Paraplanning Expert

Join our dynamic team at Retaind Limited as a highly skilled Diploma-qualified Paraplanner!This exciting opportunity involves working closely with the Paraplanning Lead to develop and implement comprehensive financial plans for clients.You will be responsible for analyzing complex client data, identifying trends, and providing expert recommendations on...

Job Opportunity for Financial PlannerWe are currently looking for a skilled Paraplanner to research, prepare and draft compliant client reports.Salary Details: £35,000 - £45,000 per annum (based on experience)About the PositionMain Duties:Ensure that all advice given by advisers meets industry and company standards, providing clients with the best possible...

We are seeking an experienced Paraplanner to join our team at RETAIND Ltd in the Pattingham area of Staffordshire. The role involves working closely with our Paraplanning Lead to ensure that all advice given by advisers meets relevant industry and company standards.Key ResponsibilitiesProviding technical support to Advisors and Directors, including informing...

A leading provider of financial services, Ashdown Group, is looking for a skilled professional to fill the role of Paraplanning in its expanding team. The chosen candidate will work 3 days a week from the office based in the Telford / Wolverhampton area, West Midlands.The ideal candidate will assist Advisors and Directors by offering expert advice on...

As a Paraplanning Expert at RETAIND Ltd, you will be responsible for working closely with the Paraplanning Lead to provide technical support to our advisors and directors. Key responsibilities include ensuring that all advice given by advisers meets relevant industry and company standards, organising reports and illustrations in a timely and accurate manner,...

Role OverviewWe are seeking a skilled Paraplanner to join our team based in the Wolverhampton area. The successful candidate will provide technical support and guidance to our Financial Advisers, assisting them in formulating advice to clients.The ideal candidate will have excellent interpersonal skills, both written and verbal communication, as well as...

The successful candidate will work closely with the Paraplanning Lead in the research, preparation and drafting of compliant client reports, to assist in the provision of excellent client advice. Key duties include ensuring that all advice given by advisers meets relevant industry and company standards, providing high-quality support to the advisor team, and...

Retaind Limited is seeking an experienced Diploma-qualified Paraplanner to join its growing financial planning team in the Staffordshire area, near Wolverhampton.We are looking for a skilled professional who can work closely with the Paraplanning Lead and contribute to the company's success.The successful candidate will have excellent knowledge of financial...

About the Role:We are seeking a skilled Paraplanner to support our financial planning team in Pattingham, Staffordshire.Key Duties:Deliver expert technical support on financial planning aspects.Coordinate reports and illustrations to streamline business processes.Provide exceptional support to the advisory team, responding promptly to their queries.Input...