Paraplanner (Pensions Management)
2 months ago
South Yorkshire (Remote based with expectation of being in the office twice per month) £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 Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client’s needs and objectives with a good outcome.
Prepare suitability reports and letters for the Financial Advisers to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Financial Adviser for them to discuss with the clients
RQF level 4 Diploma in Regulated Financial Planning (or equivalent)
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Paraplanner (Pensions Management)
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Premier Jobs UK Limited Full time €40,000This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their 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 to Financial...
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Paraplanner (Pensions Management)
3 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business. Excellent basic salary ~30 Days Holiday + Bank Holidays ~ Hybrid Working ~ Excellent Enhanced Pension Scheme ~ Critical Illness Cover ~ Private...
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Pension Paraplanner
3 weeks ago
South East England, United Kingdom CV Elite Ltd Full time €75,000Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...
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Paraplanner
3 weeks ago
Doncaster, South Yorkshire, United Kingdom Premier Jobs UK Limited Full time €40,000This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their 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 to Financial...
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Paraplanner
2 months ago
South Yorkshire, United Kingdom Clayton Davies Full time €45,000South Yorkshire (Remote based with expectation of being in the office twice per month) £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 and...
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Paraplanner
1 month ago
South Yorkshire, United Kingdom Clayton Davies Full time📍South Yorkshire (Remote based with expectation of being in the office twice per month)💰£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
4 weeks ago
South Yorkshire, United Kingdom Clayton Davies Full time📍South Yorkshire (Remote based with expectation of being in the office twice per month)💰£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
4 weeks ago
South Yorkshire, United Kingdom Clayton Davies Full timeSouth Yorkshire (Remote based with expectation of being in the office twice per month) £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 relevant...
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Paraplanner
1 month ago
South Yorkshire, UK, UK, United Kingdom Clayton Davies Full timeSouth Yorkshire (Remote based with expectation of being in the office twice per month)£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 relevant...
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Paraplanner
2 weeks ago
South West England, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner Location - South West / Office based/ hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...
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Paraplanner
3 weeks ago
Harrogate, North Yorkshire, United Kingdom NJR Recruitment Full timeAbout US NJR are pleased to be representing a leading firm of Independent Financial Advisers, who is now seeking an experienced and talented Paraplanner to join their dynamic and ever growing business. Whats in it for you? Excellent basic salary 30 Days Holiday + Bank Holidays Close for Christmas Hybrid Working Excellent Enhanced Pension Scheme Death...
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Senior Paraplanner
3 weeks ago
South East England, United Kingdom CV Elite Ltd Full time €75,000Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If...
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Paraplanner
3 weeks ago
Yorkshire And The Humber, United Kingdom Clayton Davies Full timeSouth Yorkshire (Remote based with expectation of being in the office twice per month)£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 relevant...
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Pension Specialist Financial Advisor
5 days ago
South East England, United Kingdom Premier Jobs UK Limited Full time €5Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...
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Pension Specialist Financial Advisor
5 days ago
South East England, United Kingdom Premier Jobs UK Limited Full time €5Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...
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Paraplanner - Hybrid/flexible Working
4 weeks ago
Hessle, East Yorkshire, United Kingdom Kingswood Group Full timeWe have a fantastic opportunity for a talent individual to join our team in Hessle 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 growing...
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Pensions Data lead
3 weeks ago
South Yorkshire, United Kingdom NET Recruit Full timeJob Description Short Description A successful business is seeking a Pensions Data Lead to join the team in the South Yorkshire area Full Job Description Your Company: The team at NET Recruit are delighted to be partnering with a nationally recognised business to support their search for a Pensions Data Lead to join their team in the South Yorkshire...
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Pensions Data lead
2 months ago
South Yorkshire, United Kingdom NET Recruit Full timeShort Description A successful business is seeking a Pensions Data Lead to join the team in the South Yorkshire areaFull Job DescriptionYour Company:The team at NET Recruit are delighted to be partnering with a nationally recognised business to support their search for a Pensions Data Lead to join their team in the South Yorkshire area. With a strong history...
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Pensions Data lead
2 months ago
South Yorkshire, United Kingdom NET Recruit Full timeShort Description A successful business is seeking a Pensions Data Lead to join the team in the South Yorkshire areaFull Job DescriptionYour Company:The team at NET Recruit are delighted to be partnering with a nationally recognised business to support their search for a Pensions Data Lead to join their team in the South Yorkshire area. With a strong history...
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Pensions Data lead
4 weeks ago
South Yorkshire, United Kingdom NET Recruit Full timeShort Description A successful business is seeking a Pensions Data Lead to join the team in the South Yorkshire areaFull Job DescriptionYour Company:The team at NET Recruit are delighted to be partnering with a nationally recognised business to support their search for a Pensions Data Lead to join their team in the South Yorkshire area. With a strong history...