Paraplanner
2 months ago
Cooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.
The successful candidate will:
- Level 4 qualified as a minimum
- At least 2 years relevant experience
- Self-reliant
- Technical product knowledge
- Ability to manage a busy workload
Responsibilities:
- Technical and financial research and analysis
- Interpreting and analysing data obtained from Advisers
- Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements
- Implementing and evidencing clear centralised paraplanning procedures
- Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client
In return my client can offer:
- Salary around £35,000
- Qualification support
- Career progression into an advisor position
- Discretionary bonus
- Flexible working
- Early finish on a Friday
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Paraplanner
2 months ago
Wymondham, Norfolk, United Kingdom CV-Library Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm. The successful candidate will: Level 4 qualified as...
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Paraplanner
4 weeks ago
Wymondham, Norfolk, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking an experienced and qualified Paraplanner to join their team. This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.The successful candidate will: Level 4 qualified as a...
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Financial Planning Specialist
4 weeks ago
Wymondham, United Kingdom Recruit UK Full timeJob Title: ParaplannerLocation: Salary: £35,000 - £40,000We are seeking a skilled Paraplanner to join our team at Recruit UK. This is an exciting opportunity for a motivated and experienced individual to play a central role in the financial planning process.Our client is an established finance firm that prides itself on delivering high-quality services to...
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IFA Client Support Specialist
4 weeks ago
Wymondham, United Kingdom Fram Executive Search Limited Full timeWe are working with a well-established, directly authorised financial planning firm in Norwich, seeking an IFA client support administrator to join their growing team. This opportunity has arisen due to internal career progression, with an administrator transitioning to a Paraplanner role.In this pivotal role, you'll provide proactive, first-class support to...
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Financial Administrator
1 month ago
Wymondham, United Kingdom Cooper Lomaz Recruitment Ltd Full timeThis is a key role within Cooper Lomaz Recruitment Ltd, supporting the Paraplanners, Advisors and Directors of the business.The successful candidate will: Possess a strong understanding of financial services terminology Demonstrate exceptional administration skills Be able to follow process and procedures Work well within a business team Be working towards...
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Asset Finance Coordinator
1 month ago
Wymondham, United Kingdom Cooper Lomaz Full timeCooper Lomaz is seeking a skilled Financial Administrator to support their team in Wymondham. The successful candidate will provide exceptional support to the Paraplanners, Advisors, and Directors, ensuring seamless day-to-day operations.The ideal candidate will have:Strong administration skillsAbility to follow processesExcellent communication skillsWorking...
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Financial Operations Specialist
4 weeks ago
Wymondham, United Kingdom Cooper Lomaz Full timeCooper Lomaz is seeking a highly skilled Financial Administrator to support their team in Wymondham. This key role requires exceptional support for Paraplanners, Advisors, and Directors, with a strong focus on financial services terminology and administration skills.The ideal candidate will have a solid understanding of financial services and be able to work...
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Financial Administrator
2 months ago
Wymondham, United Kingdom Cooper Lomaz Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors and Directors of the business. The successful candidate will: Understanding of financial services...
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Senior Paraplanning Specialist
4 weeks ago
Wymondham, United Kingdom Service Service Employment Agency Limited Full timeJob Title: Senior Paraplanning SpecialistThis is a key role to provide a first-class technical and proactive support service to our clients' Advisers. Working closely with the Advisers, Directors and the client services support team, you will be responsible for providing technical guidance and advice, ensuring that the centralised paraplanning function of...
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IFA Client Support Administrator
4 weeks ago
Wymondham, Norfolk, United Kingdom Fram Executive Search Limited Full timeFram is working with a well-established, directly authorised financial planning firm in Norwich, currently seeking an IFA client support administrator to join their growing team. This opportunity has arisen due to internal career progression—a administrator transitioning to a Paraplanner role. In this pivotal role, you'll provide proactive, first-class...
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IFA Client Support Administrator
1 month ago
Wymondham, Norfolk, United Kingdom Fram Executive Search Limited Full timeFram is working with a well-established, directly authorised financial planning firm in Norwich, currently seeking an IFA client support administrator to join their growing team. This opportunity has arisen due to internal career progression—a administrator transitioning to a Paraplanner role. In this pivotal role, you'll provide proactive, first-class...
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Financial Administrator
2 months ago
Wymondham, Norfolk, United Kingdom CV-Library Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors and Directors of the business. The successful candidate will: Understanding of financial services...
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Financial Administrator
4 weeks ago
Wymondham, Norfolk, United Kingdom Cooper Lomaz Recruitment Ltd Full timeCooper Lomaz is working with an expanding IFA based in Wymondham. They are seeking a Financial Administrator to join their team. This is a key role and the successful candidate must be able to offer exceptional support to the Paraplanners, Advisors and Directors of the business. The successful candidate will: Understanding of financial services...