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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
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
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 u
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together
Paraplanner Portsmouth, Hampshire
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
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 hol
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
I am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success.You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential. You will al
Job Source: Dynamite Recruitment Solutions Ltd
Paraplanner
United Kingdom
Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3+ years) Paraplanner to join their team.
We are looking for a career-Paraplanner with HNW experience. You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports. You will have good technical knowledge around core areas of financial planning including tax and investments.
This role will provide client interaction, communicating with clients on research and report timescales and attending client meetings where required. As a more senior member of the Paraplanning team, you will also have the opportunity to lead team meetings and mentor junior members of the team, supporting the Head of Paraplanning.
A Level 4 qualification (ideally CII) is essential as a minimum, and you will be supported with achieving Chartered status.
This is a hybrid-working role with 2 days a week in the office.