Pension Paraplanner Advisor

Permanent position Vacancy Overview:We are currently looking for an experienced Diploma-qualified Paraplanner to join a growing financial planning business in the Pattingham area of Staffordshire, just outside Wolverhampton. Provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising...

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If so,...

Role ResponsibilitiesAdministration and processing of LOAs (Letters of Authority) and associated tasksCollaborate with Advisors and Paraplanners on valuations, illustrations, and letter writing, paving the way for a fully-fledged Paraplanning roleProvide administrative assistance to two experienced Financial PlannersCarry out general administrative duties as...

Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...

Our Client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit a Paraplanner to join their team. This individual will provide technical support to the Advisors and Directors in informing and advising on financial planning factor, and on utilising suitable plans and products. They will also organize the...

Paraplanner Job OpportunityThis is a hybrid-based Paraplanner role in the Wirral, suitable for individuals looking to be part of a growing company and assist in providing excellent financial planning solutions.Job Responsibilities:Provide paraplanning support to the team of Financial Advisors, assisting in delivering quality, appropriate, and compliant...

Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...

Our Client, an established firm of Financial Planners form part of St James Place. This individual will provide technical support to the Advisors and Directors in informing and advising on financial planning factor, and on utilising suitable plans and products. They will also organize the reports and illustrations in a timely and accurate manner. Providing...

Are you a highly technical Senior Paraplanner, level 6 qualified (Chartered) with experience of working on complex Financial Planning cases for HNW and UHNW clients? Would you relish the opportunity to fully utilise your technical expertise, working with complex clients alongside the Director of Growth in the newly launched Private Office proposition? If...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Job Description Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered) Salary: Up to £65,000 plus company benefits About the Company: Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to...

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: SussexSalary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning firm based in Sussex....

Job Title: Senior Paraplanner - Technical Lead Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and...

Job Description Job Title: Senior Paraplanner Team Leader Industry: Financial Planning Location: Sussex Salary: Up to £65,000 (negotiable dependent on experience) Job Reference: 9403 Job Description: Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner Team Leader to join a highly respected and thriving Financial Planning...

Job Title: Senior Paraplanner - Technical Lead (Client Facing)Location: West Midlands - apply for more info (Hybrid working considered)Salary: Up to £65,000 plus company benefitsAbout the Company:Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to...

Job Description Job Title: Senior Paraplanner - Technical Lead (Client Facing) Location: West Midlands - apply for more info (Hybrid working considered) Salary: Up to £65,000 plus company benefits About the Company: Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning...