Paraplanner

3 weeks ago


Brighton East Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time €50,000

Recruit UK are working on an exciting opportunity for an IFA Administrator in Brighton.

Our client offers a variety of Wealth Planning for private clients and companies, including Investment management, retirement planning, tax and more. As they continue to grow, expand and merge with other successful IFA firms, they are looking to bring on a Paraplanner to join their already successful Paraplanning team. This means there is a lot of experienced individuals for you to bounce off of and learn from, as well as mentor and support.

Duties will include but not limited to:

  • Producing suitability reports following client meetings
  • Researching products for both new and existing business
  • Cashflow modelling
  • Attending client meetings where required
  • Generally assisting the Advisers and back office team with technical enquiries

Benefits:

  • Competitive salary of up to £50,000 (DOE and negotiable)
  • Discretionary bonus scheme
  • Career development/progression opportunities
  • Hybrid working
  • 20 days AL + Bank holidays + Xmas closure
  • Buy/sell scheme for holidays
  • 5% pension contribution
  • Private medical insurance
  • Exam funding and support

Skills and experience required:

  • Experience working in a Paraplanning position
  • Level 4 Diploma in Financial Planning, or working towards Chartered status
  • Strong technical knowledge and understanding of UK products

  • Paraplanner

    3 weeks ago


    Brighton, East Sussex, United Kingdom mbf Full time €50,000

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success. About the Role: The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through...

  • Paraplanner

    1 week ago


    Brighton, East Sussex, United Kingdom mbf Full time €50,000

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success. About the Role: The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through...

  • Paraplanner

    3 months ago


    Brighton, United Kingdom Idex Full time

    An opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting...

  • Paraplanner

    2 weeks ago


    Brighton and Hove, United Kingdom Ortus PSR Full time

    We are looking for a Paraplanner to Support the principal Adviser at a regional IFA in Horsham. The current Paraplanner has ben promoted to a Learning and Development position within the business so they need someone to take on their Paraplanning responsibilities We’re excited to announce an opening for a dedicated Paraplanner in the Horsham area. Join...

  • Paraplanner

    3 weeks ago


    Brighton, United Kingdom mbf Full time

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success.About the Role:The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII,...

  • Paraplanner

    4 weeks ago


    Brighton, United Kingdom mbf Full time

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success.About the Role:The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII,...

  • Paraplanner

    3 weeks ago


    Brighton, United Kingdom mbf Full time

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success.About the Role:The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII,...

  • Paraplanner

    1 week ago


    Brighton, United Kingdom mbf Full time

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success. About the Role: The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through...

  • Paraplanner

    3 weeks ago


    Brighton, United Kingdom mbf Full time

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success.About the Role:The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII,...

  • Paraplanner

    2 weeks ago


    South East England, United Kingdom Deerfoot I.T. Resources Limited Full time

    Position: Paraplanner (Mid level and senior positions available) Overview: Join a dynamic and engaging team at a leading financial boutique in Mayfair, London. As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients. This is an exciting opportunity to...

  • Paraplanner - Hybrid

    2 weeks ago


    Brighton, United Kingdom mbf. Full time

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success.About the Role:The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII,...

  • Paraplanner

    3 weeks ago


    North East England, United Kingdom NGC Wealth Management Full time

    Paraplanner Financial Planning £12,960 per annum (15 hours a week) We are a growing Chartered Financial Planning firm based in East Yorkshire providing specialist pension and investment advice to clients in the local area and beyond. We are now looking for an experienced paraplanner to join our team based in the Ergo building, Bridgehead Business Park,...

  • Paraplanner

    3 weeks ago


    North East England, United Kingdom NGC Wealth Management Full time

    Paraplanner Financial Planning £12,960 per annum (15 hours a week) We are a growing Chartered Financial Planning firm based in East Yorkshire providing specialist pension and investment advice to clients in the local area and beyond. We are now looking for an experienced paraplanner to join our team based in the Ergo building, Bridgehead Business Park,...

  • Paraplanner

    2 months ago


    East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Our client based in Sussex is looking for an experienced Paraplanner to join their team. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end management of their clients. Responsibilities Technical knowledge of products and procedures as well as law. Ability to work with defined...

  • Paraplanner

    3 weeks ago


    Brighton, UK, East Sussex, United Kingdom mbf Full time

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success.About the Role:The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through CII,...

  • Investment Paraplanner

    20 hours ago


    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:Artemis Recruitment Consultants Ltd is seeking a highly skilled Investment Paraplanner to join our team. As an Investment Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key Responsibilities:Client Correspondence: Organize and manage client correspondence, ensuring timely and...

  • Investment Paraplanner

    17 hours ago


    Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:Artemis Recruitment Consultants Ltd is seeking a highly skilled Investment Paraplanner to join our team. As an Investment Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key Responsibilities:Client Correspondence: Organize and manage client correspondence, ensuring timely and...

  • Paraplanner - Hybrid

    3 months ago


    Brighton, United Kingdom Astral Recruitment Full time

    Our client is a successful and well established Financial Advice company and they are now looking to expand their support functionWe are looking for experienced Paraplanners to join the teamThere is potential for 2 days from home and 3 in the office and this company has branches throughout SussexWe are in need of Level 4 Diploma qualified people and this...

  • Paraplanner

    2 weeks ago


    Hessle, East Yorkshire, United Kingdom NGC Wealth Management Full time €12,000

    Paraplanner Financial Planning Submit your CV and any additional required information after you have read this description by clicking on the application button. £12,960 per annum (15 hours a week) We are a growing Chartered Financial Planning firm based in East Yorkshire providing specialist pension and investment advice to clients in the local area and...

  • Paraplanner

    2 weeks ago


    Hessle, East Yorkshire, United Kingdom NGC Wealth Management Full time €12,000

    Paraplanner Financial Planning Submit your CV and any additional required information after you have read this description by clicking on the application button. £12,960 per annum (15 hours a week) We are a growing Chartered Financial Planning firm based in East Yorkshire providing specialist pension and investment advice to clients in the local area and...