- Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.
- Write client review letters, including portfolio reviews and drawdown reviews.
- Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.
- Conduct portfolio analysis and rebalancing as needed.
- Perform fund, product, and provider research and due diligence, including portfolio construction using tools like FE Analytics & Centra.
- Salary up to £45,000
- Hybrid and flexible working options
- Potential for part time
- Study support with Level 4 and Chartered exams
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Paraplanner
1 week ago
Ortus PSR Loughborough, United KingdomI am working with a highly rated Wealth Management firm in the Loughborough area, with a great reputation down to their high quality and personal approach to financial planning. · The firm in question are looking to bring on board a Paraplanner who will be working collaboratively ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Leicester, United Kingdom**Job Title - Paraplanner** · **Location - Leicester** · **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 Leicester. The firm prides thems ...
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Paraplanner
1 week 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
1 week ago
CAPIO RECRUITMENT LIMITED Nottingham, United Kingdom**Job Title - Paraplanner** · **Location - Nottingham** · **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 Nottingham. The firm prides the ...
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Paraplanner
1 week 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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Paraplanner
1 week 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
4 days 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 days ago
Belper Independent Financial Solutions Belper, United KingdomParaplanner · Belper IFS is a successful wealth management business based in Derbyshire and so well respected by its clients that it is continually expanding. This incorporates giving advice on retirement planning. · We currently have a great opportunity for someone to gain more ...
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Paraplanner
1 day 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
1 week ago
mbf. Coventry, United Kingdom**Experienced Paraplanner - Growing Coventry based IFA practice - Salary negotiable depending on experience** · MB Fitgzerald are currently working with a busy Chartered Financial Planning practice in Meriden, Coventry who are looking to add an experienced Paraplanner to their bu ...
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Paraplanner
2 days ago
CAPIO RECRUITMENT LIMITED Nottingham, United Kingdom**Job Title - Senior Paraplanner** · **Location - Nottingham** · **Salary - £35,000 - £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 Nottingham. The firm pri ...
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Paraplanner
1 week ago
Ortus PSR Market Harborough, United KingdomI am working alongside a national, forward-thinking Wealth Management firm with a fantastic local reputation, that pride themselves on their personable approach to Financial Planning. · They are looking for a Paraplanner to join their team in the Birmingham area, providing techni ...
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Paraplanner
4 days 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 or Trainee Paraplanner
2 days ago
Cameron James Burton-on-Trent, United KingdomAbout the company: · Our Clients were established in the early 1980's and is one of the largest independent financial advisors in the midlands, authorised and regulated by the FCA. · They have an extensive team of highly qualified experienced independent financial advisers, many ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Coventry, United KingdomCapio recruitment are working with an independent Financial Planning firm based in Coventry for an experienced Paraplanner to join their team. The firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs.They provide holistic ...
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Paraplanner
3 days ago
GCB Recruitment Coventry, United KingdomOur client, a well-established financial planning firm in Coventry is recruiting a Paraplanner to join their successful business. This position is available due to how well our clients are doing, therefore there is room to expand the team in order to continueon that upward trajec ...
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Paraplanner
3 days ago
CB3 Associates Ltd Colton, United Kingdom**The Company**: Regional IFA firm linked to an accountancy group looking to add a Paraplanner to their adviser support team. It's a Colton, East Leeds based head-office and with a hybrid office/home working setup they are looking for someonewith research/report writing experienc ...
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Paraplanner
1 week ago
Ortus PSR Grantham, United KingdomWe are a directly authorised, chartered, independent business based in Grantham. · ?????? ???????????? · We have 33 people across the business and we know that a healthy business is one that listens to all its employees, to help keep the working environment enjoyable and develop ...
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Paraplanner
1 week ago
Artemis Recruitment Consultants Ltd Nottingham, United KingdomOur client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available. · **Specific activities include**: · - Check all compliance paperwork is present · - Discuss client objectives with F ...
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Paraplanner
5 days ago
CAPIO RECRUITMENT LIMITED Derby, United KingdomCapio recruitment are working with a well established Independent Financial Planning firm, in Derbyshire, for an experienced Paraplanner. They have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are lookingto grow their back-office ...
Paraplanner - Loughborough, United Kingdom - Heat Recruitment Ltd
Description
ParaplannerLocation:
Loughborough
Salary:
£35,000 - £45,000
Duration:
Permanent, Full time, Hybrid
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance.
This is an excellent opportunity for someone looking to grow and progress within the financial services industry.Key Responsibilities:
Progression Opportunities:
The firm are committed to the growth and development of the team members.
There will be the option to progress into an adviser role, should a space become available in the adviser team.
What next?Apply today to be considered for the Paraplanner opportunity.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
