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Hybrid Paraplanner
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Uxbridge, United Kingdom Cameron James Full timeA fantastic opportunity has arisen to join a highly successful firm of Financial Advisors placed in beautiful surrounding just outside of town providing Paraplanning Support. Ideally, they are looking for a paraplanner - but are also open to a junior dependent onability and current experience - someone who has :- Recent IFA paraplanning experience or for a...
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Paraplanner - Hillingdon
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Uxbridge, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in Hillingdon who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, FE Analytics, Genovo report writing software and cashflow modelling software. The paraplanners work with...
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Paraplanner - Financial Planning Specialist
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Uxbridge, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Paraplanner to join their team. A minimum of 1 year's paraplanning experience and Diploma qualified is required. Nice to have's would be experience with financial planning software and cashflow modelling tools.The paraplanners work with financial advisers...
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Paraplnner
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Uxbridge, United Kingdom Placing Faces Full timeJob Title:ParaplannerLocation:West LondonSalary:£35k-£40kWe are working with a small, successful IFA firm based in West London, and they're looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors.Paraplanner Duties; Provide an effective and efficient support service to the department and...
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Financial Services Coordinator
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Uxbridge, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Paraplanner to join their team. A minimum of 1 year's paraplanning experience and Diploma qualified is required. Nice to have's would be experience with financial planning software and cashflow modelling tools.The paraplanners work with financial advisers...
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Financial Services Coordinator
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Uxbridge, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals with confidence.Job SummaryWe are seeking a skilled Paraplanning Professional to join our team in Uxbridge. As a Paraplanner, you will play a crucial role in supporting our Financial Planners and Advisers with in-depth...
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Paraplanning Professional
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Uxbridge, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals with confidence.Job SummaryWe are seeking a skilled Paraplanning Professional to join our team in Uxbridge. As a Paraplanner, you will play a crucial role in supporting our Financial Planners and Advisers with in-depth...
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Financial Planning Assistant
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Uxbridge, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals with confidence.Job SummaryWe are seeking a skilled Paraplanning Professional to join our team in Uxbridge. As a Paraplanner, you will play a crucial role in supporting our Financial Planners and Advisers with in-depth...
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Paraplanner - Financial Planning Specialist
1 week ago
Uxbridge, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Paraplanning professional to join their team. A minimum of 1 year's paraplanning experience and Diploma qualified is required. Nice to have's would be experience with financial planning software, cashflow modelling tools and financial analysis platforms.The...
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Paraplanner - Financial Planning Specialist
1 week ago
Uxbridge, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in the UK who are looking to recruit a Paraplanning professional to join their team. A minimum of 1 year's paraplanning experience and Diploma qualified is required. Nice to have's would be experience with financial planning software, cashflow modelling tools and financial analysis platforms.The...
Paraplanner
4 months ago
Job Title: ParaplannerLocation: West LondonSalary: £35k-£40kWe are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors.Paraplanner Duties; * Provide an effective and efficient support service to the department and dedicated financial planners. * Technical work such as cash flow modelling, and pension analysis * Serving as the client's point of contact and overseeing workflows to ensure the services are supplied promptly * Preparing client valuations and review packs * Using back office technology to guarantee complete and accurate client recordsExperience required for an Paraplanner to come on board; * At least 6 months experience as a paraplanner in an IFA/wealth management firm (this is not a trainee role) * Ideally be level 4 diploma qualified or working towards it * Confidence when liaising with clients and producing documentation * Strong communication and IT skillsBenefits of becoming an Paraplanner; * £35-40k starting salary * Hybrid working after training period * Potential to progress into a Financial Advisor in futureIf you are a Paraplanner and are interested then please apply
