Paraplanner
2 weeks ago
Company DescriptionCorbel Partners is a financial support network that helps financial advisers at every stage of their career. We aim to alleviate the burdens of financial advisers so they can focus on serving their clients. Our services include a full paraplanning support function which is where the position is available. We offer clients fully independent advice and look after 180 advisers with a 27 strong Paraplanning Team. Role DescriptionThis is a full-time remote role for a Paraplanner at Corbel Partners. If you live within the Warrington area then a full time office position is also on offer. We are are not able to facilitate hybrid working.As a Paraplanner, you will be responsible for various day-to-day tasks related to financial planning and analysis. You will work with financial advisers to produce compliant advice packs consisting of suitability letters, switching reports, cashflow, calculations, illustrations and application forms. QualificationsMinimum CII level 4 Diploma in Financial PlanningMinimum 2 years paraplanning experienceStrong knowledge of financial planning and analysisExcellent analytical skills and organizational skillsProficiency in related software and tools (ideally SelectaPension and Cashcalc or similar)Ability to write clear and concise reportsAbility to work independently and remotelyExcellent communication and interpersonal skillsPackage:£37,026 for CII qualified level 4 paraplanners8% Non-contributory pension2x DIS, and can join PMI20 days holiday, plus an extra 3 to cover Christmas closureMonday-Friday 9-5We can also offer full support to help any paraplanner to get to Chartered level and cover the cost of CII membership and first sittings of each exam.
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Paraplanner
6 days ago
Manchester, United Kingdom RGH-Global Limited Full timeJob Description: ParaplannerOur client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.Key Responsibilities:Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectivesCheck and confirm fact-find information with...
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Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
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Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
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Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
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Paraplanner - 6 month FTC
1 week ago
United Kingdom mbf Full timeParaplanner – Fixed Term Contract (5 months, Remote - UK)From £40K to £55,000 plus company benefits, negotiable depending on experienceAn established financial planning firm is is seeking an experienced Paraplanner on an initial 5-6 month fixed term contract to support an immediate requirement while they search for a permanent hire.There are multiple...
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Paraplanner - 6 month FTC
1 week ago
United Kingdom mbf Full timeParaplanner – Fixed Term Contract (5 months, Remote - UK) From £40K to £55,000 plus company benefits, negotiable depending on experience An established financial planning firm is is seeking an experienced Paraplanner on an initial 5-6 month fixed term contract to support an immediate requirement while they search for a permanent hire. There are multiple...
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Paraplanner
1 week ago
United Kingdom MERJE Full timeWe are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis. The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and...
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Paraplanner
1 week ago
United Kingdom MERJE Full timeWe are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis. The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and...
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Paraplanner
1 week ago
United Kingdom MERJE Full timeWe are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis. The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and...
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Paraplanner (Pensions Management)
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
