Current jobs related to Pension Paraplanner - United Kingdom - Oval Recruit Ltd.
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Paraplanner (Pensions Management)
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United Kingdom enable recruitment | B Corp™ Full timeWe are thrilled to have exclusively partnered with a thriving and ambitious Independent Financial Planning and directly authorised firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey. Our client is a...
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Paraplanner (Pensions Management)
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United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. As their client outreach continues to grow, they are looking to grow their Paraplanning team. Building cashflow models Competitive salary of up to £40,000 ~ Discretionary bonus ~5% pension contribution ~ Hybrid working ~28 days annual...
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Paraplanner (Pensions Management)
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United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. As their client outreach continues to grow, they are looking to grow their Paraplanning team. Building cashflow models Competitive salary of up to £40,000 ~ Discretionary bonus ~5% pension contribution ~ Hybrid working ~28 days annual...
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Paraplanner (Pensions Management)
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United Kingdom Bond Rec Full timeOur client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Paraplanner to join their busy team. You may be used to financial planners who use Kinder Institute life planning principles or similar. · Comfortable with...
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Paraplanner (Pensions Management)
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United Kingdom Bond Rec Full timeOur client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Paraplanner to join their busy team. You may be used to financial planners who use Kinder Institute life planning principles or similar. · Comfortable with...
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Paraplanner (Pensions Management)
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United Kingdom Sapphire Financial Planning Ltd Full timeAbout Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We are seeking a highly skilled and motivated Paraplanner to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our...
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Paraplanner (Pensions Management)
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United Kingdom Sapphire Financial Planning Ltd Full timeAbout Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We are seeking a highly skilled and motivated Paraplanner to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our...
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Paraplanner
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United Kingdom Vision-FS Recruitment Full time €45,000Position : Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...
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Paraplanner
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United Kingdom Vision-FS Recruitment Full time €45,000Position : Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...
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Paraplanner
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united kingdom Vision-FS Recruitment Full timePosition : Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free...
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Paraplanner (Pensions Management) (Permanent)
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United Kingdom Express Recruitment Full timeThis is a fantastic opportunity for an experienced Wealth Management Paraplanner to develop their skills further with a leading Financial Services firm based in Nottingham. The successful candidate will hold a background in Paraplanning within an IFA or Wealth management firm and be comfortable with financial analytics software and processes. In return...
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Trainee Paraplanner
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United Kingdom KFS Recruitment Full time €28,000 - €32,000Trainee Paraplanner Marlborough, Berkshire £28-£32k Hybrid We are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role...
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Trainee Paraplanner
3 weeks ago
United Kingdom KFS Recruitment Full time €28,000 - €32,000Trainee Paraplanner Marlborough, Berkshire £28-£32k Hybrid We are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team. Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role...
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Paraplanner
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United Kingdom enable recruitment | B Corp™ Full timeWe are thrilled to have exclusively partnered with a thriving and ambitious Independent Financial Planning and directly authorised firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey. Over the years,...
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Paraplanner
3 weeks ago
United Kingdom Sapphire Financial Planning Ltd Full timeAbout Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach. Role Overview: We are seeking a highly skilled and motivated Paraplanner to join our...
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Paraplanner
3 weeks ago
United Kingdom Sapphire Financial Planning Ltd Full timeAbout Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach. Role Overview: We are seeking a highly skilled and motivated Paraplanner to join our...
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Paraplanner
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United Kingdom Heronsgate Capital Full timeWe are hiring a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry. The Role The role will involve working collaboratively in a dynamic team of Chartered Financial Planners, Paraplanners, Investment Analysts and...
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Paraplanner
3 weeks ago
United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team....
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Paraplanner
3 weeks ago
United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team....
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PARAPLANNER TO ADVISER
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united kingdom Financial Divisions Full timePARAPLANNER TO ADVISER ( with Client Portfolio provided)-Colchester C £40/50k, excellent career enhancing role, transition into Advice as quickly as you can! Exceptional opportunity for a Diploma Qualified Paraplanner now ready to make the move into Advice. Our Client is a multi-award-winning boutique wealth management firm who take pride in providing...
Pension Paraplanner
4 months ago
Senior Paraplanner - Leading Specialist Wealth Manager
An award winning, employee owned Wealth Management Firm who provide outstanding Financial Advice and Investment solutions to HNW Private Clients are looking for a highly capable individual to join their stable team. Working in a team-oriented environment that prides themselves on providing a positive, welcoming and social office culture you will be part of and help develop the paraplanning team.
Provide complex and comprehensive paraplanning support to Financial Planners working with clients delivering bespoke solutions.
Provide in-depth reporting and analysis of client current positions, objectives, risk and requirements.
Deliver broad analysis of client tax positions, with commentary and recommendations.
Help grow and develop the team.
Work as part of a collaborative office environment, making suggestions and recommendations.
The company will provide extensive training and an opportunity to learn and develop your technical and management skills.
This role offers excellent opportunities to progress into full Financial Planning roles as well as take further qualifications.
