Paraplanner
3 days ago
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team. Specifically you'll be responsible for:
- Client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts;
- Helping in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling;
We are seeking an experienced Paraplanner, ideally Level 4 qualified with 2-3 years experience, with strong product knowledge and good understanding of FCA rules and regulations. You will have excellent report writing skills, and have worked across Pensions,Investments & Tax Planning.
You'll be rewarded with a salary of c£30-37k +bens including a company bonus scheme, company pension and flexible working, there is the possibility of home-working for this role.
-
Paraplanner
3 weeks ago
Chesterfield, United Kingdom Eden Rose Full timeParaplanner – Growing Wealth Management FirmSalary: Up to £45,000 (depending on Diploma qualification)Location: Hybrid (3 days office / 2 days home) – potential for earlier remote flexibilityStructure: Office-based for initial 6 months, with opportunity to move to hybrid sooner for the right candidateA growing, forward-thinking wealth management firm is...
-
Paraplanner
7 days ago
Chesterfield, United Kingdom Tempest Jones Full timeParaplanner A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. On offer will be a competitive salary and an attractive benefits package plus continued professional development. This company...
-
Paraplanner
1 week ago
Chesterfield, United Kingdom MURVILLE CONSULTANCY LIMITED Full timeThis is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their...
-
Paraplanner
2 weeks ago
Chesterfield, United Kingdom MURVILLE CONSULTANCY LIMITED Full timeThis is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable them to continue to deliver an excellent quality of service to their growing client base and support to their...
-
Paraplanner
3 days ago
Chesterfield, United Kingdom MURVILLE CONSULTANCY LIMITED Full timeThis is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company.Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.Building and maintaining a solid business support team is paramount to the business success and will enable them...
-
Paraplanner
4 days ago
Chesterfield, United Kingdom MURVILLE CONSULTANCY LIMITED Full time £45,000This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company.Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.Building and maintaining a solid business support team is paramount to the business success and will enable them...
-
Paraplanner, Chesterfield
3 weeks ago
Chesterfield, United Kingdom IDEX Consulting Ltd Full timeMy client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chesterfield. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients.Responsibilities: Conduct comprehensive financial analysis to assist in the...
-
Paraplanner, Chesterfield
2 weeks ago
Chesterfield, United Kingdom IDEX Consulting Ltd Full timeMy client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chesterfield. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients. Responsibilities Conduct comprehensive financial analysis to assist in the...
-
Chesterfield, United Kingdom IDEX Consulting Full timeA financial services consulting firm in Chesterfield is seeking a detail-oriented Paraplanner to support financial planning efforts. Responsibilities include conducting financial analyses, organizing client information, and collaborating with Advisors on strategies. The ideal candidate has strong analytical skills, relevant diplomas, and familiarity with...
-
Chesterfield, United Kingdom IDEX Consulting Ltd Full timeA financial consulting firm in Chesterfield is seeking a detail-oriented and analytical Paraplanner to support financial advisors in the planning process. The role involves conducting financial analysis, gathering client information, preparing investment proposals, and ensuring compliance with regulations. Ideal candidates will have or be near completion of...