-
Paraplanner
5 days ago
Reed Insurance Ferndown, United KingdomReed have been engaged to support a leading chartered accountancy firm in Dorset who specialise in tax, business & personal accountancy and financial planning. · They are looking for a Paraplanner to be based in their Ferndown office. Working as a team, the Paraplanner should sup ...
-
Paraplanner
2 days ago
Nelson Scott LLP Broadstone, United KingdomWorking for this Regional Wealth Manager you will ensure the business generated by our Advisors is processed correctly and in a timely manner. The role will include: · - Collating client information while helping maintain an excellent compliance record · - Preparing high quality ...
-
Paraplanner
2 days 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 ...
-
Paraplanner
5 days 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 ...
-
Paraplanner - Hybrid - Up to
5 days ago
Bond Williams Limited Wimborne Minster, United Kingdom Full timeParaplanner - Hybrid - Up to £38,000 · Are you an experienced Paraplanner with a good knowledge of various platforms? · Do you have previous experience working as a Paraplanner? · If yes, then read on to see what's on offer · What you'll be doing: · Preparing recommendation r ...
-
Paraplanner - Hybrid
5 days 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 ...
-
Client Facing Paraplanner
1 day 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 ...
-
Paraplanner Flexible working
1 week ago
Dynamite Recruitment Bournemouth, Dorset, United KingdomRecruiting for an Paraplanner on a hybrid basis offering flexible working hours, on behalf of my client; a successful Independent Financial Planning company based in Dorset. A relationship-based company, whose work ethos is built around building long-term relationships and provid ...
-
Paraplanner - Hybrid/flexible Working
1 week ago
Reed Bournemouth, Dorset, United KingdomReed Specialist Recruitment are proud to be representing a highly successful and ambitious SJP firm, who are looking for a new Paraplanner to join their team and help the Advisers. The successful candidate would be employed full-time, and would be able to work on a hybrid basis ( ...
-
Trainee Paraplanner/ifa Administrator
1 week ago
Reed Poole, Dorset, United KingdomReed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. · Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanne ...
-
Senior Paraplanner
5 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 ...
-
Senior Paraplanner
5 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 ...
-
Senior IFA Administrator/Junior Paraplanner
1 week ago
Reed Poole, Dorset, United KingdomReed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. · Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanne ...
-
Senior Paraplanner
4 days 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 ...
-
Senior Paraplanner
5 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 ...
-
Ifa Administrator
1 day ago
Appointed Ltd Christchurch, United Kingdom**Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients.** · - This position is a mix between off ...
-
Ifa Administrator
4 days ago
Appointed Ltd Christchurch, United Kingdom**Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients.** · - This position is a mix between off ...
-
Ifa Administrator
1 day ago
TO Resourcing Ltd Dorset, United KingdomIFA Administrator - Dorset - Up to £30,000 · TO resourcing are delighted to be working with an established firm of Chartered Financial Planners to support them in seeking an experienced IFA administrator. Working with the Administration team under the supervision of the Operation ...
-
Senior Paraplanner
1 day ago
Capio Recruitment Southampton, United KingdomJob Role: Financial Planner Salary: £55,000 to £75,000 Basic + Bonus Scheme · Our client is a growing wealth management firm, with offices throughout the UK, looking to bolster the financial planning team in the North West. · They have an active book of financial planning clien ...
-
Financial Services Administrator
1 day ago
Dynamite Recruitment Solutions Ltd Poole, United KingdomI am recruiting for an experienced Financial Planning Administrator / Client Services Professional to join a family ran Independent & Chartered Financial Advice Firm in Poole. You will be welcomed into beautiful office space within a warm and friendlyteam. This position is a fant ...
Paraplanner (Permanent) - Bournemouth, Dorset, United Kingdom - Dynamite Recruitment
Description
Recruiting for an Paraplanner on a hybrid basis offering flexible working hours, on behalf of my client; a successful Independent Financial Planning company based in Dorset.
A relationship-based company, whose work ethos is built around building long-term relationships and providing an exceptional level of client service.
We are open to someone working towards being qualified or someone newly qualified as well as an experienced qualified Paraplanner.
You will be liaising with clients, providers, and colleagues so, a high standard of communication skills both written and oral, is essential.
You will be involved in a wide variety of tasks including:
Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds
Attending client and product provider meetings
Processing new business to completion
Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses
Interpreting information and statistical data With your package you will be enrolled into private medical insurance, penson, hybrid working, ability to choose your suitable hours (7.5 per day) flexi start/ finish time.
Salay between £28,000 - £34,000 DOEFor further details please contact Tegan Sillett at Dynamite Recruitment