Paraplanner (Pensions Management)
3 weeks ago
Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners.
Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately;
* Maintain a high technical knowledge of products and processes through ongoing training and self-development. Meet quality targets, CPD, and KPIs.
* Contribute to staff meetings and process improvement sessions to help the Company achieve its goals;
* Assist the administrative support team by providing constructive feedback and training input if required;
Level 4 Diploma in Financial Planning or near completion of;
* Demonstrable experience working as a Paraplanner or Adviser, preferably within an independent financial practice;
* A detailed understanding of pensions, investments, protection and tax planning;
* Excellent report writing and communication skills;
* Experience with Intelligent Office and other financial advice software
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Paraplanner (Pensions Management)
2 weeks ago
Lincoln, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. They are a reputable financial practice with a successful history providing fully...
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Paraplanner (Pensions Management)
2 weeks ago
Lincoln, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. They are a reputable financial practice with a successful history providing fully...
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Spalding, United Kingdom Risk Free Recruitment Ltd Full timeParaplanner vacancy Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners. Primary Tasks: * Undertake product and provider research to identify appropriate and compliant...
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Paraplanner
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Spalding, United Kingdom Risk Free Recruitment Ltd Full timeParaplanner vacancyOur client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners.Primary Tasks: * Undertake product and provider research to identify appropriate and compliant...
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Paraplanner
2 weeks ago
Spalding, United Kingdom Risk Free Recruitment Ltd Full timeParaplanner vacancyOur client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners.Primary Tasks: * Undertake product and provider research to identify appropriate and compliant...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.They are a reputable financial practice with a successful history providing fully...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeJob Description We have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeJob DescriptionWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and planned...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...
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Paraplanner
2 weeks ago
Lincolnshire, United Kingdom RecruitME Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford.They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.Due to current expansion and planned...
-
Paraplanner
2 weeks ago
Lincoln, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. They are a reputable financial practice with a successful history providing fully...
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Paraplanner
2 weeks ago
Lincoln, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. They are a reputable financial practice with a successful history providing fully...
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Paraplanner
3 weeks ago
Stamford, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and planned...
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Paraplanner
2 weeks ago
Stamford, Lincolnshire, United Kingdom RecruitMe Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and planned...
