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Date added: 26 Sep 2024

Paraplanner

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This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct detailed research and...

Date added: 26 Sep 2024

Paraplanner

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My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014....

Date added: 27 Sep 2024

Paraplanner

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About Us NJR Recruitment are currently working with a very well established and highly successful Wealth Management practice, who have a strong presence in the marketplace. As a result of organic growth, they now have an excellent opportunity for an ambitious and professional Paraplanner to join...

Date added: 8 Sep 2024

Paraplanner

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OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE BASED OFFICE TWICE A MONTH Our client, a growing wealth management firm, are looking for a Paraplanner to join the business. The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a...

Date added: 1 Oct 2024

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Paraplanner - Nottingham, UK - Up to £45,000 per annum.We are working with a firm who is dedicated to providing top-notch financial planning services to a diverse clientele. The team of professionals is committed to delivering tailored financial solutions that help clients achieve their financial...

Date added: 9 Sep 2024

Paraplanner

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Our client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available.Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with Financial Advisers • Conduct...

Date added: 13 Sep 2024

Paraplanner

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Paraplanner Nottingham - Hybrid (our ref AL1303) Salary - highly competitive + full benefits package - will be discussed at application stage My client is an award winning, nationwide Wealth Management Company and they have an exciting new opportunity for an experienced Paraplanner to join their...

Date added: 19 Sep 2024

Paraplanner

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Do you have Paraplanning experience and strong technical knowledge about investments, pensions and life assurance products including their benefits and taxation? If so, this is the role for you! You will be working in a small, well-established and friendly admin team, hybrid working from day one,...

Date added: 18 Sep 2024

Paraplanner / Technical Planner (Hybrid, 2 Days WFH)

Nottingham

My client is a multi-award winning financial planning firm firm with offices just south of Nottingham’s city centre. My client is looking for Financial Services savvy Paraplanner with ideally three years’ experience in a paraplanning capacity to join their existing team of paraplanning professionals...

Date added: 3 Oct 2024

Junior Financial Advisor

Mansfield

Junior Financial Advisor, Nottinghamshire Hybrid working £30,000 - £45,000 This role is for those who are looking to be supported in becoming a qualified and trained financial advisor. The firm is looking for those who hold their level four qualification and have experience in either paraplanning or...

Date added: 26 Sep 2024

Administrator - Financial Services

Nottingham

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer...