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Paraplanner (Pensions Management)
4 weeks ago
We have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.
Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.
They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.
Due to current expansion and planned growth, they have a requirement for additional Paraplanners to support a large team of professional advisors.
This role also offers a hybrid work option after a qualifying period.
Paraplanners play a key role in providing an efficient and effective support service to the Independent Financial Advisers.
As a Paraplanner, you will have experience of Financial Advice platforms and associated software, report writing and an understanding of FCA regulations, financial solutions, and their practical application within an IFA environment.
You will need to have a Level 4 Diploma (or working towards) and have at least 2 years’ experience with the financial services industry.
The ideal Paraplanners be analytical along with a key eye for detail.
To support you in your professional development the company will also work with you to continue your studies toward industry recognised qualifications.
As well as a competitive salary they also offer several excellent benefits including:
• pension scheme
• policy (once probation period completed)
• days holidays plus Bank Holidays
• week off between Christmas and New Year is given gratis
• working (once probation period completed)
• permit (if working in the office 5 days a week)
• in service benefit
The hours of work are 9am-5pm Monday to Friday.
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Paraplanner (Pensions Management)
1 month ago
Spalding, Lincolnshire, United Kingdom Risk Free Recruitment Ltd Full timeOur client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners. Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client...
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Paraplanner
4 weeks ago
Lincoln, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. They are a reputable financial practice with a successful history providing fully...
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Paraplanner
4 weeks ago
Lincoln, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. They are a reputable financial practice with a successful history providing fully...
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Paraplanner
4 weeks ago
Lincoln, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.They are a reputable financial practice with a successful history providing fully...
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Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.They are a reputable financial practice with a successful history providing fully...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeJob Description We have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeJob DescriptionWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...
-
Paraplanner
4 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and planned...
-
Paraplanner
4 weeks ago
Lincoln, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.If you are interested in applying for this job, please make sure you meet the following requirements as listed below.They are a reputable financial practice with a successful history providing fully...
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Paraplanner
4 weeks ago
Stamford, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and planned...
-
Paraplanner
4 weeks ago
Stamford, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and planned...
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Paraplanner
1 week ago
Lincoln, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title - Paraplanner** **Location - Lincoln** **Salary - £30,000 - £45,000** Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Lincoln. The firm prides themselves on their dynamic approach to financial advice which is tailoredto their...
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Paraplanner
4 weeks ago
Stamford, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and...
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Paraplanner
3 weeks ago
Lincoln, Lincolnshire, United Kingdom Ortus Psr Full timeAn IFA firm is looking to hire a Paraplanner, they believe in empowering their clients with sound financial advice and personalised service. As a key member of the team, the Paraplanner will play a pivotal role in shaping each clients' financial futures. We are looking for a dedicated professional who is passionate about building relationships and delivering...
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Paraplanner (Contract)
2 weeks ago
South Holland, Lincolnshire, United Kingdom Paradigm Employment Services Full timeParaplanner A truly exciting opportunity for a Paraplanner to join one of UK’s leading wealth management and financial advisory specialist based in Lincolnshire area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation...