Paraplanner (Pensions Management)
3 weeks ago
We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis.
As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery of key products and services to clients.
The successful applicants will be expected to support our Financial Planners with information gathering and planning, through to delivery on a case-by-case basis. requirements and wealth management planning
• consultant direction) with attention given to the clients’ risk management
clients, including cash management, tax products and any special projects
Diploma in Regulated Financial Planning or a
sound technical knowledge of the spectrum of financial products and the
relevance to client requirements including pensions, protection, wider
up-to-date knowledge of the regulations, legislation, policies, and procedures
In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
• Share Incentive Plan
• Group Pension
• Life Assurance
• Health Cash Plan
It is flexible so that means you can pick benefits to suit you
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Paraplanner (Pensions Management)
1 month ago
England, United Kingdom Synchronicity Financial Services Full timeWe are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status. The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol. We are recruiting experienced, high calibre Paraplanners, who can demonstrate a...
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Paraplanner (Pensions Management)
1 month ago
England, United Kingdom Synchronicity Financial Services Full timeWe are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status. The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol. We are recruiting experienced, high calibre Paraplanners, who can demonstrate a...
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Paraplanner
4 weeks ago
North West England, United Kingdom MCS Group Full timeMCS Group is delighted to be recruiting a Paraplanner for our IFA client based in the Hillingdon, London area. The individual will provide a full range of paraplanning functions, ensuring client service and compliance is delivered and maintained at all times This client offers plenty of opportunities within the business to develop your career and learn...
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Paraplanner
4 days ago
South East England, United Kingdom Rathbones Group Plc Full timeCompany description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Role: Paraplanner Department:...
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Paraplanner
2 weeks ago
South East England, United Kingdom Rathbones Group Plc Full timeCompany description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Department: Financial Planning ...
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Paraplanner (Pensions Management)
6 days ago
South East England, United Kingdom Rathbones Group Plc Full timeWe are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Financial Planning Contract Type: Permanent
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Assistant Pension Retirements Manager
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