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Paraplanner Portsmouth, Hampshire
Salary competitive depending on experience
Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working
Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)
About the Paraplanner role
We are TC Group, the fastes
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Paraplanner you will be focusing on und
Hiring for a Paraplanner to join a mid-sized IFA
Are you a meticulous and analytical individual with a passion for financial planning? We are seeking an experienced Paraplanner to join our dynamic team at a regional IFA firm with £450 million in Assets Under Management. You will be joining a highly structure team of Adviser, Paraplanner, Technical
Are you looking to work with a team of highly successful Financial Planners? Is your Niche providing technical administrative support in the servicing of existing and new client business? Do you write high quality suitability reports?
Based in Whiteley my client is a financial planning firm who are seeking a Level 4 Diploma Qualified individual wit
Paraplanner Portsmouth, Hampshire
Salary competitive depending on experience
Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working
Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)
About the Paraplanner role
We are TC Group, the fastest-gr
Solely independent financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Junior Paraplanner.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Paraplanner you will be focusing on und
Brook Street are recruiting for 2x Paraplanners for a client of ours in Fareham! We're seeking two skilled Paraplanners to contribute to our mission of enhancing our clients' relationship with their wealth. If you're a problem-solving wizard with top-notch communication skills, we want to hear from you.
Salary: £35,000 to £45,000 DOE
Hybrid Worki
Job Source: Brook Street UK
Paraplanner
Fareham
£ 35000 - 43000/annum plus company benefits
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated.
You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin team who undertake the suitability reports for standard cases such as ISAs.
Paraplanner Requirements
* You should have experience as a Paraplanner
* You should ideally hold full Level 4 Diploma in Financial Planning or equivalent (or close to achieving this)
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.