- Maintain a high technical knowledge of products and processes through ongoing training and self-development. Meet quality targets, CPD, and KPIs.
- Contribute to staff meetings and process improvement sessions to help the Company achieve its goals;
- Assist the administrative support team by providing constructive feedback and training input if required;
- Demonstrable experience working as a Paraplanner or Adviser, preferably within an independent financial practice;
- A detailed understanding of pensions, investments, protection and tax planning;
- Excellent report writing and communication skills;
- Experience with Intelligent Office and other financial advice software
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Financial Administrator/Trainee Paraplanner
4 days ago
Vero HR Peterborough, United Kingdom Full timeAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and ...
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Financial Administrator/Trainee Paraplanner
2 days ago
Vero HR Peterborough, United KingdomAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous · Financial Administrator/Trainee Paraplanner · to join the friendly ...
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Financial Administrator/Trainee Paraplanner
6 days ago
Vero HR Ltd Peterborough, United Kingdom Full timeAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and ...
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Financial Administrator/Trainee Paraplanner
2 days ago
Vero HR Ltd Peterborough, United Kingdom Full timeAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and ...
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Paraplanner
2 weeks ago
RecruitMe Stamford, United Kingdom Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. · They are a reputable financial practice with a successful history providing fully independent financial advice to cl ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Peterborough, United Kingdom**Job Title - Paraplanner** · **Location - Peterborough** · **Salary - £30,000 - £45,000** · Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Peterborough. The firm prides ...
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Paraplanner
3 weeks ago
Ortus PSR Grantham, United Kingdom**Paraplanner** · **Location: Grantham** · **Salary: £35,000 - £45,000** · 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. · **Responsibilities** ...
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Trainee Financial Adviser
2 weeks ago
Cranleigh Personnel Casterton, United Kingdom**Trainee Financial Adviser / Trainee Financial Planner** · **Based Great Casterton, Lincolnshire** · **Hours 9am-5pm** · **Based salary £33,000 - £40,000 depending upon experience** · **Are you looking to become a Financial Adviser?** · - Do you feel frustrated in your current r ...
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Technical Manager
3 weeks ago
Brevere Group Rutland, United Kingdom**Are you an experienced paraplanner, wanting to take your career to the next level and have a great impact on the wider business.** · This role offers a great opportunity to utilise your technical ability, while developing the wider team and really contributing to the wider orga ...
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Paraplanner (Hybrid)
3 weeks ago
CAPIO RECRUITMENT LIMITED Grantham, United Kingdom**Job Title: Paraplanner (Hybrid)** · **Salary: £30,000 - £40,000** · **Location: Grantham** · A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong pres ...
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IFA Administrator
2 weeks ago
RecruitMe Stamford, United Kingdom Full timeWe have a fantastic IFA Financial Administrator opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. · They are a reputable financial practice with a successful history providing fully independent financ ...
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Ifa Administrator
3 weeks ago
CAPIO RECRUITMENT LIMITED Peterborough, United Kingdom**Job Title -IFA Administrator** · **Location - Peterborough** · **Salary - £24,000 - £28,000** · Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Milton Keynes, ...
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Paraplanner
2 days ago
Paradigm Employment Services Spalding, United Kingdom Contract, Full timeParaplanner · A truly exciting opportunity for a Paraplanner to join one of UK's leading wealth management and financial advisory specialist based in Lincolnshire area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference ...
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Paraplanner (Permanent)
3 weeks ago
Risk Free Recruitment Ltd South Holland, Lincolnshire, United KingdomParaplanner vacancy · Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners. · Primary Tasks: · ...
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Paraplanner
2 weeks ago
Paradigm Employment Services Spalding, United Kingdom Permanent, Full timeParaplanner · A truly exciting opportunity for a Paraplanner to join one of UK's leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to t ...
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Financial Services Administrator
3 weeks ago
Duncan & Toplis East Midlands, United KingdomFinancial Planning Services | Full-time | East Midlands · We have an opportunity for a full-time financial services administrator to join our team and support individuals across the East Midlands with tailored wealth management solutions. · Working as part of the administration t ...
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Financial Administrator
2 weeks ago
Landmark IFA Ltd Stamford, United Kingdom**Landmark IFA Ltd - Stamford** Full time · Landmark IFA, Wealth Management firm based in Stamford is looking for a Financial Administrator to join their busy team in Stamford, supporting a large team of professional Advisers. · The hours of work are 9.00am-17:00pm working in our ...
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Financial Administrator
3 weeks ago
Career Cross Limited Peterborough, United Kingdom**Financial Administrator (home-based) - Peterborough - £26k - £30k plus excellent benefits** · Our client is a successful, busy and growing financial services outsource business, supporting financial advisers with everything they need. Due to continued growth and expansion they ...
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Senior Financial Services Administrator
2 weeks ago
Service Service Employment Agency Limited Stamford, United KingdomMy client is a successful and well established wealth management firm, based in the picturesque market town of Stamford; they are currently looking for a Senior Administrator to join their busy team, supporting a large team of professional advisers. · The hours of work are 9.00am ...
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Sjp Personal Assistant
2 weeks ago
Your Resourcing Partner Limited Peterborough, United KingdomWe are recruiting for a **Personal Assistant**to support a successful partner practice of St. James's Place Wealth Management (SJP), based in North London. This role can be carried out on a fully remote basis. · The role would suit a professional individual who is willing to offe ...
Financial Paraplanner - Spalding, Lincolnshire, United Kingdom - Risk Free Recruitment Ltd
Description
Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team.
The successful candidate will work alongside their Financial Advisers and existing Paraplanners.Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately;