Paraplanner (Financial Services)
7 days ago
We are partnering with a leading UK-wide Financial Services firm to recruit an experienced Paraplanner to their team in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.
Key Responsibilities- Meet with a group of financial planners to discuss and share meaningful content
- Carry out technical research and analysis to support financial planning
- Technical background with strong attention to detail and a hands-on approach
- Qualified to Diploma in Financial Planning (DipPFS) or level 4 equivalent
- Desire to progress to Chartered status
- Paraplanning
- Level 4
- DipPFS
- Suitability Reports
- Clients
- Financial Planning
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Paraplanner - Financial Planning Expert
3 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Paraplanner - Financial Planning Expert Location: Hybrid Salary: £35,000 - £40,000 Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client service. As a Paraplanner, you will play a critical...
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Paraplanner - Financial Planning Expert
3 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Paraplanner - Financial Planning Expert Location: Hybrid Salary: £35,000 - £40,000 Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client service. As a Paraplanner, you will play a critical...
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Paraplanner - Financial Planning Expert
6 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Paraplanner Location: Hybrid Salary: £35,000 - £40,000 Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client service. Key Responsibilities: Support financial advisors in providing...
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Paraplanner - Financial Planning Expert
6 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Paraplanner Location: Hybrid Salary: £35,000 - £40,000 Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client service. Key Responsibilities: Support financial advisors in providing...
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Financial Planning Assistant
1 week ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeAbout the Role:Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join our team in a dynamic and growing financial planning firm. As a Paraplanner, you will play a critical role in supporting our financial advisors to provide top-quality financial planning advice and investment solutions to our clients.Key Responsibilities:Research and...
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Paraplanner (Financial Services)
6 days ago
Bath, Bath and North East Somerset, United Kingdom Meraki Talent Ltd Full time £45,000About the RoleWe are partnering with a leading UK-wide Financial Services firm to recruit an experienced Paraplanner to their team in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.Key ResponsibilitiesMeet with a group of financial planners to discuss and share meaningful...
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Paraplanner - Financial Planning Specialist
6 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full timeJob Title: Paraplanner - Financial Planning SpecialistLocation: HybridSalary: £35,000 - £40,000About the Role:We are working with a leading independent financial planning firm on an exciting opportunity for a Paraplanner to join their team in a hybrid working environment. The firm prides themselves on providing a high-quality service with a priority of...
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Paraplanner - Financial Planning Specialist
6 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full timeJob Title: Paraplanner - Financial Planning SpecialistLocation: HybridSalary: £35,000 - £40,000About the Role:We are working with a leading independent financial planning firm on an exciting opportunity for a Paraplanner to join their team in a hybrid working environment. The firm prides themselves on providing a high-quality service with a priority of...
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Financial Planning Paraplanner
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Meraki Talent Ltd Full timeParaplanner PositionType: Permanent, Full-TimeLocation: HybridSalary: £45,000Meraki Talent Ltd is collaborating with a prominent Financial Services organization to recruit a skilled Paraplanner to enhance their operations. This full-time, permanent role offers a competitive salary of £45,000, commensurate with experience, alongside a flexible working...
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Experienced Paraplanner
5 days ago
Bath, Bath and North East Somerset, United Kingdom meraki talent ltd Full timeJob SummaryMERAKI TALENT LTD is seeking an experienced Paraplanner to join their team in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.About the RoleThe successful candidate will provide full paraplanning support to a group of financial planners, assisting with technical...
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Experienced Paraplanner
5 days ago
Bath, Bath and North East Somerset, United Kingdom meraki talent ltd Full timeJob SummaryMERAKI TALENT LTD is seeking an experienced Paraplanner to join their team in Bath. This is a full-time, permanent opportunity offering a salary of £45,000 depending on experience and a hybrid working model.About the RoleThe successful candidate will provide full paraplanning support to a group of financial planners, assisting with technical...
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Financial Planning Assistant
4 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000Job Title: ParaplannerLocation: HybridSalary: £35,000 - £40,000Capio Recruitment is partnering with an independent financial services firm to find a skilled Paraplanner to join their team. The company prides itself on delivering high-quality financial planning services with a focus on client satisfaction.As a Paraplanner, you will play a critical role in...
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Financial Planning Assistant
4 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000Job Title: ParaplannerLocation: HybridSalary: £35,000 - £40,000Capio Recruitment is partnering with an independent financial services firm to find a skilled Paraplanner to join their team. The company prides itself on delivering high-quality financial planning services with a focus on client satisfaction.As a Paraplanner, you will play a critical role in...
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Financial Planning Assistant
4 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000About the RoleCapio Recruitment is working with an independent financial services company on an exciting opportunity for a Paraplanner to join their team. The company prides themselves on providing a high-quality service with a priority of putting their clients first.Key ResponsibilitiesSupport financial advisors to provide top-quality financial planning...
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Financial Planning Assistant
4 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000About the RoleCapio Recruitment is working with an independent financial services company on an exciting opportunity for a Paraplanner to join their team. The company prides themselves on providing a high-quality service with a priority of putting their clients first.Key ResponsibilitiesSupport financial advisors to provide top-quality financial planning...
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Financial Planning Assistant
7 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000About the RoleCapio Recruitment is working with an independent financial services company on an exciting opportunity for a Paraplanner to join their team. The company prides themselves on providing a high-quality service with a priority of putting their clients first.Key ResponsibilitiesSupport financial advisors to provide top-quality financial planning...
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Financial Planning Assistant
2 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000About the RoleCapio Recruitment is working with an independent financial planning firm to find a skilled Paraplanner to join their team in a hybrid working environment. The firm prides itself on delivering high-quality services with a client-centric approach, focusing on protection, investments, and pensions.Key ResponsibilitiesSupport financial advisors in...
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Financial Planning Assistant
2 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000About the RoleCapio Recruitment is working with an independent financial planning firm to find a skilled Paraplanner to join their team in a hybrid working environment. The firm prides itself on delivering high-quality services with a client-centric approach, focusing on protection, investments, and pensions.Key ResponsibilitiesSupport financial advisors in...
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Financial Services Coordinator
1 week ago
Bath, Bath and North East Somerset, United Kingdom mbf Full timeJob OverviewMbf is seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and providing administrative support.Key ResponsibilitiesAssist in the preparation of detailed financial plans and reports, ensuring...
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Trainee Financial Services Coordinator
7 days ago
Bath, Bath and North East Somerset, United Kingdom The Oakfield Group Full timeJob Summary:We are seeking a detail-oriented and organized individual to support our financial advisers in their daily tasks. As a Trainee Paraplanner, you will be responsible for providing administrative support, conducting research, and assisting in the preparation of financial reports and analyses.Key Responsibilities:Assist in the preparation of detailed...