Pensions Paraplanner
3 weeks ago
We are seeking an experienced Pensions Paraplanner to join our team at Dynamite Recruitment Solutions Ltd. As a key member of our team, you will play a crucial role in delivering exceptional service to our clients.
- Analyze and prepare detailed financial plans, comparing options to provide expert recommendations.
- Collaborate with clients and internal stakeholders to identify areas for improvement and implement effective solutions.
- Develop and maintain strong relationships with clients, providing timely and accurate information.
- Stay up-to-date with industry developments, applying knowledge to enhance client outcomes.
The successful candidate can expect a competitive salary package, including a base salary of £40,000 - £50,000 per annum, depending on experience. We offer a dynamic and supportive work environment, fostering collaboration and innovation.
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Paraplanner - Godalming
3 weeks ago
Godalming, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in Godalming who are looking to recruit a Paraplanner. **Role purpose** Paraplanning is a technical function that supports and informs the work of Financial Advisers in all areas of finance, including pensions, mortgages, general insurance, tax and investment management. A Paraplanner’s key...
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Paraplanner
3 weeks ago
Godalming, United Kingdom 2i Recruit Ltd Full time**Requirements**: - To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report. - Understanding the required content of a suitability report and conducting own research into any missing information before compiling it. - Able to use paraplanner on-line software to amend and mould template report into...
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Paraplanner - Ifa Firm - £40k - £50k, Godalming
3 weeks ago
Godalming, United Kingdom Financial Divisions Full timeAre you a Paraplanner with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees,...
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Paraplanner - £40k - £45k, Godalming, Full Study
2 weeks ago
Godalming, United Kingdom Financial Divisions Full timeMy client, based in Godalming (Surrey) whom I have placed 3 members of staff with have been operating for 20+ years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees,accumulators and families across Surrey. The business has a full team of administrators and...
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Paraplanner £45k, Godalming, Ifa Firm
2 weeks ago
Godalming, United Kingdom Financial Divisions Full timeMy client, based in Godalming (Surrey) whom I have placed 3 members of staff with have been operating for 20+ years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees,accumulators and families across Surrey. The business has a full team of administrators and...
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Investment Support
2 weeks ago
Godalming, United Kingdom Financial Divisions Full time**Seeking an Ambitious IFA Administrator/Junior Paraplanner - take on a role with IFA firm in Investment Support - Sit on Investment Committee - Up to £55k basic salary and full training** My client, are a very well established Independent Financial Advisor (IFA) based in Godalming (Surrey) who have been operating for over 20 years with a full suite of...
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Ifa Administrator
3 weeks ago
Godalming, United Kingdom Financial Divisions Full timeAre you an experienced IFA Administrator with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City...
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Investment Support Role
2 weeks ago
Godalming, United Kingdom Financial Divisions Full time**Seeking an Ambitious Investment Administrator/IFA Administrator/Junior Paraplanner to take on a role with IFA firm in Investment Support - Sit on Investment Committee - Up to £55k basic salary and full training** My client, are a very well established Independent Financial Advisor (IFA) based in Godalming (Surrey) who have been operating for over 20...
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Ifa Administrator
2 weeks ago
Godalming, United Kingdom Financial Divisions Full time**IFA Administrator - Godalming - Wealth Management Firm - Up to £35k + bonus** My client, are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW and UHNW privateindividuals. The...