We have other current jobs related to this field that you can find below
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Paraplanner - Chelmsford
3 months ago
Chelmsford, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in Chelmsford who are looking for a Paraplanner to join their team. Must be Level 4 Diploma qualified and working towards Chartered status. They are looking for an experienced Paraplanner to work within their busy technical team, providing support across our offices to our successful team of...
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Paraplanner
2 months ago
Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €30,000 - €45,000TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Position: Paraplanner Salary Range: £30,000 to £45,000 Benefits: Holiday Entitlement~ 23 days Extra Holiday Purchase Eye Test Employee Health Insurance Employee Assistance Programme (EAP) Pension Death In Service/Life Insurance Bonus Scheme Annual Salary Review Study Support ...
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Trainee Paraplanner
1 month ago
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Trainee Paraplanner
1 month ago
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Client Advisory Paraplanner
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Paraplanner
1 month ago
Chelmsford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersPosition:ParaplannerSalary Range:£30,000 to £45,000Benefits:Holiday Entitlement~ 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath In Service/Life InsuranceBonus SchemeAnnual Salary ReviewStudy SupportParkingCycle to work schemeFree Hot...
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Paraplanner
2 months ago
Chelmsford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersPosition:ParaplannerSalary Range:£30,000 to £45,000Benefits:Holiday Entitlement~ 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath In Service/Life InsuranceBonus SchemeAnnual Salary ReviewStudy SupportParkingCycle to work schemeFree Hot...
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Paraplanner
2 weeks ago
Chelmsford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTEnsure all your application information is up to date and in order before applying for this opportunity.Financial Services Specialist RecruitersPosition:ParaplannerSalary Range:£30,000 to £45,000Benefits:Holiday Entitlement~ 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath...
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Paraplanner
1 month ago
Chelmsford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersPosition:ParaplannerSalary Range:£30,000 to £45,000Benefits:Holiday Entitlement~ 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath In Service/Life InsuranceBonus SchemeAnnual Salary ReviewStudy SupportParkingCycle to work schemeFree Hot...
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Paraplanner
1 month ago
Chelmsford, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTEnsure all your application information is up to date and in order before applying for this opportunity.Financial Services Specialist RecruitersPosition:ParaplannerSalary Range:£30,000 to £45,000Benefits:Holiday Entitlement~ 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath...
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Investment Support Specialist
7 days ago
Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENT LIMITEDSpecialists in Financial Services RecruitmentPosition: ParaplannerSalary Range: £30,000 to £45,000Benefits:Holiday Entitlement: 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)Pension SchemeLife InsuranceBonus StructureAnnual Salary ReviewStudy SupportParking FacilitiesCycle to...
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Client Advisory Assistant
7 days ago
Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersPosition: ParaplannerSalary Range: £30,000 to £45,000Benefits:Holiday Entitlement: 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath In Service/Life InsuranceBonus SchemeAnnual Salary ReviewStudy SupportParkingCycle to work schemeFree...
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Financial Planning Associate
7 days ago
Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersPosition: ParaplannerSalary Range: £30,000 to £45,000Benefits:Holiday Entitlement: 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath In Service/Life InsuranceBonus SchemeAnnual Salary ReviewStudy SupportParkingCycle to work schemeFree...
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Financial Planning Associate
7 days ago
Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTSpecialists in Financial Services RecruitmentPosition: ParaplannerSalary Range: £30,000 to £45,000Benefits:• Holiday Entitlement: 23 days• Additional Holiday Purchase• Eye Test Coverage• Employee Health Insurance• Employee Assistance Programme (EAP)• Pension Scheme• Life Insurance/Death in Service Benefits• Bonus...
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Investment Support Specialist
7 days ago
Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersPosition: ParaplannerSalary Range: £30,000 to £45,000Benefits:Holiday Entitlement: 23 daysExtra Holiday PurchaseEye TestEmployee Health InsuranceEmployee Assistance Programme (EAP)PensionDeath In Service/Life InsuranceBonus SchemeAnnual Salary ReviewStudy SupportParkingCycle to work schemeFree...
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Trainee Financial Planner
3 months ago
Chelmsford, United Kingdom RecruitUK Full time**Job Title**: Trainee Financial Planner **Industry**: Financial Services **Location**:Chelmsford **Salary**:£35,000 - £50,000 (doe) **Job reference**:8195 Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Chelmsford. Duties include: - Collaboration with Senior Financial Planners - Attending meetings - Preparing...
Paraplanner
3 months ago
- Hybrid Working
- Ideal candidate will be Diploma qualified or on your way to being
- Option of condensed week & flexibility for school drops offs, excellent pension
Fram are working on a great opportunity to join a growing Financial Planning firm based in Essex. Our client is looking to hire a Paraplanner with previous experience to join their established team. The role offers hybrid working, the option of a condensed week and flexibility for school drops offs, excellent pension and other benefits. The Paraplanning team, work in a pooled environment and along with admin team support 5 experienced Financial Planners. The firm is independent and deals with cashflow planning, pension, investment, IHT and retirement planning. If someone wanted to take on more responsibility our client will look at a senior role that helps train and develop the team, manage appraisals, holiday/sickness oversight and also sit on the investment committee.
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
They are looking for candidates who can :
- Deal with existing and new client enquiries.
- New business submission
- Experience of writing Suitability Reports including new business, investment, and pension transfers.
- Proficient with technical nature of advice, such as pension tax relief, carry forward, inheritance tax, capital gains tax, investment bonds, transfer process
- Excellent knowledge of Excel and Word with ability to manage spreadsheets.
- Arranging client meetings and write up meeting notes
- Prepare and issue annual reviews
- Liasing with providers
- Use back office, report writing, fund and portfolio systems
- Literacy, numeracy, and attention to detail are crucial for this role
- Excellent organisational skills, prepared to work as part of a team and independently.
An ideal candidate will be Diploma qualified or on your way to being (Preferably CII) with a background in paraplanning. Be hard-working, friendly, easy going, and open to ideas, prepared to listen, learn, improve skills and processes. Happy to continue to take additional exams if required.
