Financial Planning and Compliance Professional
2 months ago
A reputable wealth management company is seeking an experienced paraplanner to join their team. In this role, you will be responsible for providing administrative support to the financial planners, preparing recommendations for clients and writing suitability reports, and developing strong relationships with clients to identify new business opportunities.
The successful candidate will have a proven track record of working as a paraplanner or within a financial advisory firm, possess excellent communication and interpersonal skills, and be able to work independently with minimal supervision. A salary range of £38,000 - £58,000 per annum, depending on experience, is available.
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Financial Planning Professional
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Job Title:** Financial Planning ProfessionalWe are seeking a skilled and experienced Financial Planning Professional to join our team at Premier Jobs UK Limited in the Midlands.The ideal candidate will have a strong background in paraplanning, with experience of working in a fast-paced financial planning environment. The role offers an excellent...
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Financial Planning Professional
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000This is an exciting opportunity for a Financial Planning Professional to join our team in the Midlands. As a Paraplanner, you will be working closely with one of our Senior Financial Advisors to provide a full paraplanning function.">The role involves providing client service and ensuring compliance are always delivered. Our company is committed to building...
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Financial Planning Professional
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Are you a motivated and experienced Paraplanner looking for a new challenge in the financial services industry?This exciting opportunity has arisen with Premier Jobs UK Limited, a rapidly growing IFA firm based in the Midlands.As a Hybrid Paraplanner, you will provide a full paraplanning function to one of their Senior Financial Advisors, ensuring...
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Financial Planning Associate
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job SummaryWe are seeking an experienced Paraplanning Professional to join our rapidly growing financial planning firm in the Midlands. This is a unique opportunity to be part of a dynamic team and contribute to delivering exceptional client service and compliance.
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Financial Planning Associate
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob Summary: We are seeking a skilled Paraplanning Professional to join our team at Premier Jobs UK Limited. This is an exciting opportunity for someone to provide high-quality support to our Financial Advisors, ensuring client service and compliance standards are consistently met. About the Role: As a Paraplanning Professional, you will be responsible for...
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Financial Planning Specialist
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis is an exciting opportunity to work with a rapidly growing financial planning firm in the Midlands.The company is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors, ensuring excellent client service and compliance.We are looking for a highly skilled Paraplanner to provide a full paraplanning function to...
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Senior Financial Planning Advisor
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited is a rapidly growing financial planning firm offering an exciting opportunity for a Senior Financial Planning Advisor in the Midlands. This paraplanning role comes with a competitive salary of £45,000 - £55,000 per annum.As a key member of the back office team, you will provide a full paraplanning function to one of our Senior...
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Senior Financial Planning Specialist
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job DescriptionWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at Premier Jobs UK Limited. This is an exciting opportunity for an experienced professional to work as a Paraplanner, providing a full paraplanning function to a Senior Financial Advisor.Key Responsibilities:Build and maintain accurate cash flow models to...
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Financial Planning Associate
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a rapidly growing financial planning firm based in the Midlands.We are committed to delivering exceptional client service and compliance, while fostering a supportive and dynamic work environment.">About the RoleThis exciting Paraplanner position offers a unique opportunity to join our team and contribute to our...
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Financial Planning Support Specialist
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Full timeAbout the OpportunityWe are seeking a highly skilled Financial Planning Support Specialist to join our team in the Midlands. As a key member of our financial planning team, you will provide support to one of our Senior Financial Advisors, ensuring the delivery of exceptional client service and compliance.Job Highlights:A competitive estimated salary of...
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Financial Planning Support Specialist
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Job Overview:A rare opportunity to join a thriving financial planning firm in the Midlands as a Paraplanner. In this exciting role, you will work closely with a Senior Financial Advisor to deliver exceptional client service and ensure compliance is met.About the Company:Premier Jobs UK Limited is home to a highly respected team of professionals who are...
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Financial Planning Specialist
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis is a unique opportunity to join Premier Jobs UK Limited as a Financial Planning Specialist in the Midlands.The role involves providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.A salary of £40,000 - £60,000 per annum is available, depending on...
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Senior Financial Planning Administrator
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeThis opportunity in the financial planning sector is centered around supporting a Senior Financial Advisor. The role offers a unique chance to contribute to client service and ensure compliance are consistently met.You will be providing a comprehensive paraplanning function, which involves working closely with the Senior Financial Advisor to deliver...
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Senior Financial Planning Administrator
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000Pursue a rewarding career as a Paraplanner with Premier Jobs UK Limited in the Midlands.As a Paraplanner, you will work closely with Senior Financial Advisors to deliver exceptional client service and ensure compliance.Your key responsibilities will include:Preparing and maintaining accurate client files and reviewsDeveloping cash flow models to inform...
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Senior Financial Planning Assistant
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeRole Overview">This exciting Paraplanner opportunity is available with a rapidly growing financial planning firm in the Midlands.">You will work closely with a Senior Financial Advisor, providing a comprehensive paraplanning service to clients while ensuring excellent client service and compliance.">">Prepare and maintain client files and reviews">Create...
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Financial Planning Specialist
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full timeFinancial Planning RoleWe are looking for a skilled Financial Planning Specialist to join our team in Market Harborough. As a key member of our financial advice practice, you will play a crucial role in providing exceptional service to our clients.The successful candidate will have 1 year's experience in a Financial Planning Administration role and excellent...
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Financial Planning Expert | Market Harborough
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob SummaryThis is an exciting opportunity for a Paraplanner to join a rapidly growing financial planning firm in the Midlands. As a key member of the team, you will be responsible for providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.The business is building an...
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Pensions and Financial Services Professional
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeThis dynamic paraplanning role at Premier Jobs UK Limited offers a fantastic opportunity for a skilled professional to join our team in the Midlands. With a salary of £45,000 - £55,000 per annum, this position provides a stable income and career advancement prospects.In this role, you will be responsible for providing high-quality paraplanning support to...
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Financial Planning Coordinator
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited seeks an experienced Financial Planning Coordinator to join their team in the Midlands.In this role, you will provide administrative support to Senior Financial Advisors, ensuring smooth delivery of client services and adherence to regulatory requirements.Main Duties:Undertake thorough research and analysis for financial planning...
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Financial Planning Specialist
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full timeRecruit UK Ltd. is seeking a highly skilled Financial Planning Specialist to support our team in Market Harborough, Leicestershire.This role offers an excellent opportunity for a dedicated administrator to work with a well-established financial advice practice prioritizing exceptional client service and tailored solutions.Main Responsibilities:Provide...