- Preferably level 4 Diploma qualified or working towards the qualification
- Keen to progress towards Chartered status
- Analytical and intuitive nature
- Works well in a team
- Has a desire to achieve great client outcomes
- Excellent written and verbal communication skills and attention to detail
- Highly organised, self-motivated and disciplined
- Familiar with cashflow planning. Working with Truth software would be preferred but not a prerequisite.
- Working alongside the team of planners to deliver a highly personalised holistic financial planning service
- Analysing client data, creating cashflow models, and writing up Lifestyle Financial Plans
- Research and analysis
- Report writing
- Attend client meetings and communicate with clients directly
- Ensure all regulatory and compliance standards are met
- Contribute to the ongoing development of best practices and processes within the team.
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Paraplanner
2 weeks ago
Blakemore Recruitment Ingatestone, United KingdomRole - Paraplanner · Salary - £45,000 · Location - Ingatestone · Blakemore Recruitment are recruiting for an exciting opportunity for a Paraplanner to join a successful and growing firm, delivering high quality planning and advice to our bank of high net worth clients. · Are you ...
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Paraplanner
15 hours ago
mbf. Billericay, United KingdomOur client is a boutique financial planning business with offices close to Billericay, Essex. Their team of five Advisers, three Paraplanners and two Administrators is currently seeking to recruit an experienced Paraplanner due to increased business levelsand expansion. · This or ...
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Paraplanner - Ingatestone
2 weeks ago
Blakemore Recruitment Ingatestone, United KingdomWe are currently recruiting for a Financial Planning practice based in Ingatestone that are looking for a Paraplanner to join their team, focusing on providing a high quality financial planning and investment management service. Due to expansion, they arelooking for a Paraplanner ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Chelmsford, United Kingdom**Job Title: Paraplanner** · **Location: Chelmsford** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in Chelmsford who are searching to add an additional member to the Paraplanning depart ...
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Paraplanner
3 weeks ago
Burgh Recruitment Ltd City of London, United Kingdom**Paraplanner** · **Location -**London · **Salary -** Up to £55k + Bonus · We are an SJP Partner Practice in London looking to appoint an experienced Paraplanner to join our growing team. · Our Practice is highly successful and prides itself on offering a first-class service to a ...
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Paraplanner
2 weeks ago
Search Consultancy Essex, United KingdomParaplanner based in Essex. · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Level 4 qualif ...
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Paraplanner
2 weeks ago
Burgh Recruitment Ltd City of London, United Kingdom**Paraplanner** · **Role: Full time · Location: London, hybrid working** · **Salary: up to £65,000 depending on experience** · A highly successful SJP Partner Practice are seeking an experienced Paraplanner to support their Advisors and Clients with holistic, goal based financial ...
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Paraplanner
1 week ago
CV Elite Ltd London, United Kingdom**The Role: I am recruiting a Financial Planner (technically astute Paraplanner) on behalf of Paradigm Norton, an award-winning financial planning firm. The Financial Planner (Senior Paraplanner) will work alongside a highly experienced Client Manager,supporting with the building ...
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Paraplanner
3 weeks ago
Ortus PSR London, United Kingdom**Paraplanner** · **Location: Crystal Palace** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibili ...
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Paraplanner
2 weeks ago
PB Recruitment Consultants Ltd London, United Kingdom**A superb, exciting career opportunity is available, with one of the very best financial planning and wealth management firms, who currently requires an experienced Paraplanner to join its highly successful, friendly, and vibrant team** · **The office is based in the heart of th ...
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Paraplanner
2 weeks ago
Blakemore Recruitment Westerham, United KingdomLocation: Westerham, Kent · **Salary**: Up to £50,000. · We are recruiting for this highly regarded IFA practice in Kent who are looking to expand their paraplanning team. They would like an experienced paraplanner would ideally like for someone to be familiar with using intellig ...
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Paraplanner
1 week ago
Recruitment Connection Ltd Camden, United Kingdom**Trainee Paraplanner** · **London** · **C£ £ bonus and benefits** · **My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office a ...
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Paraplanner
2 weeks ago
Recruit UK Maidstone, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Services · **Location**: Maidstone · **Salary**: £26,000 - £32,000 · **Job Reference**: · Recruit UK is working on an excellent opportunity for a Paraplanner in Maidstone to join a thriving Financial Advice Company. · Our clien ...
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Paraplanner
3 weeks ago
Jenson Fisher Consulting Ltd City of London, United KingdomMy client take a modern approach to Wealth Management that prioritises quality, service and simplicity above all else. They are one of the UK's largest and most successful, independently owned, corporate solutions and wealth management consultancies. · Since first consolidating a ...
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Paraplanner
3 weeks ago
Cranleigh Personnel London, United Kingdom**Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £40,000- £50,000 + Bonus** · **Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?** · Are you looking to work 1-1 with an Adviser so you ...
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Paraplanner
1 week ago
Ortus PSR London, United KingdomA highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Para ...
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Paraplanner
2 weeks ago
Burgh Recruitment Ltd Rochester, United Kingdom**Paraplanner** · **Location - Rochester, Kent** · **Salary -** up to £42,000 depending on experience - 5 days - 1 x WFH day - Full Time · We are an SJP Senior Partner Practice in Rochester looking to appoint an experienced Paraplanner to join our growing team. · Our Practice is ...
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Paraplanner
2 weeks ago
Recruit UK City of London, United Kingdom**Role: Paraplanning Manager** · **Location: London** · **Salary: up to £65,000 + bonus** · **Ref: 7010** · Recruit UK is working with one of the largest Chartered Financial Planning companies in the profession who are looking for a Paraplanning Manager to join their team. · This ...
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Paraplanner
2 weeks ago
Recruit UK London, United Kingdom**Title**: Paraplanner · **Location**: London · **Reference**: 7362 · **The company**: · We're working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. · his client spends time learning about their clients' unique n ...
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Paraplanner
1 week ago
Independent Resourcing Consultancy Maidstone, United KingdomIRC is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Miadstone offices. · After assessing these against the client's financial objectives, you will produce timely and compliant Financi ...
Paraplanner - Ingatestone - Blakemore Recruitment
Description
We are currently recruiting for a Financial Planning practice based in Ingatestone that are looking for a Paraplanner to join their team, focusing on providing a high quality financial planning and investment management service. Due to expansion, they are looking for a Paraplanner to support the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
Requirements
The ideal candidate would have the following attributes:
Duties
Duties to include: