Paraplanner - Financial Services

2 weeks ago

Tunbridge Wells, Kent, United Kingdom Reed Full time

Are you a motivated and organized individual looking for a new challenge in the financial services industry? We are seeking a Paraplanner to join our team at Reed Specialist Recruitment, working with a highly successful and ambitious SJP firm. As a Paraplanner, you will be responsible for supporting the Advisers in their daily tasks, ensuring the smooth operation of the team. The ideal candidate will have 2+ years of experience in a Paraplanning role, with a strong financial services background. Previous experience working for an SJP firm and familiarity with their existing systems (Salesforce & Voyant especially) is highly desirable. You will be expected to provide excellent customer service, manage your time effectively, and prioritize tasks to meet deadlines. A natural resilience and ability to stay calm under pressure are essential for this role. If you are a team player with a collaborative nature, who is able to take responsibility for your own workload and use your initiative, we would love to hear from you. Please click the link to find out more about this exciting opportunity.

  • Paraplanner - Financial Planning Specialist

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a Paraplanner, you will play a crucial role in assisting our advisers in providing expert financial planning advice to clients.Key Responsibilities:Assist in the technical evaluation of financial products and share information with advisers and...

  • Paraplanner - Financial Planning Specialist

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a Paraplanner, you will play a crucial role in assisting our advisers in providing expert financial planning advice to clients.Key Responsibilities:Assist in the technical evaluation of financial products and share information with advisers and...

  • Paraplanner - Financial Planning Specialist

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a Paraplanner, you will play a crucial role in assisting our advisers in providing expert financial planning advice to clients.Key Responsibilities:Assist in the technical evaluation of financial products and share information with advisers and...

  • Paraplanner - Financial Planning Specialist

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a Paraplanner, you will play a crucial role in assisting our advisers in providing expert financial planning advice to clients.Key Responsibilities:Assist in the technical evaluation of financial products and share information with advisers and...

  • Paraplanner - Financial Planning Specialist

    2 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a Paraplanner, you will play a crucial role in assisting our Chartered Financial Planning practice in providing expert advice to clients.Key Responsibilities:Assist advisers in all aspects of providing advice to clients, including product research,...

  • Paraplanner - Financial Services Expert

    1 week ago

    Tunbridge Wells, Kent, United Kingdom Reed Full time

    We are seeking a skilled Paraplanner to join our team at Reed Specialist Recruitment. The successful candidate will be employed full-time and will have the opportunity to work on a hybrid basis or fully remotely from one of our locations.The generous benefit package includes:£30-40k basic salaryPrivate medical cover via VitalityDeath in service coverPension...

  • Paraplanner

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Reed Full time

    Paraplanner Opportunity at a Successful SJP FirmReed Specialist Recruitment is proud to represent a highly ambitious and successful SJP firm seeking a skilled Paraplanner to support their Advisers. The ideal candidate will be employed full-time and have the flexibility to work from various locations, including Whiteley, Broadstone, Totton, and Tunbridge...

  • Paraplanner

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Reed Full time

    Paraplanner Opportunity at a Successful SJP FirmReed Specialist Recruitment is proud to represent a highly ambitious and successful SJP firm seeking a skilled Paraplanner to support their Advisers. The ideal candidate will be employed full-time and have the flexibility to work from various locations, including Whiteley, Broadstone, Totton, and Tunbridge...

  • Financial Planning Assistant

    2 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Assist in the development and implementation of financial plans that meet clients'...

  • Financial Planning Assistant

    2 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Assist in the development and implementation of financial plans that meet clients'...

  • Financial Planning Assistant

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Assist in the technical evaluation of products and sharing product information with advisers...

  • Financial Planning Assistant

    3 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Assist in the technical evaluation of products and sharing product information with advisers...

  • Financial Planning Assistant

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Product Research: Conduct thorough research on financial products to provide accurate...

  • Financial Planning Assistant

    4 weeks ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Product Research: Conduct thorough research on financial products to provide accurate...

  • Financial Planning Assistant

    1 month ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Product Research: Conduct thorough research on various financial products to provide informed...

  • Financial Planning Assistant

    1 month ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    Paraplanner - Tunbridge WellsWe are seeking a skilled Paraplanner to join our team in Tunbridge Wells. As a key member of our financial planning practice, you will play a vital role in assisting our advisers in providing expert advice to clients.Key Responsibilities:Product Research: Conduct thorough research on various financial products to provide informed...

  • Financial Planning Assistant

    1 month ago

    Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. This role offers a unique opportunity to work with a prestigious client, providing support to financial advisors in preparing comprehensive financial plans and investment strategies for clients. The ideal candidate will possess excellent research skills,...

  • Financial Planning Assistant

    1 month ago

    Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Paraplanner to join their team. This role offers a unique opportunity to work with a prestigious client, providing support to financial advisors in preparing comprehensive financial plans and investment strategies for clients. The ideal candidate will possess excellent research skills,...

  • Financial Planning Assistant

    6 days ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to assist our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:Assist advisers in providing advice to clients.Conduct product research and share information with advisers and paraplanners.Develop and implement financial planning strategies for clients.Prepare letters, reports, and other...

  • Financial Planning Assistant

    1 week ago

    Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Paraplanner to assist our Chartered Financial Planning practice in Tunbridge Wells.Key Responsibilities:To assist advisers in providing advice to clients, including product research and financial planning.To prepare letters, reports, and other documents as part of the advice process.To help advisers prepare for client meetings and...