Paraplanner (Pensions Management)

3 weeks ago


Lanivet Cornwall, United Kingdom Cathedral Appointments | South West Recruitment Full time

Salary £35k to £40k DOE | Hybrid | Flexible Hours - Full or Part time
Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.
They have an exciting opportunity for an experienced Paraplanner to join their team on either a full time or part time basis.
Hybrid working offered with the need to access Cornwall on an ad hoc basis. The ideal candidate will be within a 2-hour drive of Cornwall.
Paraplanner responsibilities include: -

Review client files, portfolios, and products
Assist with or prepare full suitability reports
Research the most suitable product and tax wrapper
Complete money laundering requirements
Prepare research on existing investment and pension funds
Maintain client relationships
Paraplanner requirements include: -

Part or fully qualified level 4 CII or LIBF candidates considered
Experience of working in a similar role in Financial Services
Ability to work under your own initiative
Excellent verbal and written communication skills
The ability to communicate confidently, clearly, and effectively at all levels
Benefits for Paraplanner: -

~ Hybrid working
~ Flexible hours
~ Competitive employee benefits package
~27 days annual leave plus bank holidays
~ Company pension

Recruitment Consultant: Joanne Howell
Ref: 10404
Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.


  • Paraplanner

    3 weeks ago


    Lanivet, Cornwall, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part time Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care. They have an exciting opportunity for an experienced Paraplanner to join their team on either a...

  • Paraplanner

    Found in: Jooble UK C2 - 3 weeks ago


    Lanivet, Cornwall, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part time Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care. They have an exciting opportunity for an experienced Paraplanner to join their team on either a...

  • Paraplanner

    Found in: Talent UK 2A C2 - 3 weeks ago


    Lanivet, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    Found in: Whatjobs ES C2 - 1 week ago


    Lanivet, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part time Cathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care. They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    Found in: Appcast UK C2 - 2 weeks ago


    Lanivet, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    Lanivet, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    Found in: Appcast UK C C2 - 2 weeks ago


    Lanivet, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Paraplanner

    Found in: beBee S GB - 2 days ago


    lanivet, United Kingdom JR United Kingdom Remote Work Freelance Full time

    Salary £35k to £40k DOE | Hybrid | Flexible Hours – Full or Part timeCathedral Appointments is delighted to be working with a well-established, independent Asset Management firm based in Cornwall who are proud of its reputation and bespoke client care.They have an exciting opportunity for an experienced Paraplanner to join their team on either a full...

  • Finance Manager

    6 days ago


    Cornwall, United Kingdom Accountable Recruitment Full time

    **Finance Manager** **Land's End, Cornwall** **Salary - £32,000** Accountable Recruitment are currently looking for an experienced Fiance Manager to join a fantastic, very reputable company. **JOB SPECIFIC RESPONSIBILITIES** - ensure financial information is gathered from all site departments on a timely basis and processed/reported in accordance with...


  • Cornwall, United Kingdom Rise Technical Recruitment Limited Full time

    Engineering/ Design Manager Cornwall £40,000 - £45,000 + Bonus + Electric Car + Training + Autonomy + Pension + Holiday Do you have previous experience as a Manager or other leadership position within Design/ Manufacturing or related Engineering? On offer is the chance to join an industry leading company in an autonomous role where you can make a real...

  • Specialist Service Manager

    Found in: Talent UK C2 - 1 week ago


    Cornwall, United Kingdom Victim Support Full time

    Specialist Service Manager (Project Leader) We have an exciting opportunity for a Specialist Service Manager (known internally as Project Leader) to lead the Anti-Social Behaviour Service team in Devon and Cornwall, working 37.5 hours a week. Do you want to make a difference every day? Do you want to contribute to change & improvement for those who...

  • Remote Manager

    3 weeks ago


    Falmouth, Cornwall, United Kingdom Royal British Legion Trading Ltd Full time

    Your responsibilities include to coordinating local supporters, partners, and volunteers, building relationships to maximise fundraising potential. Relationship management plays a crucial role, where you'll oversee a portfolio of regional corporate partnerships and collaborate with internal departments to achieve collective goals. Planning and coordinating...

  • Remote Manager

    Found in: Jooble UK C2 - 3 weeks ago


    Falmouth, Cornwall, United Kingdom Royal British Legion Trading Ltd Full time

    Your responsibilities include to coordinating local supporters, partners, and volunteers, building relationships to maximise fundraising potential. Relationship management plays a crucial role, where you'll oversee a portfolio of regional corporate partnerships and collaborate with internal departments to achieve collective goals. Planning and coordinating...

  • Site Manager

    3 weeks ago


    Saltash, Cornwall, United Kingdom Sphere Solutions Full time

    Site Manager - New Build Housing Permanent This is no ordinary house builder, they are known for their quality and with over 50 years experience creating beautiful homes throughout the UK, this is not an opportunity to be missed. You will take day to day responsibility for the construction of this development, including all associated pre and post...

  • Soft Services Manager

    3 weeks ago


    Bodmin, Cornwall, United Kingdom DK Recruitment Full time

    Soft Services Manager Location: Circa 37,000 per annum, plus car allowance Total Package: We are working with a leading facilities management company dedicated to delivering exceptional services to their clients across Cornwall. With a portfolio encompassing 200+ commercial buildings. As a Soft Services Manager, you will be responsible for overseeing the...

  • Team Manager

    1 week ago


    Redruth, Cornwall, United Kingdom South West Water Full time

    At South West Water we believe that the strongest businesses are built on solid, stable foundations - with a vision and a culture that gives them the freedom to change, improve and innovate. We're proud to be responsible for providing reliable, efficient and high-quality drinking water and wastewater services for the beautiful South West area. Not only...

  • Soft Services Manager

    3 weeks ago


    Bodmin, Cornwall, United Kingdom DK Recruitment Full time

    Soft Services Manager Location: Cornwall Salary: Circa 37,000 per annum, plus car allowance Total Package: Circa 42,000 per annum We are working with a leading facilities management company dedicated to delivering exceptional services to their clients across Cornwall. With a portfolio encompassing 200+ commercial buildings. Responsibilities: As a...

  • Human Resources Business Partner

    Found in: Whatjobs ES C2 - 3 days ago


    Cornwall, United Kingdom JSS Search Full time

    JSS HR are delighted to be on the lookout for an HR Business Partner to cover the South West Region. Role & Responsibilities Lead on all operational People activity within the Region with support of wider Advisory team Lead on all complex ER matters and investigations Deliver training programmes Partner and build excellent relationships with senior...

  • Human Resources Business Partner

    Found in: Talent UK 2A C2 - 3 days ago


    Cornwall, United Kingdom JSS Search Full time

    JSS HR are delighted to be on the lookout for an HR Business Partner to cover the South West Region. Role & Responsibilities Lead on all operational People activity within the Region with support of wider Advisory teamLead on all complex ER matters and investigationsDeliver training programmesPartner and build excellent relationships with senior...

  • Human Resources Business Partner

    Found in: Appcast UK C2 - 2 days ago


    Cornwall, United Kingdom JSS Search Full time

    JSS HR are delighted to be on the lookout for an HR Business Partner to cover the South West Region. Role & Responsibilities Lead on all operational People activity within the Region with support of wider Advisory teamLead on all complex ER matters and investigationsDeliver training programmesPartner and build excellent relationships with senior...