Paraplanning Professional
2 days ago
Job Description
We are looking for a highly skilled Paraplanner to join our team. As a Paraplanner, you will be responsible for working closely with clients to understand their financial goals and develop tailored financial plans.
Key Responsibilities:
- Analyse clients' financial data and develop cash flow models
- Research and recommend financial products to meet client needs
- Collaborate with senior financial analysts to develop comprehensive financial plans
Why Join Us?
- A challenging and rewarding role with opportunities for professional growth and development
- A competitive salary of £35,000 per annum, plus benefits
- A dynamic and supportive team environment
How to Apply
-
Paraplanning Specialist
2 days ago
Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full timeAbout the Role:We are looking for a skilled Paraplanning Specialist to join our team. As a Paraplanning Specialist, you will be responsible for providing administrative support to financial planners, analyzing client data, and developing financial planning solutions.Key Responsibilities:- Fully analyze clients' requirements, develop cash flow models, and...
-
Paraplanning Specialist
6 days ago
Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full timeSeeking a Paraplanning Specialist to join our team at The Recruitment Group. As a key member of our Financial Planning department, you will play a vital role in supporting the creation of financial planning solutions for clients.About the RoleWe are looking for a highly organized and detail-oriented individual with previous paraplanning experience within an...
-
Financial Planner
6 days ago
Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Careers Full timeWe are seeking a skilled Financial Planner to join our team at The Recruitment Group Careers. As a Paraplanning Expert, you will play a vital role in analysing clients' requirements and developing cash flow models.The ideal candidate will have excellent research skills, allowing them to analyse financial products and construct planning solutions that...
-
Wealth Management Coordinator
2 days ago
Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full timeJob Description: Wealth Management CoordinatorWe are seeking a skilled and experienced Wealth Management Coordinator to join our team at The Recruitment Group. As a Wealth Management Coordinator, you will be responsible for providing administrative support to wealth management teams, analyzing client data, and developing financial planning solutions.Key...
-
Financial Planning Analyst
21 hours ago
Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full timeJob Title: Financial Planning AnalystWe are seeking a skilled and experienced Financial Planning Analyst to join our team at The Recruitment Group. As a Financial Planning Analyst, you will play a crucial role in providing financial planning solutions to clients, analyzing their requirements, and developing cash flow models.Key Responsibilities:- Analyze...
-
Wealth Management Associate
21 hours ago
Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full timeWe are seeking a talented Wealth Management Associate to join our expanding team at The Recruitment Group. As a key member of our Financial Planning department, you will play a critical role in delivering high-quality financial planning solutions to clients.About the RoleWe are looking for a motivated and detail-oriented individual with previous paraplanning...
-
Financial Planning Coordinator
6 days ago
Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full timeWe are seeking a highly skilled Financial Planning Coordinator to join our dynamic team at The Recruitment Group. As a key member of our Financial Planning department, you will play a pivotal role in creating comprehensive financial planning solutions for clients.About the RoleWe are looking for a self-motivated and detail-focused individual with previous...