Paraplanner Specialist

At Successionwealth, we are seeking a highly skilled and detail-oriented Paraplanner Support Specialist to provide vital support to our Financial Planners and ensure a positive experience for our clients.About the Role:Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, tracking to...

We are searching for a dedicated Administrative Support Specialist to support our Sheffield office's daily activities.About the Role:Assist in preparing client correspondence, including letters and emails, to ensure timely delivery.Accurately scan and attach relevant documents to client records, maintaining up-to-date information.Process letters of authority...

Oval Recruit is a leading Financial Advisory practice seeking a skilled Paraplanner to join our team. As a Paraplanner Technical Specialist, you will provide critical support to our Advisors and help deliver bespoke solutions to clients.In this role, you will conduct in-depth research on investment products, develop your knowledge of solutions across various...

Job SummaryWe are seeking a skilled Compliance and Record Maintenance: specialist to join our team. As a Compliance and Record Maintenance Specialist, you will be responsible for ensuring all client records are accurate and up-to-date.You will also assist clients with their queries and provide exceptional service, working closely with our team of IFAs and...

Job Summary:We are seeking an Employee Experience Specialist to join our team at an established employee benefits & pensions consultancy. As a key member of our team, you will play a vital role in ensuring seamless delivery of our services.In this role, you will be responsible for providing exceptional customer service to clients and members, supporting...

Company OverviewWe are Clayton Davies, a growing wealth management firm looking for an experienced Paraplanner to support our Financial Advisers.

Paraplanner PositionWe are looking for a skilled and experienced Paraplanner to join our team at Lime People Search & Select Ltd in Sheffield. This is an excellent opportunity for a career-driven professional to work in a Financial Advisory firm.Role OverviewThe successful candidate will be responsible for conducting financial research and analysis using...

We're looking for a highly skilled Paraplanner to join our team at Successionwealth. As a key member of our Pensions Team, you'll play a vital role in supporting our Financial Planners and ensuring the delivery of exceptional pension planning services. With a competitive salary of £40,000-£50,000 per annum, you'll have the opportunity to develop your...

Oval Recruit is looking for an experienced Paraplanner to join their team as a Financial Solutions Specialist.About the PositionThis is an excellent opportunity for someone with a background in paraplanning to develop their skills and expertise in a dynamic and supportive environment.The ideal candidate will have strong technical knowledge of Investment &...

Oval Recruit is seeking a skilled Financial Paraplanner to provide technical support to a team of Advisors in the Wakefield area.">The ideal candidate will have previous experience in paraplanning and hold a strong understanding of Investment & pension products, preferably with a diploma qualification.">The successful candidate will be responsible for...

Oval Recruit is an established Financial Advisory practice that provides bespoke solutions to clients.About the RoleWe are seeking a highly skilled Paraplanner to provide technical support to our small team of Advisors.The successful candidate will have previous paraplanning experience, strong technical knowledge of Investment & pension products, and...

We are currently seeking a talented IFA to join our dynamic team at Premier Jobs UK Limited. As a key member of our team, you will be responsible for delivering high-quality financial services to our clients, working closely with our Compliance Managers, Paraplanners, and other specialists to ensure seamless execution.About the Package:The successful...

Based in the UK, Alexander Lloyd is a leading specialist within Financial Services recruitment. Our expertise includes Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, and more.We are currently seeking an experienced Client Service Liaison to join our team. This role can be fully remote or hybrid to a Redhill/London office....

Independent Financial Advisor OpportunitySahasraa Solutions is looking for an Independent Financial Advisor to join their team in Sheffield. This is a fantastic opportunity to work as a self-employed advisor or employed by the company.You will be responsible for servicing existing clients, converting business opportunities, and building your portfolio. You...

About Clayton DaviesWe are a growing wealth management firm based in Yorkshire.Salary: £45,000 + BenefitsJob Description:Undertake thorough and accurate research to support Financial Advisers in recommending suitable solutions for clients.Conduct cash-flow modelling and calculations as required to inform recommendations.Prepare clear and comprehensive...

Alexander Lloyd is a specialist within Financial Services recruitment, handling a range of roles including Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, and more.This organisation has undergone positive change recently and continues to expand heading into the future.We are looking for an experienced Flexible Benefits...

Job Description:We are seeking a Senior Benefits Administrator to join our team at an established employee benefits & pensions consultancy. This role is perfect for those with experience in flexible benefits administration who can provide high levels of customer service.The successful candidate will be responsible for ensuring the flexible benefits platform...

Job Role OverviewThis position plays a vital role in supporting our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality suitability reports. The ideal candidate will be responsible for managing and updating the CRM, ensuring seamless communication and efficient service to clients.Key Responsibilities• Suitability Report...

Company OverviewPremier Jobs UK Limited is a highly respected IFA firm that prioritizes its clients' success. We are continually improving our client proposition and feature in the industry press for our achievements.We offer our Independent Financial Advisors complete support with specialist Administrators, Paraplanners, Compliance Managers, research,...

EXCELLENT BENEFITS ON OFFER INCLUDING HEALTH INSURANCE, PENSION, FREE PARKING, STUDY SUPPORT AND SO MUCH MORE! Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. This is a fantastic opportunity for an...

Trainee Paraplanner Sheffield £18,000 - £20,000, inc. additional benefits We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Senior IFA Administrator **Location**: Sheffield **Benefits**: Competitive salary, Pension, Holiday and Parking **Salary**:£25,000 - £28,000 per annum basic (depending on qualifications and experience) **About the Company**: We are searching for an enthusiastic and...

Are you a highly experienced Financial Advisor in South Yorkshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead...

Are you an experienced Financial Advisor in Sheffield, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...

Are you an experienced Financial Advisor in Sheffield, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically is able to provide...

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...