Paraplanner

Job SummaryWe are seeking a skilled Paraplanner to join our team on an 18-month fixed-term contract. Based in Cardiff, you will be part of our continued growth of the Financial Planning business. As a Paraplanner, you will provide support to Financial Advisers and Financial Planners, facilitating the smooth processing of new and existing business.Key...

Job SummaryWe are seeking a skilled Paraplanner to join our team on an 18-month fixed-term contract. Based in Cardiff, you will be part of our continued growth of the Financial Planning business. As a Paraplanner, you will provide support to Financial Advisers and Financial Planners, facilitating the smooth processing of new and existing business.Key...

Job SummaryJob DescriptionWhat is the opportunity?We are seeking a skilled Paraplanner to join our team on an 18-month fixed-term contract. Based in Cardiff, you will be part of our continued growth of the Financial Planning business. The ideal candidate will have attained their qualifications level 4 and have some experience as a Paraplanner.We are looking...

Job SummaryJob DescriptionWhat is the opportunity?We are seeking a skilled Paraplanner to join our team in Cardiff, supporting our Financial Planning business. The ideal candidate will have a strong understanding of core Financial Planning solutions and a proven track record in a Paraplanner role.Key ResponsibilitiesProvide support to Financial Advisers and...

Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join Financial Planning firm in Cardiff. Are you a Financial Planning Admin, looking for their next steps in the industry?Do you want to work for a firm that care about your career and development?I’m working with a fantastic Financial Planning firm who have the...

Job SummaryJob DescriptionWhat is the opportunity?We are seeking a skilled Paraplanner to join our team in Cardiff, supporting our Financial Planning business. As a Paraplanner, you will play a crucial role in facilitating the smooth processing of new and existing business, providing support to Financial Advisers/Financial Planners, and liaising with...

Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in preparing pre-approval documentation and report writing.Key Responsibilities:Preparing pre-approval documentationReport writingWhat We Offer:Hybrid / flexible workingStudy support to become chartered10%...

Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: CardiffSalary: £28,000 - £34,000Job Description:Recruit UK is working with a Financial Planning company in Cardiff to find a Junior Paraplanner to join their team.The ideal candidate will have experience working in a Financial Planning firm and be looking to take the next step in their...

Job Title: Junior ParaplannerIndustry: Financial PlanningLocation: CardiffSalary: £28,000 - £34,000Job Description:Recruit UK is working with a Financial Planning company in Cardiff to find a Junior Paraplanner to join their team.The ideal candidate will have experience working in a Financial Planning firm and be looking to take the next step in their...

Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in preparing pre-approval documentation prior to report writing.Key Responsibilities:Prepare pre-approval documentationSupport the team in report writingWhat We Offer:Competitive salary of £40K + bonusHybrid...

Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in preparing pre-approval documentation prior to report writing.Key Responsibilities:Prepare pre-approval documentationSupport the team in report writingWhat We Offer:Competitive salary of £40K + bonusHybrid...

About the Role:Churchill Executive is seeking a highly skilled Financial Planning Manager to join their team in Cardiff. As a Senior Technical Manager and Paraplanner, you will play a crucial role in delivering comprehensive wealth management solutions to clients.Key Responsibilities:Monitor the quality of Para-planning work produced by Paraplanners/Trainee...

Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd in Cardiff. This is a hybrid role that offers a great work-life balance and opportunities for career growth.Key Responsibilities:Prepare pre-approval documentation and suitability reports for clientsUtilize technology to produce accurate solutions and ensure...

Paraplanner OpportunityWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd in Cardiff. This is a hybrid role that offers a great work-life balance and opportunities for career growth.Key Responsibilities:Prepare pre-approval documentation and suitability reports for clientsUtilize technology to produce accurate solutions and ensure...

Career Opportunity in Financial PlanningWe are working with a leading Financial Planning firm in Cardiff to find an experienced Administrator to support their back office team.The ideal candidate will have a strong background in the Financial Planning industry and be able to work independently and as part of a team.Duties will include but not be limited...

Recruit UK is working with a leading Financial Planning firm in Cardiff to find a talented Financial Planning Administrator to join their team. This is an exciting opportunity for a motivated individual to take the next step in their career and work with a firm that values career development and growth. The successful candidate will be responsible for...

{"title": "Financial Planning Administrator", "content": "Job Title: Financial Planning AdministratorIndustry: Financial PlanningLocation: CardiffSalary: £28-32,000Job Description:Recruit UK is working with a leading Financial Planning firm in Cardiff to find an experienced Financial Planning Administrator to join their team.The ideal candidate will have a...

{"title": "Financial Planning Administrator", "content": "Job Title: Financial Planning AdministratorIndustry: Financial PlanningLocation: CardiffSalary: £28-32,000Job Description:Recruit UK is working with a leading Financial Planning firm in Cardiff to find an experienced Financial Planning Administrator to join their team.The ideal candidate will have a...

Paraplanner RoleWe are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd in Rhondda Cynon Taff. This is a newly created role as part of our growth strategy, which has seen significant expansion in headcount, revenue, and client assets.The successful candidate will be responsible for preparing pre-approval documentation, utilizing...

Financial Services CoordinatorAt Oval Recruit, we are seeking a skilled Financial Services Coordinator to support our financial advisory & wealth management team.This key role will encompass a range of client servicing, technical administration and support duties in a friendly stable office environment.Coordinate the preparation of meeting packs,...