Financial Planning Coordinator

2 weeks ago


East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

We are delighted to partner with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team.

This highly regarded company has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.

The successful candidate will be a detailed-orientated professional with a passion for financial planning and client service, providing support to financial advisers with advice formulation, producing suitability reports and illustrations, and carrying out technical research of funds and products.

Key responsibilities include:

  • Providing support to financial advisers
  • Producing suitability reports and illustrations
  • Carrying out technical research of funds and products

In addition to your technical skills, you will have effective communication skills and be capable of working in a busy environment, with experience in speaking with clients and providers on the adviser's behalf.

The successful candidate will receive a basic salary of up to £44,000 dependent on experience and qualifications, flexible working structure, social opportunities throughout the year, exam funding and support, progression opportunities, enhanced maternity & paternity pay, and generous annual leave allowance.



  • East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

    Paraplanning Opportunity: Enable Recruitment | B Corp™ is delighted to partner with an award-winning independent financial advisory firm to find a skilled Financial Planning Assistant. This role offers a chance to work with a highly regarded company that provides bespoke advice and wealth planning expertise.


  • East Peckham, Kent, United Kingdom Kingswood Group Full time

    About the RoleWe have an exciting opportunity for a Financial Planning Associate to join our team in East Malling. As a Paraplanner, you will be responsible for producing high-quality financial planning reports, managing client documentation, and maintaining internal relationships.Key Responsibilities:Develop and maintain financial planning reports, adhering...


  • East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

    About the RoleWe are seeking an experienced Paraplanner to provide support to our financial advisers in formulating advice and producing high-quality reports. As a key member of our team, you will be responsible for carrying out technical research, updating systems, and ensuring seamless communication with clients and providers.The ideal candidate will...

  • Data Engineer

    3 weeks ago


    East Peckham, Kent, United Kingdom Cabot Financial Full time

    Company Overview">Cabot Financial is a leading provider of debt management and financial services. Our mission is to create pathways to economic freedom by partnering with consumers to restore their financial health.">Job Summary">We are seeking an experienced Data Engineer - Azure Specialist to join our rapidly expanding team. As a key member of our data...


  • East Peckham, Kent, United Kingdom Cabot Financial Full time

    Big Data Solutions Architect">We are seeking a Big Data Solutions Architect to lead the design, implementation, and maintenance of large-scale data processing systems using Azure technologies.">About the Role">The successful candidate will have experience working with Azure Databricks, Azure Data Factory, and Power BI. You will be responsible for building...


  • East Peckham, Kent, United Kingdom Cabot Financial Full time

    Senior Data Engineer Opportunity">We are seeking a senior data engineer to join our team and lead the design, implementation, and maintenance of large-scale data processing systems using Azure technologies.">About the Role">The successful candidate will have experience working with Azure Databricks, Azure Data Factory, and Power BI. You will be responsible...


  • East Peckham, Kent, United Kingdom Kingswood Group Full time

    Job OverviewWe are seeking a highly skilled Paraplanner to join our team in East Malling on a full-time, permanent contract. This is an excellent opportunity for a talented individual to develop and maintain internal relationships, manage client documentation, and produce quality financial planning reports.Key Responsibilities:Produce comprehensive financial...


  • East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

    A leading independent financial advisory firm is seeking a skilled Paraplanner to join their team and provide support to financial advisers with advice formulation, producing suitability reports and illustrations, and carrying out technical research of funds and products.The ideal candidate will be a detail-orientated professional with a passion for...


  • East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

    As a Paraplanning Support Specialist, you will play a crucial role in supporting financial advisers with advice formulation, producing suitability reports and illustrations, and carrying out technical research of funds and products for the adviser.You will work closely with experienced professionals to deliver high-quality results and provide exceptional...


  • East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

    Key ResponsibilitiesProvide support to financial advisers in advice formulation and report productionCarry out technical research on funds and products for advisersUpdate and manage back-office systems (X-Plan)Communicate effectively with clients and providers on behalf of advisersWe offer a competitive salary of up to £44,000 dependent on experience and...


  • East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

    Job OverviewWe are delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Paraplanning team. This highly regarded firm has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.This role offers a unique opportunity to join a dynamic...


  • East Peckham, Kent, United Kingdom Colas Rail Uk Full time

    About the RoleWe are seeking a highly skilled Freight Train Operations Specialist to join our team in the LNW/West Midlands region. As a key player, you will be responsible for ensuring the safe and reliable operation of freight trains.Your primary objective will be to maintain high standards of safety, adhering to strict guidelines while delivering...


  • East Barming, Kent, United Kingdom MidKent College Full time

    About the Role\We are seeking an experienced Academic Coordinator to join our team at MidKent College. This is a full-time position, with a competitive salary of £35,000 - £45,000 per annum.\In this role, you will be responsible for coordinating designated study programme delivery activities for the college. This includes delivering high-quality teaching,...


  • East Barming, Kent, United Kingdom Medacs Healthcare Full time

    Medacs Healthcare is seeking a highly skilled Locum Consultant Medical Oncologist to join our team at an NHS trust in Kent. This is an exciting opportunity to work as part of a multidisciplinary team, managing cancer patients and providing the highest standards of palliative care.Salary and BenefitsThe salary for this position is £110-120 per hour,...


  • East Barming, Kent, United Kingdom Medacs Healthcare Full time

    Are you a skilled medical professional looking for a challenging role in oncology? Medacs Healthcare is seeking a talented Locum Consultant Medical Oncologist to join our team at an NHS trust in Kent.About the RoleThis is an exciting opportunity to work as part of a multidisciplinary team, managing cancer patients and providing the highest standards of...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Company OverviewWe are a successful financial planning business based in the UK, looking to strengthen our team with an experienced Financial Adviser. Our aim is to provide excellent opportunities for individuals who want to grow their client bank and enhance their career.


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job Overview:We are seeking a skilled Financial Adviser to strengthen our team and contribute to future growth.About the Role:This is an excellent opportunity for a professional looking to deliver exceptional results and help clients achieve their financial goals as a Financial Adviser.Key Responsibilities:Providing expert financial guidance and services to...

  • Financial Consultant

    1 month ago


    East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and ambitious Financial Consultant to strengthen our team at Quilter Financial Planning.As a Financial Consultant, you will be responsible for building and maintaining a strong client base, providing expert financial advice, and driving business growth.Our ideal candidate will have a proven track record of success in financial...

  • Financial Planner

    5 days ago


    East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are a leading provider of financial planning services, seeking an experienced Financial Adviser to join our team. Based in East Grinstead, this role offers excellent opportunities for growth and professional development.The ideal candidate will have a strong client base and a proven track record of success in the financial industry.A...

  • Financial Advisor

    3 weeks ago


    East End, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    3 weeks ago


    East End, United Kingdom Quilter Financial Planning Full time

    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    We are seeking a successful Financial Adviser based in or around East Grinstead who is now looking to strengthen future growth.The ideal candidate will have a good client bank and want to find out more about opportunities with Quilter Financial Planning.Our basic salaries start at £40,000 and can be significantly higher for the right Adviser.The role...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    About Quilter Financial PlanningQuilter Financial Planning is a well-established company in the UK, dedicated to providing high-quality financial services. We value professionalism, expertise, and customer satisfaction. If you're a motivated Financial Adviser looking for a new challenge, we'd like to hear from you.Salary and BenefitsOur basic salaries start...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Company OverviewWe are a leading financial services company, Quilter Financial Planning, seeking an experienced and ambitious Financial Advisor to join our team in East Grinstead.A strong client bank is essential for this role, with opportunities for growth and development within our esteemed organization.Salary: Our competitive salary package starts at...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Join Our Team as a Financial AdvisorWe are seeking a talented Financial Adviser to join our team in East Grinstead. As a key member of our team, you will be responsible for providing expert financial planning advice to clients and maintaining a strong client base.Responsibilities:Deliver high-quality financial planning services to clientsMaintain...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking a skilled Financial Adviser to join our team in East Grinstead.This is an exciting opportunity for an experienced Adviser to grow their career and build on existing successes.As a Financial Adviser with us, you will have access to a range of resources and support to help you succeed.With a salary starting at £40,000,...

  • Planning Coordinator

    2 weeks ago


    South East England, United Kingdom Better Planning Coalition Full time €38,718

    We are looking for a dynamic and engaging individual, with the gravitas and experience to act as a senior ambassador for the Better Planning Coalition across Westminster and Whitehall. Better Planning Coalition Coordinator Location: Office based in London (hybrid) or home based Salary: £38,718 (London office based) or £35,180 (home-based) Contract: ...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    About UsAt Quilter Financial Planning, we pride ourselves on being a forward-thinking organization that values innovation and excellence in everything we do.We are currently seeking a talented Financial Advisor to join our East Grinstead office, where you will play a key role in helping us achieve our goals.Your Key ResponsibilitiesBuild and maintain strong...


  • South East England, United Kingdom Better Planning Coalition Full time €38,718

    We are looking for a dynamic and engaging individual, with the gravitas and experience to act as a senior ambassador for the Better Planning Coalition across Westminster and Whitehall. Better Planning Coalition Coordinator Location: Office based in London (hybrid) or home based Salary: £38,718 (London office based) or £35,180 (home-based) Contract: ...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Job DescriptionAs a Financial Adviser at Quilter Financial Planning, you'll be responsible for building and maintaining strong relationships with clients. Your role will involve identifying and meeting client needs, developing tailored financial plans, and delivering exceptional customer service. If you have a passion for helping others and a drive to...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Are you a successful Financial Adviser looking for a new challenge?Quilter Financial Planning has a fantastic opportunity for an experienced Adviser to join our team in East Grinstead.This is an exciting time to join our company as we continue to grow and expand our services.With a salary starting at £40,000 and significant earning potential, this is a...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    About Our RoleThis exciting opportunity is available for a skilled Financial Adviser looking to strengthen their career and take their expertise to the next level.We offer a supportive and collaborative work environment, with a focus on delivering exceptional results for our clients.What We Offer:Basic salary of £40,000, with potential for higher earnings...

  • Mortgage Advisor

    3 weeks ago


    East Grinstead, United Kingdom Quilter Financial Planning Full time

    One of our highly successful and leading businesses, Lifetime Mortgages are currently seeking Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with an honest and...

  • Mortgage Advisor

    4 weeks ago


    East Grinstead, United Kingdom Quilter Financial Planning Full time

    One of our highly successful and leading businesses, Lifetime Mortgages are currently seeking Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with an honest and...


  • East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time

    Join Our TeamWe are a dynamic and ambitious team of financial professionals, dedicated to delivering exceptional results for our clients and driving business growth for our organization.We are currently seeking a skilled and motivated Financial Advisor to join our East Grinstead office, where you will be part of a collaborative and supportive team...