Paraplanner
1 week ago
Are you a Paraplanner that has experience in a Financial Advice firm with strong report writing skills?
Do you pride yourself on providing high standards to your clients?
You will work closely with Financial Planners by providing technical support in the process of servicing Clients’ Financial Advice needs.
Conducting detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare
Monday - Friday 9.00am - 5.00pm (35 hours)
- Writing Financial Planning Reports that our Planners present to clients
- Supporting the Planners by conducting research on products and helping find the right solutions for clients
- Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries
- Arranging for plans to be submitted to provider companies
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Preparation of client review packs
- Illustration requests
Contact Dawn Knights on
-
Paraplanner
5 days ago
Milton Keynes, United Kingdom Recruit UK Full time**Job Title: Paraplanner** **Industry: Financial Services** **Location: Milton Keynes** **Salary: £30,000 - £45,000** **Job Ref: 7224** Recruit UK are working on an excellent opportunity for a Paraplanner in Milton Keynes to join a well-established UK Financial Advice firm. **Company**: This is a national financial planning and wealth management firm...
-
Paraplanner
6 days ago
Milton Keynes, United Kingdom NJR Recruitment Full timeParaplanner Milton Keynes Salary up to £40,000 30 Days holiday + Bank Holidays 3% Employer Pension Health Cash Plan Bonus up to 10% Hybrid working options Early Friday finishes NJR are currently representing a well-established firm of Chartered Financial Planners who are based in the Milton Keynes area, who are now seeking an ambitious and talented...
-
Paraplanner
1 week ago
Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Paraplanner** **Salary: £35,000 - £40,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions,...
-
Paraplanner
1 week ago
Milton Keynes, United Kingdom Independent Resourcing Consultancy Full timeIRC is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Milton Keynes offices. After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports Specific Responsibilities: The key duties of the role...
-
Paraplanner
6 days ago
Milton Keynes, United Kingdom Recruit Wealth Full timeRecruit Wealth are representing a private equity backed, directly authorised and award winning national Financial Planning business who now seeks to appoint several Paraplanners to it's Milton Keynes offices. Our client already has a large UK presence with around 22+ offices, these newly created roles are due to recent acquisitions and increased Adviser...
-
Paraplanner - Milton Keynes
1 week ago
Milton Keynes, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning firm near Milton Keynes who are looking to recruit a Paraplanner. This is an excellent opportunity for an experienced paraplanner who thrives on complex client scenarios. They will encourage and support your development in specialist areas, improving your paraplanning skills. Development towards a...
-
Paraplanner Position in Financial Services
3 weeks ago
Milton Keynes, Milton Keynes, United Kingdom CV-Library Full timeWe are seeking a highly skilled Paraplanner Position in Financial Services to join our team. In this role, you will work as a Paraplanner, analysing portfolios and products to produce reports.Your key responsibilities will include preparing cash flow analysis and providing technical research to support the financial planning team. You will work closely with...
-
Trainee Paraplanner
7 days ago
Milton Keynes, United Kingdom Independent Resourcing Consultancy Full timeIRC is working exclusively with a prestigious firm of independent financial planners based in the heart of Milton Keynes who cover all aspects of Financial Planning furthermore our client key aim as a business is to build long-term relationships with allclients throughout the UK. This is a highly varied role and a fantastic opportunity for the correct...
-
Paraplanner to Adviser- Milton Keynes
3 days ago
Milton Keynes, United Kingdom Financial Divisions Full timeAre you looking for a stable well-run firm that can offer you not only a career, but also job security? One of our long-standing clients based in lovely offices in Buckinghamshire are looking for an experienced Paraplanner to help support their expandingteam of Advisers. Having worked with this firm for a couple of years, we have got to know the management...
-
Ifa Admin
7 days ago
Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: IFA Admin / Junior Paraplanner** **Salary: £24,000 - £30,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions,...
-
Junior Paraplanner
1 week ago
Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Junior Paraplanner - Working with Senior Advisor** **Salary: £27,000 - £32,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm...
-
Paraplanning Manager
1 week ago
Milton Keynes, United Kingdom Coast Specialist Recruitment Full timeA great new opportunity have arisen for Paraplanning Manager to join an exciting Private Client ( on a full time basis). It's an exciting practice, set up by a successful team. Key Responsibilities: -- Manage paraplanning team and workflow. - Oversight of the report queue: - Primary liaison between the advisers and paraplanning team: - Keep them informed...
-
Financial Planning Administrator
7 months ago
Milton Keynes, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Milton Keynes offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and...
-
Financial Planning Administrator
6 days ago
Milton Keynes, United Kingdom Recruit Wealth Full timeRecruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Milton Keynes team. The business is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working...
-
Financial Planning and Cashflow Modeller
3 weeks ago
Milton Keynes, Milton Keynes, United Kingdom Exchange Street Claims ltd Full timeAbout the Role:We're looking for a Paraplanner who's passionate about financial planning and has a knack for cashflow modelling. You'll work closely with our team to create bespoke financial plans for clients. If you're living in the Milton Keynes area or willing to relocate, we'd love to hear from you.
-
Head of Paraplanning
7 months ago
Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Ifa Administrator
1 week ago
Milton Keynes, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: IFA Administrator** **Salary: £23,000 - £27,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions,...
-
Ifa Administrator
7 months ago
Milton Keynes, United Kingdom Capio Recruitment Full time**Job Title: IFA Administrator** **Salary: £23,000 - £30,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions, Investments,...
-
Financial Planning Ifa Administrator
7 days ago
Milton Keynes, United Kingdom Reed Insurance Full timeMy client a very successful IFA Practice in Milton Keynes is actively looking to recruit a skilled IFA Administrator to join the excellent financial planning Team.This is a great opportunity for someone with the strong skills within the Wealth PlanningIndustry on the Administrative side supporting Paraplanners and Advisors. To be considered for this role...
-
Ifa Administrator
7 days ago
Milton Keynes, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based near Milton Keynes who are looking to recruit an IFA Administrator to their growing team. This is an excellent opportunity for an experienced IFA administrator who thrives on complex client scenarios. They will encourage and support your development in specialist areas, improving your...