Assistant Paraplanner
3 weeks ago
Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Manage existing policy information, including issuing letters of authority and obtaining policy details.
Create new business illustrations.
Assist in preparing analyses and comparisons for Paraplanners and Advisers using financial planning tools.
Maintain accurate data records on company systems.
Progression towards a Regulated Diploma in Financial Planning (CII).
A good understanding of the Financial Planning process.
Enjoy 25 days of holiday (plus bank holidays) with an option to purchase more.
Benefit from a flexible Hybrid WFH/Office arrangement, with equipment provided.
Life Assurance (x4 salary), generous company pension (10% contribution), Private Health Insurance.
Employee Wellbeing Assistance Programme, Season Ticket Loan, Share Incentive Scheme, Access to Financial Advice, and a Discretionary Bonus.
If you have experience in financial services and are eager to advance toward becoming a Paraplanner, or eventually a Financial Adviser, apply today to join a thriving firm that can support your career goals.
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Assistant Paraplanner
1 month ago
Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeHave you got career goals of becoming a Paraplanner?Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the...
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Assistant Paraplanner
3 weeks ago
Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeHave you got career goals of becoming a Paraplanner?Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the...
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Assistant Paraplanner
3 weeks ago
Bristol,, South West England, United Kingdom Recruit UK | Certified B Corp™ Full timeHave you got career goals of becoming a Paraplanner?Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the...
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Assistant Paraplanner
3 weeks ago
Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeHave you got career goals of becoming a Paraplanner? Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and...
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Paraplanner
2 months ago
Bristol, United Kingdom Premier Jobs UK Limited Full timeThis hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners. As a Paraplanner, you will be focused on...
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Assistant Paraplanner
3 weeks ago
Greater Bristol Area, United Kingdom Recruit UK | Certified B Corp™ Full timeHave you got career goals of becoming a Paraplanner?Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the...
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Assistant Paraplanner
3 weeks ago
Greater Bristol Area, United Kingdom Recruit UK | Certified B Corp™ Full timeHave you got career goals of becoming a Paraplanner?Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the...
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Senior Paraplanner
3 months ago
Bristol, United Kingdom Ortus PSR Full timeJoin Our Dynamic Financial Planning Team as a Paraplanner in Bristol! Are you a meticulous Paraplanner looking for an exciting opportunity in Bristol? Do you have a passion for financial planning and client care? If so, we want to hear from you. Professional Growth: Thrive in a supportive environment that encourages continuous learning and career...
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Junior Paraplanner
4 days ago
Bristol, United Kingdom Ortus PSR Full timeAssociate Paraplanner – Join a Leading Chartered Financial Planning Firm in South Bristol Are you looking to kickstart your career in paraplanning with a well-established, organically grown firm of Chartered Financial Planners? Our client, based in South Bristol, is renowned for delivering exceptional financial advice and ensuring long-term client ...
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Financial Planning Paraplanner
3 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis hybrid-based position for a Paraplanner offers a unique opportunity to become part of a reputable, Chartered Financial Planning firm.You will be integrated into their central office support team, collaborating with fellow Paraplanners and Administrators who deliver exceptional technical assistance to a dedicated group of Chartered...
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Financial Planning Paraplanner
3 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis hybrid-based Paraplanner role offers a unique opportunity to become part of a reputable, Chartered Financial Planning firm.You will be an integral member of the head office support staff, collaborating with fellow Paraplanners and Administrators to deliver exceptional technical assistance to a team of Chartered Financial Planners.Key...
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Financial Planning Paraplanner
3 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis hybrid-based Paraplanner role offers a unique opportunity to be part of a reputable, Chartered Financial Planning firm located in North Somerset.You will be an integral member of the head office support staff, collaborating with both Paraplanners and Administrators to deliver exceptional technical assistance to a team of Chartered...
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Paraplanner - Technical Support Specialist
4 days ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis is an exciting opportunity to join a reputable, Chartered Financial Planning firm in North Somerset as a Paraplanner.You will be part of a dynamic head office support staff team, working alongside experienced Paraplanners and Administrators who provide high-quality technical support to a team of Chartered Financial Planners.Key...
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Paraplanner - Technical Support Specialist
4 days ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis is an exciting opportunity to join a reputable, Chartered Financial Planning firm in North Somerset as a Paraplanner.You will be part of a dynamic head office support staff team, working alongside experienced Paraplanners and Administrators who provide high-quality technical support to a team of Chartered Financial Planners.Key...
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Paraplanner - Junior or Senior Considered
5 days ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeJob Opportunity:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.About the Role:This is an exciting opportunity for a motivated and organized individual to join our expanding Independent Financial Advisory...
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Paraplanner - Junior or Senior Considered
6 days ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeJob Opportunity:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.About the Role:This is an exciting opportunity for a motivated and organized individual to join our expanding Independent Financial Advisory...
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Paraplanner - Junior or Senior Considered
2 days ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeJob Summary:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.Key Responsibilities:Assist financial advisors with research, cash flow, and suitability letter writingCollaborate with the admin team to provide...
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Paraplanner - Junior or Senior Considered
2 days ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeJob Summary:We are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanner, you will play a crucial role in supporting our financial advisors with technical aspects of their work.Key Responsibilities:Assist financial advisors with research, cash flow, and suitability letter writingCollaborate with the admin team to provide...
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Paraplanner - Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full timeAbout the RoleWe are seeking a talented Paraplanner to join our team at Dawn Consulting (Sw) Limited, a leading financial planning firm. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesAssist financial planners in preparing and presenting financial plans to...
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Paraplanner - Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full timeJob Title: ParaplannerAbout the Role:We are seeking a talented Paraplanner to join our team at Dawn Consulting (Sw) Limited, a leading financial planning firm. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality services to our clients.Key Responsibilities:Assist financial planners in preparing...