Paraplanner

2 days ago

South East England, United Kingdom Ortus Psr Full time

I am working alongside a reputable Wealth Management firm with a fantastic reputation who are recruiting for a Paraplanner, they pride themselves on their high quality and wholly personalised financial advice.

They are seeking a Paraplanner to join up with their team, to support the Advisers in the business by preparing recommendations and producing suitability reports.

The firm in question are offering a strong base salary, alongside flexible working arrangements.

**Responsibilities**:

- Technical support to our Adviser Team
- Research the most suitable product and tax wrapper
- Write suitability letter reports for investment, pension, protection and inheritance tax cases
- Respond to technical client queries relating to trusts defined benefit pensions and tax

**Skills**:

- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills

  • Paraplanner - Home Based

    4 days ago

    South East England, United Kingdom Ortus PSR Full time

    Are you an experienced Paraplanner who wants to work from Home and be trusted to get your work done? We are working with a National IFA firm that is looking to hire Paraplanners from who have experience of working in the UK market and want to be based fromhome. **Key Responsibilities**: Participating in and delivering comprehensive financial research on...

  • Paraplanner

    2 weeks ago

    South Ashford, United Kingdom Ortus PSR Full time

    **Paraplanner** **Location: Ashford** **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 and...

  • Paraplanner

    1 week ago

    East Midlands, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...

  • Mortgage Paraplanner

    2 weeks ago

    East Sheen, United Kingdom Pinstripe Personnel Full time

    **Mortgage Paraplanner** **East Sheen** **Negotiable Salary** An award winning Mortgage Brokergage based in East Sheen is looking to appoint a Mortgage Paraplanner. The role has arisen due to the firm's expansion. You will be working closely with the Mortgage Advisers, Directors and Administrators and this is a key appointment for the firm. In return...

  • Paraplanner

    1 week ago

    East Midlands, United Kingdom Service Care Solutions Full time

    Paraplanner Location: Leicestershire Contract: Permanent, Full-Time Salary: £35,000 - £45,000 per annum Start Date: Flexible Contact: (url removed) Working Arrangements: Hybrid following probation Service Care Solutions are working with a respected financial advisory firm to recruit an experienced Paraplanner to join their growing team. In this role,...

  • Paraplanner

    2 weeks ago

    Manchester, England, United Kingdom CAP Resourcing LTD Full time £40,000 - £50,000 per year

    ParaplannerManchester - HybridFull timeSalary up to £50k (depending on experience) + benefitsWe're looking for an experienced Paraplanner to join a growing team in Manchester, and play a key role in supporting a group of highly qualified Financial Planning Directors.Our client will also consider candidates with less experience as long as they are level 4...

  • Paraplanner

    1 week ago

    Leicester Forest East, United Kingdom Premier Jobs UK Full time

    This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...

  • Senior Paraplanner

    2 days ago

    Nottingham East Midlands Airport, United Kingdom Ortus Psr Full time

    **Senior Paraplanner** **Location: Derby** **Salary: £40,000 - £50,000** 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...

  • Paraplanner

    2 days ago

    England, United Kingdom HW People Full time

    Paraplanner HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you. What You’ll Be Doing:...

  • Paraplanner

    2 days ago

    England, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full time

    Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent and remote basis. Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.You'll work closely with Directors and Senior...