- Pension and death in service benefits
- Exam fees covered for any additional qualifications
- Hybrid working model, with a minimum of 2 days in the office
-
Paraplanner
1 week ago
Ortus PSR Grantham, United Kingdom**Paraplanner** · **Location: Grantham** · **Salary: £35,000 - £45,000** · 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. · **Responsibilities** ...
-
Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Peterborough, United Kingdom**Job Title - Paraplanner** · **Location - Peterborough** · **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 Peterborough. The firm prides ...
-
Paraplanner
2 days ago
RecruitMe Stamford, United Kingdom Full timeWe have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. · They are a reputable financial practice with a successful history providing fully independent financial advice to cl ...
-
Paraplanner
4 days ago
Paradigm Employment Services Spalding, United Kingdom Permanent, Full timeParaplanner · A truly exciting opportunity for a Paraplanner to join one of UK's leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to t ...
-
Paraplanner
1 week ago
Ortus PSR Grantham, United KingdomWe are a directly authorised, chartered, independent business based in Grantham. · ?????? ???????????? · We have 33 people across the business and we know that a healthy business is one that listens to all its employees, to help keep the working environment enjoyable and develop ...
-
Paraplanner (Permanent)
1 week ago
Risk Free Recruitment Ltd South Holland, Lincolnshire, United KingdomParaplanner vacancy · Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners. · Primary Tasks: · ...
-
Paraplanner (Permanent)
5 days ago
Heat Recruitment Ltd South Holland, Lincolnshire, United KingdomPosition: Paraplanner · Location: Spalding, UK · Salary: £35,000 per annum · Benefits: · 20 days basic holiday plus all bank holidays + additional 3 days between Christmas & New Year when the office closes · Pension and death in service benefits · Exam fees covered for any additi ...
-
Financial Paraplanner
1 week ago
Risk Free Recruitment Ltd Spalding, Lincolnshire, United KingdomOur client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners. · Communicate directly with clients on ...
-
Paraplanner (Hybrid)
1 week ago
CAPIO RECRUITMENT LIMITED Grantham, United Kingdom**Job Title: Paraplanner (Hybrid)** · **Salary: £30,000 - £40,000** · **Location: Grantham** · A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong pres ...
-
Paraplanner Flexible working
5 days ago
Paradigm Employment Services South Holland, Lincolnshire, United KingdomA truly exciting opportunity for a Paraplanner to join one of UK's leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients a ...
-
Paraplanner/Administrator
2 days ago
Golden Oak Wealth Management Stamford, Lincolnshire, United KingdomWe are a well-established, family-owned firm providing independent financial advice on pensions, investments, protection and inheritance tax planning in the heart of Stamford and surrounding areas. As we are expanding, we are looking to recruit an experienced and ambitious Parapl ...
-
Paraplanner/Administrator
4 days ago
Golden Oak Wealth Management Stamford, Lincolnshire, United KingdomWe are a well-established, family-owned firm providing independent financial advice on pensions, investments, protection and inheritance tax planning in the heart of Stamford and surrounding areas. As we are expanding, we are looking to recruit an experienced and ambitious Parapl ...
-
Paraplanner/Administrator
4 days ago
Golden Oak Wealth Management Stamford, United KingdomJob Description · We are a well-established, family-owned firm providing independent financial advice on pensions, investments, protection and inheritance tax planning in the heart of Stamford and surrounding areas. As we are expanding, we are looking to recruit an experienced an ...
-
Paraplanner / Experienced Administrator
2 days ago
Golden Oak Wealth Management Stamford, Lincolnshire, United KingdomJob Description We are a well-established, family-owned firm providing independent financial advice on pensions, investments, protection and inheritance tax planning in the heart of Stamford and surrounding areas. As we are expanding, we are looking to recruit an experienced and ...
-
Paraplanner / Experienced Administrator
4 days ago
Golden Oak Wealth Management Stamford, Lincolnshire, United KingdomWe are a well-established, family-owned firm providing independent financial advice on pensions, investments, protection and inheritance tax planning in the heart of Stamford and surrounding areas. As we are expanding, we are looking to recruit an experienced and ambitious Parapl ...
-
Paraplanner Flexible working
5 days ago
Heat Recruitment Ltd Boston, Lincolnshire, United KingdomCompetitive salary dependent on experience / qualifications · Compensation and Benefits: · * Enhanced Pension: 20 days of holiday, increasing to 25 after 3 years · * On-site parking · A dynamic financial advisory firm in Boston is actively expanding its support team. Career P ...
-
Technical Manager
1 week ago
Brevere Group Rutland, United Kingdom**Are you an experienced paraplanner, wanting to take your career to the next level and have a great impact on the wider business.** · This role offers a great opportunity to utilise your technical ability, while developing the wider team and really contributing to the wider orga ...
-
Trainee Financial Adviser
5 days ago
Cranleigh Personnel Casterton, United Kingdom**Trainee Financial Adviser / Trainee Financial Planner** · **Based Great Casterton, Lincolnshire** · **Hours 9am-5pm** · **Based salary £33,000 - £40,000 depending upon experience** · **Are you looking to become a Financial Adviser?** · - Do you feel frustrated in your current r ...
-
IFA Administrator
3 days ago
RecruitMe Stamford, United Kingdom Full timeWe have a fantastic IFA Financial Administrator opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. · They are a reputable financial practice with a successful history providing fully independent financ ...
-
Ifa Administrator
1 week ago
CAPIO RECRUITMENT LIMITED Peterborough, United Kingdom**Job Title -IFA Administrator** · **Location - Peterborough** · **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 Milton Keynes, ...
Paraplanner - Holbeach, United Kingdom - Heat Recruitment Ltd
Description
Position:
Paraplanner
Location:
Spalding, UK
Salary:
£35,000 per annum
Benefits:
* 20 days basic holiday plus all bank holidays + additional 3 days between Christmas & New Year when the office closes
While there is no progression to an adviser role available at this time, the position offers a dynamic and engaging environment for those who are passionate about paraplanning.
Responsibilities:
1. Collaborate with advisers to gather necessary information for client cases.
2. Prepare thorough research and reports to support the advisory process.
3. Liaise directly with advisers, providing essential support for client-related activities.
4. Communicate with clients via telephone and email, ensuring a high level of service.
Requirements:
1. Proven experience as a Paraplanner in a financial services setting.
2. Strong analytical and research skills.
3. Excellent communication skills, both written and verbal.
4. Ability to work independently and as part of a collaborative team.
5. Knowledge of industry regulations and compliance requirements.
6. Relevant qualifications in financial planning or paraplanning.
What next?
If you are a dedicated Paraplanner seeking a challenging and rewarding full-time role with a competitive salary and comprehensive benefits package, we encourage you to apply.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms:
IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support