Paraplanner (Pensions Management)
4 weeks ago
A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.
Hybrid Working: Yes – 50:50 split
Package: £32-37k base DOE + bonus and full company benefits
~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan – All on top of a full, flexible benefits package
~ Bonus: The Role: Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. assessment to investment risk and capacity for loss
Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc)
~ Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter
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Paraplanner (Permanent)
2 months ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner (Permanent)
2 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Pension Paraplanner
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Horsham, West Sussex, United Kingdom Capio Recruitment Full timeJob Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...
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Paraplanner
1 month ago
Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner
1 month ago
Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner
2 weeks ago
Wakefield, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner - Hybrid/flexible Working
2 months ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...
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Paraplanner - Hybrid/flexible Working
2 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing...
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Paraplanner (Pensions Management)
2 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full time €40,000Paraplanner - Route to Adviser OR Senior Technical Specialist 40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service...
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Paraplanner (Pensions Management)
3 weeks ago
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Paraplanner (Pensions Management)
3 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeJob Description Paraplanner – Route to Adviser OR Senior Technical Specialist 40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...
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Paraplanner (Pensions Management)
4 weeks ago
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Paraplanner (Pensions Management)
2 months ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeParaplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...
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Paraplanner (Pensions Management)
3 days ago
West Bowling, West Yorkshire, United Kingdom Medlock Partners Full time €38,000Paraplanner salary up to £38,000 Find out if this opportunity is a good fit by reading all of the information that follows below. Wakefield based. Hybrid working X2 Death in service Medical cashback Exam support + Funding Christmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the...
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Paraplanner
1 day ago
Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full time €32,000 - €37,000The Company: If you want to know about the requirements for this role, read on for all the relevant information. A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Location: Wakefield Hybrid Working: Yes – 50:50...
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Wakefield, United Kingdom Aspire Executive Search Full timeParaplanner, Wakefield £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. A strong element of hybrid working. Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an excellent service and truly treat their staff well. I am delighted to be...
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Paraplanner
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Wakefield, United Kingdom Heat Recruitment Full timeThe opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **The Opportunity** During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The...
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Paraplanner (Pensions Management)
1 day ago
Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full time €32,000 - €37,000Hybrid Working: 32-37k base DOE + bonus and full company benefits 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package Bonus: Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW...
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Paraplanner Administrator
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Wakefield, West Yorkshire, United Kingdom Lime Search & Select Ltd Full timeWe are currently recruiting for a family practice of one of the UK’s leading Chartered Financial Planning firms, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth / Investment Management, Retirement Planning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning. We are seeking...
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Trainee Paraplanner
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West Lothian, United Kingdom Recruit UK Full time**Are you a second careerist looking to make a move into Financial Planning?** **Want to become a Paraplanner?** At Recruit UK, we are seeking a high-quality administrator to join an excellent Financial Planning firm to join their small and friendly team in Linlithgow as a Trainee Paraplanner. They have taken a bespoke approach for the last 30 years, going...