Paraplanner Role
6 days ago
Avenue Recruitment Group LTD is seeking an experienced Paraplanner to join their team in a reputable financial planning practice.
As a Senior Paraplanner, you will be responsible for participating in debriefings with advisors, analyzing data collected during client meetings, and developing effective solutions using research tools.
You will produce comprehensive written reports detailing client needs, recommendations, and proposed courses of action, maintaining accurate records and ensuring compliance with established procedures.
The ideal candidate will have Chartered or near Chartered status with at least 5 years experience providing technical support, strong analytical and problem-solving skills, and excellent communication and interpersonal skills.
This role includes 2 remote days per week, with flexible core hours, and an estimated annual salary of £55,000.00, inclusive of benefits and bonuses.
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Trainee Paraplanner Role
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom enable recruitment | B Corp™ Full timeWe are seeking an experienced administrator to join our team as a Trainee Paraplanner. This is an exciting opportunity to develop your skills and build a successful career in financial services.About the RoleThis Trainee Paraplanner position involves general administration, client liaison, and managing applications. You will work closely with the wider team...
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Chartered Paraplanner Role
6 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000Avenue Recruitment Group LTD is seeking a highly skilled Chartered Paraplanner to join their technical team. The ideal candidate will have at least 5 years of experience in providing technical support to financial planners and be chartered or close to achieving the chartered milestone.This role offers a competitive salary of £55,000.00 plus benefits and...
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Paraplanner/Senior Paraplanner Position
2 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob Summary:We are seeking an experienced Paraplanner/Senior Paraplanner to join our team in Stokenchurch. The successful candidate will provide administrative support to our financial advisors, contribute to the development of client solutions, and maintain accurate records.Key Skills and Qualifications:To excel in this role, you should have:Strong...
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Senior Paraplanner
2 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000We are looking for a Senior Paraplanner - Compliance Support Role within our technical team. As a key member of the team, you will work closely with experienced financial planners to ensure all client files are compliant and up-to-date.The role requires strong analytical skills, with the ability to interpret complex data and prepare suitability letters,...
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Paraplanner/Senior Paraplanner Position
2 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeSkillful Paraplanners are sought after to fill a challenging role at Templegate Recruitment. If you're passionate about financial services and enjoy working with numbers, we'd love to hear from you.This position offers a competitive salary range of £45,000 - £65,000, commensurate with your level of experience. You'll work closely with our clients in the...
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Paraplanner Expert
5 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000**About the Job:**As a Paraplanner at Templegate Recruitment Limited, you will play a vital role in providing exceptional independent financial advice to our clients. You will work closely with the financial planning team to deliver exceptional results, analysing and interpreting client data, developing suitable financial solutions, and maintaining strong...
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Financial Paraplanner
2 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAt Templegate Recruitment, we're looking for a skilled Paraplanning Specialist to join our team. As a Paraplanning Specialist, you will be responsible for supporting the paraplanning process and working closely with senior paraplanners to deliver high-quality results.We offer a competitive salary of £40,000 - £60,000 per annum, depending on experience, as...
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Paraplanner Trainee
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom enable recruitment | B Corp™ Full timeAbout the RoleThis is an exciting opportunity for an experienced administrator to join our team as a Trainee Paraplanner. We are looking for someone with a passion for streamlining processes and a desire to take the next step in their career.
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Paraplanning Role in Stokenchurch
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeBlakemore Recruitment are seeking a highly skilled Paraplanner to join their team in Stokenchurch.The ideal candidate will have a proven track record in providing technical support, writing suitability reports, and preparing client portfolio reviews.Day-to-day duties will include fund and product research, writing bespoke and compliant suitability reports,...
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Professional Support Role
2 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTalented Financial Specialists wanted! We're looking for experts who can deliver exceptional results in a fast-paced environment. As a Paraplanner at Templegate Recruitment, you'll play a crucial role in supporting our clients in Stokenchurch.A salary of £50,000 - £70,000 is on offer, depending on your qualifications and experience. Our team is dedicated...
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Chartered Financial Planner
3 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full timeAbout the RoleWe are recruiting for a Senior Paraplanner to join our team at Avenue Recruitment Group LTD. As a key member of our technical team, you will work closely with experienced financial planners to deliver exceptional results for our clients.Responsibilities:Assist senior advisers in preparing for client meetings by interpreting data and analysing...
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Administrative Role in Financial Services
1 week ago
High Wycombe, Buckinghamshire, United Kingdom enable recruitment | B Corp™ Full timeWe are looking for a detail-oriented administrator to join our team as a Trainee Paraplanner, providing exceptional administrative support and contributing to our firm's growth.Key TasksManaging new business, interacting with clients, and creating essential documents.Working collaboratively with the team to maintain a smooth workflow.Identifying areas for...
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Financial Services Specialist
2 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Templegate Recruitment Limited. As a Paraplanner, you will be responsible for supporting financial advisors in the preparation of complex financial plans.
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Financial Services Specialist
3 days ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000**Job Title:** Paraplanner/Senior ParaplannerAre you an experienced Paraplanner looking to advance your career in a supportive and respected financial planning environment? We have an excellent opportunity for an enthusiastic and skilled Paraplanner to join our team as a Senior Paraplanner. The successful candidate will have a minimum of 3 years experience...
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Senior Financial Services Specialist
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob OverviewAt Templegate Recruitment Limited, we are seeking a highly skilled Paraplanner/Senior Paraplanner to join our team in Stokenchurch.Salary and BenefitsThe successful candidate will be rewarded with an attractive salary range of £35,000 - £55,000 per annum, depending on experience. In addition, the company offers a comprehensive benefits package,...
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Paraplanning Professional
1 week ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time £35,000 - £55,000**About the Role:**We are seeking an experienced Paraplanner to join our team as a Senior Paraplanner. This is an exciting opportunity for an enthusiastic and skilled Paraplanner to advance their career in a supportive and respected financial planning environment.**Day-to-Day Paraplanning Duties:**Collaborate closely with team members, supporting advisers by...
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Paraplanner - Data Analyst Role
2 days ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000Technical Support Specialist Job DescriptionThis role is ideal for a technical professional looking to utilise their skills in a financial planning environment.The Technical Support Specialist will work closely with financial planners to interpret data obtained during client meetings, analyse data and provide solutions that meet client needs and...
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Senior Financial Support Specialist
1 week ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeTEMPLEGATE RECRUITMENT LIMITEDSpecialist Recruiters for the Financial SectorJob Title: Senior ParaplannerLocation: UK/Remote OpportunitiesSalary: £45,000 - £65,000 per annum (dependent on experience)About the Role:We are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will be responsible for supporting senior financial...
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Financial Planning Team Member
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000About the Role:Avenue Recruitment Group LTD is recruiting for a Senior Paraplanner Fully Remote to support their financial planning team. As a senior paraplanner, you will play a crucial role in analyzing data, developing solutions, and providing exceptional support to financial planners. This is an excellent opportunity for experienced professionals to...
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High Wycombe, Buckinghamshire, United Kingdom enable recruitment | B Corp™ Full timeWe are excited to present a career development opportunity for an experienced administrator to join our team as a Trainee Paraplanner. If you are a meticulous and organized individual with a passion for streamlining processes, this role could be the perfect fit.Job OverviewThis Trainee Paraplanner position is an excellent chance to take your administrative...