Jobs: paraplanner

A well-established and growing wealth management firm is looking to appoint an experienced Financial Adviserto join its South West team, reporting directly to the Head of Wealth Management. This is a fantastic opportunity for a Level 4 qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative,...

Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of an experienced Paraplanner to join the existing Paraplanning team to provide technical support to the Financial Advisors. Offering Hybrid working, Flexible working hours, Annual salary reviews, exam support and much moreDuties include:...

Life and Health and Investment Assistant needed - $75000-$85,000 plus ks per annum - Auckland Offices - Hybrid Role Become a part of a leading Financial Planning firm based in Auckland, Assisting the Advisers by helping them prepare quality and compliant Statements of Advice and Records of Advice, ensuring the content of the plan is relevant, valuable and...

A recruitment agency is seeking an experienced Paraplanner to join an Independent Financial Planning firm in Christchurch, New Zealand. The role involves preparing client documentation, attending meetings, and managing new business processes. Ideal candidates will have 2 years of experience and excellent communication skills. The company offers hybrid...

**Adviser Support Administrator / paraplanner** **Queenstown / Central Otago | Flexible location** **Part Time** Join a boutique financial planning and investment advisory firm providing personalised advice to high-net-worth individuals, families, and Trustees. We are seeking an Adviser Support Administrator / Paraplanner to play a key role in supporting...