Paraplanner Role

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...

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...

Ashdown Group is a well-established recruitment agency specialising in the finance and accountancy sectors. We are currently seeking a talented Paraplanner - Financial Services to join our team.The successful candidate will have experience in Wealth Management and ideally hold a Diploma in Paraplanning qualification (DipPP). The role involves supporting...

Job DetailsWe are looking for a skilled Paraplanner to work in a permanent position based in Pattingham, Wolverhampton. The successful candidate will be responsible for supporting advisors in informing clients about financial planning factors and suitable plans/products.

Key Responsibilities:In this senior role as a Financial Advisor, you will be responsible for delivering high-quality financial planning services to clients across Wolverhampton, Bridgnorth, and Birmingham. You will inherit a client bank and take ownership of ongoing servicing, working closely with a team of Paraplanners and Administrators to ensure excellent...

About the RoleAs a Technical Financial Administrator at Retaind Limited, you will be responsible for providing support to our practice and working alongside our administration and paraplanning function.Your primary objective is to ensure the timely delivery of all business process needs by liaising with administrators and paraplanners. You will compile clear...

Job TitleParaplannerAbout the RoleWe are working with a well-established firm of Financial Planners as part of St James Place to find a skilled Paraplanner.Job DescriptionThis role involves providing technical support to Advisors and Directors in informing and advising on financial planning factors and suitable plans and products. You will also be...

Job Summary:We are looking for a skilled Paraplanner to join our team at NJR Recruitment's client, a reputable firm of Financial Planners. As a Paraplanner, you will play a critical role in supporting our Financial Advisors and Directors in delivering exceptional client service. If you have a passion for finance, excellent communication skills, and a keen...

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...

About UsNJR Recruitment are proud to be partnering with a leading Financial Planning firm based in the UK.Job RoleThis Paraplanner role will involve providing administrative support to the financial planning team, including data entry, report writing, and presentations.What We OfferIn return for your hard work and dedication, we offer a competitive salary of...

Job OverviewThis employed financial planning role covering Wolverhampton, Bridgnorth, and Birmingham presents a fantastic opportunity to inherit a client bank and take over ongoing financial planning services. The focus is on providing exceptional service to maintain relationships while seeking new business opportunities.You will be provided with clients...

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...

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...

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...

Compliance Support SpecialistWe require an experienced Compliance Support Specialist to support our Practice at Retaind. The successful candidate will collaborate closely with our administration and paraplanning function to ensure seamless delivery of business processes.The key responsibilities of this role include:Liaising with administrators and...

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 a skilled paraplanner to join our team at NJR Recruitment, providing technical support to financial advisors and directors.Job OverviewThis role involves providing expert technical guidance on financial planning matters, assisting in the development and implementation of suitable financial plans and products, and organizing reports and...

Key Role Summary: Premier Jobs UK is seeking an experienced Financial Adviser to take control of an existing client bank and provide ongoing financial planning services. This opportunity covers Wolverhampton, Bridgnorth, and Birmingham.Role Responsibilities:Take over the management of an existing client bank, providing excellent service to maintain...

Job Overview:In this exciting Financial Advisor role, you will have the opportunity to inherit a client bank and take over the ongoing financial planning services in Wolverhampton, Bridgnorth, and Birmingham. As a current Financial Adviser, you will provide excellent service to maintain relationships while seeking new business opportunities.This is a hybrid...

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...