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Trainee Paraplanner/ Paraplanner
1 week ago
Dynamite Recruitment Portsmouth, Hampshire, United Kingdom £25,000 - £28,000We are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up · You will be working closely ...
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Paraplanner
4 days ago
TC Group Portsmouth, Hampshire, United KingdomParaplanner Portsmouth, Hampshire · A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. · Salary competitive depending on experience · Hours - Monday to Friday, 37.5 hours per week with fle ...
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Paraplanner
3 weeks ago
Ortus PSR Fareham, United Kingdom Full timeHiring for a Paraplanner to join a mid-sized IFA · Are you a meticulous and analytical individual with a passion for financial planning? We are seeking an experienced Paraplanner to join our dynamic team at a regional IFA firm with £450 million in Assets Under Management. You wi ...
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Paraplanner
1 week ago
Premier Jobs UK Fareham, United Kingdom Full timeThis Paraplanner job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Indepe ...
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Trainee Paraplanner
1 week ago
Dynamite Recruitment Portsmouth, United Kingdom Full timeWe are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up You will be working closely wi ...
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Paraplanner
3 weeks ago
Appointed ltd Fareham, United Kingdom Full timeAre you looking to work with a team of highly successful Financial Planners? Is your Niche providing technical administrative support in the servicing of existing and new client business? Do you write high quality suitability reports? · Based in Whiteley my client is a financial ...
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Paraplanner
1 week ago
Heat Recruitment Fareham, United Kingdom permanentThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is partly based in the head office in Whiteley. · They keep going from ...
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Paraplanner
3 weeks ago
Appointed ltd Whiteley, United Kingdom**Are you looking to work with a team of highly succesful Financial Planners? Is your Niche providing technical administrative support in the servicing of existing and new client business? Do you write high quality suitability reports?** · Based in Whiteley my client is a small s ...
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Paraplanner
4 weeks ago
Radley Recruitment Hampshire, United Kingdom**Paraplanner, (Diploma 4 Qualified or Part-Qualified) - Salary up to £45,000DOE + £4,000 initial bonus + Excellent Benefits** · **Based: Home Based or office** · We are searching for **experienced** and **professional Holistic and DB Pensions Paraplanners** to join our market le ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd Southampton, United KingdomAn opportunity has become available for a Paraplanner in the Southampton area to join a growing financial planning firm that are offering hybrid flexible working · They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will ...
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Paraplanner
1 week ago
Premier Jobs UK Fareham, United Kingdom Permanent, Full timeThis Paraplanner job in Fareham is suitable if you are looking to join a supportive team · You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Ind ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd Southampton, United KingdomWe are actively working with a IFA in Southampton looking to bring on another Paraplanner into the team This is a leading provider in financial planning, with an established name who provide both individual and corporate client advise. · This role is suited to someone who already ...
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Trainee Paraplanner
1 week ago
Dynamite Recruitment Portsmouth, United KingdomWe are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up · You will be working closely ...
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Paraplanner
3 weeks ago
CareerBliss Fareham, United KingdomThis Paraplanner job in Fareham is suitable if you are looking to join a supportive teamYou will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Indepe ...
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Paraplanner (Permanent)
2 weeks ago
Dynamite Recruitment Portsmouth, United KingdomI am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success.You will be liaising with clients, providers, and colleagues so, a high standard of ...
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Paraplanner
3 weeks ago
CareerBliss Portsmouth, United KingdomParaplanner Portsmouth, HampshireSalary competitive depending on experienceHours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 da ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Southampton, United Kingdom**Job Title: Paraplanner** Location: Southampton · **About the role** · There is an opportunity for an experienced Paraplanner to join our fantastic client, a leading provider of independent financial advice. With over 60 years of history, they provide informed, impartial and ind ...
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Paraplanner
2 weeks ago
Dynamite Recruitment Portsmouth, Hampshire, United KingdomI am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success. · You will be liaising with clients, providers, and colleagues so, a high standar ...
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Trainee Paraplanner
3 weeks ago
Reed Insurance Whiteley, United KingdomWe are looking for a Trainee Paraplanner/ report writer who does have some experience but that said we would consider a IFA Admin looking to do this role with some knowledge. · We are looking for salary of £25,000- 28,000 depending on experience and that said if you did have a go ...
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Paraplanner
3 weeks ago
Heat Recruitment Ltd Whiteley, United Kingdom Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is partly based in the head office in Whiteley.They keep going from str ...
Paraplanner - Portsmouth, United Kingdom - Dynamite Recruitment
Description
I am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success.You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential.
You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.Duties include:
Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds
Attending client and product provider meetings
Processing new business to completion
Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses
Interpreting information and statistical data
Financial planning qualifications are desired but not essential – these can be gained and supported during your employment here.
£30,000 - £45,000 DOE
Chichester
28 days holiday
Free Parking
Supported exams and qualifications
Internal career progression
For further information on this role or to apply please contact Tegan Walsh at Dynamite Recruitment (phone number removed)