Senior Paraplanning Professional
2 weeks ago
This is a senior paraplanning role in the Midlands region, offering a unique opportunity to join a rapidly growing financial planning firm.
The successful candidate will be responsible for providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.
Key Responsibilities:- Conduct thorough research and analysis for financial plans, providing accurate and detailed information to support clients' goals.
- Prepare and review financial documentation, maintaining high standards of quality and attention to detail.
- Assist with client meetings and follow-ups, fostering strong relationships and ensuring seamless communication.
- Possess relevant qualifications in financial planning, such as certifications or diplomas.
- Hold prior experience in a paraplanning role, demonstrating a proven track record of success.
- Demonstrate strong analytical and communication skills, with the ability to effectively convey complex information to clients.
£45,000 - £55,000 per annum, depending on experience and qualifications.
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Senior Paraplanning Professional
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis exciting opportunity has arisen for a Paraplanner to join our dynamic team in the Midlands.You will be working closely with a Senior Financial Advisor, providing a full paraplanning function to ensure seamless client service and compliance delivery.Key ResponsibilitiesProvide a comprehensive paraplanning service, including research,...
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Paraplanning Professional
2 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking a highly skilled Paraplanning Professional to join our team in the Midlands.As a key member of our financial planning firm, you will provide a full paraplanning function to support our Senior Financial Advisors, ensuring client service and compliance are always delivered.A salary of £45,000 - £65,000 per annum is available,...
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Paraplanning Professional | Midlands
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000About the RoleThis full-time Financial Planning Associate position involves providing high-quality paraplanning services to one of our Senior Financial Advisors. Key responsibilities include:Preparing and maintaining client files and reviewsBuilding cash flow models and undertaking research to identify suitable financial solutionsPreparing recommendations...
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Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team in the Midlands. As a Paraplanner, you will provide a full paraplanning function to one of our Senior Financial Advisors, ensuring client service and compliance are always delivered.The role involves preparing and maintaining client files and client reviews, building cash flow models,...
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Midlands Paraplanning Opportunity
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Paraplanner Job Description**We are looking for a highly skilled and experienced Paraplanner to join our team at Premier Jobs UK Limited in the Midlands.The successful candidate will have a strong background in paraplanning, with experience of working in a dynamic financial planning environment. The role offers an exciting opportunity for career...
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Paraplanning Expert
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Full timeAbout the RoleThis is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands as a Paraplanning Expert.You will be 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 infrastructure to have a 2:1 ratio of...
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Financial Paraplanning Specialist
7 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited invites applications for a Financial Paraplanning Specialist to join our expanding team in the Midlands. This exciting role comes with a salary of £45,000 - £55,000 per annum and presents a chance for career progression.As a valued member of our back office team, you will collaborate closely with our Senior Financial Advisors to...
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Senior Paraplanning Specialist
1 week ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAs a Senior Paraplanning Specialist, you will play a pivotal role in providing comprehensive support to our experienced Senior Financial Advisors. This exciting opportunity involves preparing and maintaining accurate client files, including thorough reviews and analysis.You will also develop and manage complex cash flow models to identify tailored financial...
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Paraplanning Specialist
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team in the Midlands. As a key member of our back office team, you will play a crucial role in ensuring the success of our Financial Advisors.Your responsibilities will include providing a full paraplanning function, including preparing and presenting detailed reports and recommendations...
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Paraplanning Opportunity in the Midlands
4 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000We are seeking a highly skilled Paraplanning Expert to join our team in the Midlands. This is a fantastic opportunity to work closely with one of our Senior Financial Advisors and provide a full paraplanning function.The role involves providing exceptional client service and ensuring compliance are always delivered. Our company is dedicated to building an...
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Financial Planning Professional
5 days 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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Pensions and Financial Services Professional
7 days 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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Senior Financial Advisor Assistant
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time**Paraplanning Role Overview**We are seeking a highly skilled and experienced Paraplanner 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 opportunity for career advancement and...
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Financial Planning Professional
4 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeAbout Our FirmAt Premier Jobs UK Limited, we are a rapidly growing financial planning firm dedicated to delivering exceptional client service and compliance. Our team is passionate about providing top-notch paraplanning support to our Senior Financial Advisors.We are committed to building a robust infrastructure that supports our advisors in their work. This...
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Senior Financial Planning Advisor
7 days 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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Paraplanning Professional
9 hours ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Premier Jobs UK Limited is looking for a dedicated Client Service Specialist to join their team. This role offers a chance to work in a dynamic environment, providing exceptional client service and supporting senior financial advisors. About the Job: As a Client Service Specialist, you will be responsible for preparing and maintaining client...
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Senior Financial Planning Administrator
5 days 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 Advisor Assistant
5 days ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time £42,000An exciting opportunity has arisen for a Paraplanner to join Premier Jobs UK Limited in the Midlands. As a valued member of the team, you will work closely with Senior Financial Advisors to deliver exceptional client service and ensure compliance is met.About the Company:Premier Jobs UK Limited is a rapidly growing financial services firm that is committed...
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Financial Planning Professional
5 days 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 Associate
5 days 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...