Paraplanner (Pensions Management)
5 days ago
Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits
Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.
Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client’s needs and objectives with a good outcome.
Prepare suitability reports and letters for the Financial Advisers to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Financial Adviser for them to discuss with the clients.
RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
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Paraplanner (Pensions Management)
3 days ago
United Kingdom Medlock Partners Full time25 days holiday, Hybrid working Full exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available...
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Paraplanner (Pensions Management)
1 month ago
United Kingdom Fram Executive Search Limited Full timeFram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition of a seasoned financial advisor to the firm. Our client...
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Paraplanner Manager
3 days ago
United Kingdom mbf Full time €70,000Job Title: Paraplanner Manager Company: Leading Wealth & Investment Management Firm Location: London/Hybrid Salary: Up to £70,000 per annum, plus bonus and benefits We’re currently working with a prestigious Wealth & Investment Management firm with a strong UK presence, currently managing over £60b in AUM, specialising in providing investment...
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Paraplanner Manager
3 days ago
United Kingdom mbf Full time €70,000Leading Wealth & Investment Management Firm Location: London/Hybrid Salary: Up to £70,000 per annum, plus bonus and benefits We’re currently working with a prestigious Wealth & Investment Management firm with a strong UK presence, currently managing over £60b in AUM, specialising in providing investment management, financial planning and wealth...
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Paraplanner
5 days ago
United Kingdom Clayton Davies Full time €45,000Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. The role will involve taking responsibility for the following: Undertake appropriate, accurate...
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Paraplanner
5 days ago
United Kingdom Clayton Davies Full time €45,000Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. The role will involve taking responsibility for the following: Undertake appropriate, accurate...
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Paraplanner
5 days ago
United Kingdom Clayton Davies Full timeHome based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. The role will involve taking responsibility for the following: Undertake appropriate, accurate and...
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Paraplanner
5 days ago
United Kingdom Clayton Davies Full time📍Home based with expectation of being in their Yorkshire based office once every two weeks💰£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following:Undertake appropriate, accurate and...
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Paraplanner
7 days ago
United Kingdom Clayton Davies Full time📍Home based with expectation of being in their Yorkshire based office once every two weeks💰£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following:Undertake appropriate, accurate and...
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Paraplanner
1 month ago
United Kingdom Fram Executive Search Limited Full timeFram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team. This opportunity has arisen due to internal career progression—a paraplanner transitioning to a trainee advisor role—and the addition of a seasoned financial advisor to the firm. Our client is...
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Paraplanner (Pensions Management)
3 days ago
United Kingdom Switch Recruitment Services Ltd Full timeWe are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all...
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Paraplanner
3 days ago
United Kingdom Bond Rec Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire. The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments. General...
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Paraplanner
3 months ago
United Kingdom IDEX Consulting Ltd Full timeWe are looking looking for an experienced Paraplanner to join this excellent business in Glasgow You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer) THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice...
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Paraplanner
3 months ago
United Kingdom IDEX Consulting Ltd Full timeWe are looking looking for an experienced Paraplanner to join this excellent business in Glasgow You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer) THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice...
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Home Based Paraplanner
1 month ago
United Kingdom mbf Full timeWe’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team. This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.Our client is a globally recognised leader in financial services,...
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Pension Administrator Role
6 days ago
United Kingdom Irish Pensions & Finance Full timeJob Title: Pension Administrator RoleAbout the Company:Irish Pensions & Finance is an established pension brokerage working exclusively with the public sector, seeking a Life & Pensions Administrator to support our team in delivering exceptional services. Job Responsibilities:Vetting and processing new business applicationsManaging client databases and...
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Senior Pensions Consultant, Flexible Working
5 days ago
United Kingdom Alexander Lloyd Full timeThey are a smaller but established employee benefits & pensions intermediary, searching for an experienced Senior EB Consultant. Manage a portfolio of SME clients, consulting across Group Risk, Healthcare & Pensions At least 5 years of Group Risk & Healthcare broking experience This role can be fully remote, with the expectation of attending an office...
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Senior Pensions Consultant, Flexible Working
5 days ago
United Kingdom Alexander Lloyd Full timeThey are a smaller but established employee benefits & pensions intermediary, searching for an experienced Senior EB Consultant. Manage a portfolio of SME clients, consulting across Group Risk, Healthcare & Pensions At least 5 years of Group Risk & Healthcare broking experience This role can be fully remote, with the expectation of attending an office...
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Life & Pensions Support Specialist
6 days ago
United Kingdom Irish Pensions & Finance Full timeAdministrative Support Specialist - Financial ServicesAbout the Company: As an established pension brokerage serving the public sector, Irish Pensions & Finance requires a diligent Life & Pensions Administrator to maintain our high standards of service delivery. Responsibilities:Supporting financial advisors with new business applications and database...
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IFA Paraplanner Assistant
3 weeks ago
United Kingdom ENGINEERINGUK Full timeFinancial Services Administration RoleBenchmark Financial Planning is seeking a recent graduate to join their team as an IFA Administrator / Trainee Paraplanner in Londonderry, Northern Ireland.The successful candidate will work closely with financial advisers, providing administrative support and undertaking tasks such as:Managing telephone calls and...