Paraplanner Support Specialist

1 day ago


Penrith, Cumbria, United Kingdom Hays Careers Full time

About the Role

This client is seeking a motivated and enthusiastic individual to join their small team as a Paraplanner. The successful candidate will work closely with another Paraplanner, the wider team, and in conjunction with local Solicitors and Accountants to provide holistic financial planning for clients.

Duties include:

  • Collaborating with Financial Planners to arrange and prepare for client meetings.
  • Utilizing various IT systems to process new business efficiently.
  • Contributing to the client review process.
  • Maintaining accuracy of client records, data entry, and calculations.
  • Meeting deadlines effectively.


  • Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full time

    About the RoleWe are seeking an experienced Administrative Support Specialist to join our team in Penrith. This is a fantastic opportunity for someone looking to work closely with financial planners, paraplanners, and other professionals to deliver exceptional client service.The successful candidate will be responsible for providing administrative support to...


  • Penrith, UK, Cumbria, United Kingdom Professional Financial Centre Ltd Full time

    Job Title: Financial Services Administrator / ParaplannerSalary: Starting from £25,000 (rising subject to experience and qualifications)Location: Penrith, CumbriaA fantastic opportunity for an organised and enthusiastic Paraplanner to join a highly reputable business founded over 20 years ago.Professional Financial Centre Cumbria Ltd is a local Chartered...


  • Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full time

    Your new companyHays are partnering with a local, Chartered Financial Planning firm based in the Cumbrian region, established over 20 years ago. This forward-thinking organisation is a friendly and welcoming team, based in a beautiful office that welcomes dogs.They offer an excellent package of benefits, priding themselves on caring for their employees and...


  • Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full time

    We are seeking a highly organised and motivated Receptionist Administrator to join our client's small team in Penrith. The successful candidate will work closely with Paraplanners, Accountants, Financial Planners, and Compliance specialists to provide holistic financial planning for clients.Job ResponsibilitiesThe key responsibilities of this role...


  • Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full time

    Hays Accounts and Finance is proud to partner with a leading Chartered Financial Planning firm in the area. With a strong reputation built on referrals and word of mouth, they offer a unique opportunity for a motivated individual to join their small team. As a Fiscial Services Administrator/Paraplanner, you will work closely with the team and contribute to...


  • Penrith, Cumbria, United Kingdom Hays Accounts and Finance Full time

    Your new company Hays Accounts and Finance is partnering with a local, Chartered Financial Planning firm based in the area. This organisation has an excellent reputation, built on referrals and word of mouth. They are a friendly and welcoming team, working from a beautiful office that welcomes dogs. With excellent benefits and a focus on employee care, they...


  • Penrith, Cumbria, United Kingdom The Glenmore Trust Full time

    Company OverviewThe Glenmore Trust is a rewarding employer offering a supportive environment for adults with learning disabilities, mental health, and other associated disabilities. Our mission is to provide high-quality care and support services that empower individuals to take control of their lives.Job SummaryWe are seeking a compassionate Care Support...


  • Penrith, Cumbria, United Kingdom Westmorland & Furness Council Full time

    We are seeking a dedicated and caring Residential Support Specialist to join our team at 21 Huntley Avenue, a short breaks service in Cumbria. The successful candidate will provide a high-quality service to children and young people with learning and physical disabilities, autism, and complex needs.As a Residential Support Specialist, you will be responsible...


  • Penrith, Cumbria, United Kingdom Atlas Recruitment Group Ltd Full time

    Supporting Project SuccessAs a Project Delivery Support Specialist, you will play a crucial role in assisting our Project Management Team in delivering projects of varying sizes and complexity. Based in Barrow-in-Furness, Cumbria, you will be part of a talented team working on exciting projects that drive business growth.Your responsibilities will include...


  • Penrith, Cumbria, United Kingdom Lyon Equipment Limited Full time

    Work and Rescue Support Specialist PositionWe are looking for a highly skilled Work and Rescue Support Specialist to join our team at Lyon Equipment Limited. As a key member of our department, you will be responsible for providing exceptional administration support and technical expertise to our customers.Job DescriptionThis is a full-time position (37.5...


  • Penrith, Cumbria, United Kingdom Lyon Equipment Limited Full time

    Technical Administrator RoleLyon Equipment Limited is seeking a skilled Technical Administrator to provide exceptional support to our Work and Rescue department. As a key member of our team, you will be responsible for delivering high-quality administrative services, ensuring seamless communication with customers, and contributing to the success of our...


  • Penrith, Cumbria, United Kingdom Austin Fraser Full time

    Job OverviewAustin Fraser is a leading recruitment agency seeking an Administrative Support Specialist to join our finance team. As a key member of our team, you will be responsible for supporting the smooth operation of our financial processes.About the RoleThis is a temporary contract with the possibility of becoming permanent.You will work 37 hours per...


  • Penrith, Cumbria, United Kingdom HC One Full time

    Job DescriptionWe are seeking a compassionate Care and Support Specialist to join our team at HC-One. In this role, you will play a vital part in ensuring the physical and emotional wellbeing of our residents.About the RoleAssist residents with personal care activities such as washing, dressing, and mealtime support.Work closely with our Registered Nurses to...


  • Penrith, Cumbria, United Kingdom Goldoree Health Full time

    We are seeking a Dedicated Care Support Specialist to provide exceptional care and support to patients. As a member of our team, you will play a vital role in ensuring the highest quality of care.Key Responsibilities:Administer medications as directed by healthcare professionals.Collaborate with healthcare teams to deliver patient-centered care.Display basic...


  • Penrith, Cumbria, United Kingdom SFG20 Full time

    About SFG20SFG20 is the leading authority for built environment maintenance, empowering people to create and sustain safer buildings through innovative services and pioneering technologies. Our mission is to make buildings better using our standard, software, and expertise.We aim to become the industry benchmark for building maintenance, protecting and...


  • Penrith, Cumbria, United Kingdom Chartered Institute of Procurement and Supply (CIPS) Full time

    Retail Display SpecialistWe are seeking a Retail Display Specialist to join our team as a Greeting Card Merchandiser.Key Responsibilities include creating visually appealing displays of greeting cards and gifts at local retailers, high street chains, or supermarkets.This role requires a flexible and reliable work ethic, with ability to work overtime during...


  • Penrith, Cumbria, United Kingdom UK Greetings Full time

    We are seeking a skilled Visual Merchandising Specialist to join our team at UK Greetings. As a Visual Merchandising Specialist, you will be responsible for creating visually appealing store displays that showcase our products and enhance the shopping experience for customers.About the Role:The estimated salary for this role is £30,000 - £35,000 per annum,...


  • Penrith, Cumbria, United Kingdom CV Library Full time

    CV Library is seeking a skilled Heavy Goods Delivery Specialist to join our logistics team. In this role, you will be responsible for delivering goods to clients across Cumbria, using a pump truck and tail lift to load and unload vehicles.Responsibilities:Deliver goods to clients on time, following pre-set routes and schedulesManage delivery documentation,...


  • Penrith, Cumbria, United Kingdom Sainsbury's Full time

    About the Role:We are seeking a talented Beauty Product Specialist to join our team at Sainsbury's. As a Beauty Product Specialist, you will play a key role in helping us make good food joyful for everyone and spread a little seasonal cheer. You will be responsible for positioning and selling our wide-range of beauty products, including our fantastic...


  • Penrith, Cumbria, United Kingdom Bells of Lazonby Full time

    Company OverviewBells of Lazonby is a reputable family bakery with a passion for quality products.Job DescriptionWe are seeking a highly motivated and detail-oriented Aquisition Specialist to join our Procurement team, contributing to the success of our local business.Key ResponsibilitiesSource high-quality goods from suppliers.Ensure timely delivery of...