Paraplanner Specialist

About the RoleIntellect UK Group Limited is seeking a skilled Senior Paraplanner Specialist to support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. This position involves managing and updating the CRM system.Key Responsibilities:Prepare detailed suitability reports for...

About the CompanyAustin Fraser specializes in providing exceptional financial planning services, covering wealth management, employee benefits, and retirement planning. As a Paraplanner at Austin Fraser, you will have the opportunity to work with experienced Financial Planners and contribute to the growth and success of our company. Job ResponsibilitiesThe...

Discover a Career in Pensions PlanningAre you passionate about helping people achieve their long-term financial goals? Join Exchange Street Claims ltd as a pensions paraplanning specialist and contribute to shaping the future of our clients' financial well-being. We are seeking an experienced paraplanner to provide high-quality support to our Chartered...

Job Title: ParaplannerRole Summary:This is an excellent opportunity to join our team at Intellect UK Group Limited as a Paraplanner. The successful candidate will be responsible for providing high-quality support to our IFAs and Senior Paraplanners.Responsibilities:Preparation of suitability reports;Management of the CRM system;Collaboration with IFAs and...

This role is an excellent opportunity for a skilled Pensions Administrator to join Intellect UK Group Limited.The salary for this position is £30,000 (flexible) and benefits include pension, 6 weeks holiday plus bank holidays, and private medical insurance.As a Pensions Administrator, you will be responsible for preparing high-quality suitability reports,...

Company OverviewIntellect UK Group Limited is a leading provider of financial services, seeking a highly skilled Paraplanning Support Professional to join our team. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Job SummaryWe are...

IDEX Consulting Ltd is partnering with a prominent Financial Planning group to bolster their compliance team, resulting in newly created opportunities.Business Assurance Specialist (£35k - £47k) | Level 4 Diploma QualifiedAdvisor Servicing Analyst (£30k - £42k)Business Assurance Technical Analyst (£50k - £65k) | Chartered QualificationThe roles are...

Job DescriptionIn this role, you will support our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality suitability reports. Your key responsibilities will include Suitability Report Preparation, Compliance and Record Maintenance, and Client Service and Support.Suitability Report Preparation:Prepare high-quality suitability...

Job OverviewWe are seeking a skilled Paraplanner to provide technical support to Financial Advisors in Leeds, UK.This is an exciting opportunity for a motivated individual to join our team and contribute to the success of our clients.The ideal candidate will have excellent research skills, strong analytical abilities, and a passion for delivering...

Pensions Planning Expertise RequiredExchange Street Claims ltd is seeking a skilled pensions paraplanning specialist to join our team. If you have experience as a paraplanner and are looking for a new challenge, we encourage you to apply. In this role, you will be responsible for providing expert support to our Chartered Financial Planners, conducting...

About IDEX ConsultingWe're a values-driven team dedicated to delivering exceptional advisory services. Our mission is to empower individuals and businesses with expert guidance, ensuring regulatory compliance and excellence in the financial sector.Job SummaryThis role offers an exciting opportunity for a skilled professional to join our team as a Regulatory...

About UsExchange Street Claims ltd is a forward-thinking organization dedicated to providing exceptional services to our clients. We're committed to creating a positive work environment that fosters growth and success for all our employees. Job DetailsThis is an exciting opportunity for a skilled paraplanner to join our team and contribute to our mission of...

We are currently recruiting for a skilled Paraplanner to join our team at CV-Library in Edinburgh.This is an ideal opportunity for a professional with experience in paraplanning or a similar role to work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations.The...

About the RoleWe are seeking a skilled Financial Report Specialist to support our Independent Financial Advisors (IFAs) and Senior Paraplanners in preparing high-quality, client-focused suitability reports. The successful candidate will also be responsible for managing and updating our CRM system.Key Responsibilities:Preparing comprehensive suitability...

Job Description IDEX Consulting are working in partnership with a leading Financial Planning group who are bolstering their compliance team and have newly created opportunities including; Business Assurance Specialist (£35k - £47k) | Level 4 Diploma Qualified Advisor Servicing Analyst (£30k - £42k) Business Assurance Technical Analyst (£50k - £65k) |...

IDEX Consulting are working in partnership with a leading Financial Planning group who are bolstering their compliance team and have newly created opportunities including;Business Assurance Specialist (£35k - £47k) | Level 4 Diploma QualifiedAdvisor Servicing Analyst (£30k - £42k)Business Assurance Technical Analyst (£50k - £65k) | Chartered...

IDEX Consulting are working in partnership with a leading Financial Planning group who are bolstering their compliance team and have newly created opportunities including;Business Assurance Specialist (£35k - £47k) | Level 4 Diploma QualifiedAdvisor Servicing Analyst (£30k - £42k)Business Assurance Technical Analyst (£50k - £65k) | Chartered...

IDEX Consulting are working in partnership with a leading Financial Planning group who are bolstering their compliance team and have newly created opportunities including;Business Assurance Specialist (£35k - £47k) | Level 4 Diploma QualifiedAdvisor Servicing Analyst (£30k - £42k)Business Assurance Technical Analyst (£50k - £65k) | Chartered...

IDEX Consulting are working in partnership with a leading Financial Planning group who are bolstering their compliance team and have newly created opportunities including;Business Assurance Specialist (£35k - £47k) | Level 4 Diploma QualifiedAdvisor Servicing Analyst (£30k - £42k)Business Assurance Technical Analyst (£50k - £65k) | Chartered...

Job DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team in Leeds. As a key member of our team, you will be responsible for supporting our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. You will manage and update the CRM, assist in managing...

Role OverviewWe are seeking a talented Paraplanning Support Professional to join our team at Intellect UK Group Limited in Leeds. This role is ideal for someone looking to grow their career in financial services, with opportunities for professional development and a supportive team environment.In this position, you will support our Independent Financial...