Senior Financial Planning Advisor
4 days ago
Premier Jobs UK Limited is a rapidly growing financial planning firm offering an exciting opportunity for a Senior Financial Planning Advisor in the Midlands. This paraplanning role comes with a competitive salary of £45,000 - £55,000 per annum.
As a key member of the back office team, you will provide a full paraplanning function to one of our Senior Financial Advisors. Your responsibilities include:
- Providing detailed research and analysis for comprehensive financial plans that meet client needs.
- Preparing and reviewing accurate financial documentation to ensure compliance and client satisfaction.
- Supporting client meetings and follow-ups to deliver exceptional service.
To succeed in this role, you will need:
- A relevant qualification in financial planning such as a diploma or degree.
- Experience in a paraplanning role where you have developed strong analytical and communication skills.
In return, we offer a supportive work environment, opportunities for professional growth, and a competitive salary package that includes a pension scheme and annual leave entitlements.
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Senior Financial Planning Administrator
2 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeThis opportunity in the financial planning sector is centered around supporting a Senior Financial Advisor. The role offers a unique chance to contribute to client service and ensure compliance are consistently met.You will be providing a comprehensive paraplanning function, which involves working closely with the Senior Financial Advisor to deliver...
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Senior Financial Planning Specialist
2 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job DescriptionWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Premier Jobs UK Limited. This is an exciting opportunity for an experienced professional to work as a Paraplanner, providing a full paraplanning function to a Senior Financial Advisor.Key Responsibilities:Build and maintain accurate cash flow models to...
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Senior Financial Advisor Assistant
1 week ago
Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full timeAre you an organized and detail-oriented individual looking for a new challenge? We are seeking a Senior Financial Advisor Assistant to join our team at Recruit UK Ltd. in Market Harborough, Leicestershire.This role involves supporting our senior financial advisors with day-to-day tasks, ensuring the smooth operation of our financial planning services.Your...
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Senior Financial Advisor Assistant
2 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000An exciting opportunity has arisen for a Paraplanner to join Premier Jobs UK Limited in the Midlands. As a valued member of the team, you will work closely with Senior Financial Advisors to deliver exceptional client service and ensure compliance is met.About the Company:Premier Jobs UK Limited is a rapidly growing financial services firm that is committed...
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Financial Planning Professional
2 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000This is an exciting opportunity for a Financial Planning Professional to join our team in the Midlands. As a Paraplanner, you will be working closely with one of our Senior Financial Advisors to provide a full paraplanning function.">The role involves providing client service and ensuring compliance are always delivered. Our company is committed to building...
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Financial Planning Assistant
2 months ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Full timeParaplanner Role OverviewThis is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands as a Paraplanner. As a key member of the team, you will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.The business is building an...
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Financial Planning Specialist
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis is a unique opportunity to join Premier Jobs UK Limited as a Financial Planning Specialist in the Midlands.The role involves providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.A salary of £40,000 - £60,000 per annum is available, depending on...
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Senior Financial Advisor Assistant
3 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Paraplanning Role Overview**We are seeking a highly skilled and experienced Paraplanner to join our team at Premier Jobs UK Limited in the Midlands.The ideal candidate will have a strong background in paraplanning, with experience of working in a fast-paced financial planning environment. The role offers an excellent opportunity for career advancement and...
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Financial Planning Coordinator
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited seeks an experienced Financial Planning Coordinator to join their team in the Midlands.In this role, you will provide administrative support to Senior Financial Advisors, ensuring smooth delivery of client services and adherence to regulatory requirements.Main Duties:Undertake thorough research and analysis for financial planning...
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Financial Planning Support Specialist
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Full timeAbout the OpportunityWe are seeking a highly skilled Financial Planning Support Specialist to join our team in the Midlands. As a key member of our financial planning team, you will provide support to one of our Senior Financial Advisors, ensuring the delivery of exceptional client service and compliance.Job Highlights:A competitive estimated salary of...
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Financial Planning Professional
2 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Job Title:** Financial Planning ProfessionalWe are seeking a skilled and experienced Financial Planning Professional to join our team at Premier Jobs UK Limited in the Midlands.The ideal candidate will have a strong background in paraplanning, with experience of working in a fast-paced financial planning environment. The role offers an excellent...
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Financial Planning Professional
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout Our FirmAt Premier Jobs UK Limited, we are a rapidly growing financial planning firm dedicated to delivering exceptional client service and compliance. Our team is passionate about providing top-notch paraplanning support to our Senior Financial Advisors.We are committed to building a robust infrastructure that supports our advisors in their work. This...
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Financial Planning Support Specialist
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job Overview:A rare opportunity to join a thriving financial planning firm in the Midlands as a Paraplanner. In this exciting role, you will work closely with a Senior Financial Advisor to deliver exceptional client service and ensure compliance is met.About the Company:Premier Jobs UK Limited is home to a highly respected team of professionals who are...
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Financial Planning Associate
3 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a rapidly growing financial planning firm based in the Midlands.We are committed to delivering exceptional client service and compliance, while fostering a supportive and dynamic work environment.">About the RoleThis exciting Paraplanner position offers a unique opportunity to join our team and contribute to our...
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Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob SummaryThis is an exciting opportunity for a Paraplanner to join a rapidly growing financial planning firm in the Midlands. As a key member of the team, you will be responsible for providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.The business is building an...
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Financial Planning Associate
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeCompany Overview: Premier Jobs UK Limited is a rapidly growing financial planning firm based in the Midlands, committed to delivering exceptional client service and compliance.Salary: The estimated annual salary for this role is £40,000 - £60,000 depending on experience.Job Description:The successful candidate will provide a full paraplanning function to...
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Financial Planning Professional
4 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Are you a motivated and experienced Paraplanner looking for a new challenge in the financial services industry?This exciting opportunity has arisen with Premier Jobs UK Limited, a rapidly growing IFA firm based in the Midlands.As a Hybrid Paraplanner, you will provide a full paraplanning function to one of their Senior Financial Advisors, ensuring...
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Hybrid Financial Advisor Support Role
2 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000We are looking for a talented Financial Services Professional to join our team in the Midlands as a Paraplanner. In this role, you will work closely with one of our Senior Financial Advisors, providing a full paraplanning function and supporting the delivery of exceptional client service.The role requires:Developing and implementing comprehensive financial...
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Senior Financial Support Specialist
4 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJoin Our TeamWe are looking for a skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will be responsible for providing a full paraplanning function to one of our Senior Financial Advisors, ensuring client service and compliance are always delivered.The business is building an infrastructure to have a 2:1 ratio of back office team to...
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Experienced Financial Advisor
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full timeJob DescriptionWe are looking for a highly motivated and organized individual to join our financial advice practice as a financial planning administrator. The successful candidate will provide administrative support to our financial advisors, assist with client meetings and communications, and maintain accurate records and databases.About the RoleThis is a...