Paraplanner (Pensions Management)
1 week ago
We are working with a firm who is dedicated to providing top-notch financial planning services to a diverse clientele. The team of professionals is committed to delivering tailored financial solutions that help clients achieve their financial goals. This vacancy will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support. The successful candidate will work closely with advisors to ensure clients receive the highest quality financial planning services.
Conducting thorough research and analysis on various financial products and services.
Preparing detailed financial plans and reports for clients.
Assisting in the creation and review of client investment portfolios.
Maintaining up-to-date knowledge of financial regulations and industry standards.
Providing technical support and guidance to Financial Advisors.
Strong understanding of financial planning, investment products, and regulatory requirements.
Proficiency in using financial planning software and tools.
Relevant qualifications in financial planning (e.g., Diploma in Financial Planning) are highly desirable.
Opportunities for professional development and career progression.
Flexible working arrangements.
A chance to work with a dynamic and experienced team of financial professionals.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career
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Paraplanner (Pensions Management)
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000Job Description Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of...
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Paraplanner (Pensions Management)
1 week ago
Market Harborough, Leicestershire, United Kingdom Sovereign Wealth, Midlands Full time €40,000Industry: Wealth Management / Financial Planning Hours: Full-time, Monday - Friday Join our vibrant wealth management firm, dedicated to offering comprehensive financial advice to individuals and businesses. As an ideal candidate, you thrive in a fast-paced environment, providing technical support through meeting preparation and Suitability Letter...
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Paraplanner
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000Job Description Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of...
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Paraplanner
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions. They are...
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Paraplanner
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions. They are...
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Paraplanner
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €40,000Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions. They are...
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Paraplanner (Pensions Management)
1 week ago
Leicestershire, United Kingdom NJR Recruitment Full time €35,000 - €40,000NJR are currently representing one of the UK's leading national firms of Financial Advisers, who is now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business. Offering hybrid working out of their offices based in Market Harborough you will be supporting the Financial Planners in preparing client financial plans,...
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Paraplanner
1 week ago
Market Harborough, Leicestershire, United Kingdom Sovereign Wealth, Midlands Full time €40,000Job Description Job Title: Paraplanner Industry: Wealth Management / Financial Planning Location: Market Harborough Hours: Full-time, Monday - Friday THE ROLE Join our vibrant wealth management firm, dedicated to offering comprehensive financial advice to individuals and businesses. We are seeking a paraplanner to join our friendly, dynamic team,...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.They are...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.They are...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.They are...
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Paraplanner
2 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.Make sure to apply with all the requested information, as laid out in the job overview below.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.They are...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions. They are...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.They are...
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Paraplanner
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.Take the next step in your career now, scroll down to read the full role description and make your application.This company ensures their clients are provided with the advice they deserve, recognising that each client is...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.They are...
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Paraplanner
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Paraplanner at a Leading Financial Planning FirmCompany: Recruit UKRecruit UK is excited to present a fantastic opportunity for a Paraplanner located near Market Harborough to become part of an Independent Financial Advice practice. This company is dedicated to delivering top-notch advice to their clients, understanding the unique needs of each...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice. This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions. They are...
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Paraplanner
4 weeks ago
Market Harborough, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.Take the next step in your career now, scroll down to read the full role description and make your application.This company ensures their clients are provided with the advice they deserve, recognising that each client is...
