Wealth Planning Paraplanner — Precise Prep & Client Impact
Cheltenham
Salary up to £45,000 depending on experience.
A leading accountancy firm in Northampton is seeking a Financial Planning Administrator to support consultants and ensure exceptional client service. The role involves managing data, supporting compliance, and improving processes. Candidates should have experience in Wealth Management administration and be proficient in Microsoft Office. This firm values professional growth and has a robust rewards program including 33 days of holiday, competitive salary, and employee assistance programs.
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Cheltenham
Salary up to £45,000 depending on experience.
Cheltenham
We are partnering with a leading London-based UK wealth management firm, which has an exciting opportunity at its new UK office.
London
We pride ourselves on providing personalised and sophisticated financial solutions to a select group of high-net-worth clients.
Chester
A financial services firm in Chester seeks a strategic partner for its Wealth Planning division.
London
A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team.
Stamford
We have an exciting opportunity for a Paraplanner to join our Wealth Management Team based at the Stamford office.
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