- Competitive salary £30-45k (dependent on experience)
- Join friendly paraplanner team at their Marlborough offices
- Career progression / study support
- 25 days holiday (rising with length of service) plus Bank Holidays
- Benefits include Life Assurance, Pension and Holiday Purchase Scheme
- Ideally Diploma (Dip PFS) qualified, equivalent knowledge/experience considered
- Paraplanning experience
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
-
Paraplanner
1 week ago
Premier Jobs UK Marlborough, United Kingdom· This 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 solution ...
-
Paraplanner
4 weeks ago
Bond Recruitment Ltd Marlborough, United Kingdom Full timeBond 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 technical ...
-
Paraplanner
1 week ago
Premier Jobs UK Marlborough, United KingdomThis 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. ...
-
Paraplanner
4 weeks ago
Recruit UK | Certified B Corp™ Marlborough, United KingdomRecruit 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 over 250 staff, inclu ...
-
Paraplanner
2 days ago
tPS Recruitment Marlborough, United Kingdom permanentThe Role · Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a small support team. You will perform all the expected paraplanner duties within a fun and dynamic team. · The Business · Our client is a gr ...
-
Paraplanner
1 week ago
Premier Jobs UK Marlborough, United Kingdom Full timeThis Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing teamYou will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. Plu ...
-
Paraplanner
4 weeks ago
Recruit Wealth Ltd Marlborough, United Kingdom Permanent, Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning & Wealth Management businesses in the UK, who are private equity backed for further growth and acquisition. · Our client provides a truly holistic service across financial plan ...
-
Paraplanner
1 week ago
Alderley Park Recruitment Marlborough, United Kingdom permanentOur client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience. · This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with their Financial ...
-
paraplanner
21 hours ago
Clark James Head Office Marlborough, United Kingdom Permanent, Full timeClark James Recruitment are working with a Market Leading Wealth Management Company, due to further business expansion our client are looking to recruit a an experienced Paraplanner to join their busy office in Marlborough. · Previous experience working as a Paraplanner is essent ...
-
Paraplanner
3 days ago
BDM Recruitment Marlborough, United Kingdom permanentAre you a motivated Paraplanner looking to develop your financial career by joining a market-leading wealth management company with an established and successful team? Do you have the skills to thrive under the challenge of an evolving and growing environment that encourages you ...
-
Paraplanner - Marlborough
2 weeks ago
MI Search Ltd Marlborough, United KingdomOur client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Marlborough office (hybrid working possible). · Working as a paraplanner you will work very closely with the independent financial advisers in provi ...
-
Paraplanner
2 weeks ago
Recruit UK Newbury, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Services · **Location**: Newbury, Berkshire · **Salary**: £35,000 - £45,000 · **Job Reference**: 7490 · Recruit UK is working on an excellent opportunity for a Paraplanner in Newbury to join a thriving Financial Advice Company. ...
-
Paraplanner
4 weeks ago
Recruit UK | Certified B Corp™ Marlborough, Wiltshire, United KingdomRecruit 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 over 250 staff, includin ...
-
Paraplanner
2 weeks ago
Burgh Recruitment Ltd Newbury, United Kingdom**Paraplanner** · **Location: Newbury, Berkshire (Hybrid working available)** · **Salary: Up to £45k plus bonus, depending on experience · **Working at an expanding Partner Practice of St. James's Place Wealth Management, a new opportunity has arisen for a Paraplanner to join our ...
-
Paraplanner
2 weeks ago
Calibre Candidates Newbury, United KingdomOverview: · Fantastic opportunity to join a well-established independent financial planning company working within a professional team environment. You could either be a part or fully qualified Paraplanner, keen to complete your qualifications within a company offeringsponsorship ...
-
Paraplanner
3 weeks ago
mbf. Trowbridge, United KingdomOur client is a boutique Wealth Management business based in Trowbridge. As a modern-day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office. The firmhas been growing continu ...
-
Paraplanner
2 weeks ago
Artemis Recruitment Consultants Ltd Wallingford, United KingdomOur client is looking for a talented Paraplanner to join their team based in Wallingford, Oxfordshire. · **Key Responsibilities**: · - To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. · - Review c ...
-
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 ...
-
Senior Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Swindon, United Kingdom**Job Title - Senior Paraplanner** · **Location - Swindon (Remote)** · **Salary - £40,000 - £55,000** · Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an Paraplanner to join a practice in Exeter. The firm prides themselves ...
-
Paraplanner
3 days ago
Coast Specialist Recruitment Swindon, United Kingdom permanentOur client a very successful national wealth manger is now looking for an experienced IFA administrator to join the growing team. · This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closel ...
Paraplanner - Marlborough, United Kingdom - Recruit UK | Certified B Corp™
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Job 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 over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.
Role:
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements. After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports
What's in it for you:
Skills and experience required:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well-established UK Financial Advice firm in Marlborough on a Paraplanner role.
Our commitment to you
Job Title: Paraplanner
Industry: Financial Services
Location: Marlborough
Salary: £30, ,000
Job Ref: 9049