Current jobs related to Paraplanner - Nottingham, Nottingham - Idex
-
Paraplanner
13 hours ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our team at North Oak Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our Wealth Management team in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Analyse clients' requirements and develop cash flow models to...
-
Paraplanner
11 hours ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeParaplanner Job DescriptionWe are seeking an experienced Paraplanner to join our team at North Oak Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our Wealth Management team in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Analyse clients' requirements and develop cash flow models to...
-
Financial Planning Paraplanner
1 month ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £40,000Join Our Team as a Paraplanner in Pensions ManagementTEMPLEGATE RECRUITMENT LIMITED is seeking a skilled Paraplanner to support our financial services team. This role focuses on providing expert assistance in managing pension schemes and retirement planning.Key Benefits:Pension scheme contributions: 5% employer and 3% employeeGenerous leave policy: 25 days...
-
Pensions Management Paraplanner
1 month ago
Nottingham, Nottingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £40,000Join Our Team as a Paraplanner in Pensions ManagementTEMPLEGATE RECRUITMENT LIMITED is seeking a dedicated Paraplanner to support our financial services team in managing pension schemes.Key Responsibilities:Assist in the development and management of pension plans.Provide comprehensive support to financial advisors and clients.Conduct research and analysis...
-
Paraplanner - Financial Planning Specialist
1 week ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeJob Summary: We are seeking a skilled Paraplanner to join our team at North Oak Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality financial plans to our clients. Key Responsibilities: Collaborate with financial planners to provide advice to clients and create comprehensive...
-
Paraplanner - Wealth Management Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Brevere Group Full timeJob Summary: We are seeking a skilled Paraplanner to join our team at Brevere Group, a dynamic and expanding Wealth Management firm. As a Paraplanner, you will play a crucial role in supporting our Advisory team in providing holistic solutions to High Net Worth (HNW) clients.Key Responsibilities:Conduct in-depth research and produce detailed reports on...
-
Paraplanner - Wealth Management Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Brevere Group Full timeJob Summary: We are seeking a skilled Paraplanner to join our team at Brevere Group, a dynamic and expanding Wealth Management firm. As a Paraplanner, you will play a crucial role in supporting our Advisory team in providing holistic solutions to High Net Worth (HNW) clients.Key Responsibilities:Conduct in-depth research and produce detailed reports on...
-
Paraplanner - Wealth Management Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Brevere Group Full timeJob Summary: We are seeking a skilled Paraplanner to join our team at Brevere Group, a dynamic and expanding Wealth Management firm. As a Paraplanner, you will play a crucial role in supporting our Advisory team in providing holistic solutions to High Net Worth (HNW) clients.Key Responsibilities:Conduct in-depth research and produce detailed reports on...
-
Paraplanner - Wealth Management Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom Brevere Group Full timeJob Summary: We are seeking a skilled Paraplanner to join our team at Brevere Group, a dynamic and expanding Wealth Management firm. As a Paraplanner, you will play a crucial role in supporting our Advisory team in providing holistic solutions to High Net Worth (HNW) clients.Key Responsibilities:Conduct in-depth research and produce detailed reports on...
-
Paraplanner - Financial Planning Specialist
1 week ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeJob Summary: We are seeking a skilled Paraplanner to join our team at North Oak Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality financial plans to our clients. Key Responsibilities: Collaborate with financial planners to provide advice to clients and create comprehensive...
-
Paraplanner - Financial Planning Support
2 weeks ago
Nottingham, Nottingham, United Kingdom Page Personnel Finance Full timeJob Summary:We are seeking a skilled Paraplanner to join our team at Page Personnel Finance in Nottingham. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with administration tasks to deliver exceptional client service.Main Responsibilities:Assist in providing financial advice to clients and create comprehensive cash flow...
-
Paraplanner - Financial Planning Support
2 weeks ago
Nottingham, Nottingham, United Kingdom Page Personnel Finance Full timeJob Summary:We are seeking a skilled Paraplanner to join our team at Page Personnel Finance in Nottingham. As a Paraplanner, you will play a crucial role in supporting our Financial Planners with administration tasks to deliver exceptional client service.Main Responsibilities:Assist in providing financial advice to clients and create comprehensive cash flow...
-
Paraplanner - Financial Planning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at North Oak Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality financial plans to our clients.Key ResponsibilitiesCollaborate with financial planners to provide advice to clients and create comprehensive financial...
-
Paraplanner - Financial Planning Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at North Oak Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality financial plans to our clients.Key ResponsibilitiesCollaborate with financial planners to provide advice to clients and create comprehensive financial...
-
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout the RoleCapi Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.About the FirmThe firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs. Alongside their Chartered status, they have an...
-
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout the RoleCapio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.About the FirmThe firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs. Alongside their Chartered status, they have an...
-
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout the RoleCapio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.About the FirmThe firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs. Alongside their Chartered status, they have an...
-
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout the RoleCapi Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.About the FirmThe firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs. Alongside their Chartered status, they have an...
-
Experienced Paraplanner Wanted
1 week ago
Nottingham, Nottingham, United Kingdom Bond Rec Full timeJob Description**About Bond Rec**Bond Rec is a highly regarded firm of Chartered Financial Planners based in the East Midlands region. Due to continued growth of the business, they are now looking to recruit an experienced Paraplanner to join their busy team.**Key Responsibilities**We are looking for someone with specific experience and skills. You should be...
-
Experienced Paraplanner Wanted
1 week ago
Nottingham, Nottingham, United Kingdom Bond Rec Full timeJob Description**About Bond Rec**Bond Rec is a highly regarded firm of Chartered Financial Planners based in the East Midlands region. Due to continued growth of the business, they are now looking to recruit an experienced Paraplanner to join their busy team.**Key Responsibilities**We are looking for someone with specific experience and skills. You should be...
Paraplanner
4 months ago
Are you a meticulous and analytical individual with a passion for finance and wealth management? Are you seeking an exciting opportunity to develop your career as a Paraplanner? Look no further We are currently recruiting for a talented Paraplanner to join our dynamic team in Nottingham.
My clients are a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients. With a strong focus on delivering exceptional service and tailored advice, we take pride in helping individuals achieve their financial goals and secure their future.
Your Role as a Paraplanner: As a Paraplanner you will play a vital role in assisting our financial advisors in providing high-quality advice and recommendations to our valued clients. You will be responsible for conducting in-depth research, preparing detailed reports, and assisting with the creation of financial plans. Your exceptional attention to detail, analytical skills, and strong understanding of financial products will be essential in ensuring accuracy and compliance with industry regulations.
Key Responsibilities:
- Conduct thorough research and analysis to support financial planning recommendations
- Prepare accurate and comprehensive reports, including suitability letters and investment proposals
- Collaborate closely with financial advisors to develop and refine financial plans
- Ensure compliance with regulatory requirements and internal policies
- Keep up-to-date with industry trends, regulations, and best practices
Qualifications and Skills:
- Demonstrated experience as a Paraplanner or similar role within the financial services industry
- Strong knowledge of financial planning principles and investment products
- Excellent analytical and problem-solving abilities
- Outstanding attention to detail and ability to work with complex financial data
- Effective communication skills, both written and verbal
- Relevant qualifications such as the Diploma in Regulated Financial Planning (DipPFS) or equivalent are desirable
Why Join Us?
- Join a dynamic and supportive team dedicated to excellence and continuous growth
- Expand your knowledge and skills through ongoing professional development opportunities
- Work in a modern and vibrant office located in the heart of Nottingham City
- Competitive salary and comprehensive benefits package
- Exciting opportunities for career progression within a rapidly expanding company
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
