Current jobs related to Paraplanner - United Kingdom - IDEX Consulting Ltd

  • Senior Paraplanner

    1 week ago

    United Kingdom Fisher Investments Full time €10,000

    The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...

  • Senior Financial Paraplanner

    1 week ago

    United Kingdom Fisher Investments Full time €10,000

    The Opportunity: The Senior Paraplanner under Fisher Investments Europe's UK Additions Team analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Reporting to your team leader, in this role you will be client-facing and...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    2 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/Paraplanner - Holywood OfficeAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is seeking a skilled Administrator/Paraplanner to join their Holywood office team.About the RoleAs an Administrator/Paraplanner, you will play a vital part in...

  • Financial Services Coordinator

    2 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/Paraplanner - Holywood OfficeAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is seeking a skilled Administrator/Paraplanner to join their Holywood office team.About the RoleAs an Administrator/Paraplanner, you will play a vital part in...

  • Financial Services Coordinator

    2 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    2 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    7 days ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/Paraplanner RoleAbacus Professional Recruitment is seeking a highly skilled and motivated Administrator/Paraplanner to join their team in Holywood. As a key member of the team, you will play a crucial role in supporting the advisers and paraplanners, ensuring our clients receive exceptional service.Your Key...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time £30,000

    Financial Planning Administrator/Paraplanner OpportunityAbacus Professional Recruitment is seeking a skilled Financial Planning Administrator/Paraplanner to join our client's dynamic team in their Holywood office. This is an exciting opportunity to work with a leading independent financial planning firm, managing over £7bn in assets for 14,000 clients.About...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time £30,000

    Financial Planning Administrator/Paraplanner OpportunityAbacus Professional Recruitment is seeking a skilled Financial Planning Administrator/Paraplanner to join our client's dynamic team in their Holywood office. This is an exciting opportunity to work with a leading independent financial planning firm, managing over £7bn in assets for 14,000 clients.About...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    3 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    2 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    2 weeks ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: Administrator/ParaplannerAre you ready to make a meaningful impact in the world of financial planning? Our client, a leading independent financial planning firm, is offering a fantastic opportunity to join their team as an Administrator/Paraplanner in their Holywood office.Why Choose This Role?Our client is one of the UK's leading...

  • Financial Services Coordinator

    1 week ago

    United Kingdom Abacus Professional Recruitment Full time

    Exciting Opportunity: We are seeking a skilled Administrator/Paraplanner to join our team in Holywood. As a key member of our team, you will play a vital role in supporting our advisers and paraplanners, ensuring our clients receive exceptional service. Your responsibilities will include managing client contact strategies, organizing review meetings,...

  • Financial Services Coordinator

    6 days ago

    United Kingdom Abacus Professional Recruitment Full time

    Financial Services Administrator**About the Role**We are seeking a skilled Financial Services Administrator to join our team at Abacus Professional Recruitment. As a key member of our team, you will play a vital role in supporting our advisers and paraplanners, ensuring our clients receive exceptional service.**Key Responsibilities*** Proactively manage...

  • Business Development Director

    9 hours ago

    united kingdom Alexander Lloyd Full time

    Business Development Manager/Director At Alexander Lloyd, we are pleased to partnered with a longstanding consultancy of ours that are keen to continue their growth heading into 2025. They are well-regarded within the marketplace and could be the next-step for you… Role & Responsibilities: Lead on bids with new clients Responding to RFP’s Attend...

  • Employee Benefits Consultant

    2 days ago

    United Kingdom Alexander Lloyd Full time

    Employee Benefits ConsultantHere at Alexander Lloyd, we are excited to announce that we are partnered with an established Employee Benefits & Pensions Consultancy that has gone through a lot of positive change recently and are keen to continue this growth heading into 2025.Role & Responsibilities:Manage and retain a book of corporate clients across either...

  • Flexible Benefits Consultant

    2 days ago

    United Kingdom Alexander Lloyd Full time

    Flexible Benefits ConsultantAre you an experienced flexible benefits consultant? If so, this role could be for you! Here at Alexander Lloyd, we are supporting an established EB consultancy within their flexible benefits team to continue their growth into 2025.Role & Responsibilities:Project manage the implementations and annual renewals of your assigned...

Paraplanner

2 months ago

United Kingdom IDEX Consulting Ltd Full time

We are looking looking for an experienced Paraplanner to join this excellent business in Glasgow

You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer)

THE ROLE

  • To prepare written advice and provide technical research services to a team of Advisors and partners
  • To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
  • Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
  • Assist with any new business initiatives, as required
  • Proactive in suggesting improvements for the continuing progression of the team and Company
  • Strong technical knowledge and research of financial services products
  • Relevant experience in a Wealth Management environment
  • Effective communication, both verbally and in writing
  • Effective drafting of client advice
  • Ability to attend client meetings

THE CANDIDATE

  • Ideally Diploma level (or equivalent)
  • The candidate must have full paraplanning experience
  • Experience in a fee based environment
  • Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
  • Experience in report writing and research (ideally pre-sale)

In return you will receive a top rate salary package and excellent bonus.