Paraplanner

2 weeks ago


West Midlands, United Kingdom Hays Specialist Recruitment Limited Full time

Your new companyDue to continued growth, an excellent opportunity has arisen within a very well established firm of wealth management advisers for an experienced Paraplanner. Working within a very friendly and supportive team environment. Flexible working options.Your new roleProviding technical support to Financial Advisers / Wealth Planners assisting with the preparation of advice tailored to client's needs. Key responsibilities include carrying out research to identify the most suitable products to meet client requirements, preparing suitability reports, being a key point of contact for clients regarding technical matters across the full range of financial planning.What you'll need to succeedIdeally minimum Level 4 qualified, proven experience as a Paraplanner supporting financial advisers, strong technical knowledge across the full range of financial planning, particularly in the areas of investments, pensions, IHT planning and ideally experience of cash flow planning.What you'll get in returnHighly competitive salary and good benefits package. Flexible working options, including hybrid working.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk


  • Paraplanner

    3 weeks ago


    Wolverhampton, West Midlands, United Kingdom Financial Divisions Full time €40,000 - €45,000

    Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered status My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and...

  • Paraplanner

    3 months ago


    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...

  • Paraplanner

    1 week ago


    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office which is local to Mayfair and Soho, where you will work closely with Financial Advisers and Investment Managers.They keep going from...

  • Paraplanner

    3 months ago


    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers.They keep going from strength to strength, with further...


  • West Midlands, United Kingdom ASHDOWN GROUP Full time

    Role OverviewAn established financial services firm is seeking to add a Paraplanner to its growing team. This position offers a hybrid working arrangement, requiring three days per week in the office located in the West Midlands.Key ResponsibilitiesThe successful candidate will play a crucial role in supporting Advisors and Directors by providing insights on...


  • West Midlands, United Kingdom ASHDOWN GROUP Full time

    Position OverviewAn established financial services firm is seeking to add a Paraplanner to its growing team. This role offers a hybrid working arrangement, requiring attendance at the Wolverhampton office three days a week.Key ResponsibilitiesAssist Advisors and Directors in evaluating financial planning considerations and recommending appropriate strategies...


  • West Midlands, United Kingdom ASHDOWN GROUP Full time

    Position OverviewAn established financial services organization is seeking to add a Paraplanner to its growing team. This role offers a hybrid working arrangement, requiring attendance at the Wolverhampton office three days a week.Key ResponsibilitiesThe successful candidate will provide essential support to Advisors and Directors by offering insights on...


  • West Midlands, United Kingdom ASHDOWN GROUP Full time

    Job Summary:A leading financial services company, ASHDOWN GROUP, is seeking a skilled Paraplanner to join its team. This is a hybrid role with 3 days per week in a dynamic office environment.Key Responsibilities:Support financial advisors and directors in providing expert financial planning advice and suitable plans/products.Conduct research and analysis of...


  • West Midlands, United Kingdom ASHDOWN GROUP Full time

    Job Summary:A leading financial services company, ASHDOWN GROUP, is seeking a skilled Paraplanner to join its team. This is a hybrid role with 3 days per week in a dynamic office environment.Key Responsibilities:Support financial advisors and directors in providing expert financial planning advice and suitable plans/products.Conduct research and analysis of...


  • West Midlands, United Kingdom ASHDOWN GROUP Full time

    Role OverviewAn established financial services organization is seeking to add a Paraplanner to its expanding team. This position offers a hybrid working arrangement, requiring three days per week in the office.Key ResponsibilitiesAssist Advisors and Directors in evaluating financial planning elements and recommending appropriate strategies and products.Input...


  • West Midlands, United Kingdom ASHDOWN GROUP Full time

    Position OverviewAn established financial services organization is seeking to add a Paraplanner to its expanding team. This is a hybrid opportunity, requiring three days per week in the office located in the West Midlands.Key ResponsibilitiesAssist Advisors and Directors in providing comprehensive financial planning advice.Conduct thorough research and...


  • Wolverhampton, West Midlands, United Kingdom Financial Divisions Full time €40,000 - €45,000

    Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered status My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some...

  • Paraplanner

    4 weeks ago


    West End, United Kingdom Deerfoot IT Resources Limited Full time

    Position: Paraplanner Overview: Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to contribute to the high standards of their...

  • Paraplanner

    4 weeks ago


    West End, United Kingdom Deerfoot IT Resources Limited Full time

    Position: ParaplannerOverview:Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to contribute to the high standards of their...

  • Paraplanner

    2 months ago


    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time

    We are recruiting for a Self employed or Employed Paraplanner to support one of our clients (SJP)Role Purpose:To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.Key Duties and Responsibilities:Working closely with the Advisors to achieve Client...

  • Paraplanner

    1 month ago


    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time

    Job descriptionRemote or Hybrid WorkingWe are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP)Role Purpose:To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.Key Duties and Responsibilities:Working...

  • Paraplanner

    1 month ago


    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time €45,000

    We are recruiting for a Self employed or Employed Paraplanner to support one of our clients (SJP) Ready to make your application Please do read through the description at least once before clicking on Apply. Role Purpose: To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical...

  • Paraplanner

    1 month ago


    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time €45,000

    We are recruiting for a Self employed or Employed Paraplanner to support one of our clients (SJP) Ready to make your application Please do read through the description at least once before clicking on Apply. Role Purpose: To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical...

  • Paraplanner

    1 month ago


    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time €35,000

    Job description Remote or Hybrid Working We are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP) Role Purpose:To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports. Key Duties and Responsibilities:...

  • Paraplanner

    1 month ago


    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time €35,000

    Job description Remote or Hybrid Working We are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP) Role Purpose:To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports. Key Duties and Responsibilities:...