Diploma-Qualified Paraplanning Role

Are you a motivated and detail-oriented individual looking for a challenging role in financial planning?We are seeking a skilled Diploma-qualified Paraplanner to join our team at Retaind Limited, based in Pattingham, near Wolverhampton.In this role, you will be responsible for working closely with the Paraplanning Lead to develop and implement financial...

Join our dynamic team at Retaind Limited as a highly skilled Diploma-qualified Paraplanner!This exciting opportunity involves working closely with the Paraplanning Lead to develop and implement comprehensive financial plans for clients.You will be responsible for analyzing complex client data, identifying trends, and providing expert recommendations on...

Job Opportunity for Financial PlannerWe are currently looking for a skilled Paraplanner to research, prepare and draft compliant client reports.Salary Details: £35,000 - £45,000 per annum (based on experience)About the PositionMain Duties:Ensure that all advice given by advisers meets industry and company standards, providing clients with the best possible...

Job Title: Paraplanning ExpertAbout the Role:We are seeking an experienced Paraplanning Expert to join our team at RETAIND Ltd. As a key member of our financial planning department, you will be responsible for providing technical support to our advisors and directors in informing and advising on financial planning factors.Key Responsibilities:Ensuring that...

**Job Description:** Compliance SpecialistRetaind Limited is looking for a highly experienced Compliance Specialist to join our team in Pattingham, near Wolverhampton.**Role Overview:**We are seeking a skilled Compliance Specialist with a strong background in financial services regulations to join our team.**Key Responsibilities:Work closely with the...

About the RoleA renowned financial services company in the UK is seeking a talented Paraplanner to join its team. This role offers a fantastic opportunity for a professional to gain experience in financial planning and wealth management.The successful candidate will be responsible for supporting Advisors and Directors by assisting with financial planning...

Job DescriptionA Paraplanner is required for a hybrid role with 3 days in-office work in the West Midlands. The successful candidate will have experience in Wealth Management and hold a Diploma in Paraplanning qualification (DipPP) or equivalent.Main Responsibilities:Inputting documentation onto SalesforceResearching and analysing financial productsProducing...

Paraplanner PositionWe are recruiting a Paraplanning Professional to provide technical support to our team of Advisors and Directors at NJR Recruitment. The successful candidate will work closely with our financial planning team to inform and advise on financial planning factors, and utilize suitable plans and products.The salary for this role is around...

Paraplanning Role at Retaind LimitedWe are seeking an experienced Diploma-qualified Paraplanner to join our growing financial planning business in a similar environment.Estimated Salary: £40,000 - £50,000 per annum (based on experience)About the JobKey Responsibilities:Provide technical support to Advisors and Directors on financial planning factors,...

We are seeking an experienced Paraplanner to join our team at RETAIND Ltd in the Pattingham area of Staffordshire. The role involves working closely with our Paraplanning Lead to ensure that all advice given by advisers meets relevant industry and company standards.Key ResponsibilitiesProviding technical support to Advisors and Directors, including informing...

Compliance Support RoleWe require a qualified Paraplanner to provide technical support to Advisors and Directors on financial planning factors, suitable plans and products.Annual Salary Range: £38,000 - £48,000 (dependent on experience)About the Job DescriptionMain Tasks:Organise reports and illustrations in a timely and accurate manner, ensuring efficient...

About the RoleWe are looking for a skilled Financial Paraplanning Specialist to join our team in Wolverhampton. The ideal candidate will have experience in providing high-quality support to advisors and have excellent analytical and problem-solving skills.Key ResponsibilitiesSupport the advisor team in preparing suitability reports and letters.Analyze...

Retaind Limited is seeking an experienced Diploma-qualified Paraplanner to join its growing financial planning team in the Staffordshire area, near Wolverhampton.We are looking for a skilled professional who can work closely with the Paraplanning Lead and contribute to the company's success.The successful candidate will have excellent knowledge of financial...

Job Description:A highly experienced Paraplanner is required to join our Wealth Management Practice, providing high-quality support to advisor teams and delivering bespoke financial advice to individuals and businesses across the UK. The successful candidate will be responsible for responding to advisor queries, researching and analyzing financial products,...

As a Paraplanning Expert at RETAIND Ltd, you will be responsible for working closely with the Paraplanning Lead to provide technical support to our advisors and directors. Key responsibilities include ensuring that all advice given by advisers meets relevant industry and company standards, organising reports and illustrations in a timely and accurate manner,...

Paraplanning RoleWe are seeking a skilled and experienced Paraplanner to join our team at Retaind Limited.The successful candidate will be responsible for providing high-quality administrative support to the Paraplanning Lead and assisting with the preparation of financial plans and proposals.About the Role:Deliver high-quality services to our clientsWork...

**Job Summary:** Paraplanning ProfessionalRetaind Limited is seeking a skilled Paraplanning Professional to join our team in Pattingham, close to Wolverhampton.**About the Position:**We are looking for a Paraplanning Professional with 2-5 years of experience in a similar environment to work closely with our Paraplanning Lead.**Key Responsibilities:Research,...

The successful candidate will work closely with the Paraplanning Lead in the research, preparation and drafting of compliant client reports, to assist in the provision of excellent client advice. Key duties include ensuring that all advice given by advisers meets relevant industry and company standards, providing high-quality support to the advisor team, and...

**Job Title:** Financial Planning AdvisorRetaind Limited is seeking a highly skilled Financial Planning Advisor to join our team in Pattingham, just outside Wolverhampton.**About the Role:**This is an exciting opportunity for a Paraplanner with 2-5 years of experience in a similar environment to work closely with our Paraplanning Lead in researching,...

About the Job:Retaind Limited is seeking a highly skilled Technical Administrator to provide administrative support to our Practice.The successful candidate will work closely with our administration and paraplanning function to ensure seamless operations and optimize client relationships.Job Description:This permanent position offers a competitive salary of...