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Paraplanner
1 week ago
CV Elite Ltd London, United Kingdom**The Role: I am recruiting a Financial Planner (technically astute Paraplanner) on behalf of Paradigm Norton, an award-winning financial planning firm. The Financial Planner (Senior Paraplanner) will work alongside a highly experienced Client Manager,supporting with the building ...
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Paraplanner
3 weeks ago
Ortus PSR London, United Kingdom**Paraplanner** · **Location: Crystal Palace** · **Salary: £30,000 - £40,000** · 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. · **Responsibili ...
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Paraplanner
1 week ago
Recruitment Connection Ltd Camden, United Kingdom**Trainee Paraplanner** · **London** · **C£ £ bonus and benefits** · **My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office a ...
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Paraplanner
2 weeks ago
PB Recruitment Consultants Ltd London, United Kingdom**A superb, exciting career opportunity is available, with one of the very best financial planning and wealth management firms, who currently requires an experienced Paraplanner to join its highly successful, friendly, and vibrant team** · **The office is based in the heart of th ...
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Paraplanner
2 days ago
mbf. London, United Kingdommbf. is currently working with a boutique Financial Planning organisation with 8 staff managing £200M in assets under management, to recruit for a Paraplanner to join their team. · This will be based from the businesses London office and will offer hybrid working with up to 3 day ...
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Paraplanner
2 weeks ago
Cranleigh Personnel London, United Kingdom**Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £40,000- £50,000 + Bonus** · **Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?** · Are you looking to work 1-1 with an Adviser so you ...
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Paraplanner
1 week ago
Ortus PSR London, United KingdomA highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers. The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases. You will have the opportunity towork with 3 existing Para ...
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Paraplanner
2 weeks ago
Recruit UK London, United Kingdom**Title**: Paraplanner · **Location**: London · **Reference**: 7362 · **The company**: · We're working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. · his client spends time learning about their clients' unique n ...
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Paraplanner
2 weeks ago
Brevere Group London, United KingdomAre you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want tobe part of a team deliverin ...
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Paraplanner
2 weeks ago
Burgh Recruitment Ltd London, United Kingdom**Paraplanner** · **Location -**Fully Remote · **Salary -** up to £45k + Bonus · We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. · Our Practice is highly successful and prides itself on offering a first-class service to all o ...
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Paraplanner
3 weeks ago
Recruit UK London, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Planning · **Location**: London · **Salary**: up to £55,000 · **Job Reference**: 7220 · Are you an experienced Paraplanner looking to work in one of the best companies in the country? Then look no further · Recruit UK are worki ...
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Paraplanner
1 week ago
Ortus PSR London, United KingdomThere is an opportunity for an experienced Paraplanner to join an IFA firm in London, they are a personable team that is currently growing. They provide informed, impartial and independent advice to both individual and corporate clients focusing on providinga personal service. · ...
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Paraplanner
2 weeks ago
mbf. London, United KingdomOur client a highly successful investment focused IFA based in London are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The rolewill involve producing ...
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Paraplanner
1 week ago
eFinancialCareers London, United KingdomAs a Paraplanner, what's important to you is providing an outstanding service to clients. You enjoy helping people to understand financial planning recommendations. You thrive on accuracy and seeing the result of the good work that you do. · Because it's not about doing the same ...
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Paraplanner
3 weeks ago
Ortus PSR London, United KingdomA Fully Independent Advisory firm in London is looking to hire a Paraplanner who will provide technical and client management support to a team of Financial Advisers. · This role offers the opportunity to support the business with providing high-quality, compliant financial plann ...
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Paraplanner
3 weeks ago
Rathbones Group Plc London, United Kingdom Full timeCompany description: · A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the s ...
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Paraplanner
1 week ago
Reed Insurance London, United KingdomWe are working with an established wealth institutions based in West London, they are actively looking for a new Paraplanner to join their team. · The role is to assist the Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the prod ...
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Paraplanner
3 days ago
Search Consultancy London, United KingdomParaplanner · London · Competitive salary + market leading benefits package, bonus, flexible working · Award winning Financial Planning organisation in London are hiring offering a mix of office and home working. · Experience in a Financial Services environment is essential and i ...
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Paraplanner
1 week ago
IDEX Consulting Ltd London, United KingdomA fantastic opportunity has arisen for an experienced Paraplanner to join a personal wealth team. As a relatively new team in London they are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. · As a growing busines ...
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Paraplanner
1 week ago
Finlink Ltd London, United KingdomAn excellent opportunity to join a highly successful, independent financial advisory firm who are directly authorised. They are part of a group of companies covering wealth management, asset management, health and corporate benefits. · They pride themselves on their traditional v ...
Trainee Paraplanner or Paraplanner - United Kingdom - Meraki Talent Ltd
Description
Trainee ParaplannerCompetitive SalaryPermanentNewcastle Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle.
You will be joining an expanding team in Newcastle as a Trainee Paraplanner. You will receive direct support from experienced advisors aiding you in your journey to a fully qualified financial advisor.Key Responsibilities:
Maintain client files in both paper and electronic formats, ensuring accuracy and compliance.
Prepare client files and documentation for servicing and face-to-face meetings.
Coordinate client meetings and manage advisors' calendars.
Assist in processing new business applications and gathering required documentation.
Conduct research on investment products and industry regulations to support decision-making.
Liaise with third-party providers to facilitate transactions and resolve queries.
Background:
Previous experience in a financial planning/advisory environment is essential.
Strong work ethic.
Excellent communication skills.
Work effectively in a team.
Motivation and a willingness to learn.
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