Paraplanner - IFA Practice
2 days ago
We are seeking an experienced paraplanner to join our client's team in their Marlborough office. As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.
Your key responsibilities will include preparing suitability reports, conducting technical research, and ensuring compliance with all relevant policies and procedures.
Our client is a national IFA firm with offices across the UK, offering a supportive environment for professional development and growth. You will have the opportunity to progress towards becoming a financial planner and will be supported in achieving technical qualifications and skills.
To be successful in this role, you will need to have paraplanning experience and ideally be CII Level 4 Diploma qualified or near to achieving this. A basic salary up to £40,000 and benefits package are on offer.
Key Skills and Qualifications:
- Paraplanning experience
- CII Level 4 Diploma or near to achieving
- Excellent technical research and report writing skills
- Strong understanding of financial planning principles and regulations
-
Paraplanner - IFA Practice
5 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeParaplanner Job OpportunityWe are seeking an experienced paraplanner to join our client's team in their Marlborough office. As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.Your key responsibilities will include preparing suitability reports, conducting...
-
Paraplanner - IFA Practice
5 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeParaplanner Job OpportunityWe are seeking an experienced paraplanner to join our client's team in their Marlborough office. As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.Your key responsibilities will include preparing suitability reports, conducting...
-
Paraplanner - IFA Practice - Marlborough
3 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary:MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.Key Responsibilities:Work closely with independent financial advisers to provide holistic financial planning solutions to...
-
Paraplanner - IFA Practice - Marlborough
3 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary:MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.Key Responsibilities:Work closely with independent financial advisers to provide holistic financial planning solutions to...
-
Paraplanner - IFA Practice - Marlborough
2 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time**About the Role**MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.**Key Responsibilities**As a paraplanner, you will work closely with independent financial advisers to provide holistic...
-
Paraplanner - IFA Practice - Marlborough
2 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time**About the Role**MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.**Key Responsibilities**As a paraplanner, you will work closely with independent financial advisers to provide holistic...
-
Paraplanner - IFA Practice - Marlborough
2 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeOur client, a national IFA firm with offices across the UK, is seeking an experienced paraplanner to work in their Marlborough office. The successful candidate will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients. Key responsibilities include preparing suitability reports, conducting...
-
Paraplanner - IFA Practice - Marlborough
2 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeOur client, a national IFA firm with offices across the UK, is seeking an experienced paraplanner to work in their Marlborough office. The successful candidate will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients. Key responsibilities include preparing suitability reports, conducting...
-
Experienced Paraplanner
3 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary:MI Search Ltd is seeking an experienced Paraplanner to join their team in a national IFA firm with offices across the UK. As a Paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.Key Responsibilities:Preparing suitability reports and technical...
-
Financial Planning Support Specialist
3 weeks ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time**About the Role**MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.**Key Responsibilities**Preparing suitability reports and technical...
-
Trainee Paraplanner
3 weeks ago
Marlborough, Wiltshire, United Kingdom KFS Recruitment Full timeJob Summary:We are pleased to be working with a reputable IFA firm on their search for a Trainee Paraplanner to join their growing team.Role Overview:The Trainee Paraplanner will be responsible for providing administration services to both existing and potential new clients, ensuring that they receive the best possible service. The role will involve...
-
Trainee Paraplanner
3 weeks ago
Marlborough, Wiltshire, United Kingdom KFS Recruitment Full timeJob Summary:We are pleased to be working with a reputable IFA firm on their search for a Trainee Paraplanner to join their growing team.Role Overview:The Trainee Paraplanner will be responsible for providing administration services to both existing and potential new clients, ensuring that they receive the best possible service. The role will involve...
-
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary:MI Search Ltd is seeking an experienced Paraplanner to join their team in a national IFA firm with offices across the UK. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.Key Responsibilities:Work closely with independent financial advisers to provide holistic financial planning solutions to...
-
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary:MI Search Ltd is seeking an experienced Paraplanner to join their team in a national IFA firm with offices across the UK. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.Key Responsibilities:Work closely with independent financial advisers to provide holistic financial planning solutions to...
-
Trainee Paraplanner
3 months ago
Marlborough, UK, Wiltshire, United Kingdom KFS Recruitment Full timeTrainee ParaplannerMarlborough, Berkshire£28-£30kHybridWe are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team.Initially, the role will be split between supporting the Paraplanner as well as the Administrators ,with the view after approx. 18 months, that 80% of the role will be...
-
Junior Paraplanning Professional
3 weeks ago
Marlborough, Wiltshire, United Kingdom KFS Recruitment Full timeJob OverviewWe are pleased to be working with KFS Recruitment on their search for a Trainee Paraplanner to join the growing team of a reputable IFA firm.The role will be split between supporting the Paraplanner and the Administrators, with the view that after approximately 18 months, the role will be predominantly focused on paraplanning.Key...
-
Financial Planning Coordinator
5 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Marlborough.As a key member of the team, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence,...
-
Financial Planning Coordinator
5 days ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Marlborough.As a key member of the team, you will provide administrative support to financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and correspondence,...
-
Financial Planning Coordinator
4 hours ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Marlborough.As a financial planning administrator, you will play a crucial role in supporting financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and...
-
Financial Planning Coordinator
2 hours ago
Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeFinancial Planning Administrator RoleThis national IFA firm is currently seeking a skilled financial planning administrator to join their team in Marlborough.As a financial planning administrator, you will play a crucial role in supporting financial advisers and paraplanners, preparing client packs and annual reviews, handling client queries and...