Financial Planning Assistant

3 weeks ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time
Job Opportunity

This is an exciting chance to work with a rapidly growing financial planning firm in the Midlands.

As a Paraplanner, you will provide a full paraplanning function to one of their Senior Financial Advisors, ensuring excellent client service and compliance are consistently delivered.

The business is investing in a 2:1 ratio of back office team to Financial Advisors, creating a supportive and collaborative environment.

Key responsibilities include:

  • Providing high-quality paraplanning services to clients
  • Ensuring compliance with regulatory requirements
  • Working closely with Financial Advisors to deliver exceptional client service

Join a dynamic team and contribute to the growth and success of this forward-thinking firm.

ZIPC1_UKTJ



  • Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...


  • Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...


  • Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...


  • Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Full time

    Paraplanner 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...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job OpportunityThis is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands, where you will be working as a Paraplanner. As a Paraplanner, you will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.Your...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job OpportunityThis is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands, where you will be working as a Paraplanner. As a Paraplanner, you will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.Your...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring exceptional client service and compliance.Key Responsibilities:Prepare and maintain client files and reviewsBuild and maintain...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring exceptional client service and compliance.Key Responsibilities:Prepare and maintain client files and reviewsBuild and maintain...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Job Title: Paraplanning ProfessionalJob Description:This is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands. As a Paraplanning Professional, 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...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job OpportunityThis is a unique chance to join a rapidly growing financial planning firm in the Midlands, where you will be part of a dynamic team providing a full paraplanning function to Senior Financial Advisors.Key Responsibilities:Ensure client service and compliance are delivered at all times.Provide a high level of support to Financial...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewPremier Jobs UK Limited is seeking a skilled Paraplanning Professional to provide support to their Senior Financial Advisors.The ideal candidate will have excellent communication skills and the ability to work independently, ensuring client service and compliance are always delivered.The role involves providing a full paraplanning function,...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job OpportunityThis is a unique chance to join a rapidly growing financial planning firm in the Midlands, where you will be part of a dynamic team providing a full paraplanning function to one of their Senior Financial Advisors.Your key responsibilities will include ensuring client service and compliance are always delivered, working closely with...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanner Job OpportunityThis is a unique chance to join a rapidly growing financial planning firm in the Midlands, where you will be part of a dynamic team providing a full paraplanning function to one of their Senior Financial Advisors.Your key responsibilities will include ensuring client service and compliance are always delivered, working closely with...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Paraplanning FunctionThis opportunity at Premier Jobs UK Limited is for a Paraplanner to join a rapidly growing financial planning firm in the Midlands. As a key member of the team, you will provide a full paraplanning function to one of their Senior Financial Advisors, ensuring exceptional client service and compliance are always delivered.The business is...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionThis exciting opportunity as a Paraplanning Support Specialist in the Midlands is a chance to join a rapidly growing financial planning firm. 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 infrastructure to...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Job OpportunityAs a Paraplanner at Premier Jobs UK Limited, you will be part of a rapidly growing financial planning firm in the Midlands. This hybrid working role offers a unique opportunity to provide a full paraplanning function to one of our Senior Financial Advisors, ensuring exceptional client service and compliance are always delivered.We are building...


  • Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time

    Job OpportunityAs a Paraplanner at Premier Jobs UK Limited, you will be part of a rapidly growing financial planning firm in the Midlands. This hybrid working role offers a unique opportunity to provide a full paraplanning function to one of our Senior Financial Advisors, ensuring exceptional client service and compliance are always delivered.We are building...


  • Market Harborough, Leicestershire, United Kingdom Recruit UK Full time

    Financial Planning Administrator OpportunityWe are working with a well-established Financial Advice practice in Market Harborough to find a skilled Financial Planning Administrator to join their team.This role involves providing administrative support to the financial planning team, including checking fact finds, preparing and processing authority letters,...


  • Market Harborough, Leicestershire, United Kingdom Recruit UK Full time

    Financial Planning Administrator OpportunityWe are working with a well-established Financial Advice practice in Market Harborough to find a skilled Financial Planning Administrator to join their team.This role involves providing administrative support to the financial planning team, including checking fact finds, preparing and processing authority letters,...