Paraplanner (Pensions Management)
4 days ago
Our clients purpose is to revolutionise retirement planning with a burst of energy and a dash of the extraordinary. They craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality. 25 days annual leave
- All exams and Training paid for
- Car park season ticket paid for
- 5% employer pension contribution
- Electric car scheme
- Flexible working arrangements available around client meetings. (more office time during probation)
As a Paraplanner, you play a key role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research. Your efficiency and accuracy ensure that the team operates smoothly and that financial plans are executed effectively. Financial Plan Development : - Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.
Ongoing Client Reviews : - Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards.
Client Support and Communication : - Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience.
Compliance and Due Diligence : - Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards.
Team Collaboration and Development : - Support Financial Planners and colleagues by addressing technical queries, sharing expertise, and contributing to the improvement of internal processes and standards.
Diploma in Financial Planning (DipPFS)
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Paraplanner
2 days ago
Farnham, Essex, United Kingdom Tate Full timeParaplanner.Salary: £45k to £50k plus discretionary bonus and excellent benefitsLocation: Bishop's Stortford, Office Based (5 days per week)About the Company:Tate is proud to partner with a bespoke wealth management firm in Bishop's Stortford that is undergoing significant expansion. The company's client proposition is akin to private banks, offering a...
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Financial Planning Assistant
3 days ago
Maldon, Essex, United Kingdom Antony George Recruitment Full time{"h1": "Paraplanner Job Description", "p": "At Antony George Recruitment, we are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research. Your efficiency and accuracy will...
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Financial Planning Assistant
3 days ago
Maldon, Essex, United Kingdom Antony George Recruitment Full time{"h1": "Paraplanner Job Description", "p": "At Antony George Recruitment, we are seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research. Your efficiency and accuracy will...
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14 hours ago
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Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Financial Planning Assistant
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Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Financial Planning Assistant
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Maldon, Essex, United Kingdom Antony George Recruitment Full time £31,000 - £47,000Join Our Team as a Financial ParaplannerWe are seeking a highly skilled and motivated Financial Paraplanner to join our team at Antony George Recruitment. As a key member of our financial planning team, you will play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Wealth Management Administrator Role
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Financial Planning Assistant
2 days ago
Maldon, Essex, United Kingdom Antony George Recruitment Full time{"title": "Paraplanner", "description": "Revolutionise Retirement Planning with Us!At Antony George Recruitment, we're on a mission to transform the way people plan for their retirement. As a Paraplanner, you'll play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Financial Planning Assistant
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Maldon, Essex, United Kingdom Antony George Recruitment Full time{"title": "Paraplanner", "description": "Revolutionise Retirement Planning with Us!At Antony George Recruitment, we're on a mission to transform the way people plan for their retirement. As a Paraplanner, you'll play a vital role in supporting our Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking...
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Essex, United Kingdom Financial Divisions Full time £30,000 - £35,000Job SummaryWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks.Key ResponsibilitiesAssist Paraplanners and Advisors in preparing suitability reports and managing the LOA end-to-end...
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Financial Services Coordinator Position
3 weeks ago
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Financial Planning Assistant
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Maldon, Essex, United Kingdom Antony George Recruitment Full time{"title": "Paraplanner", "description": "About Our ClientOur client is a pioneering company that is revolutionizing retirement planning with a bold and innovative approach. They craft personalized lifestyle financial plans that transform retirement dreams into reality.With a passion for excellence and a commitment to delivering exceptional results, our...
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Financial Planning Assistant
3 days ago
Maldon, Essex, United Kingdom Antony George Recruitment Full time{"title": "Paraplanner", "description": "About Our ClientOur client is a pioneering company that is revolutionizing retirement planning with a bold and innovative approach. They craft personalized lifestyle financial plans that transform retirement dreams into reality.With a passion for excellence and a commitment to delivering exceptional results, our...
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Wealth Management Administrator
3 weeks ago
Essex, United Kingdom Financial Divisions Full time £30,000 - £35,000Job Description Role:As a Financial Administrator with Financial Divisions, you will play a crucial role in supporting the Paraplanners and Financial Advisers in our Essex office. This is a fantastic opportunity to join a growing business that has strong values and a clear vision for its future.Key Responsibilities:Assist Paraplanners and Advisors in...
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Financial Administrator
1 week ago
Essex, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator Role Overview **Job Summary:** We are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a vital role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining...
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Financial Administrator
1 week ago
Essex, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator Role Overview **Job Summary:** We are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a vital role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining...
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Financial Administrator
1 week ago
Essex, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator Role Overview **Job Summary:** We are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a vital role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining...