vibrant and friendly team. Its Mission: Engage with its clients and its people to deliver technical excellence and quality in everything it doesA very competitive package is available, a fantastic base, ranging from £32,000 to £45,000, depending on experience, career progression and a comprehensive benefits packageParaplanner Vacancy DescriptionTo contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice.To support one another, in a professional, flexible, and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm...

A highly reputable, leading firm, and independent provider of accounting, business advisory and wealth management services currently require an experienced Diploma Level 4 qualified REMOTE PARAPLANNER to join its teamParaplanner Vacancy DescriptionTo contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice.To support one another, in a professional, flexible, and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be.It is a leading independent provider of accounting, business advisory and wealth management services. It has offices across the North-West, with over 300 partners and staff advising clients across the UK. It is also part of a global network of firms, helping clients with international trade mattersIts Mission: Engage with its...

Fully remote permanent opportunity available for an experienced Paraplanner Salary - £28k - £38k p.a DOEWe are looking for a Paraplanner to provide support to Financial Advisers and their clients by compiling research, writing suitability reports and answering technical queries. The Paraplanner will coordinate work within the planner's support team, ensure reports are prepared and issued in a timely manner, and ensure new business is effectively managed to completion.Ideally the Paraplanner will live in the South West of England as you will need to make occasional visits to the Head Office in Exeter. Duties/Responsibilities:To deliver a personalised and high quality service to clients.To have a thorough understanding of the administration process, client file requirements and FCA requirements.Preparing and maintaining compliant client files.To follow Company and FCA procedures at all times.Attend training courses and to develop relevant knowledge, techniques and skills.Provision of...

Fully remote permanent opportunity available for an experienced Paraplanner Salary - £28k - £38k p.a DOE We are looking for a Paraplanner to provide support to Financial Advisers and their clients by compiling research, writing suitability reports and answering technical queries. The Paraplanner will coordinate work within the planner's support team, ensure reports are prepared and issued in a timely manner, and ensure new business is effectively managed to completion. Ideally the Paraplanner will live in the South West of England as you will need to make occasional visits to the Head Office in Exeter. Duties/Responsibilities: To deliver a personalised and high quality service to clients. To have a thorough understanding of the administration process, client file requirements and FCA requirements. Preparing and maintaining compliant client files. To follow Company and FCA procedures at all times. Attend training courses and to develop relevant knowledge, techniques and skills....

A highly reputable, leading firm, and independent provider of accounting, business advisory and wealth management services currently require an experienced Diploma Level 4 qualified REMOTE PARAPLANNER to join its team Paraplanner Vacancy Description To contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice. To support one another, in a professional, flexible, and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be. It is a leading independent provider of accounting, business advisory and wealth management services. It has offices across the North-West, with over 300 partners and staff advising clients across the UK. It is also part of a global network of firms, helping clients with international trade mattersIts Mission: Engage with...