Financial Planning Support – Paraplanner recruitment
Investment Products and Services (IPS) UK brings together product specialists involved in product development, coverage/sales support and execution to provide high quality services to Wealth Management client segments.Wealth Planning and Financial Planning are key differentiators in servicing Wealth Management clients. A paraplanner is required to join this team to work along side the financial planners to enable the efficient execution of financial planning advice. The role holder is expected to be a technical and qualified individual who can offer skills in addition to those of the advisor to Read more […]
Paraplanner recruitment
FPSG are currently working with a respected IFA to recruit an experienced Paraplanner to support their successful IFA team based in Edinburgh. This prestigious organisation has an RDR ready proposition and provides bespoke financial planning in the HNW private client and Corporate markets. In this role you will work with your team of IFAs providing comprehensive paraplanning support including detailed research, drafting of investment reports and advice recommendations. You will also get involved in dealing with customers via telephone and face to face including attending client meeting with your Read more […]
Paraplanner recruitment
Our client is a well-established and respected firm of IFA’s and Investment Managers with an ethic built upon the provision of a quality and truly holistic financial planning service. An excellent opportunity has arisen for an experienced Paraplanner to join the firm and provide a dedicated support service to the top producing IFA’s and facilitate the smooth processing of new and existing business. You will be given a rewarding work environment with an Alongside the usual Paraplanner experiences, the ideal candidate must: • Have 3-5 years’ previous experience Read more […]