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Financial Planning Assistant
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Financial Planning Assistant
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Financial Planning Assistant
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Trainee Paraplanner
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Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob Opportunity:Recruit UK is seeking an experienced Administrator to join a leading Chartered financial planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:Provide administrative support to financial advisers, ensuring smooth operations within the...
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Trainee Paraplanner
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Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob Opportunity:Recruit UK is seeking an experienced Administrator to join a leading Chartered financial planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:Provide administrative support to financial advisers, ensuring smooth operations within the...
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Paraplanning Professional
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Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time £32,000 - £42,000Paraplanning Role OverviewWe are seeking a skilled paraplanner to join our team at Cranleigh Personnel, a well-established Chartered Financial Planning firm. As a paraplanner, you will play a crucial role in supporting our advisers on a wide range of technical cases.About the RoleTechnical Expertise: You will have experience with platforms like Intelliflo...
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Paraplanning Professional
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Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanning Professional, you will play a crucial role in supporting our advisers with technical cases and administrative tasks.Key ResponsibilitiesProvide high-quality paraplanning services across various platforms, including Intelliflo.Support the development...
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Paraplanning Professional
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Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanning Professional, you will play a crucial role in supporting our advisers with technical cases and administrative tasks.Key ResponsibilitiesProvide high-quality paraplanning services across various platforms, including Intelliflo.Support the development...
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Wealth Planning Administrator
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Wealth Planning Administrator
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Wealth Planning Administrator
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Wealth Planning Administrator
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Paraplanning Trainee
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Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob Title: Trainee ParaplannerJob Summary:We are seeking an experienced Administrator to join our team as a Trainee Paraplanner. The successful candidate will provide administrative support to our financial advisers, ensuring smooth operations within the firm, while also developing their knowledge around Paraplanning duties.Key Responsibilities:Preparation...
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Wealth Planning Administrator Position
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Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time £26,000 - £35,000Wealth Planning Administrator Job OpportunityAbout Our ClientCranleigh Personnel is working with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals. This company offers a supportive, inclusive culture where each team member is valued.Job Role and ResponsibilitiesSupporting...
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Paraplanning Trainee
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob Opportunity:Recruit UK is seeking an experienced Administrator to join an Independent Financial Planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:Provide administrative support to financial advisers, ensuring smooth operations within the firm.Develop...
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Paraplanning Trainee
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob Opportunity:Recruit UK is seeking an experienced Administrator to join an Independent Financial Planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:Provide administrative support to financial advisers, ensuring smooth operations within the firm.Develop...
Paraplanner (Pensions Management) - Financial Services Professional
2 months ago
We are seeking a skilled Paraplanner to join our team at Recruit UK | Certified B Corp™, a leading specialist in financial services recruitment. As a Paraplanner, you will play a crucial role in delivering exceptional client service and contributing to the success of our clients.
Key Responsibilities:- Project Management: Prepare and follow up client projects, ensuring timely completion and exceptional aftercare.
- Regulatory Compliance: Deliver high-quality regulatory packs, appointment emails/letters, and presentation preparation.
- Operational Efficiency: Arrange appointments, manage online meetings, and optimize Intelliflo back-office software.
- Professional Development: Hybrid policy available, with opportunities for progression to a financial adviser role in the future.
- Benefits Package: Competitive benefits package, including PMI, pension, and support.
At Recruit UK | Certified B Corp™, we bring unique expertise and connections to the financial services industry. Our reach extends to over 100,000 financial services connections across the UK, with regional teams covering the whole country.
We are committed to delivering exceptional client service and building long-term relationships with our clients. If you are a skilled financial professional looking for a challenging and rewarding role, we encourage you to apply.
