Wealth Management à Grande-Bretagne
Paraplanner
Financial Advisor
Audit - Financial Services Banking School Leaver Apprentice - 1 September 2025 - Manchester (4119)
Private Client Solicitor / CILEX
Mortgage Administration Manager
Data Project Manager
Investment Advisory Specialist
Managing Consultant - FS - Architecture
Entrez en contact avec des chasseurs de têtes pour postuler à des offres similairesClient Facing Paraplanner
Client Facing Paraplanner
Paraplanner
Senior Cyber Security Engineer
Security Architect
Senior Cyber Security Engineer
Account Executive
Finance Liquidity Reporting Director (AVP)
Client Support – Chartered IFA Practice
Tax Semi-Senior
Independent Financial Adviser Spain
Senior IFA
Sr. Enterprise Sales Engineer
ETF Senior Sales | London, UK | In-Office
Senior UI/UX Engineer
Sr. Software Engineer - Calculations
Investment Banking Consultant
Paraplanner
An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm. This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
- Previously worked as a Paraplanner, Financial Administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
- At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
- Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
- Hold Para-Planning qualification.
- Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.
plus rapidement
