Paraplanner - High Wycombe
3 weeks ago
We are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.
The successful candidate will provide high-quality technical support and have a good standard of literacy, written grammar, and numeracy. Key responsibilities will include fund and product research, writing suitability reports, preparing client portfolio reviews, and liaising with team administrators.
Main tasks and responsibilities include:
- Receiving instructions from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Providing records to support research undertaken.
- Consolidating client needs and objectives, recommendations, and course of action in a written format.
- Carrying out tasks in a manner consistent with compliance procedures.
- Preparing existing client files for reviews.
- Ensuring client files are compliant on an ongoing basis.
Personal requirements include:
- A team player with a collaborative environment.
- A highly industrious and proactive approach with the ability to anticipate adviser needs.
- Adept at pulling together all strands of a case from administrative through to compliance and technical.
- A highly positive and personable individual who can stay calm under pressure.
- An open and approachable demeanour with solid communication skills.
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Paraplanner - High Wycombe
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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Paraplanner - High Wycombe
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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Paraplanner - High Wycombe
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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Paraplanner - High Wycombe
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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Paraplanner - High Wycombe
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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Paraplanner - High Wycombe
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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Savers Delivery Sales Assistant
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Savers Delivery Sales Assistant
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Savers Delivery Sales Assistant
1 week ago
High Wycombe, Buckinghamshire, United Kingdom High Wycombe Full timeLocation: High Wycombe Hours per Week: 16 hours with the opportunity to work more hours. Shift pattern: Part-time - flexible shift patterns across mornings; afternoons; evenings and weekends, which will be discussed further at interview Salary: £8.65 - £11.90 per hourKey Responsibilities:We are seeking a highly motivated and enthusiastic Delivery Sales...
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Paraplanner - High Wycombe
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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Paraplanner - High Wycombe
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High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years of experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have excellent communication skills. They will be...
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High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a minimum of 3 years of experience in Paraplanning, a Diploma Level 4 qualification, and higher education qualifications of A Level or above.The successful candidate will be responsible for providing high-quality technical support,...
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Paraplanner - High Wycombe
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a minimum of 3 years of experience in Paraplanning, a Diploma Level 4 qualification, and higher education qualifications of A Level or above.The successful candidate will be responsible for providing high-quality technical support,...
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Paraplanner - High Wycombe
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a minimum of 3 years of experience in Paraplanning, a Diploma Level 4 qualification, and higher education qualifications of A Level or above.The successful candidate will be responsible for providing high-quality technical support,...
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Paraplanner - High Wycombe
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a minimum of 3 years of experience in Paraplanning, a Diploma Level 4 qualification, and higher education qualifications of A Level or above.The successful candidate will be responsible for providing high-quality technical support,...
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Paraplanner - High Wycombe
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High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a strong background in Paraplanning, with a minimum of 3 years experience and a Diploma Level 4 qualification.The successful candidate will provide high-quality technical support and have a good standard of literacy, written grammar,...
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Savers Delivery Sales Assistant
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Paraplanner - High Wycombe
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High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a minimum of 3 years of experience in Paraplanning, a Diploma Level 4 qualification, and higher education qualifications of A Level or above.The successful candidate will be responsible for providing high-quality technical support,...
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Paraplanner - High Wycombe
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High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Paraplanner to join our Financial Planning practice in High Wycombe. The ideal candidate will have a minimum of 3 years of experience in Paraplanning, a Diploma Level 4 qualification, and higher education qualifications of A Level or above.The successful candidate will be responsible for providing high-quality technical support,...
