Trabajos paraplanner en LeicesterCrear alertas

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the team. If you enjoy problem-solving, producing high-quality technical work, and supporting advisers wi... ZIPC1_UKTJ

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing ... ZIPC1_UKTJ

We are currently recruiting for a Paraplanner on a full time and permanent basis for our client based in Leicester. \n\nSalary: £37,500 per annum\n\nWorking: Monday to Friday\n\n25 days annual leave plus statutory bank holidays\n\nFree onsite parking \n\nAbout the role: \n\nTo provide comprehensive paraplanning support to advisers, including provider and product research, portfolio analysis, and report writing. \n\n· Product research, fund performance and risk analysis, and cashflow modelling.\n\n· Prepare bespoke, compliant suitability reports tailored to individual client needs. \n\n· Interpret Fact Finds and documentation to identify appropriate client outcomes and solutions. \n\n· Support senior staff and advisers with technical analysis and recommendations. \n\n· Manage complex cases from inception to completion\n\n· Resolving technical queries and providing suitable remedies. \n\n· Maintain your own workflow, working independently to meet deadlines.\n\n· Collaborate with team members to ensure consistent service delivery. \n\nAbout you: \n\n· Proven experience in paraplanning and report writing within financial services. \n\n· Strong technical knowledge of pensions, investments, and retirement planning. \n\n· Ability to extract and interpret relevant information from Fact Finds to produce cohesive reports. \n\n· Experience with: Fund performance and risk analysis \n\n· Cashflow modelling \n\n· Proficiency in Microsoft Word, Excel, Outlook, Teams, and ideally experience with Curo or similar systems. \n\nQualifications: \n\n· Level 4 Diploma in Regulated Financial Planning (DipPFS) or actively working towards completion. \n\nIf you are looking for a role where you will play a key part in delivering high-quality advice solutions and ensuring a seamless client experience, then please apply! For more information, please call Rebecca on (phone number removed). \n\nS14 \n\nAbout Us\n\nWe are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.\n\nWe are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group of companies

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 Financial Advisors. This can include undertaking complex cases and managing them from start to finish. As such, you should manage your own workload to complete tasks within agreed timescales. The business also undertake cash flow modelling, therefore individuals with experience or desire to undertake this would be beneficial. The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Paraplanner Requirements * This role is open to experienced or Trainee Paraplanners * You should have experience of undertaking paraplanning duties, including creating bespoke suitability reports, fund performance and risk analysis * You should have good understanding of investment, retirement and pension products in relation to financial planning * You should hold or be working towards your Level 4 Diploma in Financial Planning or equivalent * You should hav...

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.You willbe providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: • Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing, • Managing your own workflow whilst using your initiative to meet agreed ...

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

Templegate Recruitment Specialist Recruiters in Financial Services.Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.Location: Worcester (Office-based).Salary: £35,000 £40,000 per annum (depending on qualifications and exper

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

Minimum 2 years' experience in a Paraplanner role. If you're an experienced Paraplanner looking to take the next step in a progressive Leeds-based firm, apply today.

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the Consultant's r

With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level.

Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to

Paraplanner - CII, CISI, LIBF, Estate planning, Drawdown, Pension switching and replacement business initiatives. I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number

Paraplanner (Work Life Balance)£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' h

Holidays: 28 days, (4 days kept for Christmas) plus statsPensionDISAnnual bonus and salary reviewVarious Company expensed events during the yearStudy days and full exam funding, including study materialFree parkingCandidate Requirements:Must have at least 2 years experience working as a Paraplanner

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

If you’re a motivated paraplanner who takes pride in technical excellence, teamwork, and delivering high-quality client outcomes, we’d love to hear from you. As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare d

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

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.

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Apprentice Paraplanner / Junior ParaplannerLocation:WorcesterSalary:£25,000 to £30,000 depending on qualifications and experience)Benefits:25 days annual leave plus bank holidays and your birthday offMatched pension contrib

ParaplannerLocation: Solihull - Hybrid or remote workingSalary: £40,000 + comprehensive benefits packageWe are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.