Current jobs related to Paraplanner - St Albans - Click and Connect Online Limited
-
Paraplanner
2 weeks ago
St Albans, United Kingdom Heat Recruitment Ltd Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast. This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team. This company keeps going from strength to strength, with awards won,...
-
Paraplanner
2 weeks ago
St Albans, United Kingdom Heat Recruitment Ltd Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast. This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team.This company keeps going from strength to strength, with awards won,...
-
Paraplanner
6 days ago
St Albans, United Kingdom Heat Recruitment Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast. This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team. This company keeps going from strength to strength, with awards won,...
-
Paraplanner
4 days ago
St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full timeOur client is a borderless independent financial advisory consultancy unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...
-
Paraplanner
3 months ago
St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full timeOur client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next...
-
Paraplanner
2 weeks ago
St Albans, United Kingdom Finlink Ltd Full timeParaplanner Up to £50,000 Hybrid working This role is suited to those who have at least 2 Years’ experience in providing paraplanning support. The business is interested in speaking to you if you hold at least the level 4 diploma and are ready to "hit the ground running". If you are looking for a new challenge in an established business, then this may...
-
Paraplanner
3 months ago
St Albans, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in St Albans who specilaise in Biblical advise. They are currently looking to recruit a Paraplanner to join their team. Responsibilities; Planner Support Work collaboratively with the Planner as part of the financial planning process to provide a high quality service to clients and thris parties....
-
Senior Paraplanner
4 weeks ago
St Albans, United Kingdom Heat Recruitment Ltd Full timeOur client is an award winning, Top 100 Financial Adviser ranked, chartered Financial Planning firm which is rapidly expanding. They have a presence across the South East of the UK and pride themselves on providing long term support to their clients.Following recent growth, the company are now hiring for a Senior Paraplanner to join the firm's St Albans...
-
Senior Paraplanner
4 weeks ago
St Albans, United Kingdom Heat Recruitment Ltd Full timeOur client is an award winning, Top 100 Financial Adviser ranked, chartered Financial Planning firm which is rapidly expanding. They have a presence across the South East of the UK and pride themselves on providing long term support to their clients. Following recent growth, the company are now hiring for a Senior Paraplanner to join the firm's St...
-
Senior Paraplanner
3 weeks ago
St Albans, United Kingdom Heat Recruitment Full timeOur client is an award winning, Top 100 Financial Adviser ranked, chartered Financial Planning firm which is rapidly expanding. They have a presence across the South East of the UK and pride themselves on providing long term support to their clients.Following recent growth, the company are now hiring for a Senior Paraplanner to join the firm's St Albans...
-
Paraplanner
1 month ago
St Albans, United Kingdom Hoxton Capital Management Full timePosition: Paraplanner Company Overview: Hoxton Capital is a leading financial advisory company dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and peace of mind....
-
Paraplanner
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Capital Management Full timePosition: Paraplanner Company Overview: Hoxton Capital is a leading financial advisory company dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and peace of mind....
-
Paraplanner (Permanent)
1 week ago
St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time €45,000There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast. This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team. This company keeps going from strength to strength, with awards won,...
-
Paraplanner
1 week ago
St Albans, United Kingdom TN United Kingdom Remote Work Freelance Full timeOur client is a borderless independentfinancial advisory consultancy unrelenting in its commitment tosafeguarding its clients financial future. Offering a freshapproach with a dynamic energy that sets it apart from itscompetitors in the offshore marketplace. We have opportunities forfinancial advisory professionals who are you looking to take thenext step in...
-
Paraplanner
3 months ago
St Albans, United Kingdom Antony George Recruitment Full timeJob title: Paraplanner The role: The purpose of this role is to act as a Paraplanner within the business. This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the...
-
Paraplanner - Financial Planning Specialist
1 week ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeJob DescriptionWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service and achieving business growth.Key Responsibilities:Planner Support: Collaborate with Financial Planners to...
-
Paraplanner - Financial Planning Specialist
1 week ago
St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full timeJob DescriptionWe are seeking a highly skilled and experienced Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice in delivering exceptional client service and achieving business growth.Key Responsibilities:Planner Support: Collaborate with Financial Planners to...
-
Senior Paraplanner
1 week ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeJob DescriptionJob Title: Senior Paraplanner - Wealth ManagementJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning services to our clients.Key Responsibilities:Provide full paraplanning support to...
-
Senior Paraplanner
7 days ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeJob DescriptionJob Title: Senior Paraplanner - Wealth ManagementJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning services to our clients.Key Responsibilities:Provide full paraplanning support to...
-
Senior Paraplanner
7 days ago
St Albans, Hertfordshire, United Kingdom Financial Divisions Full timeJob DescriptionJob Title: Senior Paraplanner - Wealth ManagementJob Summary:We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a key role in providing high-quality financial planning services to our clients.Key Responsibilities:Provide full paraplanning support to...
Paraplanner
3 months ago
Paraplanner
Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next step in their career with a growing dynamic firm.
They have quickly established itself as one of the fastest growing independent advisory companies. Since inception in 2018 with a team of just 5, they have grown to over 100 employees across 8 global offices.
They now have operations in London, Malta, Sydney, Texax and UAE. From these global hubs they manage a rapidly growing client base of mostly expatriate clients.
Due to their expansion, they are looking to onboard several specialist roles including defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will include duties such as.
- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC)
- Completing cashflow modelling
- Communicating with IFAs, schemes and clients to obtain missing information
The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialists with recent Defined Benefit Pension experience with a proven track record in.
- Writing suitability reports
- TVC Experience
- Excellent attention to detail and technically minded
- Experience in cashflow modelling
The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent.
A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma.
Attractive remuneration package available.
