Paraplanner

2 weeks ago

Preston Lancashire, United Kingdom Serata Search (UK) Ltd Full time

Paraplanner

28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover

Based Preston city centre – free parking

Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some really great people, the Directors really look after their staff and reward generously.

The ideal person will need to have worked within the Financial Services industry and as a Paraplanner for the last 2 years and have a working and competent knowledge of financial services products. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You must have had experience of writing suitability reports.

If not already qualified to diploma level, should be part qualified or keen to progress further.

Responsibilities as Paraplanner

· Produce professional suitability reports

· Tailoring suitability letters to individual clients

· Responsible for file preparation for meetings and existing business administration

· Provide specific product, provider and fund research

· Assisting administrators during busy periods and working in a team environment.

· Submit new business applications and produce quotations

· Deal with providers and with clients

· Chase outstanding pipeline cases

· Chase outstanding fees

Main Skills as Paraplanner

· Experience using Intelligent Office and Selectapension would be an advantage

· Must possess a minimum of 1 years of experience as a Paraplanner

· Experience of writing suitability reports

· Good knowledge of financial products – particularly pensions and investments

· Excellent attention to detail

· Well organised and efficient

· Strong administrative skills

 

We welcome applicants from all nationalities but applicants must be able to commute to this role's location and be eligible to work in the UK.

“Serata Search are operating as an employment agency” 

  • Paraplanner (Pensions Management)

    2 weeks ago

    Preston, Lancashire, United Kingdom Serata Search (UK) Ltd Full time

    Paraplanner 28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover Based Preston city centre – free parking The ideal person will need to have worked within the Financial Services industry and as a Paraplanner for the last 2 years and have a working and competent knowledge of financial services products....

  • Paraplanner

    2 weeks ago

    Preston, United Kingdom Serata Search (UK) Ltd Full time

    Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

  • Paraplanner

    2 weeks ago

    Preston, United Kingdom Serata Search Ltd Full time

    Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

  • Paraplanner

    2 weeks ago

    Preston, United Kingdom Serata Search (UK) Ltd Full time

    Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

  • Paraplanner

    2 weeks ago

    Preston, United Kingdom Serata Search (UK) Ltd Full time

    Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

  • Paraplanner

    4 weeks ago

    Preston, United Kingdom Serata Search (UK) Ltd Full time

    Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

  • Paraplanner

    3 weeks ago

    Preston, Lancashire, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and...

  • Paraplanner (Pensions Management)

    3 weeks ago

    Preston, Lancashire, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. You will receive excellent salary (£35k- £45k) executive...

  • Paraplanner

    4 weeks ago

    Preston, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner Circa £30K Preston Office Based Are you looking for a move that could benefit your career progression? Looking to work within a smaller firm, meaning there is more support, and individuals work together towards a common goal? Is it time to just be appreciated for your individual ability? We are once again working with a long-standing...

  • Paraplanner

    2 weeks ago

    Preston, UK, Lancashire, United Kingdom Serata Search Ltd Full time

    Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

  • Paraplanner

    4 weeks ago

    Preston, United Kingdom Heat Recruitment Ltd Full time

    ParaplannerCirca £30KPrestonOffice BasedAre you looking for a move that could benefit your career progression?Looking to work within a smaller firm, meaning there is more support, and individuals work together towards a common goal?Is it time to just be appreciated for your individual ability?We are once again working with a long-standing client, based in...

  • Paraplanner

    2 months ago

    Lancashire, United Kingdom Idex Full time

    A new and very exciting opportunity has arisen within this highly regarded boutique national firm.We are looking for a high end Paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products.Preparing the fund switch reportAssist in completing the client fact findSubmit new...

  • Paraplanner

    2 months ago

    Lancashire, United Kingdom Idex Full time

    A new and very exciting opportunity has arisen within this highly regarded boutique national firm.We are looking for a high end Paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products.Preparing the fund switch reportAssist in completing the client fact findSubmit new...

  • Paraplanner

    2 weeks ago

    Preston, United Kingdom Heat Recruitment Full time

    Paraplanner Circa £30K Preston Office Based Are you looking for a move that could benefit your career progression? Looking to work within a smaller firm, meaning there is more support, and individuals work together towards a common goal? Is it time to just be appreciated for your individual ability? We are once again working with a long-standing...

  • Paraplanner / Senior Administrator

    2 weeks ago

    Preston, United Kingdom mbf. Full time

    Paraplanner / Senior IFA Administrator Location: Preston Salary to around £30,000 plus Benefits MBF Recruitment are excited to present an excellent opportunity for a seasoned paraplanner to become part of a well-established, small IFA practice in Preston. If you have a strong background in the financial planning sector and a passion for delivering ...

  • Paraplanner

    3 weeks ago

    Preston, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Paraplanner

    3 weeks ago

    Preston, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Paraplanner

    1 month ago

    Preston, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Paraplanner

    3 weeks ago

    Preston, United Kingdom Ferguson Dean Full time

    An instantly recognisable name in the Financial Planning sector are looking to recruit an additional paraplanner to join their team. Being part of wider group they have major financial support and after buying out another firm in the region they are looking for you to support the Adviser in the firm. They work with clients in the £100k to £1m space and are...

  • Paraplanner - Financial Planning Specialist

    2 days ago

    Preston, Lancashire, United Kingdom Recruit UK Full time

    Job Title: Paraplanner Industry: Financial Services Location: Preston Salary: £30,000 - £32,000 Job Type: Full-time About the Role: We are seeking an experienced Paraplanner to join our team at an Independent Financial Advice firm in Preston. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing high-quality...