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Paraplanner
3 weeks ago
IDEX Consulting Ltd Bath, United KingdomWe are working with one of the UK's leading financial planning firms who due to a recent promotion are now looking to hire into their Paraplanning team. · This opportunity would suit someone who holds the level 4 diploma, has worked previously within a paraplanning role and someo ...
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Paraplanner
2 weeks ago
Partners Employment Trowbridge, United KingdomWe are delighted to be working with our well-established Client based in the Southwest area. · This is a fantastic opportunity for a **Technical Paraplanner** to be welcomed into the team. · This is a full time, **hybrid working role within the financial services.** · **Duties In ...
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Paraplanner
5 days ago
mbf. Trowbridge, United KingdomOur client is a boutique Wealth Management business based in Trowbridge. As a modern-day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office. The firmhas been growing continu ...
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Paraplanner
2 weeks ago
Aspire Executive Search Bristol, United KingdomParaplanner, Bristol, £30,000 - £50,000 dependent on your experience and level of Financial Serives examinations. A strong element of home working · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an exce ...
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Paraplanner
2 weeks ago
Recruit UK Bristol, United Kingdom**Role: Paraplanner** · **Location: Bristol** · **Salary: Up to £45,000** · **Ref: 7286** · Recruit UK is working with one of the UK's top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Bristol. · Drawing on an impressive history, along ...
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Paraplanner
2 weeks ago
Search Consultancy Bristol, United KingdomParaplanner based in Bristol · 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 quali ...
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Paraplanner
2 weeks ago
Premier Jobs UK Limited Marlborough, United Kingdom Full timeThis Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team · You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. ...
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Paraplanner
1 week ago
Recruit UK Bristol, United Kingdom**Job Title**:Paraplanner · **Industry**:Financial Services · **Location**:Bristol · **Salary**: up to £45,000 · **Reference Number**:7354 · Are you an experienced financial planning professional? · Do you write reports, research, and aid clients within your role? · If you're cur ...
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Paraplanner
1 week ago
IDEX Consulting Bath, Somerset, United KingdomAn opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...
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Trainee Paraplanner or Paraplanner
1 week ago
CleverHR Bath, Somerset, United KingdomWe are currently supporting an independently owned Wealth Management firm who are on the lookout for Trainee Paraplanner to join the support team. · This role is ideal if you have started studying towards your Level 4 Diploma and are looking for the opportunity to learn and deve ...
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Paraplanner
2 weeks ago
IDEX Consulting Ltd Bristol, United KingdomWe are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years. · This opportunity would suit someone who has been working within a paraplanning capacity and holds their level 4 dipl ...
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Paraplanner
3 days ago
Ortus PSR Bristol, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic boutique IFA practice in Bristol City Centre who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: · - Technical support to our Adviser Team · - Resear ...
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Paraplanner
1 week ago
Recruit UK Flax Bourton, United Kingdom**Job Title**: Paraplanner · **Location**: Bristol · **Salary**: Up to £35k · **Reference**:3548 · Recruit UK are currently recruiting a Paraplanner to join one of Bristol's leading Wealth Management firms. They have been offering expert financial advice for over 30 years to a wi ...
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Paraplanner
6 days ago
Reed Insurance Sherborne, United KingdomReed have been engaged to support a financial planning firm who are based in Sherborne. The Company pride themselves on building strong and lasting client partnerships and developing innovative solutions. They work primarily with high-net-worth individualsand business owners, at/ ...
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Senior Paraplanner
5 days ago
mbf. Trowbridge, United KingdomOur client, a very successful IFA practice with offices in Trowbridge now requires a Chartered Paraplanner to join their team. The focus of this role is to support consultants that provide financial planning advice to HNW & UHNW clients across the UK andact as a point of contact ...
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Paraplanner
1 week ago
Capio Recruitment Financial Planning Bath, United Kingdom Full timeJob Title: Paraplanner · Salary: £ 34,000 - £ 45,000 · Location: Bath · A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Privat ...
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Paraplanner
3 weeks ago
Idex Bath, United KingdomAn opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...
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Technical Paraplanner
4 days ago
THRIVE GROUP LTD Trowbridge, United KingdomThrive Group are delighted to be actively recruiting for our client, an expert in providing financial planning advice. They urgently seek a **Technical Paraplanner** to join the team on a permanent basis. · **What you will be doing**: · - Supporting the Consultants ahead of clien ...
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Paraplanner
1 week ago
Synchronicity Group Bristol, United KingdomWe are currently working with a leading National Wealth Manager in Bristol who through demand are looking to expand their paraplanning team. · They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent ...
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Senior Paraplanner
4 days ago
THRIVE GROUP LTD Trowbridge, United KingdomThrive Group are delighted to be actively recruiting for our client, an expert in providing financial planning advice. They urgently seek a **Senior Paraplanner** to join the team on a permanent basis. · **What you will be doing in this key role**: · - Supporting the Consultants ...
Paraplanner - Bath, United Kingdom - Idex
Description
Are you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team? An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplanner to join their team in Bath on a permanent basis.
As a Paraplanner with us, you will play a pivotal role in supporting our Financial Planning team by leveraging your comprehensive understanding of core financial planning solutions. Your responsibilities will include crafting robust financial plans, providing guidance to junior team members, and collaborating closely with our administration team to ensure the seamless processing of new and existing business.
To thrive in this role, you must possess a CII Level 4 Diploma in Regulated Financial Planning or equivalent, coupled with previous experience as a Paraplanner. Your exceptional communication skills, coupled with a keen eye for detail, will be instrumental in building strong relationships with colleagues and clients alike. Additionally, your ability to effectively prioritise tasks and meet deadlines in a fast-paced environment will be essential.
At our firm, we pride ourselves on fostering a culture of diversity and inclusion. We are committed to creating a supportive environment where individuals from all backgrounds can thrive and succeed.
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Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.