Paraplanner
1 week ago
This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients.If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Alongside 2 other Paraplanners and some Administrators, together you will be supporting 5 Financial Advisors.Your duties will include building financial plans, suitability reports, provider research, cashflow modelling, speaking with clients & providers and joining some initial client meetings.The business are advocates of supporting your professional development through enhancing your knowledge and skills, including fully funding your industry qualifications.One of the Directors joined the business as an Administrator 12 years ago Paraplanner Requirements You should have 3 years' experience as a Paraplanner Ideally, you should hold your Level 4 Diploma in Financial Planning or hold Certificate in Paraplanning Individuals with experience of using any of the following would be beneficial: IO, Voyant, FE Analytics, Defacto or iPipeline The Company This local independent financial planning firm have a high average tenure for their team and enjoy regular social events throughout the year.They work collaboratively together for the benefit of their clients and proudly support professional development, with many of their senior team members having started in junior positions.Paraplanner Requirements Salary of £33,000- £40,000 depending on experience Plus 5% matched pension, 4x DIS, Christmas office closure, full benefits and wellness package, full funding towards industry qualifications and regular team / client social events 4 days office based and 1 day from home (following training / probationary sign off) The team thoroughly enjoy working together Soon to be moving to even better offices (Still within Leamington Spa) Free parking available Locations Leamington Spa Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. xwwtmva No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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Paraplanner
1 week ago
Low Town, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients.If you are considering sending...
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Senior Advice Technician
6 days ago
Low Town, United Kingdom Premier Jobs UK Limited Full timeAre you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact.Find out if this opportunity is a good fit by reading all of the information that follows below.About the Role This...
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Senior Advice Technician
6 days ago
Low Town, United Kingdom Premier Jobs UK Limited Full timeAre you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact.Find out if this opportunity is a good fit by reading all of the information that follows below.About the Role This...
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Senior Advice Technician
1 week ago
Low Town, United Kingdom Premier Jobs UK Limited Full timeAre you an experienced Senior Paraplanner or Financial Adviser looking for a fresh challenge? This Senior Advice Technician job offers a varied and rewarding role where your technical expertise and communication skills will make a real impact.Find out if this opportunity is a good fit by reading all of the information that follows below.About the Role This...
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Paraplanner
4 days ago
Old Town Ward, United Kingdom Cavendish Maine Full timeEstablished for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK.Read all the information about this opportunity carefully, then use the application button below to send your CV and application.They are currently looking to recruit an experienced...
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Paraplanner
4 days ago
The Royal Town of Sutton Coldfield, United Kingdom Bell Cornwall Full timeParaplannerRef: BCR/JP/31848aSalary: £30,000 – £40,000 (Dependent on Experience)Sutton Coldfield Bell Cornwall Recruitment are pleased to be hiring a fantastic Paraplanner for a firm in Sutton Coldfield. They are seeking a proactive and detail-focused professional to join their collaborative team.Paraplanner responsibilities:Prepare compliant suitability...
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Paraplanner
1 week ago
The Royal Town of Sutton Coldfield, United Kingdom Bell Cornwall Full timeParaplannerSutton Coldfield- HybridBCR/AK/31848£37,000-42,000Bell Cornwall Recruitment’s client is an outsourced paraplanning business, who provide paraplanning services to clients in the wealth management industry. Their clients range from sole trading IFAs to larger IFA Practices who either use their parapanning services exclusively or on occasion rely...
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Financial Advisory Paraplanner
4 days ago
The Royal Town of Sutton Coldfield, United Kingdom Bell Cornwall Full timeExperienced Financial Advisory Paraplanner| Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to £40,000 Depending on ExperienceRef: JC/BCR/31848cLooking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning...
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Associate Financial Planner
4 weeks ago
The Royal Town of Sutton Coldfield, United Kingdom Brevere Group Full timeAre you a detail-driven financial professional ready to step up into a client-focused role where your technical expertise really counts? My client, a highly regarded Chartered Financial Planning firm, is looking for an Associate Financial Planner to join their award-winning team.This is more than paraplanning — you’ll be the technical lead within a...
