Paraplanner
4 weeks ago
We are seeking an experienced Paraplanner to join our team at St. James's Place Wealth Management. As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning and investment solutions to our clients.
Key Responsibilities:- Transact client investments and assist with the preparation of presentations and documentation required for client meetings
- Conduct research to source suitable solutions, completing detailed and informative reports
- Input and maintain detailed client information to support the Advisor team, ensuring supporting documentation and back-office systems are maintained and all client files remain compliant
- Provide an efficient, friendly, and professional point of contact for clients and enquiries by telephone, email, and in person
- Process cases and liaise with SJP admin teams
- Experience as a Paraplanner with great report writing skills
- Level 4 Diploma is desirable but not required if you have good paraplanning experience
- Experience of Life, Pension, and Investment products
- Team fit is important, we have a positive approach to work/life balance, and are looking for like-minded individuals
St. James's Place Wealth Management is a leading, highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. We have funds under management in excess of £181.9bn. This business is well established and highly successful.
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Paraplanner
4 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Transacting client investments and assisting with the preparation of presentations and...
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Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeJob Title: ParaplannerLocation: Oakham (LE15)Salary: Up to £50k, depending on experience.Burgh Recruitment Limited is seeking an experienced Paraplanner to join a highly successful Partner Practice in Oakham. The Practice is a leading provider of investment and retirement solutions to a high net worth client base.The Role:Provide technical expertise...
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Senior Administrator/Junior Paraplanner
1 week ago
Oakham, UK, Rutland, United Kingdom St. James’s Place Full timeSenior Administrator / Junior Paraplanner Location: Oakham - Office BasedSalary: Up to £35,000 (Dependent on Experience)An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated by the...
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Financial Planning Assistant
1 month ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our team in Oakham, a vibrant and bustling town in the heart of England.The successful candidate will be responsible for providing high-quality support to our financial planning team, ensuring that our clients receive exceptional service and advice.Key Responsibilities:Assist...
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Financial Planning Assistant
1 month ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our team in Oakham, a vibrant and bustling town in the heart of England.The successful candidate will be responsible for providing high-quality support to our financial planning team, ensuring that our clients receive exceptional service and advice.Key Responsibilities:Assist...
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Professional Support Assistant
2 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeWe are seeking an experienced Paraplanner to join our team in Oakham. An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner in their superb new offices. The successful candidate will have a strong background in paraplanning, with the ability to work effectively in a team environment. The salary for this role is up to £50k,...
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Financial Support Specialist
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. The successful candidate will be responsible for providing high-quality support to our clients.Key Responsibilities:Assist in the preparation of financial plans and reports.Provide administrative support to the financial planning team.Develop and maintain...
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Financial Planning Specialist
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner RoleWe are seeking an experienced Paraplanner to join our team in Oakham, providing technical expertise throughout the advice process. As a Paraplanner, you will focus on the whole client journey, attending and/or hosting client-facing meetings, and providing detailed research and analysis to produce financial planning solutions.Key...
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Insurance Support Specialist
2 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Role OverviewWe are seeking a highly skilled Paraplanner to join our team at Burgh Recruitment Limited. The successful candidate will have excellent knowledge of financial services and a strong understanding of insurance products.Main Responsibilities:To provide administrative support to our financial advisorsTo assist with the preparation of...
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Senior Pensions Administrator
2 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner VacancyLocated in Oakham, we are seeking a skilled professional to support our team in delivering expert paraplanning services. As a Paraplanner, you will play a key role in helping us provide exceptional support to our clients, with a strong focus on pensions and benefits.Key Responsibilities:Assist in the preparation of pension plans and...
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Financial Planning Specialist
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Full timeParaplanner Role OverviewWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment, working with a highly successful SJP Partner Practice in Oakham. The Practice offers a first-class service to clients, providing a range of investment and retirement products and solutions.Key Responsibilities:Transact client investments and assist with...
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Senior Financial Planning Coordinator
7 days ago
Oakham, Rutland, United Kingdom Synergy Personnel Services Full timeAbout the RoleWe are working with a leading Independent Financial Advisor (IFA) firm in Rutland and they are seeking a skilled and motivated Paraplanner to join their dynamic team.Key ResponsibilitiesPreparing detailed and accurate suitability reports and recommendations.Conducting thorough research on financial products and investment strategies.Assisting...
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Senior Financial Planning Specialist
2 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Full timeParaplanner RoleWe are looking for an experienced Paraplanner to join our team at Burgh Recruitment. The successful candidate will work with a highly successful SJP Partner Practice in Oakham, providing technical expertise throughout the advice process.The Role:You will be responsible for transacting client investments and assisting with the preparation of...
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Financial Planning Assistant
3 weeks ago
Oakham, Rutland, United Kingdom Synergy Personnel Services Full time £40,000 - £45,000Financial Planning AssistantAre you a detail-oriented professional looking for an exciting opportunity to work with a well-established Independent Financial Advisor (IFA) firm in a supportive environment? This role offers a fantastic chance to thrive in a career where development is strongly encouraged.As a Financial Planning Assistant, you will play a...
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Financial Planning Specialist
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeRole OverviewThe successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions. This will involve transacting client investments, assisting with the preparation of presentations and documentation required for client...
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Paraplanner
2 weeks ago
Oakham, United Kingdom Burgh Recruitment Limited Full timeParaplanner Location - Oakham (LE15) Salary - up to £50k, depending on experience. An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner to join their growing team, in their superb new offices in the centre of this bustling and vibrant town click apply for full job details
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Paraplanner
1 month ago
Oakham, United Kingdom CV-Library Full timeParaplanner Location - Oakham (LE15) Salary - up to £50k, depending on experience. An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner to join their growing team, in their superb new offices in the centre of this bustling and vibrant town. The Practice is highly successful and prides itself on offering a first-class...
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Paraplanner
1 month ago
Oakham, United Kingdom Burgh Recruitment Limited Full timeParaplannerLocation - Oakham (LE15)Salary -up to £50k, depending on experience.An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner to join their growing team, in their superb new offices in the centre of this bustling and vibrant town.The Practice is highly successful and prides itself on offering a first-class service to all...
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Paraplanner
2 weeks ago
Oakham, United Kingdom Burgh Recruitment Limited Full timeParaplanner Location - Oakham (LE15) Salary - up to £50k, depending on experience. An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner to join their growing team, in their superb new offices in the centre of this bustling and vibrant town.The Practice is highly successful and prides itself on offering a first-class service...
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Paraplanner
1 month ago
Oakham, United Kingdom Burgh Recruitment Limited Full timeParaplannerLocation - Oakham (LE15)Salary -up to £50k, depending on experience.An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner to join their growing team, in their superb new offices in the centre of this bustling and vibrant town.The Practice is highly successful and prides itself on offering a first-class service to all...
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Paraplanner
4 weeks ago
Oakham, United Kingdom St. James's Place Wealth Management Full timeParaplannerLocation - Oakham (LE15)Salary - up to £50k, depending on experience.An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner to join their growing team, in their superb new offices in the centre of this bustling and vibrant town.The Practice is highly successful and prides itself on offering a first-class service to all...
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Paraplanner
1 month ago
Oakham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner Location - Oakham (LE15)Salary - up to £50k, depending on experience.An SJP Partner Practice in Oakham is looking to appoint an experienced Paraplanner to join their growing team, in their superb new offices in the centre of this bustling and vibrant town. The Practice is highly successful and prides itself on offering a first-class service to...
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Experienced Paraplanner Required
2 weeks ago
Oakham, United Kingdom Burgh Recruitment Limited Full timeParaplanner RoleThe successful Paraplanner will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions. This will involve transacting client investments, assisting with the preparation of presentations and documentation required for...
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Senior Administrator/Junior Paraplanner
1 week ago
Oakham, United Kingdom St. James’s Place Full timeSenior Administrator / Junior Paraplanner Location: Oakham - Office BasedSalary: Up to £35,000 (Dependent on Experience)An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated by the...
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Senior Administrator/Junior Paraplanner
1 week ago
Oakham, United Kingdom St. James’s Place Full timeSenior Administrator / Junior Paraplanner Location: Oakham - Office BasedSalary: Up to £35,000 (Dependent on Experience)An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated by the...
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Senior Administrator/Junior Paraplanner
1 week ago
Oakham, United Kingdom St. James’s Place Full timeSenior Administrator / Junior Paraplanner Location: Oakham - Office BasedSalary: Up to £35,000 (Dependent on Experience)An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated by the...
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Senior Administrator/Junior Paraplanner
1 week ago
Oakham, Rutland, United Kingdom St. James’s Place Full time €35,000Senior Administrator / Junior Paraplanner Location : Oakham - Office Based Salary: Up to £35,000 (Dependent on Experience) An excellent and very interesting opportunity has arisen for a Senior Administrator / Junior Paraplanner to work within a highly successful Practice. You will be based in their High Street offices, ensuring the business generated...