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  • Paraplanner

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    Bishop's Stortford, United Kingdom Kingswood Group Full time

    Kingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in Bishops Stortford. This is a fantastic opportunity for a qualified or part-qualified paraplanner, looking to continue their qualification.Working closely with an Adviser and Senior Paraplanner, the successful candidate will provide...

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    Bishop's Stortford, Hertfordshire, United Kingdom Kingswood Group Full time

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    Bishops Stortford, United Kingdom Heat Recruitment Ltd Full time

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  • Senior Paraplanner

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    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £40,000 - £50,000

    pbJob Summary:/b We are seeking an experienced Senior Paraplanner to join our team at a highly successful Financial Planning and Investment Management practice near Bishops Stortford./ppbKey Responsibilities:/b/pulliAssist the Senior Leadership Team with processes, technical cases, and team improvements./liliContribute to the development of financial plans...

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    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Job Title: Paraplanner (Pensions Management)Location: Bishop's Stortford, Office Based (5 days per week)Job Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in Bishop's Stortford. As a Paraplanner, you will play a key role in supporting our Wealth Planning team in delivering high-quality services to our clients.Key...

  • Wealth Planning Specialist

    1 month ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £45,000 - £50,000

    Job Title: Paraplanner (Pensions Management)Location: Bishop's Stortford, Office Based (5 days per week)Job Type: Full-timeAbout the Role:We are seeking an experienced Paraplanner to join our team in Bishop's Stortford. As a Paraplanner, you will play a key role in supporting our Wealth Planning team in delivering high-quality services to our clients.Key...

Paraplanner

2 months ago

Bishop's Stortford, United Kingdom Heat Recruitment Full time

Role: ParaplannerLocation: Bishops StortfordSalary: Negotiable - looking at a range of experience levelOur client is an award winning, Top 100 Financial Adviser ranked, chartered Financial Planning firm which is rapidly expanding. They have a presence across the South East of the UK and pride themselves on providing long term support to their clients.Following recent growth, the company are now hiring for a Paraplanner to join the firm's Bishops Stortford office. The successful candidate will be responsible for providing support in relation to all Paraplanning activities throughout the firm.You will join a team which champions progression, and pride themselves as a 'people-first’ business - the team encourage idea sharing and promote a positive working environment. In addition to a competitive starting salary (flexible depending on experience) per annum, the firm offer a benefits package to include a 25 days of annual leave, extra birthday day off, EAP system, early finish Fridays, 'beer o clock', flexible working.What's needed for me to be considered?

  • Have at least 2-3 years of experience as a Paraplanner
  • Working towards or having obtained the Level 4 qualification in Financial Planning
  • Working to a high standard and having excellent IT skills
  • Strong knowledge of all products including Pensions, Investments, IHT Planning, Estate Planning

What next?Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the Paraplanner opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Job Synonyms: Junior Financial Adviser, Junior Financial Planner, Paraplanner, Junior Paraplanner#LI-AW1