Paraplanner - Financial Planning Specialist
2 days ago
We are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd in London. As a Paraplanner, you will play a crucial role in supporting our experienced Financial Planners in providing high-quality advice to clients.
Key Responsibilities:- Assist Financial Planners in formulating advice to clients, providing technical support and guidance as needed.
- Review client objectives to ensure they are clear, concise, and achievable in relation to their financial circumstances.
- Conduct research and analysis of investment funds and financial products, considering client objectives.
- Prepare Financial Plans, outlining clients' current positions, goals, and strategies for achieving them.
- Liaise with Product Providers and Third Parties regarding technical queries.
- Level 4 diploma qualification minimum.
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, including written and verbal communication.
- Customer service skills, providing an excellent service to advisers and clients.
- Excellent planning and organisational skills.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail.
We offer a unique opportunity for a Paraplanner to join a firm that values hybrid working and a supportive environment. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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Junior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Role OverviewOur client, a well-established independent financial advice business, is seeking a Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with experienced Pension Specialists and Financial Planners to provide high-quality financial planning services to clients.Key ResponsibilitiesAttend client...
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Junior Paraplanner
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Role OverviewOur client, a well-established independent financial advice business, is seeking a Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with experienced Pension Specialists and Financial Planners to provide high-quality financial planning services to clients.Key ResponsibilitiesAttend client...
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Paraplanner (Financial Planning)
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000About the RoleWe are seeking an experienced Paraplanner to join our team at Financial Divisions, an award-winning medium-sized Chartered independent financial advice business based in the heart of the West End.The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will be adept at writing...
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Paraplanner (Financial Planning)
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000About the RoleWe are seeking an experienced Paraplanner to join our team at Financial Divisions, an award-winning medium-sized Chartered independent financial advice business based in the heart of the West End.The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will be adept at writing...
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Paraplanner - Financial Planning Role
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary:We are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.About the Role:This is a fantastic opportunity for a diploma-qualified Paraplanner to join a dynamic...
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Paraplanner - Financial Planning Role
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary:We are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.About the Role:This is a fantastic opportunity for a diploma-qualified Paraplanner to join a dynamic...
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Financial Paraplanner
2 hours ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Experienced Paraplanner Wanted for Award-Winning Financial Advice BusinessWe are seeking a skilled Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional financial planning...
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Junior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Role OverviewOur client, a well-established independent financial advice business, is seeking a Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with experienced Pension Specialists and Financial Planners to provide high-quality financial planning services to clients.Key ResponsibilitiesAttend client...
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Junior Paraplanner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Role OverviewOur client, a well-established independent financial advice business, is seeking a Junior Paraplanner to join their team. As a Junior Paraplanner, you will work closely with experienced Pension Specialists and Financial Planners to provide high-quality financial planning services to clients.Key ResponsibilitiesAttend client...
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Financial Paraplanner
5 hours ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Financial Paraplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.The successful candidate will have a diploma in paraplanning and at least 2 years of solid experience in writing suitability reports on pensions, investments,...
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Financial Paraplanner
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and contributing to the delivery of high-quality financial advice to clients across the UK. The...
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Financial Paraplanner
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and contributing to the delivery of high-quality financial advice to clients across the UK. The...
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Financial Paraplanner
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Job Title: Paraplanner Job Type: Full-time Industry: Financial Services Location: UK (remote work options) Job Description: We are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service and delivering high-quality...
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Financial Paraplanner
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Job Title: Paraplanner Job Type: Full-time Industry: Financial Services Location: UK (remote work options) Job Description: We are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service and delivering high-quality...
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Financial Paraplanner
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and helping to deliver exceptional client experiences. The firm is a medium-sized, Chartered...
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Financial Paraplanner
4 days ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and helping to deliver exceptional client experiences. The firm is a medium-sized, Chartered...
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Paraplanner - Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will work closely with our Advisers, attending client meetings...
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Paraplanner - Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will work closely with our Advisers, attending client meetings...
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Paraplanner - Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000About the RoleWe are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will work closely with our Advisers, attending client meetings...
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Paraplanner - Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000About the RoleWe are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will work closely with our Advisers, attending client meetings...