Paraplanner

2 weeks ago


Marlborough, United Kingdom Ferguson Dean Full time

A leading national Financial Planning practice are looking for a paraplanner to join their team in Marlborough. They are the main Southern office for the firm and as a result the flagship for the firm. Working on a bank of paraplanners, they are able to offer a route to Adviser with the firm over an agreed time frame. They will fully support you to achieve Diploma and Chartered status.


Package


  • Excellent salary, study support, defined career path, excellent benefits and pension,


The company


  • A leading national Financial Planning firm.


The Role


  • Working with a team of paraplanners supporting Advisers across the South
  • Providing full technical support
  • Undertaking research and production of reports
  • Dealing with client queries as required
  • Attending team meetings as required, in face or remote.
  • Other duties as required.



The candidate


  • Experienced in paraplanning and technical support.
  • Ideally CII Dip or close to.
  • Experience of all major software packages and range of platforms/providers.




Next steps


  • Apply with a CV to below email for confidential discussion and review of opportunity and process


  • Paraplanner

    2 weeks ago


    Marlborough, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor...

  • Paraplanner

    1 month ago


    Marlborough, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    1 week ago


    Marlborough, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    1 month ago


    Marlborough, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered.You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of...

  • Paraplanner

    4 weeks ago


    Marlborough, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered.You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of...

  • Paraplanner

    1 month ago


    Marlborough, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    4 weeks ago


    Marlborough, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    4 weeks ago


    Marlborough, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    1 month ago


    Marlborough, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    4 weeks ago


    Marlborough, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    2 weeks ago


    Marlborough, Wiltshire, United Kingdom Premier Jobs UK Full time

    We are excited to present to you a great opportunity for a Paraplanner position in Marlborough! Join a growing team: We are looking for an experienced Paraplanner to provide technical support for our financial planning service. Responsibilities: Undertake detailed research and analysis of financial planning solutions and produce compliant financial...

  • Paraplanner

    4 weeks ago


    Marlborough, United Kingdom Premier Jobs UK Limited Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    2 weeks ago


    Marlborough, United Kingdom tPS Recruitment Full time

    The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team. You will perform all the expected paraplanner duties within a fun and dynamic team. The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in their...

  • Paraplanner

    2 weeks ago


    Marlborough, United Kingdom tPS Recruitment Full time

    The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team. You will perform all the expected paraplanner duties within a fun and dynamic team. The Business Our client is a great Financial Planning firm with a good reputation the whole team take pride in their...

  • Paraplanner

    2 weeks ago


    Marlborough, United Kingdom Ferguson Dean Full time

    A leading national Financial Planning practice are looking for a paraplanner to join their team in Marlborough. They are the main Southern office for the firm and as a result the flagship for the firm. Working on a bank of paraplanners, they are able to offer a route to Adviser with the firm over an agreed time frame. They will fully support you to achieve...

  • Paraplanner

    4 weeks ago


    Marlborough, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    1 month ago


    Marlborough, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plus, producing compliant financial planning reports for the Financial Advisor to...

  • Paraplanner

    2 weeks ago


    Marlborough, United Kingdom Agenda Partnership Full time

    We are recruiting for an experienced Paraplanner to join a growing, national business.Previous experience either as a paraplanner or financial advice background is essential and a relevant degree/diploma would be ideal.You will work closely with the financial advisers and will provide technical support for clients financial needs.Duties and responsibilities:...

  • Paraplanner

    2 weeks ago


    Marlborough, United Kingdom Agenda Partnership Full time

    We are recruiting for an experienced Paraplanner to join a growing, national business. Previous experience either as a paraplanner or financial advice background is essential and a relevant degree/diploma would be ideal. You will work closely with the financial advisers and will provide technical support for clients financial needs. Duties and...

  • Paraplanner

    2 weeks ago


    Marlborough, United Kingdom Ferguson Dean Full time

    A leading national Financial Planning practice are looking for a paraplanner to join their team in Marlborough. They are the main Southern office for the firm and as a result the flagship for the firm. Working on a bank of paraplanners, they are able to offer a route to Adviser with the firm over an agreed time frame. They will fully support you to achieve...