Current jobs related to Paraplanner (Part-time option) Hybrid - Trainee Considered - StocktononTees - EGRecruiting Ltd

  • Trainee Paraplanner

    2 months ago

    Stockton-on-Tees, United Kingdom Idex Full time

    A reputable and well known Financial Advisory business are now actively looking to hire a Trainee Paraplanner in to their established team.The business has a strong emphasis on a positive working culture which is demonstrated by the longevity of many within the office. Duties will include;Deal effectively with queries from clients and other parties through...

  • Trainee Paraplanner

    2 weeks ago

    Burnham-on-Sea, United Kingdom Recruit UK Full time

    Job Description: Recruit UK are working on an excellent opportunity for someone who's been working in Financial Advice administration support roles to progress their career. Based in Burnham-on-Sea, an Independent Financial Planning practice is looking to hire an experienced Administrator to join them, provide administrative support and progress towards...

  • Trainee Paraplanner

    3 weeks ago

    Burnham-on-Sea, United Kingdom Recruit UK Full time

    Job Description: Recruit UK are working on an excellent opportunity for someone who's been working in Financial Advice administration support roles to progress their career. Based in Burnham-on-Sea, an Independent Financial Planning practice is looking to hire an experienced Administrator to join them, provide administrative support and progress towards...

  • Paraplanner

    2 months ago

    Stockton-on-Tees, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Paraplanner Location - Fully RemoteSalary - Up to £45k, depending on expereinceHours - Part-time or Full-timeOur Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.You will be...

  • Trainee Optical Retailer

    3 months ago

    Stockton-on-Tees, United Kingdom Specsavers Full time

    **Trainee Optical Retailer** **Store: Specsavers Stockton (Clevelands)** **Hours: Part time - 30 hours (**w**eekend working is essential)** **Benefits**:Bonus after probation, Specsavers perks, staff/friends & family discounts, team incentives/events and building days** **_ Full Training provided - with great career progression opportunities_** Have you...

  • Paraplanning Trainee

    3 hours ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Opportunity: Trainee ParaplannerRecruit UK is working with a leading Chartered financial planning practice to find an experienced Administrator to join their team in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the RoleThis is an excellent opportunity for someone with experience...

  • Bus Operator Trainee

    1 month ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Stagecoach Group Full time

    Bus Operator Trainee at Stagecoach GroupStagecoach Group, a prominent name in public transportation across the UK, is seeking enthusiastic individuals to embark on a journey as trainee bus operators. This is an excellent opportunity to gain hands-on experience at our specialized driving academy, while becoming part of a vibrant and inclusive...

  • Accounting Trainee

    3 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Paul Card Recruitment Full time

    Accounting Trainee RoleWe are seeking an ambitious and detail-oriented Accounting Trainee to join our team at Paul Card Recruitment. As a Trainee Accountant, you will assist with various financial tasks, including purchase ledger, sales ledger, and bank reconciliations.Key Responsibilities:Process invoices and handle supplier queriesContribute to the sales...

  • Accounting Trainee

    2 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Paul Card Recruitment Full time

    Accounting Trainee RoleWe are seeking an ambitious and detail-oriented Accounting Trainee to join our team at Paul Card Recruitment. As a Trainee Accountant, you will assist with various financial tasks, including purchase ledger, sales ledger, and bank reconciliations.Key Responsibilities:Process invoices and handle supplier queriesContribute to the sales...

  • Paraplanning Trainee

    2 days ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Exciting Opportunity for a Trainee ParaplannerWe are working with a leading Chartered financial planning practice in Burnham-on-Sea to find an experienced Administrator to join their team. This role offers a fantastic opportunity for career progression and development in the financial services industry.Key Responsibilities:Providing administrative support to...

  • Paraplanning Trainee

    23 hours ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Opportunity: Trainee ParaplannerRecruit UK is working with a leading Chartered financial planning practice to find an experienced administrator to join their team in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in paraplanning duties.Key Responsibilities:Preparing client packs and sending appointment...

  • Paraplanning Trainee

    3 days ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Exciting Opportunity for a Trainee ParaplannerWe are working with a leading Chartered financial planning practice in Burnham-on-Sea to find an experienced Administrator to join their team. This role offers a fantastic opportunity for career progression and development in the financial services industry.Key Responsibilities:Providing administrative support to...

  • Paraplanning Trainee

    21 hours ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Opportunity: Trainee ParaplannerRecruit UK is working with a leading Chartered financial planning practice to find an experienced administrator to join their team in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in paraplanning duties.Key Responsibilities:Preparing client packs and sending appointment...

  • Trainee Beauty Therapist

    4 months ago

    Stockton-on-Tees, United Kingdom Beauty and holistic therapies Full time

    School leaver Part time Trainee Beauty Therapist with the intention of becoming full time when qualified. You will help with the day to day running of the salon whilst training on the job. You must be keen to learn body massage, facials, pedicures and other standard beauty treatments. **Job Type**: Part-time Part-time hours: 20 per week **Salary**: From...

  • Trainee Residential Surveyor

    4 months ago

    Stockton-on-Tees, United Kingdom Connells Group Full time

    Our hugely successful Assoc RICS training academy is ready to recruit for the next intake. We are looking to recruit a Trainee Surveyor in Teeside to help us shape the future of the residential surveying industry. As one of the UK's largest and most trusted suppliers of residential surveys and valuations, we pride ourselves on being able to afford our...

  • Paraplanning Manager/Head of Client Services

    3 weeks ago

    Stockton-on-Tees, United Kingdom Heat Recruitment Full time

    Paraplanning Manager/Head of client ServicesLocation: Stockton-On-TeesSalary: up to £55,000Benefits Generous salary/bonus and profit share schemeGroup scheme benefits - pension scheme, death in service & income protection plan Career and personal development pathwaysWellbeing support servicesGenerous social budget and team away daysAgile and home working...

  • Part Time Administrator

    4 months ago

    Stockton-On-Tees, United Kingdom Dance On - Studio Full time

    **About us** Our goal is to teach children from 18months to Adults to dance, in a fun friendly community dance school based in Norton, Stockton-on-Tees. Theatrical dance such as Ballet, Tap, Modern, Acro, Street and Contemporary is taught. Classes available evenings and Saturdays during Term Time. Many other opportunities are available such as Dance...

  • Paraplanner (Pensions Management)

    3 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000

    Financial Services Recruit UK are working on an excellent opportunity for a Paraplanner in Somerset to join an Independent Financial Planning practice. This company is a leading Chartered practice, they specialise in investment and pension advice and have an expanding client base. You will prepare and follow up client projects, whilst, delivering...

  • Paraplanner (Pensions Management)

    3 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time €45,000

    Financial Services Recruit UK are working on an excellent opportunity for a Paraplanner in Somerset to join an Independent Financial Planning practice. This company is a leading Chartered practice, they specialise in investment and pension advice and have an expanding client base. You will prepare and follow up client projects, whilst, delivering...

  • Trainee

    4 months ago

    Stockton-on-Tees, United Kingdom RMS Full time

    RMS - Resource Management Solutions are pleased to be recruiting on behalf of our client, a long established and well-respected stair manufacturer in Stockton-On-Tees. We are looking for an intelligent and driven individual to join our client’s team as a **Trainee**. This is a permanent position. **Responsibilities will include**: - Provide...

Paraplanner (Part-time option) Hybrid - Trainee Considered

3 months ago

StocktononTees, United Kingdom EGRecruiting Ltd Full time

Candidate Requirements:

  • Must have some previous paraplanning experience
  • Excellent analytical skills and work in a structured and planned manner
  • Must be confident in dealing with clients both over the telephone and face to face
  • Excellent interpersonal and communication skills
  • Positive attitude to work regularly demonstrated
  • With support, reflect on work practices, identify learning and development needs and take steps to develop own knowledge and skills as required
  • Desire to attain additional professional qualifications

Benefits:

* Hours Mon-Thur 9-5 (some flexibility 8-4) Friday 8-3

* Hybrid working

* Pension (will match up to 6%)

* DIS

* Critical Illness cover

* Health Cashplan

* Free parking

* Study support

Role:

Our Client is a well-established IFA firm specialising in pensions, pension transfers, corporate employee benefits, SIPPS, SSAS, investments and IHT planning, has an immediate requirement for a Paraplanner to join the team. This will be on either a full-time, or part-time basis (circa 30-32 hours) and consideration will be given to Trainee Paraplanners. This is a superb opportunity for a candidate wishing to continue their career in the Financial Services industry within a highly professional practice with excellent support.The role is to provide all paraplanning support to the Advisers within the practice, including report writing, research and other areas as directed from time to time. Additionally, to ensure clients receive suitable advice in accordance with their needs and priorities, based on the information provided by the company Advisers. To produce and develop compliant reports and obtain any research, application forms and company literature as deemed necessary for the recommendations and subsequent sale of products.Responsibiilities will include:· Be responsible for managing own workload and attend team update meetings and provide update on own workload· Review the files and produce any information required by the Adviser prior to the appointment· Arrange and attend (where needed) a 'post’ client meeting appointment with the Adviser· Attend meetings with clients to complete paperwork where required· Identify and action points from the meeting and record on Intelliflo· Build relationships with clients and be the point of contact via email and telephone.· Speak to clients to take instructions and explain procedures for taking benefits and reply to their queries. This may include answering technical questions where no advice is required.· Run and maintain a diary system on Intelliflo to record any actions completed or any work undertaken, and assign tasks to other team members to ensure work is completed· Creation and maintenance of standard templates and letters for client contact· Willing to see things from your client’s viewpoint. Listening, questioning and clarifying in order to understand your clients’ needs. Using client feedback to drive improvements. Tailoring communications to meet client needs.· Undertake bespoke client research and calculations for tax, personal allowance, annual allowance, tapered annual allowance, lifetime allowance etc where required· Review Defined Benefit plan information and complete analysis when required· To use any research tools, as recommended by the Head of Paraplanning to assist in recommendations for the reports· To use the standard templates provided to produce client reports for the Advisers· To arrange follow up meetings with the Advisers to present the completed action points, ensure the advice is compliant and bring any additional points to consider to the adviser’s attention· To make any necessary amendments requested by the Adviser· To produce final copies of reports, and any additional items noted as addendums· To work within the regulatory requirements of the FCA at all times· To ensure compliance with the Data Protection Act, and any other guidance which forms part of the day to day role· To report any potential client complaints· To check meeting packs, valuations and letters completed by other team members· To place trades and submit new business and be responsible for following procedures in respect of this.· To help with the training, development and workflow management with less experienced team members· Provide holiday cover for any team member, as required· To work as part of a team within the office environment· Pursue own personal development and learning, keep up to date with industry changes undertake internal and external training. Making full use of learning hour allocated each week such as watching webinars· To liaise with Clients, Partners and staff within the Company in an open, professional and co-operative manner, at all times

Qualifications:

Level 4 Diploma in Regulated Financial Planning (or equivalent) preferred however, not essential and consideration will be given to part-qualified candidates

Know someone who the above job would be a perfect fit for?

REFER THEM ...and receive £250 when they start in their new role