Paraplanner – Castle Donnington – East Midlands
East Midlands Region
Salary dependent on experience
Cooper Parry Wealth are recruiting for a Paraplanner to join our award-winning team. Based in our Sky View offices in Castle Donnington.FULL JOB SPECIFICATION
An award winning firm with a reputation for excellence, Cooper Parry Wealth offer a distinctly different approach to managing our clients’ wealth. Keeping ahead of the curve is a big part of who we are. One of our core values is ‘Make It Different; to us this means always looking to find a better way, being creative.MORE ON Cooper Parry Wealth
In Wealth Management Big does not usually mean Better. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and for us to unearth the hidden gems that often generate higher returns.MORE ON EQ Investors
The old financial players are dinosaurs. They’re big, strong and great at acquiring customers – but terrible at serving them. Complicated products. Clunky processes. Confusing jargon. But for many people – be they financial advisers or everyday savers – today’s challengers lack credibility. The digital world of ‘fintech’ may be slick and sophisticated, but it’s just too new to trust. At Octopus Labs, we take the best of both. We fuse track record and technology, expertise and UX, to build financial products the way they should be: trustworthy, rewarding and easy-to-use.MORE ON Octopus Labs
Salary dependent on experience
London Wall Partners is an independent financial advisor to private clients, families, estates, trusts and charities. Its sole focus is to provide independent advice to clients on all aspects of financial planning and investment management, and to offer strategy implementation and best-in-class monitoring and reporting. It is a dynamic and fast-growing firm with a leadership team with decades of investment and client advice experience as well as a strong and vibrant cadre of associates and assistant financial planners. London Wall Partners operates on a fully transparent fixed fee basis, giving clients a clear and simple view with no hidden fees or charges meaning the firm can truly show their commitment to the best interests of their clients and being a genuine trusted custodian for their wealth.FULL JOB SPECIFICATION
East Midlands Region, South East England, South West England, West Midlands
Are you a high-level Paraplanner who would love to work from home whilst closely supporting the owner of a successful, financial planning business?
If so, this is a great chance for you to get involved with some very interesting client-work and add value using both your technical skills and your desire to take part in client-meetings as well as carrying out the follow-up work.
East Midlands Region, East of England, Europe, Leeds, London (Central), North East England, North West England, Scotland, South, South East England, South West England, Wales, West Midlands
Salary – Negotiable depending on experience
We are award winning Chartered Financial Planners based in Edinburgh, advising both individuals and employers. We strive for continuous improvement and have been awarded the Gold Standard for Independent Financial Advice eight times since 2009. We hold Gold Investors in People accreditation.
Due to continuous growth, we are expanding our technical team, and are looking for an experienced professional with extensive paraplanning knowledge to join us.
Competive Salary Details On application
Experienced paraplanner required to join our Edinburgh team. To be successful you will need to be able to demonstrate proven experience in a comparable role gained within an IFA or equivalent environment focused on financial planning across pensions, investment and protection. You will need to have achieved your Certificate in Financial Planning and be making substantial progress towards completing your Diploma in Financial Planning (or equivalent). Well-developed written communication skills essential.FULL JOB SPECIFICATION
South East England
Established award-winning and leading provider of actuarial, risk management and asset modelling software, seeks an experienced Paraplanner. This unique opportunity involves working for our digital regulated advice business as part of a small team, including an actuary and a Chartered Financial Planner, in a friendly and relaxed environment. Excellent salary, bonus, and first class benefits […]FULL JOB SPECIFICATION
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