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Paraplanner
2 days 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 day 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
2 days 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
1 week ago
Recruit UK Cheltenham, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Planning · **Location**:Cheltenham · **Salary**: £32,000 - £40,000 · **Job Reference**:7597 · Recruit UK is working on an excellent opportunity for a Paraplanner in Cheltenham, to join a leading Financial Planning firm. · Our c ...
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Paraplanner
2 days 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
6 days 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
1 day ago
Cavendish Maine Cheltenham, United Kingdom Full timeWe are currently recruiting an experienced Paraplanner for a Chartered Financial Planning firm in Cheltenham. · Job description · The role includes but is not limited to: · Obtaining and analysing information from providers · Conducting technical research · Creating accurate cash ...
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Paraplanner
6 days ago
Dynamite Recruitment Solutions Ltd Bourne Valley, United KingdomSalary upto 45k · A Small, professional, and welcoming financial planning firm who are growing due to continued success are recruiting for a Paraplanner or Senior Administrator to progress to Paraplanner to join their team. · Duties include: · - Preparing and maintaining client f ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Cheltenham, United Kingdom**Job Title: Paraplanner** · **Location: Cheltenham** · **Salary: £30,000 - £42,000 (DOE)** · **The Company**: · The opportunity to join a growing, Chartered Financial Planning firm with a fantastic reputation and focus on offering their clients an outstanding service. Developmen ...
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Paraplanner
1 week 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
6 days 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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Assitant Paraplanner
1 week ago
Reed Insurance Bristol, United KingdomREED Financial Services are representing a leading national banking and Wealth management firm who have an opportunity in their central Bristol office for an experienced IFA support professional to join their Assistant Paraplanning team. This is a fantasticopportunity if yoru loo ...
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Junior Paraplanner
1 week ago
Cavendish Maine Bristol, United Kingdom Full timeJunior Paraplanner · Progress further in your Wealth Management career with a highly reputable Chartered organisation. · Pathway to step up from providing administration support into becoming a Paraplanner. · Offering full exam, qualification, study and membership support. · Job ...
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Senior/technical Paraplanner
2 days ago
CAPIO RECRUITMENT LIMITED Cheltenham, United Kingdom**Job Title: Technical/Senior Paraplanner** · **Location: Cheltenham** · **Salary: £35,000 - £45,000 (DOE)** · **The Company**: · The opportunity to join a growing, Chartered Financial Planning firm with a fantastic reputation and focus on offering their clients an outstanding se ...
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Paraplanner - Home Based
1 week ago
mbf. Bristol, United KingdomMbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit an experienced Home Based Paraplanner. Our client holds Chartered status, they are fully independent and have an excellent reputation. · Their current requirement ...
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Paraplanner - Flexible Working
1 week ago
mbf. Trowbridge, United KingdomMbf are working with an independently owned, Chartered Financial Planning practice to recruit an experienced/qualified Paraplanner. The business provides holistic advice to a portfolio of specialist HNW & UHNW clients, they are a reputable organisation thathave grown organically ...
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Paraplanner - Basic Salary to
1 week ago
mbf. Bristol, United KingdomMbf are working with a boutique firm of Chartered Financial Advisers in Bristol to recruit an experienced & qualified Paraplanner. The client is a small but highly professional and successful financial planning practice, they provide specialist high qualityadvice to clients acros ...
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Paraplanner - Berkshire Part Remote
6 days ago
Reed Insurance Newbury, United KingdomI am currently supporting a Paraplanning role in the Newbury area if you are a skilled paraplanner and the company also allows part remote working for a skilled Diploma qualified local Paraplanner to the area. They are a well established extremely successfulcompany who have an ex ...
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Paraplanner
1 day ago
Recruit UK | Certified B Corp™ Marlborough, United KingdomJob Description · Recruit UK are working on an excellent opportunity for a Paraplanner in Marlborough to join a well-established UK Financial Advice firm. · This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing ove ...
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Paraplanner
1 week ago
CF30 Consulting (Independent Recruitment Consultancy) Marlborough, United Kingdom Full time· Bond Recruitment 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 Marlborough offices. · The successful candidate will work closely with their Financial Advisers by providing techni ...
Paraplanner (Db Pensions) - Wootton Bassett, Wiltshire, United Kingdom - CleverHR
Description
depending on experience) + Bonus schemeJunior Paraplanner
depending on experience) + Bonus scheme
We are delighted to be supporting this Financial Planning firm who build personal, long-term relationships with their clients founded on trust, providing them with ongoing advice and a first class service.
They are a growing firm looking for a Junior Paraplanner to join the team and assist in this mission.Junior Paraplanner - Role Overview
~ To support the Advisors to help them when informing & advising clients on financial strategies, plans and products. Prepare and organise the technical tasks, illustrations, and reports as required.
Fully analyse clients' requirements, develop cash flow models and accurately record client data;
Research and analyse financial products to meet client requirements and objectives;
Take full responsibility for the client files and back office IT records throughout the advice process;
Deal with general client queries by supporting the advisors and Client services team – Including but not limited to Pension Withdrawals / Trust Amendments /Investment Withdrawals / Bereavements
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
Previous experience of dealing with client enquiries, with the ability to investigate concerns / complaints and provide a satisfactory solution.
Previous Financial Services Admin / paraplanning experience within an IFA or Wealth Management environment (essential);Experience in the administration of Wealth Management Products Pension / Protection / Mortgage / IHT and Investment products(Desirable)
Broad experience of Microsoft Office (Outlook, Word, Excel);
Enthusiasm to help clients.
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
Open to change with a creative approach to problem solving
Roles include Financial Advisers/Wealth Managers, Paraplanners, IFA Administration and Compliance professionals.
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