Paraplanner Specialist
4 weeks ago
We are seeking a skilled Paraplanner to join our team at Ellis James Partners Limited. As a Paraplanner, you will play a crucial role in supporting our Advisors in researching financial products and preparing suitability reports.
Key Responsibilities:- Support Advisors in researching financial products and preparing suitability reports.
- Produce accurate IHT calculations and cash flow models.
- Ensure all reports and recommendations meet compliance standards.
- Manage and update client files and systems.
- Keep Advisors and the Paraplanning Lead informed throughout the process.
- Stay up to date with regulatory changes and contribute to team meetings.
- Diploma-qualified (DipPFS) or working towards it.
- Previous experience in a Wealth Management or IFA environment.
- Strong knowledge of financial products, regulations, and compliance.
- Excellent written and verbal communication skills.
- Proficiency with IT systems, including Salesforce and Microsoft Office.
- Competitive salary up to £45k (DOE)
- Pension plan
- Private healthcare (after probation) and Private Medical Insurance cash plan
- 25 days holiday + bank holidays
- Early finish on Fridays
- Hybrid working and team socials
This is an exciting opportunity for an experienced Paraplanner to join a successful and growing practice. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply.
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Paraplanner - Financial Planning Specialist
2 months ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeJob Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.Key Responsibilities:Provide technical support to financial advisors and directors...
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Paraplanner - Financial Planning Specialist
2 months ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeJob Title: Paraplanner - Financial Planning SpecialistAbout the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning firm's growth and success.Key Responsibilities:Provide technical support to financial advisors and directors...
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Financial Planning Specialist
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Financial Planning Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our close-knit team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in providing technical support to our Advisors and Directors, informing and advising on financial planning factors, and utilising suitable plans and products.Key...
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Financial Planning Specialist
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Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...
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Financial Planning Specialist
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full timeParaplanner OpportunityWe are seeking a highly skilled and experienced Paraplanner to join our client's close-knit team in Wolverhampton. As a Paraplanner, you will provide technical support to the Advisors and Directors, informing and advising on financial planning factors, and utilizing suitable plans and products.Key Responsibilities:Providing technical...
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Financial Planning Specialist
1 month ago
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Financial Planning Specialist
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full timeFinancial Planning OpportunitySalary: £35,000 - £45,000We are currently working with a boutique Financial Planning firm based near Wolverhampton. Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.The opportunity entails providing technical support to the Advisors and...
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Financial Planning Specialist
1 week ago
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Senior Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Support Specialist
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Wolverhampton, United Kingdom Lime People Search & Select Ltd Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to provide technical support to our Financial Advisory team.Key Responsibilities:Provide high-quality support to our advisors, responding to queries in a timely mannerInput CFR documentation onto SalesforceResearch and analyze financial products to meet client requirements and objectivesProduce...
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Financial Planning Support Specialist
1 month ago
Wolverhampton, United Kingdom Lime People Search & Select Ltd Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to provide technical support to our Financial Advisory team.Key Responsibilities:Provide high-quality support to our advisors, responding to queries in a timely mannerInput CFR documentation onto SalesforceResearch and analyze financial products to meet client requirements and objectivesProduce...