Paraplanner
2 months ago
**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.**
My client is seeking a Experienced Paraplanner to be based in West Grinstead, paying £35,000 - £50,000 based on qualifications and experience plus an array of benefits including Pay rise after successful completion of 6-month probation period, Annual payrises, Structured pay rises based upon exam success, 20 days holiday per annum plus bank holidays & Christmas shutdown (circa 1 week),Work pension scheme, Eye care scheme & an element of flexibility around home working.
- Work side-by-side with two financial planners and our client service team
- Draft and finalise letters, suitability reports and financial plans.
- Undertake appropriate research to identify compliant solutions to allow clients achieve their life goals
- Understand compliance requirements and be dedicated to ensuring all files and documents are compliant
- Liaise with our clients and providers, solicitors, etc
- Prepare review meeting paperwork
- Update client records
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Paraplanner
2 weeks ago
West End, United Kingdom Heat Recruitment Ltd Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...
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Paraplanner
2 weeks ago
West Sussex, United Kingdom Synchronicity Financial Services Full timeWe are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status.The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol.We are recruiting experienced, high calibre Paraplanners, who can demonstrate a...
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Paraplanner
2 weeks ago
West End, United Kingdom Heat Recruitment Ltd Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers.They keep going from strength to strength, with further...
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Paraplanner
2 weeks ago
Manchester, North West, United Kingdom Ferguson Dean Limited Full timeA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team.Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration...
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Paraplanner
1 week ago
Marlborough, Wiltshire, South West, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamHave you got the right qualifications and skills for this job Find out below, and hit apply to be considered.You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of...
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Paraplanner
1 month ago
North West England, United Kingdom MCS Group Full timeMCS Group is delighted to be recruiting a Paraplanner for our IFA client based in the Hillingdon, London area. The individual will provide a full range of paraplanning functions, ensuring client service and compliance is delivered and maintained at all times This client offers plenty of opportunities within the business to develop your career and learn...
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Trainee Paraplanner
2 weeks ago
West Lothian, United Kingdom Recruit UK Full time**Are you a second careerist looking to make a move into Financial Planning?** **Want to become a Paraplanner?** At Recruit UK, we are seeking a high-quality administrator to join an excellent Financial Planning firm to join their small and friendly team in Linlithgow as a Trainee Paraplanner. They have taken a bespoke approach for the last 30 years, going...
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Paraplanner
6 days ago
Manchester, North West, United Kingdom Ferguson Dean Limited Full timeA major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Chartered.If you would like to know a bit more about this opportunity, or are...
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Paraplanner
4 days ago
Preston, Lancashire, North West, United Kingdom Ferguson Dean Limited Full timeA leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Chartered.If you would like to know a bit more about this opportunity, or are...
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Support Paraplanner
1 week ago
West Midlands, United Kingdom Idex Full timeAre you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?If so, then we have the perfect opportunity for you!This is...
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Paraplanner
1 week ago
West Yorkshire, United Kingdom Idex Full timeWe are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer.Key Duties and Responsibilities:Establishing and building strong relationships with clientsPreparing and maintaining client files...
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Paraplanner
1 week ago
West Yorkshire, United Kingdom Idex Full timeWe are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner.Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer.Key Duties and Responsibilities:Establishing and building strong relationships with clientsPreparing and maintaining client files...
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Junior Paraplanner
1 month ago
Bristol, South West, United Kingdom Cavendish Maine Full timeJunior ParaplannerThe following information aims to provide potential candidates with a better understanding of the requirements for this role.Progress further in your Wealth Management career with a highly reputable Chartered organisation.Pathway to step up from providing administration support into becoming a Paraplanner.Offering full exam, qualification,...
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Paraplanner (Permanent)
2 weeks ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner (Permanent)
2 months ago
Wakefield, West Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. Due to team members being promoted to Financial Advisers, we are urgently in need of 2 Paraplanners to join the existing Paraplanning...
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Paraplanner
2 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full time €40,000Paraplanner – Route to Adviser OR Senior Technical Specialist The following information aims to provide potential candidates with a better understanding of the requirements for this role. Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working The Opportunity: Our client is an established, reputable and continuously growing...
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Paraplanner
3 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeParaplanner – Route to Adviser OR Senior Technical Specialist The following information aims to provide potential candidates with a better understanding of the requirements for this role. Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working The Opportunity: Our client is an established, reputable and continuously growing...
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Pension Paraplanner
4 weeks ago
Horsham, West Sussex, United Kingdom Capio Recruitment Full timeJob Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...
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Mortgage Paraplanner
1 week ago
Warrington, Cheshire, North West, United Kingdom Recruited UK Full timeWe are delighted to be working with this wellestablished and highly regarded mortgage brokerage in Warrington. They are now looking to expand their operationalteam and arelooking for a Mortgage Paraplanner to join them.Role Overview:As a Mortgage Paraplanner, you will play a crucial role in delivering exceptional service. Youll collaborate closely with...
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Senior Paraplanner IFA
6 days ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full time €40,000 - €46,000Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Horsham We need a fully qualified experienced Paraplanner who has ideally worked with a senior adviser Please note this is an office based role but may allow a day from home There is also a benefits and bonus...