Paraplanner – Harrogate – c£35,000+, dependent on experience
c£35,000+ Dependent on Experience
Novus Financial Services are looking to recruit a qualified Paraplanner to join the team or someone with sufficient experience working towards the Diploma qualification. We are looking for an individual who either wants to retain this professional position or is looking for longer-term progression to become an Adviser.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
James Rhodes Exec Search specialises in providing recruitment and advisory services to Financial Services businesses and Financial Services professionals across the UK. With over 18 years’ experience recruiting across various Financial Services markets and 10 years’ specialising in recruiting specifically within the Wealth Management market, we have developed an extensive and far-reaching network, with loyal relationships spanning the whole of the UK.MORE ON James Rhodes
Paraplanner – Leeds/High Wycombe – Up to £40,000
Up to £40,000
Are you interested in working for a company that is progressive, innovative, and poised for continued growth?
Are you keen to join a people-focused company that is working to engender diversity within the financial sector? A company that is using technology to their advantage rather than detriment?
If so, Progeny is the way to go!
24 November 2020
Investment, Pensions, Protection, Tax, Wealth Management
Could you excel in this role?
Due to continued growth, we are searching for a Paraplanner to help support the Financial Planners in research, analysis and preparation of client financial plans and suitability reports. You will manage the presentation of technical data, prepare documentation to support Planner recommendations and justify the provider and product recommended.
The team have succeeded by creating strong, long term relationships with each other. The ‘family feel’ which is often lost within a corporate company is fully engrained into the team. When they are not working collaboratively to ensure the best client outcomes, they are challenging each other in regular virtual games.
While you are promoting the profile and growth of Progeny, Progeny is promoting your continuous professional development.
Do you have what it takes?
Why work with us?
Progeny is a unique framework of coordinated advice and insight across independent financial planning, investment management, tax services, HR, and legal counsel.
We are an award-winning business who are proud partners of the ‘Are You In?’ movement, supporters of Dreams Come True and Martins’ House charities, and signatories of the HM Treasury Women in Finance Charter.
Some of our benefits include 25 days holidays (increasing to 30 days with service) plus bank holidays and a birthday holiday. We also offer group pension scheme, life assurance and private healthcare scheme including mental healthcare.
But that’s not all, please enquire with the talent team to review the benefits in more detail.
This is a permanent role with full time hours and is currently a remote position, however, will be predominantly office based once this is feasible.
If you think you’ve got what it takes to join our fast-paced team, please send your CV to [email protected].
For more information see, theprogenygroup.com or reach out to the talent team.
We are an equal opportunities employer, committed to providing equal opportunities for all and will treat all job applicants fairly at each stage of the recruitment and selection process.
For some positions we may require a DBS check.EMAIL RECRUITER
East of England, London (Central), South East England
Up to £50k, subject to experience and qualifications
Churchgates is a unique and powerful combination of Financial Planners, Investment Managers, Solicitors, Accountants and Tax Advisors under one...FULL JOB SPECIFICATION
c£35,000+ Dependent on Experience
Novus Financial Services are looking to recruit a qualified Paraplanner to join the team or someone with sufficient experience...FULL JOB SPECIFICATION