- You should have experience as a Paraplanner
- You should ideally hold full Level 4 Diploma in Financial Planning or equivalent (or close to achieving this)
- Salary of £35,000 to £43,000 dependent upon experience
- Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation
- Normal working hours of 9 – 5:30pm, Monday to Friday (possible movement on start / finish time)
- Office based role
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Paraplanner
1 week ago
Reed Insurance Whiteley, United KingdomReed have been engaged to support private wealth management company, providing investment management services and financial planning solutions to private clients. The Company have a strong, dynamic culture where everyone feels part of a team and where theycan have fun and grow in ...
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Trainee Paraplanner
1 week ago
Dynamite Recruitment Solutions Ltd Gosport, United KingdomA smaller family-built firm based in Fareham are recruiting for an experienced IFA Administrator / Trainee Paraplanner to join their fantastic team This role offers scope for progression within the team. You are welcomed into a great team, of hard workerswho also have a sense of ...
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Paraplanner
1 week ago
mbf. Southampton, United KingdomMbf are working with one of our very best clients to recruit an experienced Paraplanner. The business are true market leaders with offices across the UK, they are a Chartered & fully independent business that have won multiple industry awards. · The client is now seeking to recru ...
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Paraplanner
9 hours ago
Radley Recruitment Hampshire, United Kingdom**Paraplanner, (Diploma 4 Qualified or Part-Qualified) - Salary up to £45,000DOE + £4,000 initial bonus + Excellent Benefits** · **Based: Home Based or office** · We are searching for **experienced** and **professional Holistic and DB Pensions Paraplanners** to join our market le ...
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Paraplanner
1 week ago
Search Consultancy Hampshire, United KingdomParaplanner based in Hampshire · 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 qua ...
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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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Senior Paraplanner
4 days ago
PB Recruitment Consultants Ltd Southampton, United Kingdom**A multi-office Independent Financial Planner currently requires an experienced a Senior Paraplanner, Technical Support Consultant, to join its friendly team.** · **The Client Technical Support Consultant Role** · To provide an excellent service to the Financial Planning Directo ...
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Paraplanner
1 week ago
TC Group Portsmouth, United Kingdom Full timeParaplanner Portsmouth, Hampshire · Salary competitive depending on experience · Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working · Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum ...
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Paraplanner
4 days ago
TC Group Portsmouth, United KingdomJob Description · Paraplanner Portsmouth, Hampshire · Salary competitive depending on experience · Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working · Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of servic ...
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Paraplanner - Hybrid
1 week ago
Appointed ltd Romsey, United Kingdom**A Chartered Financial Planners with offices through Hampshire and Dorset are recruiting within their Romsey office to join their experienced and highly qualified team who specialise in providing pensions and investment advice, tax planning servicesand financial planning in divo ...
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Client Facing Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Southampton, United Kingdom**Job Title: Client Facing Paraplanner** · **Salary: £35,000 - £42,000** · **Location: Southampton** · A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and We ...
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Paraplanner - Flexible Working
1 week ago
mbf. Basingstoke, United KingdomMbf are working with one of the UKs largest & most successful fully Independent Financial Planning practices to recruit an experienced Paraplanner. Our client is well established, they have an excellent reputation across the country and have won multipleindustry awards. · They ar ...
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Paraplanner - Hybrid working
1 week ago
Brook Street Fareham, Hampshire, United KingdomBrook Street are recruiting for 2x Paraplanners for a client of ours in Fareham If you're a problem-solving wizard with top-notch communication skills, we want to hear from you. · Hybrid Working · This company are dedicated to making a positive impact on their client's financial ...
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Paraplanner (Permanent)
1 week ago
Dynamite Recruitment Portsmouth, Hampshire, United KingdomI am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Looking to recruit an experienced Paraplanner to add to the growing team due to their continued success. · You will be liaising with clients, providers, and colleagues so, a high standard ...
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Financial Paraplanner
1 week ago
TC Group Portsmouth, Hampshire, United KingdomSalary competitive depending on experience · Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working · Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) ...
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Senior Paraplanner
3 days ago
Capio Recruitment Southampton, United KingdomJob Role: Senior Paraplanner · Salary: £40,000 to £50,000 Basic + Bonus Scheme · Location: Southampton &/Or Portsmouth · Our client is an award winning wealth management firm, with offices throughout the UK, looking to bolster the financial planning team on the South Coast, by ...
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Paraplanner Flexible working
1 week ago
Dynamite Recruitment Portsmouth, Hampshire, United KingdomI am recruiting on behalf of a very successful, independently owned Financial Planning Firm. Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds · Interpreting information an ...
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Senior Paraplanner
3 days ago
Capio Recruitment Southampton, United KingdomJob Role: Senior Paraplanner Salary: £40,000 to £50,000 Basic + Bonus Scheme · Our client is an award winning wealth management firm, with offices throughout the UK, looking to bolster the financial planning team on the South Coast, by adding a new member to the Technical Parapl ...
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Senior Paraplanner
1 week ago
Capio Recruitment Southampton, United KingdomJob Description Job Role: Senior Paraplanner · Salary: £40,000 to £50,000 Basic + Bonus Scheme · Our client is an award winning wealth management firm, with offices throughout the UK, looking to bolster the financial planning team on the South Coast, by adding a new member to t ...
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Senior Paraplanner
3 days ago
Capio Recruitment Southampton, United KingdomJob Description · Job Role: Senior Paraplanner · Salary: £40,000 to £50,000 Basic + Bonus Scheme · Location: Southampton &/Or Portsmouth · Our client is an award winning wealth management firm, with offices throughout the UK, looking to bolster the financial planning team on t ...
Paraplanner - Fareham, United Kingdom - Premier Jobs UK Limited
Description
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team
You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers
As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated.
You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin team who undertake the suitability reports for standard cases such as ISAs.
Paraplanner Requirements
The Company
This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure.
Paraplanner Benefits
Location
Fareham
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
