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Paraplanner - Hybrid/flexible Working
4 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 - Working from home
4 weeks ago
South Holland, Lincolnshire, United Kingdom Paradigm Employment Services Full timeA truly exciting opportunity for a Paraplanner to join one of UK’s leading wealth management and financial advisory specialist based in Lincolnshire area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a...
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Paraplanner - Working from home
4 weeks ago
South Holland, Lincolnshire, United Kingdom Paradigm Employment Services Full timeA truly exciting opportunity for a Paraplanner to join one of UK’s leading wealth management and financial advisory specialist based in Lincolnshire area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a...
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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, UK, East Midlands, 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
4 weeks ago
Portsmouth, South East, United Kingdom TC Group Full timeParaplanner Portsmouth, HampshireA high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.Salary competitive depending on experienceHours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday - 23 days annual leave (excluding bank holidays) increasing...
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Tax Specialist hybrid working
4 weeks ago
South Holland, Lincolnshire, United Kingdom Future Prospects Group Ltd Full timeTax Adviser Grantham or Spalding, Full Time, Permanent, Hybrid We are supporting our long-established East Midlands accountancy client in growing their Tax team as they are now recruiting for an experienced Tax Advisor. This Tax Adviser role is a fantastic opportunity to join a team of professionals who offer their clients a full tax planning and advisory...
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Tax Specialist hybrid working
4 weeks ago
South Holland, Lincolnshire, United Kingdom Future Prospects Group Ltd Full timeTax Adviser Grantham or Spalding, Full Time, Permanent, Hybrid We are supporting our long-established East Midlands accountancy client in growing their Tax team as they are now recruiting for an experienced Tax Advisor. This Tax Adviser role is a fantastic opportunity to join a team of professionals who offer their clients a full tax planning and advisory...
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Junior Paraplanner
2 weeks ago
South East England, United Kingdom Burgh Recruitment Limited Full time €24,000 - €30,000Junior Paraplanner Location : London / Hybrid plus study support and benefits Salary: From £24,000 to £30,000 per annum (Dependent on Experience) An excellent and very interesting opportunity has arisen for a Junior Paraplanner to work within a highly successful Practice. You will be joining the Paraplanning team based in their London offices,...
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Junior Paraplanner
2 weeks ago
South East England, United Kingdom Burgh Recruitment Limited Full time €24,000 - €30,000Junior Paraplanner Location : London / Hybrid plus study support and benefits Salary: From £24,000 to £30,000 per annum (Dependent on Experience) An excellent and very interesting opportunity has arisen for a Junior Paraplanner to work within a highly successful Practice. You will be joining the Paraplanning team based in their London offices,...
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Paraplanner x2
4 weeks ago
Fareham, South East, United Kingdom Brook Street UK Full timeBrook Street are recruiting for 2x Paraplanners for a client of ours in Fareham! We're seeking two skilled Paraplanners to contribute to our mission of enhancing our clients' relationship with their wealth. If you're a problem-solving wizard with top-notch communication skills, we want to hear from you.Interested in this role You can find all the relevant...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
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South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
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South Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk.My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.Key dutiesLiaising with advisers and colleagues in all aspects...
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Senior Paraplanner
2 weeks ago
South East England, United Kingdom Premier Jobs UK Limited Full timeThis Senior Paraplanner job in London provides opportunity to join a quality, Chartered Financial Planning firm. You will be supporting their team of 2 3 London based Financial Advisers, including a Chartered Financial Planner. The business is looking for you to be based locally to the Advisers so that you can work closely with them and easily meet for...
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Flexible Night Shift Operative
4 weeks ago
South Holland, Lincolnshire, United Kingdom Greencore Full timeWhy Greencore? You may not have heard of us, but we're sure you've tried our products because we supply food for the all the major supermarkets in the UK. We produce coleslaw, potato salad, salad bar bulk products (2kg), pasta salads and couscous/grains for some of the biggest retailers in the UK. Our Spalding site has a restaurant with hot food available...
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Flexible Night Shift Operative
4 weeks ago
South Holland, Lincolnshire, United Kingdom Greencore Full timeWhy Greencore? You may not have heard of us, but we're sure you've tried our products because we supply food for the all the major supermarkets in the UK. We produce coleslaw, potato salad, salad bar bulk products (2kg), pasta salads and couscous/grains for some of the biggest retailers in the UK. Our Spalding site has a restaurant with hot food available...
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Senior Paraplanner
16 hours ago
City of London, South East, United Kingdom Premier Jobs UK Limited Full timeThis Senior Paraplanner job in London provides opportunity to join a quality, Chartered Financial Planning firm.All candidates should make sure to read the following job description and information carefully before applying.You will be supporting their team of 2 3 London based Financial Advisers, including a Chartered Financial Planner. The business is...
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Conveyancing Assistant
4 weeks ago
South Kesteven, Lincolnshire, United Kingdom Eclectic Recruitment Full timeAn exciting opportunity has come up with our top legal client for an experienced conveyancer to join their Grantham team. Our client is a well established firm, dating back to the late 90's, offering multi-service. This position will ideally be based full time in the office, Monday to Friday, but hybrid working can be considered for the right candidate....
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Conveyancing Assistant
4 weeks ago
South Kesteven, Lincolnshire, United Kingdom Eclectic Recruitment Full timeAn exciting opportunity has come up with our top legal client for an experienced conveyancer to join their Grantham team. Our client is a well established firm, dating back to the late 90's, offering multi-service. This position will ideally be based full time in the office, Monday to Friday, but hybrid working can be considered for the right candidate....