- Level 4 diploma qualified/ in progress
- Good understanding of the Financial Planning process
- Strong interpersonal skills, both written and verbal communication
- Customer service skills - providing an excellent service to the adviser and client
- Excellent planning and organisational skills
- Ability to work effectively to deadlines
- Accuracy and attention to detail to balance demands of roleThis is a unique opportunity for a paraplanner in Nottingham to join a firm where they offer hybrid working such as working from home 3 days a week and providing you with an office set upBenefits include:Holiday - 25 days + Bank holiday and extra for each years service up to 28x4 DISGroup PensionPMICash PlanIncome ProtectionPlease note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.
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Financial Paraplanner
3 weeks ago
Idex Consulting Nottingham, United Kingdom Full timeAn opportunity has become available for 2 part qualified/Diploma qualified Paraplanners in Nottingham 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 ti ...
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Financial Paraplanner
2 weeks ago
IDEX Consulting Nottingham, United KingdomAre you a meticulous and analytical individual with a passion for finance and wealth management? Are you seeking an exciting opportunity to develop your career as a Paraplanner? My clients are a leading financial advisory firm dedicated to providing comprehensive wealth managemen ...
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Financial Paraplanner
1 week ago
CB3 Associates Ltd Sheffield, United Kingdom £34,000 - £37,000Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team: · Working: Yes – Even split between office/home working · Package: £34-37k base DOE + bonus & full company benefits ...
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Financial Paraplanner
1 week ago
CB3 Associates Ltd Sheffield, United Kingdom £34,000 - £37,000Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:Location: Sheffield Working: Yes - Even split between office/home workingPackage: £34-37k base DOE + bonus & full comp ...
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Financial Paraplanner
3 weeks ago
SLATER FINANCIAL LTD Buxton, Derbyshire, United KingdomJob Description Slater Financial Ltd is a reputable, well established IFA firm, based in Buxton and is currently seeking a Paraplanner to join their thriving team. The company has experienced continued year on year growth over the last decade and has achieved this through develop ...
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Financial Paraplanner
3 weeks ago
SLATER FINANCIAL LTD Buxton, Derbyshire, United KingdomSlater Financial Ltd is a reputable, well established IFA firm, based in Buxton and is currently seeking a Paraplanner to join their thriving team. The company has experienced continued year on year growth over the last decade and has achieved this through developing excellent re ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Mansfield, United Kingdom**Job Title: Paraplanner** · **Salary: £30,000 - £50,000** · **Location: Mansfield** · A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Paraplanner to come and join their growing team. · This firm provides complex, in-dept ...
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Senior Financial Planning Administrator
3 weeks ago
CAPIO RECRUITMENT LIMITED Mansfield, United Kingdom**Job Title: Senior Financial Planning Administrator** · **Salary: £27,000 - £32,000** · **Location: Mansfield** · A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Pla ...
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Paraplanner
2 weeks ago
Search Consultancy Sutton-in-Ashfield, United KingdomParaplanner · Nottinghamshire · £35,000 - £55,000 (depending on experience and qualifications) plus excellent benefits including 10% pension, income protection, exam support including working hours study time and bonus for passing exams, free parking and hybrid working) · An esta ...
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Paraplanner
3 weeks ago
North Oak Recruitment Ltd Nottinghamshire, United Kingdom**Paraplanner** · **Nottinghamshire (Our Ref AL1219)** · **Salary to c£38,000 + benefits inc parking (salary dep on exp)** · **Flexible home working options, 2 days at home / 3 days in the Nottinghamshire based office per week** · My client is a multi-award-winning IFA and specia ...
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Paraplanner
1 week ago
Search Consultancy Nottinghamshire, United KingdomParaplanner · Nottingham - Outskirts · £30,000 - £45,000 plus flexible home/office working, training, exam support, free parking and benefits package · This is an outstanding opportunity with an award winning Financial Planning organisation to join as a Paraplanner in their offic ...
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Senior Paraplanner
2 weeks ago
North Oak Recruitment Ltd Nottinghamshire, United Kingdom**Senior Paraplanner** · **Nottinghamshire (our ref AL1208)** · **Salary to c£45,000 + excellent benefits** · My client is an award-winning, Nottinghamshire based IFA and they have an outstanding new opportunity for an experience Paraplanner to join and lead their Paraplanning Te ...
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Paraplanner
1 week ago
Search Consultancy Nottinghamshire, United KingdomParaplanner · Nottingham · £30,000 - £45,000 plus flexible home/office working, training, exam support, free parking and benefits package · This is an outstanding opportunity with an award winning Financial Planning organisation to join as a Paraplanner in their offices based in ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Chesterfield, United Kingdom**Job Title: Paraplanner** · **Salary: £30,000 - £45,000** · **Location: West Wiltshire** · 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 presenc ...
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Paraplanner
3 weeks ago
GCB Agency Recruitment Nottingham, United KingdomOur clients, an award-winning, boutique wealth management firm based in the centre of Nottingham, dealing with high-net-worth individuals are looking for an experienced Paraplanner to join their successful team. · **The responsibilities of the Paraplanner will include**: · - You ...
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Paraplanner Team Leader
1 week ago
Recruit UK Nottingham, United Kingdom**Job Title**: Paraplanner Team Leader · **Industry**:Financial Services · **Location**:Nottingham · **Salary**:£40,000-£60,000 · **Job ref**: 7467 · Are you a paraplanning manager wanting to work within a progressive firm where you can add real value to clients and your team? · ...
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Senior Paraplanner
2 weeks ago
GCB Recruitment Nottingham, United KingdomWe are currently looking for a Senior Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham. · **Working hours**: · As a Senior Paraplanner, you'll be required to work Monday - Friday (Mon & Fri at Home) · **The successful Senior Paraplanner wi ...
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Paraplanner
2 weeks ago
Brevere Group Nottingham, United KingdomIn order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. · Working as part of the team focused on providing innovative holistic solutions to HNW clie ...
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Paraplanner
1 week ago
Search Consultancy Nottingham, United KingdomParaplanner · Nottingham · up to £55,000 plus fantastic benefits and bonus, flexible home/office working, career development, exam support, free parking · An established and well regarded IFA in Nottingham are looking for a Paraplanner to strengthen their technical support team. ...
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Paraplanner Team Leader
3 weeks ago
Ortus PSR Nottingham, United KingdomRecognised as one of the top Financial Planning practices to work for, this Chartered Practice in the East Midlands is looking to hire a Paraplanner Team Leader. · You can expect a salary in the region of £35,000 - £45,000+, dependent on experience. · **Responsibilities**: · You ...
Financial Paraplanner - Mansfield, Nottinghamshire, United Kingdom - IDEX Consulting Ltd
Description
Paraplanner - Part home basedUp to £45,000Mansfield An opportunity has become available for part qualified/Diploma qualified Paraplanners in Nottingham.To join a growing financial planning firm that offer hybrid working, 3 working from home and can offer some flexible working with start and finishing timesThey are looking for an individual that has started their level 4 diploma or has already obtained this, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to:To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectives.
Conduct fund research, prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice providedLiaise with Product Providers / Third Parties regarding any technical queriesThe ideal candidate will:
