Paraplanner - Financial Planning Specialist
2 weeks ago
About the Role
We are seeking a highly skilled Paraplanner to join our team at Dawn Consulting (Sw) Limited. As a Paraplanner, you will play a crucial role in providing financial planning support to our clients, working closely with our Client Managers to build and implement comprehensive financial plans.
Key Responsibilities
- Produce high-quality client recommendations, covering a wide range of financial planning areas, including pensions, investments, estate planning, and protection.
- Undertake technical research and analysis for existing and new investment portfolios.
- Assist with dealing as required.
- Provide technical support to Client Managers and other Paraplanners.
- Contribute to the development of best practice within the Financial Planning Team.
- Continuing professional development, maintaining up-to-date knowledge of legislation, investments, and technology.
Requirements
- 12 months + experience in a similar role.
- An understanding of all areas of financial planning, including cashflow planning, investment portfolio management, tax planning, pensions, protection, and estate planning.
- Diploma qualified (Dip PFS) or close to becoming diploma qualified.
- Proficient in financial planning software, capable of leveraging such technology to streamline processes and analysis.
- A strong technology, problem-solving, and mathematical aptitude.
What We Offer
- A highly rewarding career with a progressive company that invests in, values, and rewards its staff.
- A comprehensive benefits package, including a competitive salary, 23 days holiday, 12 wellbeing days, bank holidays, and support with continued professional development.
- A flexible working arrangement, including the option to work part-time or from home.
About Us
Dawn Consulting (Sw) Limited is a leading financial planning firm, committed to delivering comprehensive and bespoke financial planning solutions to our clients. We are proud to boast one of the most talented and highly qualified financial planning teams in the industry.
-
Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
-
Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning Opportunity at Capio Recruitment Financial PlanningWe are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have...
-
Paraplanner - Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full timeJob Title: ParaplannerAbout the Role:We are seeking a talented Paraplanner to join our team at Dawn Consulting (Sw) Limited, a leading financial planning firm. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering high-quality services to our clients.Key Responsibilities:Assist financial planners in preparing...
-
Paraplanner - Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Dawn Consulting (Sw) Limited. As a Paraplanner, you will play a crucial role in providing financial planning support to our clients, working closely with our Client Managers to build and implement comprehensive financial planning solutions.Key ResponsibilitiesProduce high-quality...
-
Financial Planning Paraplanner
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis hybrid-based Paraplanner role offers a unique opportunity to become part of a reputable, Chartered Financial Planning firm.You will be an integral member of the head office support staff, collaborating with fellow Paraplanners and Administrators to deliver exceptional technical assistance to a team of Chartered Financial Planners.Key...
-
Financial Planning Paraplanner
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis hybrid-based position for a Paraplanner offers a unique opportunity to become part of a reputable, Chartered Financial Planning firm.You will be integrated into their central office support team, collaborating with fellow Paraplanners and Administrators who deliver exceptional technical assistance to a dedicated group of Chartered...
-
Financial Planning Paraplanner
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis hybrid-based Paraplanner role offers a unique opportunity to be part of a reputable, Chartered Financial Planning firm located in North Somerset.You will be an integral member of the head office support staff, collaborating with both Paraplanners and Administrators to deliver exceptional technical assistance to a team of Chartered...
-
Paraplanner - Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full timeAbout the RoleWe are seeking a talented Paraplanner to join our team at Dawn Consulting (Sw) Limited, a leading financial planning firm. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesAssist financial planners in preparing and presenting financial plans to...
-
Paraplanner - Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Ortus PSR Full time**About Ortus PSR**We are a dynamic financial services company seeking a skilled Paraplanner to join our team in Bristol. As a Paraplanner, you will play a crucial role in shaping our clients' financial futures.**Key Responsibilities:**Conduct in-depth financial research and analysis to support our advisors.Prepare high-quality, tailored reports and...
-
Paraplanner - Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom Dawn Consulting (Sw) Limited Full timeAbout the RoleWe are seeking a talented Paraplanner to join our team at Dawn Consulting (Sw) Limited, an award-winning financial planning firm. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key ResponsibilitiesAssist financial planners in preparing and presenting financial plans...
-
Financial Services Coordinator
2 weeks ago
Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: ParaplannerLocation: BristolSalary: £35,000 - £45,000This is an opportunity to join a fast-paced and growing Independent Financial Advice firm based in the heart of the city.We are seeking an experienced Paraplanner to join our vibrant and friendly team. This is a varied Paraplanning position allowing you to develop your technical knowledge and...
-
Senior Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time{"title": "Senior Paraplanner Role", "content": "Unlock Your Potential as a Senior ParaplannerAre you a skilled Paraplanner looking to take your career to the next level in Bristol? Do you have a passion for financial planning and client care? We're seeking a talented individual to join our dynamic financial planning team as a Senior Paraplanner.Key...
-
Senior Financial Planning Specialist
2 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time{"title": "Senior Paraplanner Role", "content": "Unlock Your Potential as a Senior ParaplannerAre you a skilled Paraplanner looking to take your career to the next level in Bristol? Do you have a passion for financial planning and client care? We're seeking a talented individual to join our dynamic financial planning team as a Senior Paraplanner.Key...
-
Senior Financial Planning Specialist
4 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time**About the Role**Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping the financial futures of our clients.**Key Responsibilities**Conduct in-depth financial research and analysis to support our advisors in providing expert financial...
-
Senior Financial Planning Specialist
4 days ago
Bristol, Bristol, United Kingdom Ortus PSR Full time**About the Role**Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping the financial futures of our clients.**Key Responsibilities**Conduct in-depth financial research and analysis to support our advisors in providing expert financial...
-
Financial Planning Support Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you aspiring to advance your career in Financial Planning?Recruit UK | Certified B Corp™ is on the lookout for a diligent and detail-focused individual to take on the role of Financial Planning Support Specialist. In this position, you will provide essential assistance to a prominent UK Wealth Management firm's Advisors and clients, facilitating the...
-
Senior Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom Ortus PSR Full time**About the Role**Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping our clients' financial futures by providing expert financial planning advice and support.**Key Responsibilities**Conduct in-depth financial research and analysis to...
-
Senior Financial Planning Specialist
1 week ago
Bristol, Bristol, United Kingdom Ortus PSR Full time**About the Role**Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping our clients' financial futures by providing expert financial planning advice and support.**Key Responsibilities**Conduct in-depth financial research and analysis to...
-
Financial Planning Support Specialist
4 weeks ago
Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeAre you aspiring to build a career in Financial Planning?Recruit UK | Certified B Corp™ is on the lookout for a dedicated and meticulous individual to take on the role of Financial Planning Support Specialist. In this position, you will assist prominent UK Wealth Management firms in guiding their Advisers and clients through the intricacies of financial...
-
Financial Planning Support Specialist
2 days ago
Bristol, Bristol, United Kingdom Cavendish House Recruitment Full timeCavendish House Recruitment is seeking a skilled Financial Services Administrator to support the Financial Planners and Paraplanners at a well-established Financial Planning practice in North Bristol.The Role:To provide administrative assistance with day-to-day tasks, including processing letters of authority and compiling enclosures for reports.To work...