Current jobs related to Paraplanning Assistant - BurnhamonSea, Somerset - Recruit UK

  • Private Client Personal Assistant/administrator

    7 months ago

    Henley on Thames, United Kingdom Courtiers Full time

    We are looking for a suitably experienced and qualified individual to join the Personal Wealth Management Team based in our Henley office. **Main Purpose of the Role**: - To provide back-office administration for a Chartered Financial Planner - To attend Client meetings with the Chartered Financial Planner to take notes and provide administrative...

  • Investment Co-ordinator

    5 months ago

    Burton-On-Trent, United Kingdom TRENT & DOVE HOUSING Full time

    We are currently recruiting for a Coordinator to work within our Investment Team, who will be responsible for providing data to assist with programme planning, delivery and associated administration. You will also manage and administer effective communication with our residents and Contractors with on-going projects. You will help ensure that relevant...

  • Paraplanner

    3 weeks ago

    Stoke-on-Trent, United Kingdom CV-Library Full time

    6-month Fixed Term Contract Mon-Fri 8.30am-5.00pm/8.00am-4.30pm Salary DOE Hybrid working available Are you a Paraplanner with a passion for client service and a desire to contribute to a growing firm? You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a...

  • Financial Planner

    5 months ago

    Stockton-on-Tees, United Kingdom CKB Recruitment Full time

    CKB Recruitment are currently representing a highly successful Wealth Planning practice who now seek to appoint an experienced Financial Planner to work alongside their existing team. You will have a good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level. Existing clients...

Paraplanning Assistant

2 months ago

BurnhamonSea, Somerset, United Kingdom Recruit UK Full time
Unlock Your Potential as a Trainee Paraplanner

Are you looking to take your career in financial planning to the next level? We have an exciting opportunity for a Trainee Paraplanner to join our team at Recruit UK

As a Trainee Paraplanner, you will play a vital role in supporting our financial advisers and contributing to the smooth operation of our firm. You will have the opportunity to develop your knowledge and skills in paraplanning, working with a leading Chartered practice that specializes in investment and pension advice.

Key Responsibilities:

  • Assist in the preparation of client packs and issue appointment notifications
  • Manage client data, update records, and maintain compliance documentation
  • Liaise with clients and third parties to gather necessary information
  • Process new business applications and manage workflow
  • Support advisers with diary management, meeting arrangements, and preparation of client-facing documents
  • Optimize back-office systems and maintain compliance standards

What We Offer:

  • Competitive salary
  • Support environment for career progression and qualifications within work hours
  • Hybrid working and carpool options for those traveling from Bristol
  • Ample opportunity to progress within the company into paraplanning and advice
  • Generous benefits, including PMI, pension, and support
  • Chartered and Top Rated firm

Requirements:

  • Previous experience in a financial planning or IFA environment
  • Excellent IT, communication, and organizational skills
  • Proficient in using financial advice software
  • Strong attention to detail and a proactive approach

We are looking for a motivated and organized individual who is eager to learn and grow with our company. If you are passionate about financial planning and have a strong work ethic, we encourage you to apply for this exciting opportunity.