Current jobs related to Paraplanning Professional - Reading, Reading - Finlink Ltd
-
Paraplanning Professional
2 months ago
Reading, Reading, United Kingdom IDEX Consulting Ltd Full time £40,000Paraplanner - £40K DOE – Hybrid RoleIDEX Consulting Ltd is seeking a skilled Paraplanner to join their team. This is a newly created role as part of the company's growth strategy, which has seen significant expansion in recent years.Key Responsibilities:Preparing pre-approval documentation prior to report writingUtilizing technology to produce accurate...
-
Paraplanning Professional
4 weeks ago
Reading, Reading, United Kingdom IDEX Consulting Ltd Full time £40,000Paraplanner - £40K DOE – Hybrid RoleIDEX Consulting Ltd is seeking a skilled Paraplanner to join their team. This is a newly created role as part of the company's growth strategy, which has seen significant expansion in recent years.Key Responsibilities:Preparing pre-approval documentation prior to report writingUtilizing technology to produce accurate...
-
Paraplanning Professional
2 months ago
Reading, Reading, United Kingdom IDEX Consulting Ltd Full timeIDEX Consulting Ltd is seeking a skilled Paraplanner to join their team in Reading. This newly created role is part of the company's growth strategy, which has seen significant expansion in headcount, revenue, and client assets. The successful candidate will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate...
-
Paraplanning Professional
2 months ago
Reading, Reading, United Kingdom IDEX Consulting Ltd Full timeIDEX Consulting Ltd is seeking a skilled Paraplanner to join their team in Reading. This newly created role is part of the company's growth strategy, which has seen significant expansion in headcount, revenue, and client assets. The successful candidate will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate...
-
Paraplanner - £40K DOE - Reading / Hybrid
2 months ago
Reading, Reading, United Kingdom IDEX Consulting Ltd Full timeParaplanning Role - £40K Salary - IDEX Consulting LtdIDEX Consulting Ltd is seeking a skilled Paraplanning Professional to join their team in a hybrid work environment. This is a newly created role as part of the company's growth strategy, which has seen significant expansion in headcount, revenue, and client assets under management.Key...
-
Paraplanner - £40K DOE - Reading / Hybrid
2 months ago
Reading, Reading, United Kingdom IDEX Consulting Ltd Full timeParaplanning Role - £40K Salary - IDEX Consulting LtdIDEX Consulting Ltd is seeking a skilled Paraplanning Professional to join their team in a hybrid work environment. This is a newly created role as part of the company's growth strategy, which has seen significant expansion in headcount, revenue, and client assets under management.Key...
-
Financial Planning Assistant
1 month ago
Reading, Reading, United Kingdom CV-Library Full timeParaplanning RoleWe are excited to partner with an award-winning independent financial advice firm to expand their Paraplanning team.About the RoleAs a detail-oriented professional with a passion for financial planning and client service, you will provide paraplanning support to financial advisers and liaise with the team to implement advice for clients,...
-
Financial Planning Assistant
1 month ago
Reading, Reading, United Kingdom CV-Library Full timeParaplanning RoleWe are excited to partner with an award-winning independent financial advice firm to expand their Paraplanning team.About the RoleAs a detail-oriented professional with a passion for financial planning and client service, you will provide paraplanning support to financial advisers and liaise with the team to implement advice for clients,...
-
Administration Pensions Specialist
1 month ago
Reading, Reading, United Kingdom Recruit Wealth Ltd Full timeVacancy OverviewOur national Financial Planning client is seeking experienced Paraplanners to join their regional Reading offices. The business is expanding rapidly due to securing Private Equity backing, making it an exciting time to join a well-known and trusted brand.Key ResponsibilitiesProvide full paraplanning support to Wealth Planning Advisers,...
-
Financial Planning Specialist
3 weeks ago
Reading, Reading, United Kingdom Resource Matters Ltd Full timeUnlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join their team. As a key member of the team, you will provide high-quality financial planning advice to a large portfolio of clients, with a focus on holistic wealth management and tax-efficient strategies.The ideal candidate will have a Level 4...
-
Financial Planning Specialist
3 weeks ago
Reading, Reading, United Kingdom Resource Matters Ltd Full timeUnlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join their team. As a key member of the team, you will provide high-quality financial planning advice to a large portfolio of clients, with a focus on holistic wealth management and tax-efficient strategies.The ideal candidate will have a Level 4...
-
Financial Planning Assistant
1 month ago
Reading, Reading, United Kingdom Premier Jobs UK Limited Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing excellent financial planning solutions to our clients.Key Responsibilities:Provide paraplanning support to our team of Financial AdvisorsAssist in cashflow modelling for clientsContribute to...
-
Financial Planning Assistant
1 month ago
Reading, Reading, United Kingdom Premier Jobs UK Limited Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing excellent financial planning solutions to our clients.Key Responsibilities:Provide paraplanning support to our team of Financial AdvisorsAssist in cashflow modelling for clientsContribute to...
-
Administration Pensions Specialist
1 month ago
Reading, Reading, United Kingdom Recruit Wealth Ltd Full timeVacancy OverviewOur national Financial Planning client is seeking experienced Paraplanners to join their regional Reading offices. The business is expanding rapidly due to securing Private Equity backing, making it an exciting time to be part of this well-known, trusted brand.Key ResponsibilitiesProvide full paraplanning support to Wealth Planning Advisers,...
-
Financial Planning Assistant
2 weeks ago
Reading, Reading, United Kingdom IDEX Consulting Ltd Full timeParaplanner Opportunity in ReadingWe are partnering with a leading Advisory group to find a skilled Paraplanner to join their team in Reading. This is a newly created role as part of the company's growth strategy, which has seen significant expansion in headcount, revenue, and client assets.The successful candidate will have the opportunity to progress...
-
Financial Planning Paraplanner
1 month ago
Reading, Reading, United Kingdom Recruit Wealth Ltd Full timeParaplanning Support RoleOur national Financial Planning client is seeking experienced Paraplanners to join their regional Reading offices. This is an excellent opportunity to work with a well-established brand that has secured Private Equity backing, resulting in rapid growth and expansion.Vacancy Overview and ResponsibilitiesThe successful candidate will...
-
Financial Planning Specialist
2 weeks ago
Reading, Reading, United Kingdom CV-Library Full timeIndependent Financial Adviser OpportunityAt AFH, we're seeking a skilled and client-focused Independent Financial Adviser to join our team. As a self-employed or employed adviser, you'll be part of a progressive and client-centric financial planning-led wealth management firm.Your role will involve understanding clients' current and future financial goals...
-
Financial Planning Paraplanner
1 month ago
Reading, Reading, United Kingdom Recruit Wealth Ltd Full timeParaplanning Support RoleOur national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Reading offices.The business is going from strength to strength with rapid growth and expansion due to securing Private Equity backing. Our client is a well-known, trusted brand and there has never been a better time...
-
Paraplanner
2 days ago
Reading, United Kingdom CV-Library Full timeJob Description – Paraplanner Reading Are you a Paraplanner with 3-4 years minimum experience and looking for a fresh challenge? Full time – 37.5 hours per week or Part time – 20, 25 or 30 hours per work are available. Offices are open from 8am to 5:30pm to allow for flexible working hours. Salary: Range from £45,000 to...
Paraplanning Professional
2 months ago
Job Summary
This role is ideal for experienced paraplanners looking to join a dynamic and growing Financial Services practice. As a Paraplanning Professional, you will be part of a large team that provides support to advisors and administrators, undertaking research and delivering suitability reports.
About the Business
Finlink Ltd is a well-established and fast-growing Financial Services company with a strong presence across the UK. We are expanding our support team to meet the demands of our growing business, and this position is based in our Reading office.
Key Responsibilities
- Collaborate with advisors and administrators to undertake research and deliver suitability reports
- Prepare pre-approval documentation and conduct financial calculations
- Communicate effectively with internal and external stakeholders
- Issue instructions to the Client Admin Team
Benefits
- Hybrid working arrangement
- Death in Service benefit (4 x annual salary)
- Private Medical Insurance provided by Vitality
- Group Income Protection
- Employee Assistance Programme
- Medicash (healthcare cash back plan)
- Pension (5% minimum, company will match up to 10%)
- Discretionary 10% annual bonus based on company performance
- 28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional year
What We Offer
As a Paraplanning Professional at Finlink Ltd, you will have the opportunity to work in a dynamic and supportive team environment, with opportunities for growth and development within the business.
