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Paraplanner (Pensions Management)
1 month ago
Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.
Prepare information for analysis by the adviser.
Help manage client relationship and taking/making calls in a polite and professional manner
Occasionally taking on project work and assignments
Review investment portfolio, asset allocation, risk profile etc
You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
You will have excellent report writing skills and have a high technical knowledge
Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
Experience of Advisor Office
Strong technical knowledge in the investment and pensions market
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Pension Paraplanner
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United Kingdom Jenson Fisher Full timeMy client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...
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Paraplanner (Pensions Management)
1 month ago
United Kingdom Martin Aitken & Co Ltd Full time €35,700Contract: Full-time, permanent Benefits: 4% employer pension contribution, Annual leave 34.bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of Scottish...
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United Kingdom Jenson Fisher Full timeMy client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely...
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Paraplanner (Home Based) (remote)
3 weeks ago
United Kingdom Recruit UK | Certified B Corp™ Full time €33,000 - €36,000Job Title: Home-based Paraplanner position Financial Services Job Description: Home-based Paraplanner position Recruit UK is working on a unique opportunity for a fully remote Paraplanner to join a well-established Independent Financial Advice company. Our client is award-winning and is one of the Largest Chartered Financial Planning firms in...
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Trainee Paraplanner
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United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €33,000 - €38,000A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully remote basis,...
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Trainee Paraplanner
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United Kingdom Recruitment Solutions (Folkestone) Ltd Full time €33,000 - €38,000A unique and exceptional opportunity is now available for a FULLY REMOTE PARAPLANNER, to join a well-established Chartered Independent Financial Practice, with an excellent reputation It is award-winning and is one of the largest financial planning firms in the area. It is looking for a qualified and experienced Paraplanner to work on a fully remote basis,...
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