Paraplanning Professional

We are looking for a skilled and dedicated Paraplanner to join our team at CV-Library in Edinburgh.This is an excellent opportunity for a professional with experience in paraplanning or a similar role to work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations.The...

About Our TeamAt Intellect UK Group Limited, we pride ourselves on delivering exceptional client service and innovative financial solutions. Our team of experienced professionals is dedicated to helping our clients achieve their goals and secure their financial futures.Job DescriptionWe are seeking a Paraplanning Support Professional to join our team and...

About the JobThis Paraplanning Assistant role in Leeds is ideal for someone looking to grow their career in financial services. As a key member of our team, you will prepare high-quality, client-focused suitability reports, manage and update our CRM system, and ensure seamless communication and efficient service delivery to clients.You will work closely with...

**Salary and Benefits:**We are offering a competitive salary of £40,000 plus benefits and exam support. This includes the opportunity to progress your career and achieve professional certifications.

Paraplanning Support OpportunityWe are looking for a highly skilled Paraplanner to join our team in Leeds, UK.In this role, you will provide technical support to Financial Advisors, helping them deliver exceptional service to their clients.You will be responsible for:Conducting research and preparing client reports.Analysing client portfolios and identifying...

Paraplanner RoleThis wealth management firm needs a skilled paraplanner to assist with portfolio analysis, research work, and report writing. The ideal candidate will have Level 4 exams and be able to communicate effectively with clients and colleagues.The salary for this position is approximately £40,000 per annum, plus benefits and exam support. We offer...

Job Description:As a Trainee Financial Advisor at Heat Recruitment, you will have the opportunity to develop your skills in financial planning and advisory services. Our team is looking for a highly motivated individual who can conduct in-depth research on various financial products, including pensions, investments, insurance, and tax strategies.We offer a...

Job Title: Financial Planning ProfessionalWe are seeking a highly skilled and motivated Financial Planning Professional to join our team at Heat Recruitment.Key Responsibilities:Conduct in-depth research on financial products, including pensions, investments, insurance, and tax strategies.Research financial products and services, such as pensions,...

About the JobWe require a highly organized and detail-focused individual to provide technical support to our Financial Planners and Directors. The successful candidate will have experience in paraplanning, Level 4 exams, and excellent communication skills.The estimated salary for this position is around £40,000 annually, depending on location and...

About the Role:We are seeking a highly motivated Trainee Financial Advisor to join our team at Heat Recruitment. As a key member of our team, you will be responsible for conducting research on various financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations tailored to client needs.This is an excellent...

Join Our TeamWe are seeking a highly skilled Paraplanning Support Professional to join our team at Intellect UK Group Limited. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Key ResponsibilitiesYour responsibilities will...

Job Title: Trainee Financial AdvisorWe are seeking a skilled and motivated Trainee Financial Advisor to join our team at Heat Recruitment. As a key member of our team, you will be responsible for conducting research on various financial products, analyzing client portfolios, and preparing detailed financial plans and recommendations tailored to client...

About the Job:IDEX Consulting seeks an experienced Pension Accumulation Specialist to join our team of Desk Based Advisors in Leeds.Responsibilities:Manage a significant portfolio of clients with AUA below £500k, delivering remote financial planning services and maintaining recurring income streams.Identify and capitalize on opportunities to deepen client...

Company OverviewIntellect UK Group Limited is a leading provider of financial services, seeking a highly skilled Paraplanning Support Professional to join our team. As a key member of our Independent Financial Advisors (IFAs) and Senior Paraplanners, you will play a critical role in preparing high-quality suitability reports for clients.Job SummaryWe are...

We are currently recruiting for a skilled Paraplanner to join our team at CV-Library in Edinburgh.This is an ideal opportunity for a professional with experience in paraplanning or a similar role to work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations.The...

We are seeking a skilled and motivated Paraplanner to join CV-Library in Edinburgh.This is an exciting opportunity for a professional with experience in paraplanning or a similar role to work closely with a team of financial advisers, providing essential support in research, report writing, and preparing detailed client recommendations.The successful...

Job Title: Senior Research SpecialistAbout the RoleWe are seeking a highly skilled and experienced Research Manager to join our growing team at The Progeny Group. This is an excellent opportunity for a motivated individual to take ownership of research and due diligence, contributing significantly to our proposition and client experience.Key...

Job Title: Policy Advisor - Portfolio Manager">Location: Remote (UK)">About the Role:">We are looking for a highly skilled Policy Advisor to join our team. As a Policy Advisor, you will be responsible for managing a large portfolio of clients, providing them with expert financial planning advice and guidance.">Key Responsibilities:">Manage a portfolio of 140...

Job Title: Research ManagerJob Description:The Progeny Group is seeking a highly skilled and experienced Research Manager to join our team. As a key member of our organization, you will be responsible for managing research and due diligence to a high regulatory standard.Key Responsibilities:Act as Secretary of the Progeny Wealth Investment Committee, taking...

Job DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team in Leeds. As a key member of our team, you will be responsible for supporting our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports. You will manage and update the CRM, assist in managing...

NJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...

NJR Recruitment are delighted to be recruiting for one of the UK's leading tech based Independent Wealth Management firms, who are looking to grow and expand their team with Self Employed Advisers who can provide quality financial advice on a full range of pensions, investments, estate planning and protection products With links to first class introducers...

Role OverviewThis position supports our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality, client-focused suitability reports.Key ResponsibilitiesManage and update the CRM system to ensure accurate and up-to-date information.Prepare suitability reports that meet the highest standards of quality and professionalism.Salary...

Our Case Checkers are responsible for assessing the suitability of advice provided by 2plan Financial Advisers. This is a varied role, requiring excellent customer service skills and attention to detail. The role provides exposure to all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance and is therefore a fantastic...

At TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. We are...

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...

Company OverviewIntellect UK Group Limited is a leading provider of financial services, committed to delivering exceptional customer service and supporting our clients' needs. We are seeking a talented Paraplanning Support Professional to join our team in Leeds, where you will support our Independent Financial Advisors (IFAs) and Senior Paraplanners by...

Role OverviewWe are seeking a talented Paraplanning Support Professional to join our team at Intellect UK Group Limited in Leeds. This role is ideal for someone looking to grow their career in financial services, with opportunities for professional development and a supportive team environment.In this position, you will support our Independent Financial...

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role (newly...

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role (newly...

This role is for you if you’re an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support to progress further within the business and your career. **The...

This is a fantastic opportunity for the right person to grow into and become an established Financial Planner/Adviser. You will learn a lot very quickly as you will be part of a busy and close-knit friendly team that will help you develop at every stage. You will be involved in the whole advice process. This role is available due to consistent levels of...