Senior Paraplanning Specialist
1 week ago
As a Senior Paraplanning Specialist, you will play a pivotal role in providing comprehensive support to our experienced Senior Financial Advisors. This exciting opportunity involves preparing and maintaining accurate client files, including thorough reviews and analysis.
You will also develop and manage complex cash flow models to identify tailored financial planning solutions. Conduct in-depth research to recommend suitable financial planning strategies and prepare comprehensive suitability reports.
A key aspect of this role is overseeing the implementation of recommended plans, ensuring all necessary compliance is met, and application forms are completed accurately. You will collaborate with clients' legal and tax advisors to ensure seamless communication and effective solution delivery.
We offer a comprehensive benefits package, including up to £42,000 per annum salary, pension, life assurance, group income protection, health cash plans, and salary exchanges. Regular initiatives promote mental and physical wellbeing.
The ideal candidate will have a proven track record as a Paraplanner, with excellent knowledge of financial planning principles and practices. Exceptional writing skills are required for creating compelling and informative suitability reports. Experience with cash flow modelling software would be highly desirable.
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Financial Paraplanning Specialist
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited invites applications for a Financial Paraplanning Specialist to join our expanding team in the Midlands. This exciting role comes with a salary of £45,000 - £55,000 per annum and presents a chance for career progression.As a valued member of our back office team, you will collaborate closely with our Senior Financial Advisors to...
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Senior Paraplanning Professional
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeThis is a senior paraplanning role in the Midlands region, offering a unique opportunity to join a rapidly growing financial planning firm.The successful candidate will be responsible for providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.Key Responsibilities:Conduct...
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Senior Paraplanning Professional
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis exciting opportunity has arisen for a Paraplanner to join our dynamic team in the Midlands.You will be working closely with a Senior Financial Advisor, providing a full paraplanning function to ensure seamless client service and compliance delivery.Key ResponsibilitiesProvide a comprehensive paraplanning service, including research,...
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Paraplanning Specialist
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team in the Midlands. As a key member of our back office team, you will play a crucial role in ensuring the success of our Financial Advisors.Your responsibilities will include providing a full paraplanning function, including preparing and presenting detailed reports and recommendations...
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Paraplanning Professional
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team in the Midlands.As a key member of our financial planning firm, you will provide a full paraplanning function to support our Senior Financial Advisors, ensuring client service and compliance are always delivered.A salary of £45,000 - £65,000 per annum is available,...
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Paraplanning Expert
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Full timeAbout the RoleThis is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands as a Paraplanning Expert.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 have a 2:1 ratio of...
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Midlands Paraplanning Opportunity
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Paraplanner Job Description**We are looking for a highly skilled and experienced Paraplanner to join our team at Premier Jobs UK Limited in the Midlands.The successful candidate will have a strong background in paraplanning, with experience of working in a dynamic financial planning environment. The role offers an exciting opportunity for career...
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Paraplanning Opportunity in the Midlands
4 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000We are seeking a highly skilled Paraplanning Expert to join our team in the Midlands. This is a fantastic opportunity to work closely with one of our Senior Financial Advisors and provide a full paraplanning function.The role involves providing exceptional client service and ensuring compliance are always delivered. Our company is dedicated to building an...
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Paraplanning Professional | Midlands
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000About the RoleThis full-time Financial Planning Associate position involves providing high-quality paraplanning services to one of our Senior Financial Advisors. Key responsibilities include:Preparing and maintaining client files and reviewsBuilding cash flow models and undertaking research to identify suitable financial solutionsPreparing recommendations...
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Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will provide a full paraplanning function to one of our Senior Financial Advisors, ensuring client service and compliance are always delivered.The role involves preparing and maintaining client files and client reviews, building cash flow models,...
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Financial Planning Specialist
2 weeks 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 Planning Specialist
5 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
5 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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Senior Financial Planning Advisor
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier 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...
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Senior Financial Planning Administrator
5 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 Advisor Assistant
5 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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Paraplanning Professional
7 hours ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Premier Jobs UK Limited is looking for a dedicated Client Service Specialist to join their team. This role offers a chance to work in a dynamic environment, providing exceptional client service and supporting senior financial advisors. About the Job: As a Client Service Specialist, you will be responsible for preparing and maintaining client...
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Financial Planning Support Specialist
1 week 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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Pensions and Financial Services Professional
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeThis dynamic paraplanning role at Premier Jobs UK Limited offers a fantastic opportunity for a skilled professional to join our team in the Midlands. With a salary of £45,000 - £55,000 per annum, this position provides a stable income and career advancement prospects.In this role, you will be responsible for providing high-quality paraplanning support to...
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Financial Planning Associate
5 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...