Senior Paraplanner

3 days ago


StokeonTrent, United Kingdom Hays Specialist Recruitment Limited Full time

Senior Paraplanner : Stoke-on-Trent: to c£40,000 basic + benefits
**Your new company**
Due to expansion, an excellent opportunity has arisen within a highly successful firm of IFAs for an experienced paraplanner. Excellent prospects for career development and progression into a managerial / leadership role in the next 12-18 months.
**Your new role**
Providing technical support to very experienced and highly qualified advisers ensuring clients receive excellent service levels. You will also be involved with client meetings to enable you to gain a better understanding of their requirements in preparing recommendations.Day to day responsibilities will include investment research, preparing financial planning recommendation reports, cashflow planning, assisting with planning strategy for clients and the full client review process.
**What you'll need to succeed**
Proven experience as a paraplanner, strong technical knowledge particularly in the areas of investments and pensions, strong analytical skills, excellent communication skills. You will ideally be Chartered or progressing towards.
**What you'll get in return**
Highly competitive basic salary and good benefits. This is an excellent opportunity to join a very good firm which has a stable team, low staff turnover and a company which will invest in your career development.
**What you need to do now**
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


  • Senior Paraplanner

    3 days ago


    Stoke-on-Trent, United Kingdom NJR Recruitment Full time

    **Senior Paraplanner** **Salary: £35,000 - £40,000 depending on experience + excellent benefits!** **Location: Stoke on Trent** Our client is a charted firm of financial planners who are now looking to add a senior paraplanner to their expanding team in their Stoke on Trent office! **Key Skills and Responsibilities**: - To work within a team of...

  • Senior Paraplanner

    7 days ago


    Stoke-on-Trent, United Kingdom IDEX Consulting Ltd Full time

    My client is currently looking for a Senior Paraplanner to join their team in Stoke on Trent. They've got a team of Paraplanners and they're looking for a Senior Paraplanner to slot seamlessly into the group with a view of potentially leading the team in 12 - 18 months time. As a Senior Paraplanner you'll be expected to deal with the following: - Investment...

  • Trainee Paraplanner

    4 days ago


    Stoke-on-Trent, United Kingdom Ortus PSR Full time

    I am working alongside a reputable Financial Planning firm with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning. They are looking for a Trainee Paraplanner to join up with their team, assisting the Senior Paraplanners in providing technical support to the Advisers in the firm by preparing...

  • Paraplanner

    5 days ago


    Stockton-on-Tees, United Kingdom GCB Agency Recruitment Full time

    An exciting opportunity for an experienced Paraplanner to be part of our clients’ paraplanning team in an established and successful Financial Planning firm based in Stockton-On-Tees. They have a career opportunity for a self-motivated and commercially mindedParaplanner with a can-do attitude. The role is to provide administrative and highly technical...

  • Paraplanner

    3 months ago


    Stoke Pound, United Kingdom CV-Library Full time

    Paraplanner AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is...


  • Stoke Heath, United Kingdom Insight Select Ltd Full time

    **Senior IFA Administrator / Paraplanner / £30,000 plus excellent benefits / Broomsgrove **Hybrid** **Role and Responsibilities**: - Technical and administrative support to Senior IFA's - Ensuring that clients and advisors are kept up to date with requests - Ensuring you are proactive with updating client data - Maintaining the diary management system and...


  • Stoke Heath, United Kingdom AFH Wealth Management Full time

    **Executive IFA Administrator / Paraplanner** We have an exciting opportunityto join our existing administration team**.** We are looking for those of you who have a hunger for learning and wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. Youwill join us on a **full-time, permanent** basis, and in return, you...


  • Stoke-on-Trent, United Kingdom Recruit Wealth Full time

    Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service, across financial planning, investment management and professional services and has become a trusted and award winning...


  • Bradley Stoke, United Kingdom Premier Jobs UK Limited Full time

    This Senior IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As a Senior IFA Administrator, you will be working closely together with their team of Financial Advisors and Paraplanners to ensure clients are well supported.Your responsibilities will include: - Preparing portfolio reviews for client meetings - Liaising with...

  • Ifa Administrator

    5 days ago


    Bradley Stoke, United Kingdom Premier Jobs UK Limited Full time

    This IFA Administrator job in Bristol provides opportunity to join a growing IFA firm. As an IFA Administrator, you will be working closely together with their team of Financial Advisors, Paraplanners and Senior IFA Administrators to ensure clients are wellsupported. Your responsibilities will include: - Obtaining required information to analyse client’s...


  • Ashton-on-Ribble, United Kingdom Simpson Judge Ltd Full time

    I am working on a brand-new PA to MD role for a financial services business based on the outskirts of Preston. This role is a 100% remote, meaning your time will be working entirely from home unless needed infrequently for a team meeting.You will make apositive contribution through your support of the team, work consistently and collectively through regular...