Current jobs related to Paraplanner - Doncaster - Recruit UK

  • Paraplanner

    2 months ago

    Doncaster, United Kingdom Premier Jobs UK Limited Full time

    This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • Paraplanner

    3 months ago

    Doncaster, United Kingdom Premier Jobs UK Limited Full time

    This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm.You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • Paraplanner

    2 months ago

    Doncaster, United Kingdom Premier Jobs UK Limited Full time

    This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm.You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • Paraplanner

    3 months ago

    Doncaster, United Kingdom Premier Jobs UK Limited Full time

    This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm.Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance...

  • Trainee Paraplanner

    4 weeks ago

    Doncaster, United Kingdom NJR Recruitment Full time

    About usNJR Recruitment are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business. Offering hybrid working out of their offices based on the outskirts of Doncaster, you will be supporting the Financial...

  • Trainee Paraplanner

    1 month ago

    Doncaster, United Kingdom NJR Recruitment Full time

    About usNJR Recruitment are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business. Offering hybrid working out of their offices based on the outskirts of Doncaster, you will be supporting the Financial...

  • Trainee Paraplanner

    5 days ago

    Doncaster, United Kingdom NJR Recruitment Full time

    About us NJR Recruitment are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business. Offering hybrid working out of their offices based on the outskirts of Doncaster, you will be supporting the Financial...

  • Trainee Paraplanner

    1 month ago

    Doncaster, United Kingdom NJR Recruitment Full time

    About usNJR Recruitment are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever growing business. Offering hybrid working out of their offices based on the outskirts of Doncaster, you will be supporting the Financial...

  • Financial Planning Paraplanner

    4 weeks ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    Position Overview: This hybrid-based Paraplanner role offers a unique opportunity within a dynamic financial advisory firm.Key Responsibilities: As a Paraplanner, you will deliver comprehensive paraplanning services to Financial Advisors, ensuring exceptional client support and adherence to compliance standards. The organization is developing a robust...

  • Financial Planning Paraplanner

    2 months ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    Position Overview: This hybrid-based Paraplanner role offers a unique opportunity within a dynamic financial advisory firm.Key Responsibilities: As a Paraplanner, you will deliver comprehensive paraplanning services to Financial Advisors, ensuring exceptional client support and adherence to compliance standards. The organization is developing a robust...

  • Paraplanner Trainee Role

    2 days ago

    Doncaster, Doncaster, United Kingdom NJR Recruitment Full time

    We are seeking a talented Trainee Paraplanner to join our dynamic team at NJR Recruitment. As a Trainee Paraplanner, you will be supporting our Financial Planners in preparing client financial plans, reports, research, and analysis.Key responsibilities include:Managing the research and analysis of financial products to meet client requirementsResearching...

  • Financial Planning Paraplanner

    2 months ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    Position Overview: This hybrid-based Paraplanner role offers a chance to become part of a dynamic and expanding financial advisory firm.Key Responsibilities: In this position, you will deliver comprehensive paraplanning services to Financial Advisors, ensuring that client satisfaction and regulatory compliance are consistently upheld. The organization is...

  • Financial Planning Paraplanner

    4 weeks ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    Position Overview: This hybrid-based Paraplanner role offers a chance to become part of a dynamic and expanding financial advisory firm.Key Responsibilities: In this position, you will deliver comprehensive paraplanning services to Financial Advisors, ensuring that client satisfaction and regulatory compliance are consistently upheld. The organization is...

  • Financial Planning Paraplanner

    4 weeks ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    About the Role:This hybrid-based Paraplanner position offers a chance to be part of a dynamic and expanding financial advisory firm.The role involves delivering comprehensive paraplanning services to Financial Advisors, ensuring that client satisfaction and regulatory compliance are consistently upheld.Key Responsibilities:Provide detailed paraplanning...

  • Financial Planning Paraplanner

    2 months ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    About the Role:This hybrid-based Paraplanner position offers a chance to be part of a dynamic and expanding financial advisory firm.The role involves delivering comprehensive paraplanning services to Financial Advisors, ensuring that client satisfaction and regulatory compliance are consistently upheld.Key Responsibilities:Provide detailed paraplanning...

  • Financial Planning Paraplanner

    4 weeks ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    Position Overview: This hybrid-based Paraplanner role offers a chance to become part of a dynamic and expanding financial advisory firm.Key Responsibilities:Deliver comprehensive paraplanning services to Financial Advisors.Ensure exceptional client service and adherence to compliance standards.Contribute to the development of a robust back-office...

  • Financial Planning Paraplanner

    2 months ago

    Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

    Position Overview: This hybrid-based Paraplanner role offers a chance to become part of a dynamic and expanding financial advisory firm.Key Responsibilities:Deliver comprehensive paraplanning services to Financial Advisors.Ensure exceptional client service and adherence to compliance standards.Contribute to the development of a robust back-office...

  • Paraplanner Trainee

    3 weeks ago

    Doncaster, Doncaster, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentWe are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever-growing business.Job SummaryThe successful candidate will support the Financial Planners in preparing client financial plans, reports, research,...

  • Paraplanner Trainee

    3 weeks ago

    Doncaster, Doncaster, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentWe are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are now seeking an ambitious and talented Trainee Paraplanner to join their dynamic and ever-growing business.Job SummaryThe successful candidate will support the Financial Planners in preparing client financial plans, reports, research,...

  • Trainee Paraplanner

    4 days ago

    Doncaster, Doncaster, United Kingdom NJR Recruitment Full time

    About NJR RecruitmentWe are delighted to be representing one of the UK's leading national firms of Financial Advisers, who are seeking a talented Trainee Paraplanner to support their dynamic team.This Trainee Paraplanner role involves working closely with Financial Planners to prepare client financial plans, ensuring all necessary documentation is completed...

Paraplanner

2 months ago

Doncaster, United Kingdom Recruit UK Full time

Job Title: Paraplanner

Industry: Financial Planning

Location: Doncaster

Salary: £40,000

Job Reference: 9216

Job Description:

Recruit UK is working on an excellent opportunity for a Paraplanner in Doncaster to join an Independent Financial Advice practice.

This company ensures their clients make sense of their options and ensure they have security as well as freedom. They are an ethical financial planning company and have their clients at the forefront of what they do.

They are currently looking to bring on a Paraplanner to join their existing team in their office in Doncaster due to continued success and growth. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times. This is an excellent opportunity and new challenge for an experienced Paraplanner, to join a well-established financial planning practice.

The ideal candidate will work on a hybrid basis from their Doncaster office.

Duties as a Paraplanner will involve, but not be limited to:

  • Building cash flow models.
  • Preparing recommendations and suitability reports.
  • Identifying areas for planning.
  • Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.
  • Preparing information/comparisons for analysis by Planner.
  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.
  • Establishing and building strong relationships with clients

What’s in it for you?

  • Salary up to £40,000
  • 28 days holiday, plus bank holidays
  • Flexible hybrid working
  • Birthday day off
  • Income protection for up to 5 years
  • Online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Career professional development
  • Competitive bonus scheme

Skills and experience required:

  • Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection.
  • Excellent suitability report writing skills.
  • 3+ years experience in a Paraplanning role
  • Have achieved Level 4 Diploma in Financial Planning or equivalent.