Paraplanner (Pensions Management)
1 month ago
We are proud to be supporting a leading, national, wealth management and financial planning firm with continued expansion plans. Candidates will be responsible for providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support. You will liaise with the Financial Planner and ensure all information is present, whilst proving guidance and research to ensure suitable recommendations for the client.
Candidates need to have previous paraplanning or report writing experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. You will ideally be qualified to Level 4 / Diploma, or working towards, and have good planning and organisational skills.
In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.
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Paraplanner (Pensions Management)
3 weeks ago
United Kingdom Burgh Recruitment Full time €45,000Paraplanner Location - Remote Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be providing technical expertise to support and assist in this process, through...
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Paraplanner (Pensions Management)
2 days ago
United Kingdom Financial Divisions Full time €65,0003 days in the office per week after training and induction They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling,...
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Paraplanner (Pensions Management)
2 days ago
United Kingdom Financial Divisions Full time €65,0003 days in the office per week after training and induction They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling,...
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Paraplanner (Pensions Management)
1 day ago
United Kingdom Financial Divisions Full time3 days in the office per week after training and induction They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling,...
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Paraplanner (Pensions Management)
1 month ago
United Kingdom Clayton Davies Full time €45,000Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial...
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Paraplanner
2 weeks ago
United Kingdom Burgh Recruitment Full timeParaplannerLocation - RemoteSalary - Up to £45,000We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their...
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Paraplanner
2 weeks ago
United Kingdom Burgh Recruitment Full timeParaplannerLocation - RemoteSalary - Up to £45,000We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their...
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Paraplanner
2 days ago
United Kingdom Financial Divisions Full time €65,000Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London)3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over the past...
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Paraplanner
1 day ago
United Kingdom Financial Divisions Full timeParaplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20+ staff with over...
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Paraplanner
4 weeks ago
United Kingdom Burgh Recruitment Full timeParaplanner Location - RemoteSalary - Up to £45,000We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their...
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Paraplanner
3 weeks ago
United Kingdom Burgh Recruitment Full time €45,000Paraplanner Location - Remote Salary - Up to £45,000 We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet...
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Paraplanner
4 weeks ago
United Kingdom Burgh Recruitment Full timeParaplanner Location - RemoteSalary - Up to £45,000We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team.Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their...
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Paraplanner
1 month ago
United Kingdom Clayton Davies Full time📍Home based with expectation of being in their Yorkshire based office once every two weeks💰£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following:Undertake appropriate, accurate and...
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Paraplanner
1 month ago
United Kingdom Clayton Davies Full time €45,000Home based with expectation of being in their Yorkshire based office once every two weeks £45,000 + Benefits Job Description : Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers. The role will involve taking responsibility for the following: Undertake appropriate, accurate...
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Paraplanner
1 month ago
United Kingdom Clayton Davies Full time📍Home based with expectation of being in their Yorkshire based office once every two weeks💰£45,000 + BenefitsJob Description:Our client is a growing wealth management firm who are looking for an experienced Paraplanner to support the Financial Advisers.The role will involve taking responsibility for the following:Undertake appropriate, accurate and...
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Home Based Paraplanner
1 week ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Home Based Paraplanner.As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from...
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Home Based Paraplanner
1 week ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Home Based Paraplanner.As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from...
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Paraplanner
1 month ago
United Kingdom Bond Rec Full timeBond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire. The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments. General...
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Paraplanner
4 months ago
United Kingdom IDEX Consulting Ltd Full timeWe 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...
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Pensions Technical Support
2 days ago
United Kingdom Alexander Lloyd Full timePensions Technical Support - 12 month contract likely to go to permanent We are currently partnered with a local council to support on the McCloud Remedy which initially, would be a 12-month placement with a view to go permanent. Review, develop and implement changes within the word integration and work flow platforms in the pensions software system ...