Paraplanner (Pensions Management)

Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5 Produce quality client-friendly reports that outline recommendations and their suitability. Conduct thorough fund research to inform investment strategies. Understand and apply the sales process, suitability...

Job Description Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years.This company holds an outstanding reputation, which sets it apart from their...

Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of...

Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

Job Description Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their...

Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

Job Description Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish...

Pension Administration Specialist OpportunityWe are seeking an experienced Paraplanner to fill a challenging yet rewarding role at Heat Recruitment. As a Pension Administration Specialist, you will be responsible for ensuring that all pension schemes are administered efficiently and effectively.Key ResponsibilitiesManage pension scheme administration to...

ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of...

Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5 Produce quality client-friendly reports that outline recommendations and their suitability. Build and maintain strong relationships with key stakeholders. Conduct thorough fund research to inform investment...

Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5 Produce quality client-friendly reports that outline recommendations and their suitability. Build and maintain strong relationships with key stakeholders. Conduct thorough fund research to inform investment...

About Heat RecruitmentWe are recruiting a Senior Paraplanner to support our growing team at Heat Recruitment. As a key member of our team, you will play a vital role in delivering exceptional services to our clients.Job OverviewThis exciting opportunity is perfect for an experienced Paraplanner looking to take their career to the next level. You will be...

The estimated salary for this role is between £30,000 - £42,000 per annum, depending on experience. This position offers a unique opportunity to work with a supportive and close-knit team, building relationships with clients and contributing to the success of the company.Job DescriptionThis Paraplanner role involves reviewing files, writing high-quality...