Paraplanner (Pensions Management)
3 weeks ago
Working: 100% office based
Package: £34-37k base DOE + bonus & full company benefits
Standard contributory pension, death in service plus medical/healthcare scheme
Holidays: 25 days holiday + stats
The Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW circles:
and maintaining cashflow analysis
with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
The Person: Will ideally come from an IFA/wealth management background and have paraplanning exposure supporting IFA’s/financial planners:
~ Exposure to investments, pensions and protection casework
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Paraplanner (Pensions Management)
1 week ago
Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full timeA regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...
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Paraplanner (Pensions Management)
1 week ago
Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full timeA regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...
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Paraplanner (Pensions Management)
5 days ago
Co. West Midlands, United Kingdom MERJE Ltd Full timeMERJE,West Midlands, England, United Kingdom (Hybrid) Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax...
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Pension Paraplanner
1 week ago
Horsham, West Sussex, United Kingdom Capio Recruitment Full timeJob Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...
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Pension Paraplanner
4 weeks ago
Horsham, West Sussex, United Kingdom Capio Recruitment Full timeJob Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...
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Paraplanner (Pensions Management)
2 weeks ago
West Yorkshire, United Kingdom IDEX Consulting Full timeWe are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner. Establishing and building strong relationships with clients Building cash flow models. Identifying areas for planning Preparing information/comparisons for analysis by Planner Overseeing implementation of recommendations, completion of...
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Paraplanner (Pensions Management)
2 weeks ago
Harborne, West Midlands, United Kingdom Heat Recruitment Ltd Full timeJoin our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...
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Paraplanner (Pensions Management)
4 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeParaplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...
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Paraplanner (Pensions Management)
1 week ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeParaplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...
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Paraplanner (Permanent)
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner - Hybrid/flexible Working
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...
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Paraplanner (Permanent)
4 weeks ago
York, North Yorkshire, United Kingdom Openwork Services Limited Full timeParaplanner Location: York Salary £40,000 - Negotiable depending on experience Due to continued growth, an opportunity has arisen for an experienced Paraplanner to join one of our highly successful financial services businesses based in the beautiful historic city of York. An exceptional business with an excellent reputation in the market, well known for...
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Paraplanner
2 weeks ago
Harborne, West Midlands, United Kingdom Heat Recruitment Ltd Full timeJoin our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and...
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Paraplanner
4 weeks ago
West Grinstead, United Kingdom Appointed ltd Full time**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** My client is seeking a Experienced Paraplanner to be based in West Grinstead, paying £35,000 - £50,000 based on qualifications and...
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Paraplanner Administrator
4 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime Search & Select Ltd Full timeWe are currently recruiting for a family practice of one of the UK’s leading Chartered Financial Planning firms, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth / Investment Management, Retirement Planning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning. We are seeking...
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Office Manager
4 weeks ago
Doncaster, South Yorkshire, United Kingdom Lime Search & Select Ltd Full timeMy client is a Financial Advisory firm providing 1st class Financial Solutions and Financial Planning to both individuals and businesses in the South Yorkshire areas and are part of a larger firm dealing in other areas of Financial Services. We are currently seeking an experienced Office Manager / Paraplanner to oversee a multi-functional team dealing with...
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Senior Financial Paraplanner
2 weeks ago
Shoreham-By-Sea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Senior Paraplanner - Shoreham-by-Sea Senior Paraplanner - Shoreham-by-Sea To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial...
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Senior Financial Paraplanner
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Shoreham-By-Sea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Senior Paraplanner - Brighton Senior Paraplanner - Brighton To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. Provide...
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Remote Chartered Paraplanner
5 days ago
South West England, United Kingdom Ortus PSR Full timeI am working alongside a reputable, national, Wealth Management firm with a strong reputation, that pride themselves on their reputation and personal approach to Financial Planning. They are looking for an experienced Senior Paraplanner to join up with their team, providing technical support to the Advisers in the firm by preparing recommendations and...
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Senior Pensions Administration Manager
5 days ago
North West England, United Kingdom BWF Pensions Full timeDo you have a drive to deliver high calibre pension administration services? I have just taken on a brand new permanent vacancy with a highly regarded consultancy who are looking for a Senior Pensions Administration Manager to join their team. While utilising your expertise in the pensions administration sphere, you will be responsible for leading and...