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Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES • Accurately prepare personalised suitability reports and letters which are well thought out and meaningful, • Work efficiently to meet target deadlines, • Recommendations to include:Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning, • Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork, • Undertake comparative research in preparation of client recommendations, • Ensure all client queries are appropriately investigated and accurate responses given, • Part of the role will include administration support requesting additional Letter of Authority information, Business Submission Permanent, full-time position Based at our office, approximately 2 miles from Derby City Centre Overtime may be required during busy periods (e.g. end of tax year/end of the year) CANDIDATE REQUIREMENTS • Attained the Level 4 CII Diploma (or equivalent), • Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous, • Good understanding of financial products and services, • Strong analytical skills, specifically analysing records and providing detailed technical commentary, • Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time), • Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals JBRP1_UKTJ

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A leading financial services firm in Nottingham seeks a Wealth Paraplanner to join their team.In this role, you will provide critical support to Wealth Managers, crafting bespoke financial plans to help clients achieve their goals.Candidates should have a CII or CISI Level 4 Diploma and experience i

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

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.

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

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.This is an excellent opportunity to become part of a dynamic team at an exciting stage of development.Over the next five years, there will be sig

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

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 C.

As a Paraplanner, youll play a vital role in supporting financial consultants by preparing hig.

Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial

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 (Work Life Balance). Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?.

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

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

Templegate RecruitmentSpecialist Recruiters in Financial ServicesParaplanner Research TeamLocation:Rayleigh, Essex (Hybrid working available)Salary:£40,000£45,000 per annumBenefits:25 days holiday plus bank holidays3 additional days at ChristmasOffice closed for 1 week after ChristmasAuto-enrolme

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

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 of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init. Paraplanner

As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share be

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.

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.

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.

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.

Paraplanner (Progression to Financial Advisor) £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

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.

ParaplannerIf 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.

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

ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.

Company description:At Rathbones, we help people invest their money well, so they can live well.That means more than financial returns its about helping people feel confident in their decisions and supported in their future.We dont just manage money, we guide people through lifes big moments, helpi

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

An exciting opportunity has arisen for a highly experienced.Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK.Our client is an appointed representative of St.James’s Place Wealth Management.The ability to produce comprehensiv

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice.Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data.Solutions - co

We’re seeking a Wealth Paraplanner to join our high-performing London team at a transformative time for RBC Brewin Dolphin. We’re seeking a Wealth Paraplanner to join our high-performing London team at a transformative time for RBC Brewin Dolphin. Proven expertise: CII or CISI Level 4 Diploma (o

This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. This is a fantastic opportunity for a Paraplanner with experience to join a highly respected, forward-thinking advice business.

A leading recruitment firm is seeking a Paraplanner to work remotely.