Current jobs related to Experienced Paraplanner - Swanley, Kent - Blakemore Recruitment

  • Financial Services Professional

    1 month ago

    Swanley, Kent, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our advisers and working alongside another Paraplanner to guide clients.Key Responsibilities:Undertake research and write suitability reportsLiaise with product providers and clientsManage...

  • Financial Services Professional

    1 month ago

    Swanley, Kent, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our advisers and working alongside another Paraplanner to guide clients.Key Responsibilities:Undertake research and write suitability reportsLiaise with product providers and clientsManage...

  • Financial Services Professional

    1 month ago

    Swanley, Kent, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity to work with a reputable company based on the outskirts of Swanley, supporting 3 advisers and working alongside another paraplanner to guide clients.Key Responsibilities:Undertake research and write suitability...

  • Financial Services Professional

    1 month ago

    Swanley, Kent, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity to work with a reputable company based on the outskirts of Swanley, supporting 3 advisers and working alongside another paraplanner to guide clients.Key Responsibilities:Undertake research and write suitability...

  • Financial Services Professional

    6 days ago

    Swanley, Kent, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. This is a fantastic opportunity to work with a reputable company based in a convenient location with free onsite parking.The successful candidate will be supporting 3 advisers and working alongside another paraplanner to guide clients. Key...

  • Pension Administrator

    2 weeks ago

    Swanley, Kent, United Kingdom Heat Recruitment Ltd Full time £32,000 - £45,000

    Pension: 4% company contribution and minimum 4% employee contribution (plus 1% tax relief)At Heat Recruitment Ltd, we are seeking a skilled Paraplanner to join our team. The successful candidate will have previous experience in a similar role in an IFA, Wealth Management firm, or financial services firm.Key benefits of this role include:1. Competitive salary...

  • Financial Planning Professional

    4 weeks ago

    Swanley, Kent, United Kingdom Financial Divisions Full time

    Unlock Your Potential as a ParaplannerJoin a dynamic and client-centric environment where you can grow and advance your career as a Paraplanner. Our esteemed client, a leading provider of high-quality advice and exceptional service, is seeking a skilled and passionate individual to collaborate closely with seasoned professionals.About the RoleAs a pivotal...

  • Financial Planning Professional

    4 weeks ago

    Swanley, Kent, United Kingdom Financial Divisions Full time

    Unlock Your Potential as a ParaplannerJoin a dynamic and client-centric environment where you can grow and advance your career as a Paraplanner. Our esteemed client, a leading provider of high-quality advice and exceptional service, is seeking a skilled and passionate individual to collaborate closely with seasoned professionals.About the RoleAs a pivotal...

  • IFA Administrator

    3 weeks ago

    Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    IFA Administrator OpportunityWe are partnering with a dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.The Role:Issuing letters of authority to providers and developing skills in writing suitability lettersProviding high-level technical and administrative support while maintaining...

  • IFA Administrator

    3 weeks ago

    Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    IFA Administrator OpportunityWe are partnering with a dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.The Role:Issuing letters of authority to providers and developing skills in writing suitability lettersProviding high-level technical and administrative support while maintaining...

  • IFA Administrator

    4 weeks ago

    Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    Exciting Opportunity for an IFA AdministratorWe are working in partnership with a well-established, dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.The Role:Issuing letters of authority to providers and learning to write basic suitability lettersProviding high-level technical and...

  • IFA Administrator

    4 weeks ago

    Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    Exciting Opportunity for an IFA AdministratorWe are working in partnership with a well-established, dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.The Role:Issuing letters of authority to providers and learning to write basic suitability lettersProviding high-level technical and...

  • IFA Administrator

    1 month ago

    Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    IFA Administrator OpportunityWe are working in partnership with a well-established, dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.The Role:Issuing letters of authority to providers and learning to write basic suitability lettersProviding technical and administrative support while...

  • IFA Administrator

    1 month ago

    Swanley, Kent, United Kingdom Blakemore Recruitment Full time

    IFA Administrator OpportunityWe are working in partnership with a well-established, dynamic IFA firm based in the UK to find an experienced IFA Administrator to join their team on a full-time permanent basis.The Role:Issuing letters of authority to providers and learning to write basic suitability lettersProviding technical and administrative support while...

  • Paraplanner

    1 month ago

    Swanley, United Kingdom CV-Library Full time

    A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Swanley. You will be supporting 3 advisers and working alongside another paraplanner to guide clients. The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising...

  • Financial Services Professional

    1 month ago

    Swanley, United Kingdom Heat Recruitment Ltd Full time

    Financial Services Opportunity **About the Role** We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our advisers and working alongside another paraplanner to guide clients. **Key Responsibilities** * Conduct research and write suitability reports * Liaise with...

  • Financial Services Professional

    1 month ago

    Swanley, United Kingdom Heat Recruitment Ltd Full time

    Financial Services Opportunity **About the Role** We are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our advisers and working alongside another paraplanner to guide clients. **Key Responsibilities** * Conduct research and write suitability reports * Liaise with...

  • Financial Services Professional

    1 month ago

    Swanley, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our advisers and working alongside another Paraplanner to guide clients.The ideal candidate will have previous experience in a similar role in an IFA, Wealth Management firm, or financial...

  • Financial Services Professional

    1 month ago

    Swanley, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Heat Recruitment Ltd. As a Paraplanner, you will play a crucial role in supporting our advisers and working alongside another Paraplanner to guide clients.The ideal candidate will have previous experience in a similar role in an IFA, Wealth Management firm, or financial...

  • Financial Planning Administrator

    5 months ago

    Swanley, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing a highly successful, well known national Financial Planning business who are currently recruiting for an experienced Administrator to join their existing team. The business is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working towards...

Experienced Paraplanner

2 months ago

Swanley, Kent, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is seeking a dedicated professional for a prominent Financial Planning firm. The position of Senior Paraplanner is now available, offering the opportunity for flexible remote work arrangements.

Primary Duties:

  • Provide essential support for client engagements initiated by business advisors, ensuring adherence to FCA regulations and internal operational standards.
  • Assist advisors in their client consultations, including gathering necessary information and preparing detailed reports.
  • Maintain precise records and conduct thorough analysis of client portfolios.
  • Possess comprehensive knowledge of financial products and services, along with applicable regulatory and taxation guidelines.
  • Generate financial planning documentation, compliance reports, and monitor standard content.
  • Stay informed about evolving regulations and industry practices.

Qualifications:

  • Possession of a Level 4 qualification in Financial Services.
  • Preference for candidates actively pursuing Chartered or Certified status.