Paraplanner

1 week ago

East Malling, United Kingdom enable recruitment | B Corp™ Full time

Are you a Wealth Management professional looking for a new Paraplanner role?


We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.


If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you


What you'll be doing:


  • Providing support to the financial advisers of the business with advice formulation
  • Producing suitability reports, illustrations, cashflow modelling reports.
  • Carrying out technical research of funds and products for the adviser
  • Updating and managing the back office system (X-Plan)


What you need to apply:


  • 2+ Years Paraplanning experience
  • Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
  • Effective communication skills and capable of working in a busy environment
  • Experience in speaking with clients and providers on the adviser’s behalf


What's in it for you?


  • A basic salary of up to £44,000 dependent on experience and qualifications
  • Flexible working structure with working from home and flexitime offered
  • Social opportunities throughout the year
  • Exam funding and support
  • Progression opportunities into different areas of the business, depending on which way you see your career heading
  • Enhanced Maternity & Paternity Pay
  • Generous annual leave allowance



What next?

Hit apply or contact Dan directly

daniel@enable-recruitment.co (Just .co)

  • Paraplanner

    2 months ago

    East Malling, United Kingdom CV-Library Full time

    Are you an experienced Paraplanner looking for your next role? We have a fantastic opportunity for a talent individual to join our team in East Malling on a full-time, permanent contract. As a Paraplanner, you’ll be responsible for developing and maintaining internal relationships, managing all client documentation, and producing quality financial...

  • Paraplanner

    2 days ago

    East Malling, United Kingdom Enable Recruitment | B Corp™ Full time

    Job Description Are you a Wealth Management professional looking for a new Paraplanner role?We're delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team!Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth...

  • Paraplanner

    2 weeks ago

    East Malling, United Kingdom enable recruitment | B Corp™ Full time

    Are you a Wealth Management professional looking for a new Paraplanner role? We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning...

  • Paraplanner

    3 weeks ago

    East Malling, United Kingdom enable recruitment | B Corp™ Full time

    Job Description Are you a Wealth Management professional looking for a new Paraplanner role? We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and...

  • Paraplanner

    2 weeks ago

    East Malling, United Kingdom enable recruitment | B Corp™ Full time

    Are you a Wealth Management professional looking for a new Paraplanner role?We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning...

  • Paraplanner

    4 weeks ago

    East Sussex, United Kingdom Financial Divisions Full time

    Senior Paraplanner – Up to £55k – East Sussex – Hybrid Working A successful SJP Practice based near Eastbourne is looking for a highly skilled and motivated Senior Paraplanner to join their dynamic team. This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including intergenerational...

  • Paraplanner

    1 month ago

    East Sussex, United Kingdom Financial Divisions Full time

    Job Description Senior Paraplanner – Up to £55k – East Sussex – Hybrid Working A successful SJP Practice based near Eastbourne is looking for a highly skilled and motivated Senior Paraplanner to join their dynamic team. This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including...

  • Paraplanner

    3 months ago

    East Sussex, United Kingdom Financial Divisions Full time

    Senior Paraplanner – Up to £55k – East Sussex – Hybrid WorkingA successful SJP Practice based near Eastbourne is looking for a highly skilled and motivated Senior Paraplanner to join their dynamic team. This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including intergenerational...

  • Senior Paraplanner

    1 month ago

    South East England, United Kingdom CV Elite Ltd Full time €75,000

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If...

  • Paraplanner Team Leader

    4 days ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: Sussex Salary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based...

  • Paraplanner Team Leader

    5 days ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: Sussex Salary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based...

  • Paraplanner Team Leader

    4 days ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: Sussex Salary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in...

  • Paraplanner Team Leader

    2 weeks ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

  • Paraplanner Team Leader

    2 weeks ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

  • Paraplanner Team Leader

    2 weeks ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

  • Paraplanner Team Leader

    2 weeks ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

  • Paraplanner Team Leader

    2 weeks ago

    East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: Sussex Salary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning...

  • Senior Paraplanner

    4 days ago

    Little London, East Sussex, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If...

  • Senior Paraplanner

    4 days ago

    Little London, East Sussex, United Kingdom CV Elite Ltd Full time

    Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If...

  • Paraplanner Team Leader

    2 weeks ago

    East Sussex, UK, South East England, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....