Trabajos paraplanner en SheffieldCrear alertas

Templegate Recruitment Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. Specialist Recruiters in Financial Services Job Title: Senior IFA Administrator / Paraplanner Location:Bramley, Leeds Salary:£30,000 £35,000 DOE Benefits: * 20 days holiday plus birthday and Christmas closure * Pension: 5% employee / 5% employer contribution * Additional benefits: 4% annual salary toward private xrnqpay medical, critical illness, or income protection * Friendly, supportive, and fle...

We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. 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. You will be the gel between your FA's and their clients. Ensuring a high customer experience externally and provide research, planning and reports. Offering leading products across the UK this Paraplanner opportunities offers development, stability, responsibility and variety within a well renowned firm. What does our clients benefits scheme include? • Up to a 20% annual bonus scheme (performance based), • Professional investment plans for relevant courses, exams and industry training materials, • 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell), • Annual salary reviews, • Private medical insurance and life cover available, • Recruitment referrals bonus, • Hybrid working offering 2 days from home post probation, • Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday, • Work seamlessly with your allocated FA's, • Produce Suitability Letters, • Produce CFRs, • Provide a point of contact for all queries pertinent to your role from the team, • Provide technical support to the team, • Use initiative to locate answers and helps others use their initiative to locate answers, • Communicate with practice manager regarding any potential issues, • Manage and resolve technical queries, • Keep up with all industry and internal changes that will affect your role, • Show willingness to expand and increase knowledge of all areas of financial services specifically pensions, investments and tax and trusts, • Prior Paraplanning experience is essential due to the nature of the role, • Qualified through DipPFS, CII, DipPP or Cert in Paraplanning, • Experience producing Suitability Letters, CFRs and completing product research, • Ability to confidently manage internal and external relationships, • The ability to balance conflicting demands in a calm and friendly manner, • Ability to work autonomously, remotely and within a team, • Analytical with precise attention to detail, • Ability to accurately transpose information, • Experience in maintaining systems, processes and procedures, • Up to date knowledge of regulation, legislation and taxation, • Full UK Driving License and Own Vehicle JBRP1_UKTJ

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Location: Chorley (Hybrid) Salary: Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner. Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner. Benefits Package * 4% Employer Pension Contribution (salary sacrifice available) * 28 Days Annual Leave plus Bank Holidays * Option to Purchase up to 5 Additional Days Leave * Group Life Cover (4x Salary) * Rolling Sick Pay Scheme * Full Exam & Training Support * Hybrid Working Arrangement * Clear Career Development Pathway towards a Paraplanner role Role Purpose As part of the Paraplanning team, you will: * Assist in preparing accurate, compliant, and professional suitability reports * Conduct detailed research across pensions, investments, protection, and wider financial planning solutions * Support advisers with technical analysis and case preparation * Ensure all work aligns with regulatory requirements and internal procedures * Maintain accurate and up-to-date client records * Liaise with providers and internal departments as required * Develop a thorough understanding of advice processes and client journeys * Progress technical knowledge and competency under the supervision of the Technical Team Leader This position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner. About YouEssential Experience & Skills * Minimum 3 years continuous experience within a Financial Planning firm * Exposure to paraplanner responsibilities or technical support work * Currently working towards the Regulated Diploma in Financial Planning (Level 4) * Ideally 12 CII R0 exams already achieved * Good understanding of the UK financial regulatory framework * Strong written and verbal communication skills * Proficient in Microsoft Outlook, Word, Excel, and PowerPoint * Excellent attention to detail * Strong organisational skills with the ability to prioritise effectively * A collaborative and professional approach * Comfortable working in a fast-paced environment * Open to feedback and committed to developing into a successful paraplanner Desirable * Regulated Diploma in Financial Planning (Level 4) * Strong analytical and technical thinking skills * Ability to assess information from multiple perspectives * Confidence handling detailed and technical information Career Development This role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner. How to Apply If you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you. Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities. Due to the high volume of applications, we can only respond to successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion. JBRP1_UKTJ

My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses. We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters & reports, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalise cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who has some experience within IFA Administration with 1-3 years experience that wishes to progress into Paraplanning, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3). We are also willing to consider candidates fresh within the sector, who are willing to study and wanting to develop a career within Financial Advice. Great salarey offered for this role, office-based in Sheffield...

This position offers a negotiable salary up to £35,000, along with additional benefits such as a study library, health care, and ongoing support for professional development.

A national IFA brand in Sheffield is seeking a Paraplanner to provide essential support to Financial Planners and produce high-quality Financial Planning Reports.The ideal candidate will have experience in a Financial Advice firm, strong report writing skills, and excellent communication abilities.T

A leading financial planning firm in Sheffield is looking for a detail-oriented Paraplanner to join their team.The ideal candidate will have a Diploma in Regulated Financial Planning and previous experience in a Paraplanning or Financial Planning Support role.Responsibilities include conducting rese

A financial advisory firm in Sheffield is looking for a Trainee Paraplanner to assist administrative teams.

The firm offers a supportive culture with benefits such as 25 days holiday, study support, and hybrid working arrangements.

Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Paraplanner to join their Dore Office. Experience in a Financial Advice firm and Paraplanner/report writing skills is essential.

________________________________________ Paraplanner (Qualified or Trainee) Salary: * Qualified Paraplanner: From £40,000 per annum (DOE & qualifications) * Trainee Paraplanner: From £28,000 per annum * Salary progression: +£2,000 per exam passed; starting salary adjusted for existing qualifications Location: Sheffield (hybrid working available) Hours: Mon-Fri, Full-time, permanent position Full-time, Permanent Position We are seeking a motivated, detail oriented Paraplanner to join our client's growing financial planning firm. This opportunity is open to both experienced paraplanners and individuals currently working within a financial advice environment who are ready to progress into a paraplanning role. The successful candidate will support advisers in delivering high quality, compliant financial planning solutions, with a strong emphasis on pensions, retirement planning, and investment strategies. This role is central to ensuring excellent client outcomes in line with Consumer Duty expectations. ________________________________________ The Key Responsibilities of the Paraplanner: * Conduct detailed financial product and fund research * Prepare suitability reports and supporting documentation via Genovo (or equivalent) * Analyse client circumstances and assist advisers in shaping suitable financial planning recommendations * Review and validate information provided by administrative staff to ensure accuracy and completeness * Liaise with administration teams to obtain outstanding information and progress business efficiently * Maintain and update accurate client records using Intelliflo (or equivalent back office systems) * Analyse investment solutions including pensions, ISAs, GIAs, and other investment vehicles * Support advisers in ensuring all recommendations are suitable, compliant, and aligned with client objectives * Challenge or query advice decisions where necessary to maintain high suitability standards * Work closely with the compliance team regarding advice files, suitability queries, and documentation standards ________________________________________ The Key Requirements of the Paraplanner: For Qualified Paraplanner Applicants: * Proven experience in a paraplanning role within a UK financial advice firm * Strong technical knowledge of pensions, retirement planning, and wider investment products * Experience using Intelliflo, Selectapension, FE Analytics, Genovo (or similar tools) * Excellent analytical, organisational, and report writing skills * Strong understanding of FCA regulations and suitability requirements For Trainee Paraplanner Applicants: * Experience in a financial advice firm (e.g., admin or adviser support role) * Understanding of the advice process and end to end client journey * High attention to detail and strong willingness to learn * Good communication and organisational skills * Commitment to working toward professional qualifications ________________________________________ The Successful Candidate Will Receive Excellent Benefits: * Competitive salary with structured career progression * Performance related bonus scheme (where applicable) * 8% non contributory pension scheme * Full exam support provided, including funding for study materials and initial exam attempts * Clear salary progression linked to qualifications (for trainees) * City centre parking * Ongoing professional development and career advancement opportunities ________________________________________ Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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.

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

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

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

Office based, with occasional remote working.Holidays: 30 plus stats and Xmas closure.Pension: 8% company contribution.Must have some experience in paraplanning.Possess sound technical knowledge in pensions, investments, tax and general financial planning.Proficient with financial planning software,

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

Specialist Recruiters in Financial Services.Rayleigh, Essex (Hybrid working available).Office closed for 1 week after Christmas.Auto-enrolment pension after 3 months.We work with over 175 financial servi.

PARAPLANNER full or part time considered.

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?.

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

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.

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

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

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

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.

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.

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:.

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

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.