Senior Financial Planning Specialist
4 days ago
We are seeking an experienced Senior Paraplanner to join our dynamic team at Recruit UK. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning services to our clients.
Key Responsibilities:- Provide advanced technical support to Financial Planners
- Interpret and analyze data from client meetings to provide tailored solutions
- Prepare suitability reports, client illustrations, and key features documents
- Ensure compliance with procedures and maintain up-to-date client files
- Build and maintain relationships with product providers and keep the team informed of market developments
- Support the delivery of the firm's investment proposition
- Propose and draft financial solutions for clients
- 5+ years of experience in a Paraplanning role
- Excellent understanding of Financial Planning
- Level 4 Diploma in Financial Planning
- Attention to detail
- Excellent written and verbal communication skills
- Salary up to £46,000
- Hybrid working 2 days from home
- Company pension
- Fully supported exams and progression
- 4x death in service
- Parking
- 25 days annual leave plus bank holidays
We are committed to equality, diversity, and inclusion and welcome applications from all qualified candidates. Please note that due to the volume of applications, we will contact you within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
-
Senior Financial Planning Specialist
1 week ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is a fantastic opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
-
Senior Financial Planning Specialist
1 week ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is a fantastic opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
-
Senior Financial Planning Specialist
3 days ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
-
Senior Financial Planning Specialist
2 days ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
-
Senior Financial Planning Specialist
1 week ago
Knutsford, Cheshire East, United Kingdom Recruit UK Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our dynamic team at Recruit UK. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning services to our clients.Key Responsibilities:Provide advanced technical support to Financial PlannersInterpret and analyze data from client...
-
Senior Financial Planning Specialist
1 week ago
Knutsford, Cheshire East, United Kingdom Recruit UK Full timeSenior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our dynamic team at Recruit UK. As a Senior Paraplanner, you will play a key role in delivering high-quality financial planning services to our clients.Key Responsibilities:Provide advanced technical support to Financial PlannersInterpret and analyze data from client...
-
Senior Financial Planning Specialist
3 hours ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...
-
Senior Financial Planning Specialist
5 days ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that caters to high-net-worth individuals and the employee benefit...
-
Senior Financial Planning Specialist
5 days ago
Knutsford, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that caters to high-net-worth individuals and the employee benefit...
-
Senior Financial Planning Specialist
5 days ago
Knutsford, Cheshire East, United Kingdom Puro Accountancy Full timeAbout the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As a key member of the team, you will work closely with Financial Planners to deliver exceptional financial planning services.Main ResponsibilitiesProvide technical expertise and support to the team, ensuring...
-
Senior Financial Planning Specialist
5 days ago
Knutsford, Cheshire East, United Kingdom Puro Accountancy Full timeAbout the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As a key member of the team, you will work closely with Financial Planners to deliver exceptional financial planning services.Main ResponsibilitiesProvide technical expertise and support to the team, ensuring...
-
Senior Financial Planning Specialist
6 days ago
Knutsford, Cheshire East, United Kingdom Puro Accountancy Full timeAbout the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As the business continues to grow, they require a proactive individual to provide expert support to their team.Key ResponsibilitiesAct as the primary point of contact for all technical queries within the...
-
Senior Financial Planning Specialist
6 days ago
Knutsford, Cheshire East, United Kingdom Puro Accountancy Full timeAbout the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As the business continues to grow, they require a proactive individual to provide expert support to their team.Key ResponsibilitiesAct as the primary point of contact for all technical queries within the...
-
Financial Planning Specialist
1 month ago
Knutsford, Cheshire East, United Kingdom Johnsons Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...
-
Financial Planning Specialist
1 month ago
Knutsford, Cheshire East, United Kingdom Johnsons Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...
-
Financial Planning Specialist
4 weeks ago
Knutsford, Cheshire East, United Kingdom Johnsons Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...
-
Financial Planning Specialist
4 weeks ago
Knutsford, Cheshire East, United Kingdom Johnsons Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Johnsons. As a key member of our finance function, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial plans to drive business growth and profitabilityProvide financial...
-
Financial Planning Assistant
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJoin Our Team as a Trainee ParaplannerWe are seeking an ambitious Trainee Paraplanner to join our team at NJR Recruitment. As a Trainee Paraplanner, you will be responsible for providing support to our Senior Paraplanners, servicing existing business, and conducting research to produce suitability reports.Key Responsibilities:Support Senior Paraplanners with...
-
Financial Planning Assistant
2 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJoin Our Team as a Trainee ParaplannerWe are seeking an ambitious Trainee Paraplanner to join our team at NJR Recruitment. As a Trainee Paraplanner, you will be responsible for providing support to our Senior Paraplanners, servicing existing business, and conducting research to produce suitability reports.Key Responsibilities:Support Senior Paraplanners with...
-
Financial Planning Associate
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at NJR Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team by analyzing data, conducting research, and producing high-quality suitability reports.Key Responsibilities:Receiving instructions from advisers and interpreting data...