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Paraplanner - Financial Planning Specialist
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeJob Title: ParaplannerIndustry: Financial ServicesLocation: Remote OpportunitySalary: £35,000 - £45,000 (dependent on experience)Job Type: Full-timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional financial...
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Paraplanner - Financial Planning Specialist
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeJob Title: ParaplannerIndustry: Financial ServicesLocation: Remote OpportunitySalary: £35,000 - £45,000 (dependent on experience)Job Type: Full-timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Recruit UK. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional financial...
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present a unique chance for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the UK.About the...
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Financial Planning Assistant
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present a unique chance for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the UK.About the...
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the...
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Financial Planning Assistant
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the...
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Financial Planning Professional
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present a unique chance for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the UK.Key...
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Financial Planning Professional
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Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present a unique chance for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base across the UK.Key...
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Financial Planning Assistant
1 week ago
Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present a challenging and rewarding opportunity for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base...
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Financial Planning Assistant
1 week ago
Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeParaplanner OpportunityRecruit UK is pleased to present a challenging and rewarding opportunity for an experienced Paraplanner to join a successful Financial Planning firm in Portsmouth. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base...
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Financial Planning Assistant
4 days ago
Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeExciting Opportunity for a Paraplanner Recruit UK is delighted to present a fantastic opportunity for an experienced Paraplanner to join a successful Financial Planning firm in the UK. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base...
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Financial Planning Assistant
4 days ago
Portsmouth, Portsmouth, United Kingdom Recruit UK Full timeExciting Opportunity for a Paraplanner Recruit UK is delighted to present a fantastic opportunity for an experienced Paraplanner to join a successful Financial Planning firm in the UK. Our client, a highly reputable and well-established Independent Financial Planning practice, is known for delivering exceptional financial advice to a diverse client base...
Paraplanner
4 months ago
- Work closely with the financial advisers to gather client information
- Prepare detailed and compliant suitability reports and recommendations.
- Conduct comprehensive research and analysis on financial products and services.
- Assist in the preparation of client meetings and follow-up on any resulting actions.
- Provide technical support to financial advisers on various financial planning matters.
- Diploma in Financial Planning (or equivalent) or working towards it.
- Previous experience in a paraplanning role within an IFA firm is essential.
- Strong knowledge of financial products, investment strategies, and tax planning.
- Excellent analytical skills and attention to detail.
- Proficient in using financial planning software.
- Strong written and verbal communication skills.
- Competitive salary up to £40,000 based on experience and qualifications
- Professional development and training opportunities
- Supportive and collaborative work environment.
- Opportunities for career advancement within the firm either into advice or management - whichever way you see your career heading
- Flexible working hours to support work life balance.