Senior Paraplanner
11 hours ago
Glu Recruit is seeking an experienced paraplanner to join our team. As a Senior Paraplanner, you will play a key role in helping individuals achieve a comfortable lifestyle in retirement.
Main Responsibilities:- Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics.
- Prepare comprehensive financial reports using Genovo report writing software.
- Review and verify information provided by admin staff for accuracy and completeness.
- Liaise with admin team to gather missing information and assist with business submissions when necessary.
- Utilize Intelliflo back office system for client management and record-keeping.
- Analyse and provide recommendations for various investment vehicles, including ISAs and general investment accounts.
- Challenge advisers on file notes or recommendation proposals that appear unsuitable.
- Communicate with the compliance team regarding any concerns about advice suitability.
- Potential participation in Bonus Scheme.
- Generous 8% non-contributory pension scheme.
- City Centre Parking Provided.
- Hybrid working options.
- Opportunity for professional development and career growth.
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Senior Paraplanner
7 days ago
Sheffield, Sheffield, United Kingdom Reward Recruitment Full timeSenior Paraplanner OpportunityReward Recruitment is seeking an experienced Paraplanner to join their team, focusing on pensions and retirement planning. The ideal candidate will have a strong background in financial research and analysis, with expertise in tools such as Selectapension and FE Analytics.Key Responsibilities:Conduct thorough financial research...
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Senior Paraplanner
6 days ago
Sheffield, Sheffield, United Kingdom Reward Recruitment Full timeSenior Paraplanner OpportunityReward Recruitment is seeking an experienced Paraplanner to join their team, focusing on pensions and retirement planning. The ideal candidate will have a strong background in financial research and analysis, with expertise in tools such as Selectapension and FE Analytics.Key Responsibilities:Conduct thorough financial research...
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Senior Paraplanner
6 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeSenior Paraplanner OpportunityLime People Search & Select Ltd is seeking a highly skilled Senior Paraplanner to join our team in Sheffield. As a key member of our Paraplanning team, you will play a crucial role in providing exceptional support to our financial advisors.Key Responsibilities:Conduct in-depth financial research and analysis using...
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Senior Paraplanner
6 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeSenior Paraplanner OpportunityLime People Search & Select Ltd is seeking a highly skilled Senior Paraplanner to join our team in Sheffield. As a key member of our Paraplanning team, you will play a crucial role in providing exceptional support to our financial advisors.Key Responsibilities:Conduct in-depth financial research and analysis using...
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Senior Paraplanner
5 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job OpportunityLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Sheffield. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing expert pension and retirement planning services to our clients.Key Responsibilities:Conduct thorough financial research and analysis using...
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Senior Paraplanner
5 days ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job OpportunityLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Sheffield. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing expert pension and retirement planning services to our clients.Key Responsibilities:Conduct thorough financial research and analysis using...
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Senior Paraplanner
1 week ago
Sheffield, Sheffield, United Kingdom Search Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our successful and growing team at Search. As a key member of our wealth management team, you will play a vital role in providing exceptional support to our advisers and clients.Key Responsibilities:Conduct in-depth financial research and analysis using industry-leading...
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Senior Paraplanner
1 week ago
Sheffield, Sheffield, United Kingdom Search Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our successful and growing team at Search. As a key member of our wealth management team, you will play a vital role in providing exceptional support to our advisers and clients.Key Responsibilities:Conduct in-depth financial research and analysis using industry-leading...
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Senior Paraplanner
2 weeks ago
Sheffield, Sheffield, United Kingdom Search Full timeJob Summary:We are seeking an experienced Senior Paraplanner to join our successful and growing team at Search, a leading business in the wealth management industry. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial research and analysis to support our advisers in delivering exceptional client service.Key...
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Senior Paraplanner
2 weeks ago
Sheffield, Sheffield, United Kingdom Search Full timeJob Summary:We are seeking an experienced Senior Paraplanner to join our successful and growing team at Search, a leading business in the wealth management industry. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial research and analysis to support our advisers in delivering exceptional client service.Key...
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Experienced Paraplanner
4 weeks ago
Sheffield, Sheffield, United Kingdom Search Full timeAbout the RoleWe are seeking an experienced Senior Paraplanner to join our team at Search, a leading provider of financial services. As a Senior Paraplanner, you will play a key role in supporting our advisers in delivering high-quality financial solutions to our clients.Key ResponsibilitiesConduct thorough financial research and analysis using...
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Senior Paraplanner
1 week ago
Sheffield, Sheffield, United Kingdom Reward Recruitment Full timeParaplanner Job DescriptionAt Reward Recruitment, we are seeking an experienced Paraplanner to support our team in providing high-quality financial advice to our clients. The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement.Key...
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Senior Paraplanner
1 week ago
Sheffield, Sheffield, United Kingdom Reward Recruitment Full timeParaplanner Job DescriptionAt Reward Recruitment, we are seeking an experienced Paraplanner to support our team in providing high-quality financial advice to our clients. The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement.Key...
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Senior Paraplanner
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full time{"title": "Pensions and Retirement Planning Paraplanner", "content": "Pensions and Retirement Planning ParaplannerLime People Search & Select Ltd is seeking a skilled Pensions and Retirement Planning Paraplanner to join our team in Sheffield. As a key member of our Paraplanning team, you will be responsible for providing high-quality support to our financial...
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Senior Paraplanner
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full time{"title": "Pensions and Retirement Planning Paraplanner", "content": "Pensions and Retirement Planning ParaplannerLime People Search & Select Ltd is seeking a skilled Pensions and Retirement Planning Paraplanner to join our team in Sheffield. As a key member of our Paraplanning team, you will be responsible for providing high-quality support to our financial...
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Senior Paraplanner
1 week ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeParaplanning Role in SheffieldLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Sheffield. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Advisers in providing expert advice to clients on Pensions and Retirement Planning.Key Responsibilities:Conduct in-depth financial research and...
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Senior Paraplanner
1 week ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeParaplanning Role in SheffieldLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Sheffield. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Advisers in providing expert advice to clients on Pensions and Retirement Planning.Key Responsibilities:Conduct in-depth financial research and...
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Senior Financial Planning Specialist
1 hour ago
Sheffield, Sheffield, United Kingdom Reward Recruitment Full timeParaplanner Opportunity with Reward RecruitmentWe are seeking an experienced Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial services clients with their pension and retirement planning needs.Key Responsibilities:Financial Research and Analysis: Conduct thorough financial research...
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Senior Paraplanning Professional
6 hours ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Role at Lime People Search & Select LtdWe are seeking a skilled Paraplanner to join our team at Lime People Search & Select Ltd, a leading Independent Financial Advisory firm based in Sheffield. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing expert advice to businesses and individuals.Key...
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Senior Financial Planning Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeAbout the RoleLime People Search & Select Ltd is seeking a highly skilled and experienced Senior Paraplanner to join our team in Sheffield. As a Senior Paraplanner, you will play a crucial role in supporting our financial advisory firm in providing expert financial advice to businesses and individuals.Key ResponsibilitiesConduct thorough financial research...