- Developing comprehensive financial plans and strategies.
- Assisting in the implementation of financial plans.
- Experience with Intelligent Office and FE Analytics
- Knowledge of financial planning and risk assessment.
- Certified Financial Planner (CFP) or related certification would be advantageous.
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Financial Paraplanner
3 weeks ago
Heat Recruitment Ltd Lolworth, Cambridgeshire, United KingdomWe are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. Hybrid role: 2 days remote work, mandatory office presence on Mondays. · 30 days holiday plus Bank Holidays. · * Wellbeing day, birthday ...
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Financial Paraplanner
3 weeks ago
Modina Limited Ickleford, Hertfordshire, United KingdomJLM Wealth Limited is a leading financial advisory company dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financia ...
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Financial Administrator/Trainee Paraplanner
4 days ago
Vero HR Peterborough, United Kingdom Full timeAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and ...
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Financial Administrator/Trainee Paraplanner
2 days ago
Vero HR Peterborough, United KingdomAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous · Financial Administrator/Trainee Paraplanner · to join the friendly ...
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Financial Administrator/Trainee Paraplanner
6 days ago
Vero HR Ltd Peterborough, United Kingdom Full timeAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and ...
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Financial Administrator/Trainee Paraplanner
2 days ago
Vero HR Ltd Peterborough, United Kingdom Full timeAbout the opportunity: · We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. · We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and ...
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Paraplanner Diploma Qualified
3 weeks ago
Reed Insurance Cambridge, United KingdomI am recruiting for a great opportunity in PARAPLANNING with a National Financial Planning Company looking for a skilled successful PARAPLANNER AND REPORT WRITER.The role will allow part remote working and is based in the Basingstoke Area.The companyis looking for paraplanners wh ...
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Paraplanner
2 weeks ago
Recruit UK Cambridge, United Kingdom**Job Title**:Paraplanner · **Profession**:Financial Planning · **Location**:Cambridge · **Salary**:up to £40,000 · **Reference Number**:7527 · Recruit UK is working with an award-winning IFA company with an excellent reputation within the Cambridge area, with exciting growth pla ...
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Financial Planning Administrator
2 weeks ago
Recruit Wealth Ltd Cambridge, United KingdomRecruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Histon offices. · The business is a modern, highly ethical and rewarding employer. They deal with indivi ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Cambridge, United Kingdom**Job Title - Paraplanner** · **Location - Cambridge** · **Salary - £30,000 - £45,000** · Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Cambridge. The firm prides thems ...
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Financial Planning Administrator
3 weeks ago
Recruit Wealth Cambridge, United KingdomRecruit Wealth are representing a highly successful, well known, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Cambridge team. · They deal with individuals/private clients relating to their pensions, investments a ...
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Ifa Administrator
3 weeks ago
CAPIO RECRUITMENT LIMITED Cambridge, United Kingdom**Job Title -IFA Administrator** · **Location - Cambridge** · **Salary - £24,000 - £28,000** · Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a IFA Administrator to join a forward-thinking practice in Cambridge, due to ...
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Senior Paraplanner
2 weeks ago
PB Recruitment Consultants Ltd Cambridge, United Kingdom**A highly established, successful Independent Financial Practice currently requires an experienced Senior Paraplanner, to join its friendly team.** · **It provides high standards of customer service, professional advice tailor-made to its clients and long-term relationships** · ...
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Trainee Financial Advisor
1 day ago
Reed Insurance Cambridge, United Kingdom**3 GREAT POTENTIAL ROLES - YOU MUST HAVE FINANCIAL SERVCIES SKILLS** · My client a hugely successful IFA Firm based in the Cambridge area is actively looking to recruit an Employed Potential **TRAINEE FINANICAL ADVISOR** to join their hugely successful Team. · **The individual w ...
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Financial Administrator
2 days ago
Perspective Financial Group Ltd Cambridge, United KingdomWe are one of the UK's leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. · We are very client-centric and regarded as th ...
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Paraplanner
2 weeks ago
Brevere Group Hitchin, 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
3 weeks ago
GCB Agency Recruitment Shillington, United KingdomMy clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. ...
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Paraplanner
2 weeks ago
GCB Recruitment Hitchin, United KingdomMy clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. ...
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Paraplanner
1 week ago
Onyx Recruitment Hitchin, United Kingdom**Are you an experienced Paraplanner, with excellent inter-personal skills and background within the IFA / financial planning you seeking a new challenge and a permanent position with a prestigious Hertfordshire / Bedfordshire based firmthat's closely associated with the most we ...
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Paraplanner - Stansted, Essex - Plus
2 weeks ago
Financial Divisions Stansted, United KingdomMy client is a prestigious independent IFA Practice based near Stansted, Essex. Due to expansion they are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and theyare now looking to take ...
Financial Paraplanner - Cambridge, Cambridgeshire, United Kingdom - Independent Resourcing Consultancy Ltd
Description
My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner to join our dynamic team.
The successful candidate will play a crucial role in supporting our financial planners in the delivery of exceptional client service.
Assisting financial advisors in the research and analysis of financial plans.For this immediate opportunity please forward your CV to Eamon Behan today