- Strong financial planning skills
- Analytical skills
- Experience with investments and finance
- Proficient in report writing
- Ability to provide sound financial advice and support
- Excellent communication and interpersonal skills
- Attention to detail and accuracy
- Diploma qualified
- At least 2 years experience in a paraplanning role
-
Paraplanner
2 days ago
Dawn Consulting (Sw) Limited Stockton-On-Tees, United Kingdom Full timeParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipP ...
-
Senior Paraplanner
1 week ago
Cameron James Middleton, United KingdomOur Client is a nationwide, independent financial advice and fund management group who are seeking to appoint an experienced Paraplanner based in Middleton, Manchester. Hybrid - Office / Homebased · The position would suit an experienced individual who would be required to analys ...
-
Paraplanner
2 days ago
Reed Insurance Newcastle Upon Tyne, United Kingdom**Are you looking for a new Paraplanning opportunity in 2023?** · **Edinburgh - Hybrid/WFH - Study Support - Career Progression** · **Salary up to £50K DOE/Qualifications** · **Highly competitive benefits package including excellent pension and bonus** · REED are pleased to be wo ...
-
Paraplanner
1 week ago
Prismatic Wealth Limited Stockton-on-Tees, United KingdomCompany Description · Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an en ...
-
Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Newcastle Upon Tyne, United Kingdom**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Newcastle** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand t ...
-
Senior Paraplanner Manager
1 week ago
Cameron James Middleton, United KingdomOur clients are a highly regarded investment and pensions advisory firm established in 2010 who are part of a wider Group of Financial Advisers. Due to promotion require a Senior Paraplanner/Manager. · Role Title: Senior Paraplanner / Manager · The role requires the individual to ...
-
Paraplanner
1 week ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomJob Description · Paraplanner · Hybrid · £35,000 - £45,000 · Newcastle · Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma and has expe ...
-
Paraplanner
13 hours ago
mbf Newcastle upon Tyne, United KingdomJob Description · Paraplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week · up to £55,000 + Bonus + Benefits (potentially flexible) · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplan ...
-
Paraplanner
1 week ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplanner · Hybrid · £43,000 - £50,000 · Newcastle · Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma and has experience as a Par ...
-
Paraplanner
1 day ago
IDEX CONSULTING LTD Newcastle upon Tyne, United KingdomParaplanner · Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly. · Hybrid · £43,000 - £50,000 · Newcastle · Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm t ...
-
Paraplanner
6 days ago
Synchronicity Financial Services Newcastle upon Tyne, United KingdomWe are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status. · The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol. · W ...
-
Paraplanner
5 days ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomJob Description · Paraplanner · Hybrid · £43,000 - £50,000 · Newcastle · Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma and has exp ...
-
Paraplanner
1 day ago
mbf Newcastle Upon Tyne, United KingdomParaplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week · up to £55,000 + Bonus + Benefits (potentially flexible) · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will ...
-
Paraplanner
1 week ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplanner · Hybrid · £35,000 - £45,000 · Newcastle · Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma and has experience as a Par ...
-
Trainee Paraplanner or Paraplanner
2 days ago
meraki talent ltd Newcastle upon Tyne, United Kingdom Full timeTrainee Paraplanner · Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements. · Competitive Salary · Permanent · Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial ser ...
-
Paraplanner
2 days ago
IDEX CONSULTING LTD Newcastle upon Tyne, United KingdomParaplanner · Hybrid · £43,000 - £50,000 · Newcastle · Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description. · Our clients are looking for a Paraplanner in Newcastle to join a grow ...
-
Paraplanner
1 week ago
IDEX Consulting Ltd Newcastle upon Tyne, United KingdomParaplannerHybrid £43,000 - £50,000Newcastle Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working.They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you w ...
-
Paraplanner
4 days ago
Idex North Yorkshire, United KingdomOur clients are looking for a Paraplanner in York to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Plan ...
-
Paraplanner
2 weeks ago
Dawn Consulting Limited County Durham, United KingdomParaplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipP ...
-
Paraplanner
6 days ago
Idex Newcastle upon Tyne, United KingdomOur clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working and a unique earning potential. · They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be work ...
Paraplanner - Stockton-on-Tees, County Durham, United Kingdom - Prismatic Wealth Limited
Description
Job DescriptionCompany Description
Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers located in Stockton-On-Tees. With over £220 million of funds under management and over 30 years of experience in investment management, Prismatic Wealth has built an enviable reputation. Our dedicated and highly qualified team of financial advisers and support staff are committed to developing creative and innovative solutions to help clients achieve their goals and manage their financial affairs.
Role Description
This is a full-time role for a Paraplanner at Prismatic Wealth Limited, though part-time would be considered for the right candidate. The Paraplanner will be responsible for various day-to-day tasks including financial planning, conducting research, analysing investments, report writing, and liaising with advisers. This is a hybrid role, based in Stockton-On-Tees with the flexibility for some remote work.
Qualifications
Benefits
Prismatic Wealth offer an excellent benefits package, including pension scheme, Health Cash Plan, Critical Illness and Death In Service Scheme.
Salary dependent on experience and qualifications £31,000 - £37,000.