Paraplanner
4 days ago
Paraplanner
Nottinghamshire
£35,000 - £55,000 (depending on experience and qualifications) plus excellent benefits including 10% pension, income protection, exam support including working hours study time and bonus for passing exams, free parking and hybrid working)
An established and well respected Financial Advice organisation in Nottinghamshire are looking for an experienced Paraplanner to join their organisation. Due to expansion in business levels I am looking for an experienced, industry qualified Paraplanner tojoin the company and provide an important function in supporting the IFA's within the business. The successful applicant will ideally Diploma qualified (or close to) and you will be given full support to obtain your qualifications up to Chartered by the firmincluding working hours study time and bonus for passing exams.
The main responsibilities within the role include providing accurate and compliant reports, on-going monitoring of recommended structures and providers, working closely with the Directors in relation to investment funds and developing the technical knowledgeof the other support staff. The role will predominantly be with private clients and high net worth individuals and families. Alongside report writing and research you will also attend meetings with the advisors and be a close point of contact to the clients.This is not just a basic paraplanning role
This is a superb opportunity in which there are genuine opportunities to progress within the business whilst personal and professional development is actively encouraged. In return you will work in an exciting and fast paced environment and receive a marketleading salary package. You will get exposure to investments that run into £millions and work with varied and challenging clients and cases.
The benefits package is excellent and hybrid working is encouraged and embraced.
-
Paraplanner
2 days ago
Sutton, United Kingdom Reed Insurance Full timeOur client is an internally recognised professional services firm offering wealth management and accountancy services to HNW individuals, corporate clients and OMB's. Due to continued growth, they are seeking to recruit an experienced, Dip PFS qualified Paraplanner on a hybrid office/home working basis. If you are an experienced Paraplanner keen to...
-
Paraplanner
3 days ago
Sutton, United Kingdom Mazars Full timeOur unbiased approach to financial planning sets us apart from other financial planning firms. Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management to: - Individuals - Business Owner-Managers - Trustees - Private and Charitable We are a leading, purely fee based, Independent Financial Adviser...
-
Paraplanning Support Specialist
3 weeks ago
Barrow-in-Furness, United Kingdom Premier Jobs UK Limited Full timeParaplanner Role OpportunityPremier Jobs UK Limited is seeking a highly skilled Paraplanner to join their team. The successful candidate will possess relevant qualifications and experience, with a strong passion for delivering high-quality support to Financial Advisors.Key responsibilities include:Providing expert paraplanning support to our Financial...
-
Senior Financial Planning Associate
3 weeks ago
Barrow-in-Furness, United Kingdom Premier Jobs UK Limited Full timeParaplanner Role in the WirralWe are seeking a skilled Paraplanner to contribute to providing exceptional financial planning services. The ideal candidate will possess relevant qualifications and experience, with a passion for delivering high-quality support to our Financial Advisors.The successful applicant will assist by:Providing paraplanning support to...
-
Banking Reconciliations Associate
23 hours ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Banking Reconciliations Associate, Surrey & WFH - **Salary**: £negotiable + average bonus of 7.5% c.(£2,100) + pension contribution to 13% (£3,700) - **WFH**: 1-2 days in the office & 3-4 days WFH - **Requirements**: Strong numerical, analytical, communication and MS Office skills. A background in finance/reconciliations roles...
-
Senior Ifa Administrator
5 days ago
Sutton Coldfield, United Kingdom Idex Full timeA well-established Chartered Financial Planning firm who provide financial advice to professionals and business owners are looking for a Senior Administrator to join their team. They offer fantastic progression opportunities, study support, free parking, company pension and flexible working hours. Duties will include but will not be limited to; Managing...
-
Customer Services Associate
4 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Customer Services Associate, Surrey & WFH - **Salary**:£negotiable + bonus average of 7.5% (c.£2,000) + pension to 13% (c.£3,300) - **WFH**: 1-2 days office + 3-4 days WFH after initial office based training period - **Requirements**: A background in customer service, be that call centre/telephone based or shop/retail experience....
-
Trainee Finance Administrator
2 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Trainee Finance Administrator/School Leaver, Surrey/WFH - **Salary**: £negotiable + average bonus c.7.5% (£1,700) + pension contribution to 13% (c.£3,000) - **WFH**: Average working week of 2 days office/3 days WFH - **Role Snapshot**: Investigating, reconciling & settling numerous investment deals, clearing outstanding ledger...
-
Senior Ifa Administrator
6 days ago
Sutton Coldfield, United Kingdom IDEX Consulting Ltd Full timeA well-established Chartered Financial Planning firm who provide financial advice to professionals and business owners are looking for a Senior Administrator to join their team. They offer fantastic progression opportunities, study support, free parking,company pension and flexible working hours. Duties will include but will not be limited to; Managing...
-
Systems Tester
5 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Systems Tester, Surrey/WFH - **Salary**: £negotiable, average bonus 15% (c.£6,750) + pension to 13% (£5,850) - **WFH**: Average week of 1 day office based & 4 days WFH - **Requirements**: Systems/testing experience ideally within pensions or Financial Services in general, with management experience or someone with the...
-
Pensions Incident Administrator
22 hours ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Pensions Incident Administrator, Surrey/WFH - **Salary**: To £35,000 + average bonus of 7.5% + pension to 13% - **WFH**: 2 weeks of office based training, then the team are in the office 2-4 days p/m, the rest WFH - **Requirements**: DC pensions admin experience is vital. Any DB experience a bonus, you should be well organised, keen...
-
Customer Service Associate
2 days ago
Sutton, United Kingdom Active Recruiting Consultants Ltd Full time**Job Title/Location**: Customer Services Associate, Surrey & WFH - **Salary**: £negotiable, average bonus 7.5% c.(£1,800) + pension contribution to 13% c.(£3,120) - **WFH**: 1-2 days office + 3-4 days WFH after initial office based training - **Requirements**: A background in customer service, be that telephones based or shop/retail experience. Will also...
-
Assistant Manager
6 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Assistant Manager - Retirements, Surrey/WFH - **Salary**: £negotiable + average bonus of 11% c.(£4,500) + pension contribution to 13% (£5,200) - **WFH**: 1-2 days p/w in the office, 3-4 days p/w WFH - **Requirements**: A team lead or management background within pensions or Financial Services/Banking in general with the ability to...
-
Lead/senior Business Analyst
6 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Lead/Senior Business Analyst, Surrey/WFH - **Salary**: To £75,000 + average bonus c.19% + pension contribution to 13% - **WFH**: Average working week of 1-2 days office & 3-4 days WFH - **Requirements**: A background with data (Data Governance/Architecture, Records Management, Compliance etc). Regulatory change experience and...
-
Vendor/supplier Outsourcing Manager
7 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Vendor/Supplier Outsourcing Manager, Surrey & WFH - **Salary**: negotiable, average bonus 15% c.(£7,500) + pension contribution to 13% c.(£6,500) - **WFH**: 2 days office + 3 days WFH - **Requirements**: An external outsourcing/vendor management/supplier management background is critical - **Role Snapshot**: An expanding, global...
-
Vendor/supplier Relationship Manager
7 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Vendor/Supplier Relationship Manager, Surrey & WFH - **Salary**: negotiable, average bonus 11% c.(£5,000) + pension contribution to 13% c.(£5,800) - **WFH**: 1-2 days office, 3-4 days WFH - **Requirements**: Either a vendor/supplier/procurement background in any sector, with Financial Services being an advantage - or a Relationship...
-
Customer Service Associate
5 hours ago
Sutton, United Kingdom Active Recruiting Consultants Ltd Full time**Job Title/Location**: Customer Services Associate, Surrey & WFH - **Salary**: To £24,000, average bonus 7.5% + pension contribution to 13% - **WFH**: 1-2 days office + 3-4 days WFH after initial office based training - **Requirements**: A background in customer service, be that telephones based or shop/retail experience. Will also consider recent...
-
Pensions Administration Case Manager
4 hours ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Pensions Administration Case Manager, Surrey/WFH - **Salary**: £negotiable + 7.5% bonus (c.£2,600) + pension to 13% (c.£4,500) - **WFH**: 2 weeks of office based training, then the team are in the office 2-4 days p/m, the rest WFH - **Requirements**: DC pensions admin experience is absolutely vital. Any DB experience a bonus, you...
-
Regulatory Manager
2 days ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Regulatory Manager, Surrey & WFH - **Salary**: £negotiable, average bonus 15% (c.£8,000) + pension contribution to 13% (c.£7,000) - **WFH**: Average week of 1-2 days office, 3-4 days WFH - **Requirements**: UK transaction reporting experience & a broad knowledge of applicable regulation (MiFID II) - **Role Snapshot**: Take on...
-
Sustainable Investing Proposition Lead
5 hours ago
Sutton, United Kingdom ARC Full time**Job Title/Location**: Sustainable Investing Proposition Lead, Surrey/Remote, 12-14 month FTC - **Salary**: £negotiable + end of FTC bonus of 35% c.(£31k) + pension contribution to 13% (£11.5k) - **WFH**: Very flexible, happy to consider remote working with an initial training period in the office - **Requirements**: Good understanding of the Sustainable...