Paraplanner
2 weeks ago
Paraplanner Do you thrive in a busy customer focussed environment? Are you keen to work for an ambitious company that will support your continued professional development? Are you analytical, solution focussed and highly organised, with excellent attention to detail? My client, are a well established and highly successful firm of Independent Financial Advisers who are looking to add an experienced Paraplanner to their high performing team. You will form part of an ambitious company, with a focus on finding solutions for their clients, enabling them to achieve their goals. Benefits 28 days holiday, plus Bank Holidays Continued professional development Calendar of social events What are the day-to-day responsibilities of the role: Supporting the Financial Advisers in the preparation of recommendations and suitability reports for their clients Carrying out analysis of funds, products and illustrations for comparison purposes in order to meet the client’s objectives Handle client and other third party queries, accurately and in an efficient and timely manner Support the team with any ad hoc duties when required Required Skills and Qualifications: Ideally you will be DipPFS or DipFA qualified Previous experience in a Paraplanner role is essential Excellent communication and relationship building skills Highly organised with great attention to detail Committed to continued personal development My client is offering an annual salary of £45,000 to £50,000 depending on experience. If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. At Hooray, we are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know, and we’ll be happy to accommodate your needs. Hooray is acting as an agency on behalf of the client for this position. Our purpose as a business is to pioneer ethical recruitment for a better working world. Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body. DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL *T&C's APPLY #J-18808-Ljbffr
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Paraplanner
1 week ago
Cheltenham, United Kingdom Ortus PSR Full time**Paraplanner** **Location: Cheltenham** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...
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Paraplanner
2 weeks ago
Cheltenham, United Kingdom Synchronicity Group Full timeA top Accountancy Practice with offices in Cheltenham are seeking an experienced Paraplanner professional to join them. You will be joining a highly established Financial Planning team that includes very senior and experienced Wealth Planning professionals working alongside them and an Administration team. The team provides holistic planning services which...
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Paraplanner
1 day ago
Cheltenham, United Kingdom mbf Full time1 day ago Be among the first 25 applicants This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Director/Senior Recruitment Consultant - Financial Services - South West & Wales We are proud to partner with one of the UK’s most respected Financial Planning and Asset Management...
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Paraplanner
1 day ago
Cheltenham, United Kingdom IDEX Consulting Ltd Full timeWe are partnered with a financial planning firm in Cheltenham or Malvern to support them in their search to hire their next Paraplanner into the team. This is a hybrid working opportunity which will see you in working from home 2 days a week. This is a business that deals with complex paraplanning cases within investments and pension products so the ideal...
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Paraplanner
1 week ago
Cheltenham, United Kingdom Eden Rose Full timeParaplanner – Cheltenham – £40,000 to £52,000We are representing a reputable, well-established wealth management firm seeking an experienced Paraplanner to join their West of England team. This is an excellent opportunity for someone who enjoys working in a high-quality, supportive environment with strong professional development opportunities.The firm...
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Paraplanner
1 week ago
Cheltenham, United Kingdom Service Care Solutions Full timeParaplanner Location: Gloucestershire Contract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will...
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Senior Paraplanner
3 weeks ago
Cheltenham, United Kingdom IDEX Consulting Ltd Full timeI'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration,...
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Paraplanner - National Organisation
5 days ago
Cheltenham, United Kingdom mbf. Full timeMB Fitzgerald are currently working with a National Financial Planning business who are looking to recruit an additional Paraplanner for their Cheltenham office. The business is a market leader and are now ready to continue their planned expansion. As a Paraplanner you will be working in a busy team supporting the company's Financial Planners and their...
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Chartered Paraplanner
5 days ago
Cheltenham, Gloucestershire, United Kingdom rockwealth Full timePosition: Chartered Paraplanner - Full TimeSalary guide:£50-60kReporting to:DirectorsLocation: Cheltenham– mix of office and home workingWe're looking for an experienced Chartered Paraplanner to lead our paraplanning team in Cheltenham.The successful candidate will have experience of writing technical reports for high net worth clients with complex...
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Lead Paraplanner
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom CAP Resourcing LTD Full time £55,000 - £70,000 per yearLead ParaplannerCheltenham (Hybrid)£55,000 – £70,000 (DOE) + Amazing BenefitsAre you a 'career Paraplanner' ready to take the lead?This is an incredible opportunity to own and grow the Paraplanning function within a forward-thinking, tech-savvy financial planning firm that genuinely values its people.You'll be joining a business that's modern in every...