- Full level 4 Diploma in Regulated Financial Planning as a minimum working towards chartered.
- Knowledge of paraplanning and client support processes and understanding of risk.
- A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.
- Familiar with Voyant software
- Mentoring, training, and development of team members
- The fostering of a good working culture which is inclusive and encourages personal development.
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Financial Paraplanner
4 weeks ago
Tate Recruitment Guildford, Surrey, United KingdomParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for ...
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Financial Paraplanner
1 week ago
Tate Recruitment Guildford, Surrey, United KingdomFinancial Planning Team · Employment Type: Full time, hybrid working. · with a superb benefits package. · We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Inve ...
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Financial Paraplanner
3 weeks ago
Financial Divisions Uxbridge, Greater London, United KingdomParaplanner – Route to Advisor with clients provided Hybrid Working – Based in Uxbridge, Middlesex · £50k and bonus · My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Ta ...
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Financial Paraplanner
2 weeks ago
Capio Recruitment Ruislip, Greater London, United KingdomJob Title: Paraplanner - Development in to a Financial AdvisorLocation: Ruislip, LondonSalary: Hybrid working modelFree parkingDiscretionary bonusSupport towards professional examsDevelopment opportunities into a Financial Adviser roleCompany Overview: Join a dynamic financial se ...
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Financial Paraplanner
3 weeks ago
mbf. United KingdomParaplanner - Top National Financial Planners - Newcastle, Hybrid Working, 2 to 3 days per week · up to £55,000 + Bonus + Benefits (potentially flexible) · The role will be working for their Newcastle office but can be either office based or hybrid (mix of office and home worki ...
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Financial Paraplanner
3 days ago
Financial Divisions Maidenhead, Berkshire, United Kingdom £65,000Chartered Paraplanner – with pathway to directorship Hybrid Working – Based in Maidenhead, Berkshire · Up to £65k basic salary + revenue related salary increases · My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer ...
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Financial Paraplanner
1 day ago
Financial Divisions Maidenhead, Berkshire, United Kingdom £65,000Chartered Paraplanner – With potential to become Financial Advisor Average Client £AUM between £750k-£1m · Hybrid Working – Based in Maidenhead, Berkshire · Up to £55k basic salary + revenue related salary increases · My client are a well-established Independent Financial Advic ...
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Financial Paraplanner
3 weeks ago
JDC London, United KingdomParaplanner (Client Services Technical Team) City of London (Fenchurch Street) · Monday to Thursday office & Friday work from home · Salary to £32,000 + bonus Annual Earnings £37,000 to £40,000 · You're already working as a trainee financial planner or paraplanner with a pensi ...
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Financial Paraplanner
3 weeks ago
Financial Divisions London, United KingdomFinancial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm · My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients w ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting England, 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 Pla ...
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Financial Paraplanner
2 weeks ago
Heat Recruitment Ltd London, United KingdomThe firm has the flexibility to mould the Paraplanner opportunity around each person s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. You will be responsible for writing high-quality suitability reports ...
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Financial Paraplanner
4 weeks ago
Quilter plc United KingdomThe National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. Although we are a remote team, the team works as one unit and is very supportive. Success is measured by achieving a great case quality and completed in a ti ...
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Financial Paraplanner
2 weeks ago
Financial Divisions London, United Kingdom2 x Paraplanner Vacancies - Up to £65,000 - Chartered IFA firm - West End Offices (Central London)My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumul ...
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Financial Paraplanner
3 weeks ago
Financial Divisions United KingdomMy client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. The advisers offer advice ...
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Financial Paraplanner
3 weeks ago
Recruit UK | Certified B Corp™ United KingdomFinancial Services · Recruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent Financial Advice company · . · Our client is award-winning and is one of the Largest Chartered Financial Planning firms in the UK. You will be providing ...
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Financial Paraplanner
3 weeks ago
Financial Divisions United KingdomParaplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance. My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner. They are renowned for delivering intelligent wealth manageme ...
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Financial Paraplanner
2 weeks ago
Financial Divisions Maidenhead, Berkshire, United Kingdom £65,000Hybrid Working - Based in Maidenhead, Berkshire · Up to £65k basic salary + revenue related salary increases · My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax Pl ...
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Financial Paraplanner
3 weeks ago
Capio Recruitment Ruislip, Greater London, United KingdomJob Title: Paraplanner - Development in to a Financial Advisor Location: Ruislip, London · Hybrid working model · Free parking · Discretionary bonus · Development opportunities into a Financial Adviser role · Company Overview: Join a dynamic financial services firm based nea ...
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Financial Paraplanner
4 weeks ago
Financial Divisions Worthing, West Sussex, United KingdomParaplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex · £40,000 plus bonus and benefits package + hybrid working · Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth ne ...
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Financial Paraplanner
3 weeks ago
Financial Divisions Worthing, West Sussex, United KingdomParaplanner - Route to Adviser OR Senior Technical Specialist · 40,000 plus bonus and benefits package + hybrid working · Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an exp ...
Financial Paraplanner - Guildford, Surrey, United Kingdom - Tate Recruitment
Description
Financial Planning TeamEmployment Type:
Full time, hybrid working.
Salary:
Competitive with a superb benefits package.
We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.
The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently.
The Paraplanner will work closely with the Planners and wealth administrators to provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals.
Strong background in the Financial Services industry
