Paraplanner - Norwich
4 days ago
We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Norwich area Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary up to £40,000 25 days holiday + bank holidays Free Parking Monday to Thursday in the office + Fridays work from home To be considered for the Paraplanner role, you must have: Previous experience working within an IFA practice Organised and methodical with excellent attention to detail Ability to prioritise, meet targets and deadlines Effective communication skills both written and verbal Strong analytical and numerical skills Strong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client’s existing portfolio Provision of technical support to Advisers Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) Working closely with the Adviser to research and formulate appropriate advice Preparation of Recommendation Reports and supplementary documentation Adherence to compliance procedures, core values and high standards of client service Regular liaison with product providers, account managers and clients Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
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Paraplanner
4 weeks ago
Norwich, United Kingdom Service Service Employment Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who...
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Trainee Paraplanner
4 days ago
Norwich, United Kingdom GCB Full timeWe are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner. Our clients...
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Paraplanner
4 weeks ago
Norwich, United Kingdom Service Service Employment Full timeMy client is a boutique advice practice based five miles southeast of Norwich. My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses...
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Junior Paraplanner
1 week ago
Norwich, Norfolk, United Kingdom Recruit UK Full time £24,000 - £36,000 per yearJob Role:Junior ParaplannerIndustry:Financial ServicesLocation:NorwichSalary:Up to £36,000 (DOE)Job Reference:9978Are you an experienced IFA Administrator or Junior Paraplanner looking to take the next step in your career?Recruit UK are working in partnership with a growing, forward-thinking financial services company based in Norwich. As part of their...
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Paraplanner
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Employment Full timeMy client is a boutique advice practice based five miles southeast of Norwich. My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will join my clients already experienced team of administrators, supporting the businesses...
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Paraplanner
4 days ago
Norwich, United Kingdom Rthirteen Full timePosted: 31 October Reference: R13/ParaplannerType:PermanentLocation:Norwich Specialism:Financial ServicesSalary:£30, - £43,An opportunity awaits an experienced Paraplanner to join a progressive, people-focused financial planning firm in Norwich. This business has built a strong reputation for its collaborative culture, emphasis on development, and open...
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Paraplanner
1 week ago
Norwich, United Kingdom Heat Recruitment Full timeLocationNorwich Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89328 Recruiter Managing This Role Paraplanner Norwich Company Overview A well-established financial planning firm in Norfolk, serving over 1,000 clients, including families, pension funds, trusts, and charities. The firm is highly community-focused, supporting a wide range of local...
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Paraplanner
5 days ago
Norwich, United Kingdom Service Service Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who...
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Paraplanner
3 days ago
Norwich, United Kingdom Service Service Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who...
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Paraplanner
5 days ago
Norwich, United Kingdom Service Service Employment Agency Limited Full time**Are you a Paraplanner, perhaps you’d like to be one and currently work in administration and are partly qualified, my client has this splendiferous role for you to consider in the heart of Norwich.** My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the...
