Current jobs related to Senior Technical Paraplanner - Trowbridge - Partners Employment

  • Senior Paraplanner

    3 months ago

    Trowbridge, United Kingdom CMD Recruitment Full time

    Senior Paraplanner Hybrid Working Full or Part Time Trowbridge Up to £50,000 +Bonuses Do you have 5+ years experience as a Paraplanner? Interested in a new career challenge within a growing and dynamic practice? A forward-thinking firm who encourages and supports its staff is looking to recruit an experienced Senior Paraplanner to join their...

  • Senior Paraplanner

    3 months ago

    Trowbridge, United Kingdom CMD Recruitment Full time

    Senior Paraplanner Hybrid Working Full or Part Time Trowbridge Up to £50,000 +Bonuses Do you have 5+ years experience as a Paraplanner? Interested in a new career challenge within a growing and dynamic practice? A forward-thinking firm who encourages and supports its staff is looking to recruit an experienced Senior Paraplanner to join their friendly team....

  • Senior Paraplanner

    3 months ago

    Trowbridge, United Kingdom CMD Recruitment Full time

    Senior ParaplannerHybrid WorkingFull or Part TimeTrowbridgeUp to £50,000 +BonusesDo you have 5+ years experience as a Paraplanner? Interested in a new career challenge within a growing and dynamic practice? A forward-thinking firm who encourages and supports its staff is looking to recruit an experienced Senior Paraplanner to join their friendly team. The...

  • Financial Paraplanner

    1 week ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner Job OpportunityDirect Response Employment Services is proud to partner with our esteemed client in Trowbridge to recruit a skilled Paraplanner to join their team on a permanent basis.As a Paraplanner, you will leverage your industry experience and expertise to support the consultants in preparing compliant and technical suitability reports,...

  • Financial Paraplanner

    1 week ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner Job OpportunityDirect Response Employment Services is proud to partner with our esteemed client in Trowbridge to recruit a skilled Paraplanner to join their team on a permanent basis.As a Paraplanner, you will leverage your industry experience and expertise to support the consultants in preparing compliant and technical suitability reports,...

  • Experienced Paraplanner

    3 weeks ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Job Summary:A forward-thinking financial services firm, CMD Recruitment, is seeking an experienced Senior Paraplanner to join their dynamic team. The successful candidate will be responsible for providing technical support to consultants, preparing comprehensive reports, and delivering exceptional client service.Key Responsibilities:Support consultants in...

  • Financial Paraplanner

    1 week ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner Job OpportunityDirect Response Employment Services is proud to partner with a leading financial services company in Trowbridge to recruit a skilled Paraplanner to join their team on a permanent basis.Key Responsibilities:Support consultants in preparing for client meetings, ensuring seamless communication and effective solutions.Prepare and...

  • Financial Paraplanner

    1 week ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner Job OpportunityDirect Response Employment Services is proud to partner with a leading financial services company in Trowbridge to recruit a skilled Paraplanner to join their team on a permanent basis.Key Responsibilities:Support consultants in preparing for client meetings, ensuring seamless communication and effective solutions.Prepare and...

  • Financial Paraplanner

    15 hours ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner RoleDirect Response Employment Services is proud to be supporting our award-winning client in Trowbridge in the recruitment of a paraplanner to join their team on a permanent basis.About the RoleAs a paraplanner, you will have previous industry experience and be joining a professional and qualified team. Upon joining our client, you will benefit...

  • Financial Paraplanner

    14 hours ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner RoleDirect Response Employment Services is proud to be supporting our award-winning client in Trowbridge in the recruitment of a paraplanner to join their team on a permanent basis.About the RoleAs a paraplanner, you will have previous industry experience and be joining a professional and qualified team. Upon joining our client, you will benefit...

  • Senior Paraplanner

    3 weeks ago

    Trowbridge, United Kingdom mbf. Full time

    Mbf are working with an established Independent Financial Planning organisation to recruit an experienced Paraplanner. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work...

  • Financial Paraplanner

    2 days ago

    Trowbridge, United Kingdom CV-Library Full time

    Direct Response Employment Services are delighted to be supporting our award winning client in Trowbridge in the recruitment of a paraplanner to join the team on a permanent basis. As a paraplanner you will have previous industry experience and be joining a professional and qualified team, on joining our client you will benefit from a structured training /...

  • Financial Paraplanner

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner OpportunityDirect Response Employment Services is proud to support our esteemed client in Trowbridge in the recruitment of a skilled paraplanner to join their team on a permanent basis.As a paraplanner, you will have prior industry experience and be joining a professional and qualified team. Upon joining our client, you will benefit from a...

  • Financial Paraplanner

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time

    Paraplanner OpportunityDirect Response Employment Services is proud to support our esteemed client in Trowbridge in the recruitment of a skilled paraplanner to join their team on a permanent basis.As a paraplanner, you will have prior industry experience and be joining a professional and qualified team. Upon joining our client, you will benefit from a...

  • Technical Paraplanning Specialist

    3 weeks ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Job Summary:A forward-thinking financial services firm, CMD Recruitment, is seeking an experienced Senior Paraplanner to join their dynamic team. The successful candidate will be responsible for providing technical support to consultants, preparing comprehensive reports, and delivering exceptional client service.Key Responsibilities:Support consultants in...

  • Senior Financial Planning Specialist

    17 hours ago

    Trowbridge, Wiltshire, United Kingdom mbf. Full time

    Senior Paraplanner OpportunityMbf is collaborating with an esteemed Independent Financial Planning organisation to find a seasoned Paraplanner. This organisation is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and...

  • Senior Financial Planning Specialist

    19 hours ago

    Trowbridge, Wiltshire, United Kingdom mbf. Full time

    Senior Paraplanner OpportunityMbf is collaborating with an esteemed Independent Financial Planning organisation to find a seasoned Paraplanner. This organisation is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and...

  • Senior Paraplanning Professional

    3 weeks ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Job SummaryA forward-thinking financial services firm, CMD Recruitment, is seeking an experienced Senior Paraplanner to join their dynamic team. The ideal candidate will have a strong background in technical paraplanning and excellent communication skills.Key ResponsibilitiesSupport senior consultants in preparing client reports and presentationsConduct...

  • Senior Paraplanning Professional

    3 weeks ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Job SummaryA forward-thinking financial services firm, CMD Recruitment, is seeking an experienced Senior Paraplanner to join their dynamic team. The ideal candidate will have a strong background in technical paraplanning and excellent communication skills.Key ResponsibilitiesSupport senior consultants in preparing client reports and presentationsConduct...

  • Senior Paraplanning Professional

    3 weeks ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Job Summary:A forward-thinking financial services firm, CMD Recruitment, is seeking an experienced Senior Paraplanner to join their dynamic team. The successful candidate will be responsible for providing technical support to consultants, preparing comprehensive reports, and delivering exceptional client service.Key Responsibilities:Support consultants in...

Senior Technical Paraplanner

4 months ago

Trowbridge, United Kingdom Partners Employment Full time

We are delighted to be working with our well-established Client based in the Southwest area.

This is a fantastic opportunity for a Senior Technical Paraplanner to be welcomed into the team.

This is a full time, hybrid working role within the financial services.

**Duties Include**:

- Supporting the consultants
- Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
- Client annual reviews
- Carry out technical research and analyse data collected
- Accurately invest client money as per Consultants’ recommendations post client meetings
- Liaise with clients post meetings answering technical queries
- Proactive in identifying investments/tax saving opportunities for clients
- Evaluate investment portfolios with consultants

**Skills and Experience Required**
- Chartered Status
- Worked in a Technical Paraplanner role for at minimum of 5 years
- Strong knowledge of IT and with Back office system experience

**Benefits of working for our Client**:

- **Job Type** Permanent, Full-time, 37.5 hours per week or Part-time. Part office based part home working
- **Qualifications** Chartered Status
- **Experience**5 years plus working as a Paraplanner
- **To Start**Immediately
- **Company benefits**:

- **Discretionary Quarterly Bonuses**:

- **Company Pension**5% employer 5% employee. Salary sacrifice offered.
- **Holiday Entitlement**23 days basic plus 8 bank holidays. 1 extra day after 2 years service, a further 1 for 5 years service. Ability to buy or sell up to 3 days holiday on top of this.
- **Group income protection**:

- **Group life cover**4 x death in service
- **Flexible Fridays** - option to work 8am-4pm
- **Wellness Programme**:

- Unlimited access to a 24/7 online GP available to insured employees, their partners and children up to age 21
- Mental health support & consultations
- Second medical opinion
- Physiotherapy sessions
- Access to fitness plans and nutrition consultations
- Bereavement support & probate help