Paraplanner (Permanent)
3 weeks ago
Paraplanner, Leicester Salary up to £35,000 Death in service Fully funded staff events Hybrid working (2 days in the office) We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands and other key locations. The successful candidate will be working alongside an experienced team of Paraplanners to create bespoke Technical Suitability reports to their extensive Client base. You will be working closely with our Financial Planners and the competent production of suitability reports. Our Client also offer the opportunity to work closely with Senior individuals within the business as well as having the opportunity to attend Client meetings. Duties Responsibilities Identify areas for planning. Discuss and establish client objectives with the Adviser. Confirm client’s risk profile. Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client’s needs. Prepare information/comparisons for analysis and further discussion with the Adviser. Liaise with the client’s legal and tax advisers if necessary. Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives. Prepare draft recommendation reports to be discussed/signed off by the Financial Adviser. Provide technical support and qualified knowledge to Financial Advisers, Client Services teams and other members of staff where required. Maintain up to date industry knowledge and awareness by attending company-wide training days and local Training & Competency meetings. Keep up to date with existing products and new products entering the market. You will need to have industry related experience to be considered and ideally be Level 4 Diploma qualified OR working towards. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion
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Paraplanner (Permanent)
3 weeks ago
Blaby, Leicestershire, United Kingdom Premier Jobs UK Full time €35,000This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...
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Paraplanner (Permanent)
3 weeks ago
Harborough, Leicestershire, United Kingdom Premier Jobs UK Full time €42,000This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team...
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Paraplanner (Permanent)
2 weeks ago
Tonbridge & Mallin, Kent, United Kingdom Kingswood Group Full timeAre you an experienced Paraplanner looking for your next role? We have a fantastic opportunity for a talent individual to join our team in East Malling on a full-time, permanent contract. As a Paraplanner, you’ll be responsible for developing and maintaining internal relationships, managing all client documentation, and producing quality financial...
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Paraplanner (Permanent)
3 weeks ago
Blaby, Leicestershire, United Kingdom North Oak Recruitment Full time €35,000Paraplanner South Leicestershire (our ref AL1320) Hybrid, 2 days per week at home following probation period Salary to £35,000 (dep on exp + benefits My client is an established IFA based in South Leicestershire and they now have an exciting new opportunity for an experienced Paraplanner to join their team. Main Duties Assist consultants where needed in...
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IFA Admin/ Trainee Paraplanner
3 weeks ago
Braunstone, Leicestershire, United Kingdom Medlock Partners Ltd Full time €26,000IFA Administrator/ Trainee Paraplanner Leicestershire based Salary up to £26,000 (Experience dependant) Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
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Paraplanner
1 day ago
St James's Square, United Kingdom CV-Library Full timeJob Title: Paraplanner Salary: £40k-£45k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we do like...
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Junior Paraplanner
1 week ago
St James's Square, United Kingdom CV-Library Full timeJob Title: Junior Paraplanner Salary: £30k-£40k per annum (depending on experience) + benefits including pension, discretionary bonus, and share options Location: London (Zone 1) Working Arrangement: (Hybrid working, however, this may be unlikely in the first few months when integrating into the team. Typical WFH is on Monday and Friday but we...
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Paraplanner - Hybrid/flexible Working
2 weeks ago
Tonbridge & Mallin, Kent, United Kingdom Kingswood Group Full timeWe have a fantastic opportunity for a talent individual to join our team in East Malling on a full-time, permanent contract. As a Paraplanner, you’ll be responsible for developing and maintaining internal relationships, managing all client documentation, and producing quality financial planning reports. 9 billion of Assets under Management. It has a...
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Administrator - Back Office (Permanent)
3 weeks ago
Tonbridge & Mallin, Kent, United Kingdom NJR Recruitment Ltd Full timeOffering hybrid working, we are looking for a passionate, self-motivated and industry experienced individual is required to join a friendly, fast paced and growing group scheme team. Hybrid working * 25 days annual leave plus bank holidays * Contributory pension scheme * Private Healthcare * Life assurance * Health insurance * Career Development *...
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Group Scheme Administrator
3 weeks ago
Tonbridge & Mallin, Kent, United Kingdom NJR Recruitment Ltd Full timeNJR Recruitment are delighted to once again be recruiting for an established IFA firm who now has an excellent opportunity for an experienced Employee Benefits Administrator to join their expanding and highly professional team. Offering hybrid working, we are looking for a passionate, self-motivated and industry experienced individual is required to join a...
