Paraplanning Professional | Midlands
7 days ago
This 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 reviews
- Building cash flow models and undertaking research to identify suitable financial solutions
- Preparing recommendations and suitability reports, as well as liaising with clients' legal and tax advisors
- Overseeing implementation of recommendations and ensuring all compliance requirements are met
Our ideal candidate will have experience as a Paraplanner, excellent suitability report writing skills, and proficiency in using cash flow modelling tools. A full Diploma or close to achieving this qualification would be preferred.
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Midlands Paraplanning Opportunity
1 week 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 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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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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Paraplanning Specialist
1 week 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 Opportunity in the Midlands
7 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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Senior Paraplanning Professional
1 week 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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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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Paraplanning Expert
2 weeks 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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Financial Paraplanning Specialist
1 week 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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Midlands Paraplanning Role
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000A dynamic Paraplanner role has become available at Premier Jobs UK Limited in the Midlands. As a key member of the team, you will provide high-quality support to Senior Financial Advisors, ensuring that clients receive exceptional service and advice.About the Company:Premier Jobs UK Limited is a well-established financial services firm that prides itself on...
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Financial Planning Professional
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Job Title:** Financial Planning ProfessionalWe are seeking a skilled and experienced Financial Planning Professional 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...
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Paraplanning Assistant
3 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Premier Jobs UK Limited is seeking a skilled Paraplanner to join their expanding team in the Midlands.As a Paraplanner, you will play a vital role in supporting Senior Financial Advisors in delivering high-quality financial planning services to clients.Your key responsibilities will include:Managing client files and reviews, ensuring accuracy and...
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Pensions and Financial Services Professional
1 week 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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Senior Financial Advisor Assistant
1 week 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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Financial Planning Associate
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job SummaryWe are seeking an experienced Paraplanning Professional to join our rapidly growing financial planning firm in the Midlands. This is a unique opportunity to be part of a dynamic team and contribute to delivering exceptional client service and compliance.
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Senior Financial Planning Advisor
1 week 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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Financial Planning Professional
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000This is an exciting opportunity for a Financial Planning Professional to join our team in the Midlands. As a Paraplanner, you will be working closely with one of our Senior Financial Advisors to provide a full paraplanning function.">The role involves providing client service and ensuring compliance are always delivered. Our company is committed to building...
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Financial Planning Associate
1 week 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...
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Financial Planning Professional
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Are you a motivated and experienced Paraplanner looking for a new challenge in the financial services industry?This exciting opportunity has arisen with Premier Jobs UK Limited, a rapidly growing IFA firm based in the Midlands.As a Hybrid Paraplanner, you will provide a full paraplanning function to one of their Senior Financial Advisors, ensuring...
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Pensions Administrator
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeThis opportunity in the Midlands offers a chance to work with a rapidly expanding financial planning firm.You will provide a full paraplanning service to one of their Senior Financial Advisors, ensuring exceptional client experience and compliance are always met. The business is developing an infrastructure for a 2:1 ratio of support staff to Financial...