Financial Planning Assistant
2 days ago
We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.
Key Responsibilities:- Prepare and maintain client files and client reviews
- Build cash flow models to identify financial planning solutions
- Undertake research to identify suitable financial planning solutions
- Prepare recommendations and suitability reports
- Identify areas for further financial planning
- Liaise with clients' legal and tax advisors
- Oversee implementation of recommendations and ensure compliance
- Attend client meetings as required
- Experience as a Paraplanner
- Excellent suitability report writing skills
- Experience with cash flow modelling is desirable
- Full Diploma or close to achieving this is preferred
- Enthusiasm for the profession, forward thinking, and a commitment to doing the right thing
- Salary of up to \u00a340,000
- Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
- Excellent ongoing employee well-being programmes
- Hybrid working arrangement with a mix of home, office, and client meetings
- Bromsgrove
- Market Harborough
Please note that Premier Jobs UK Limited uses all reasonable efforts to ensure the accuracy of the information provided, but no liability is accepted for any loss or damage arising from reliance on this information.", "lang_code": "en"}
-
Financial Planning Assistant
3 days ago
Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...
-
Financial Planning Assistant
3 days ago
Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team in Market Harborough, UK. As a Paraplanner, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing technical support.Key Responsibilities:Financial Planning: Conduct thorough research and...
-
Financial Planning Assistant
4 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time{"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.Key...
-
Financial Planning Assistant
4 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time{"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.Key...
-
Employee Benefits Specialist
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits Administrator Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the past few years and has advisors across the country in multiple offices. The business is split between...
-
Employee Benefits Specialist
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits Administrator Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the past few years and has advisors across the country in multiple offices. The business is split between...
-
Employee Benefits Coordinator
3 days ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. As a key member of the corporate financial planning team, you will be responsible for providing support to experienced corporate advisers and dealing with a variety...
-
Employee Benefits Coordinator
3 days ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. As a key member of the corporate financial planning team, you will be responsible for providing support to experienced corporate advisers and dealing with a variety...
-
Employee Benefits Administrator
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...
-
Employee Benefits Administrator
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...
-
Financial Planning Specialist
1 week ago
Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time{"title": "Paraplanning Opportunity", "content": "Paraplanning OpportunityWe are seeking a skilled Paraplanning Professional to join our team in Market Harborough. As a key member of our financial planning team, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing...
-
Financial Planning Specialist
1 week ago
Market Harborough, Leicestershire, United Kingdom Heat Recruitment Full time{"title": "Paraplanning Opportunity", "content": "Paraplanning OpportunityWe are seeking a skilled Paraplanning Professional to join our team in Market Harborough. As a key member of our financial planning team, you will play a crucial role in supporting Financial Advisors by preparing and maintaining financial plans, conducting research, and providing...
-
Corporate Benefits Specialist
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000This role is with a well-established and respected financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the past few years and has a team of advisors across the country, operating from multiple offices....
-
Employee Benefits Coordinator
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000This role is with a well-established and respected financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the past few years and has a team of advisors across the country, operating from multiple offices....
-
Employee Benefits Administrator
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...
-
Employee Benefits Administrator
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits Administrator - Corporate Support Location: Remote Salary: £30,000 - £35,000 This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business...
-
Employee Benefits Coordinator
24 hours ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. This role offers a unique opportunity to work with a well-established firm of Financial Planners, providing bespoke Independent Financial Advice and corporate...
-
Employee Benefits Coordinator
20 hours ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. This role offers a unique opportunity to work with a well-established firm of Financial Planners, providing bespoke Independent Financial Advice and corporate...
-
Employee Benefits Specialist
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Employee Benefits AdministratorLocation: RemoteSalary: £30,000 - £35,000This role is with a well-established and respected financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the past few years and has a network of advisors across the country, operating from multiple...
-
Financial Planning Associate
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time{"title": "Paraplanner Opportunity", "content": "Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing exceptional client service and ensuring compliance in our rapidly growing financial planning firm.Key Responsibilities:Prepare and maintain client...