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Financial Paraplanner
2 weeks ago
IDEX Consulting Nottingham, United KingdomAre you a meticulous and analytical individual with a passion for finance and wealth management? Are you seeking an exciting opportunity to develop your career as a Paraplanner? My clients are a leading financial advisory firm dedicated to providing comprehensive wealth managemen ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Ltd Mansfield, Nottinghamshire, United KingdomParaplanner - Part home basedUp to £45,000Mansfield An opportunity has become available for part qualified/Diploma qualified Paraplanners in Nottingham.To join a growing financial planning firm that offer hybrid working, 3 working from home and can offer some flexible working wit ...
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Paraplanner
3 weeks ago
GCB Agency Recruitment Nottingham, United KingdomOur clients, an award-winning, boutique wealth management firm based in the centre of Nottingham, dealing with high-net-worth individuals are looking for an experienced Paraplanner to join their successful team. · **The responsibilities of the Paraplanner will include**: · - You ...
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Paraplanner Team Leader
1 week ago
Recruit UK Nottingham, United Kingdom**Job Title**: Paraplanner Team Leader · **Industry**:Financial Services · **Location**:Nottingham · **Salary**:£40,000-£60,000 · **Job ref**: 7467 · Are you a paraplanning manager wanting to work within a progressive firm where you can add real value to clients and your team? · ...
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Paraplanner
2 weeks ago
Brevere Group Nottingham, United KingdomIn order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. · Working as part of the team focused on providing innovative holistic solutions to HNW clie ...
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Senior Paraplanner
2 weeks ago
GCB Recruitment Nottingham, United KingdomWe are currently looking for a Senior Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham. · **Working hours**: · As a Senior Paraplanner, you'll be required to work Monday - Friday (Mon & Fri at Home) · **The successful Senior Paraplanner wi ...
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Paraplanner Team Leader
3 weeks ago
Ortus PSR Nottingham, United KingdomRecognised as one of the top Financial Planning practices to work for, this Chartered Practice in the East Midlands is looking to hire a Paraplanner Team Leader. · You can expect a salary in the region of £35,000 - £45,000+, dependent on experience. · **Responsibilities**: · You ...
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Paraplanner
1 week ago
Search Consultancy Nottingham, United KingdomParaplanner · Nottingham · up to £55,000 plus fantastic benefits and bonus, flexible home/office working, career development, exam support, free parking · An established and well regarded IFA in Nottingham are looking for a Paraplanner to strengthen their technical support team. ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Nottingham, United Kingdom**Job Title - Paraplanner** · **Location - Nottingham** · **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 Nottingham. The firm prides the ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Nottingham, United Kingdom**Job Title - Senior Paraplanner** · **Location - Nottingham** · **Salary - £35,000 - £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 Nottingham. The firm pri ...
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Paraplanning Manager
2 weeks ago
CAPIO RECRUITMENT LIMITED Nottingham, United Kingdom**Job Title - Paraplanning Manager** · **Location - Nottingham** · **Salary - £40,000 - £50,000** · Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a Paraplanning Manager to join a practice in Nottingham. The firm pride ...
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Senior Paraplanner
2 weeks ago
Artemis Recruitment Consultants Ltd Nottingham, United KingdomOur client is looking for a talent Senior Paraplanner to join their team in Nottingham. · **Responsibilities**: · - Working collaboratively with financial planners, you will help give advice to clients. You will create lifetime cashflow forecasts with multiple scenarios to test t ...
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Ifa Administrator
2 weeks ago
Independent Resourcing Consultancy Nottingham, United Kingdom**IFA Administrator**: · - Job Reference: 135 · - Date Posted: 21 February 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Nottingham · - Remote Working: Some remote working possible · - Salary: £18,000 to £25,000 · - Sector: Administration, Client Services · ...
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Administrator - Financial Planning
2 weeks ago
Distinct Recruitment Nottingham, United KingdomDo you have admin experience gained within Wealth Management or Financial Planning? If so, this is the role for you You will be working in a small, well established and friendly admin team, hybrid working from the start with an excellent benefits packageincluding - 26 days holida ...
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Office Manager
2 weeks ago
Distinct Recruitment Nottingham, United KingdomReporting to the Operations Director, you will be managing a team of 9-10 Administrators and Paraplanners. Financial Services experience isn't essential but would be ideal. The company offer hybrid working from the start with an excellent benefits packageincluding - 26 days holid ...
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Ifa Administrator
3 weeks ago
Ortus PSR Nottingham, United KingdomThis firm has a strong ethos of growth, kindness and collaboration. That's why this practice is recognised as one of the** top financial planning companies to work for**, they have **Chartered Financial Planner** status and areregularly judged to be a** Top 100 Financial Planning ...
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Ifa Administrator
3 weeks ago
Ortus PSR Nottingham, United KingdomThis firm has a strong ethos of growth, kindness and collaboration. That's why this practice is recognised as one of the** top financial planning companies to work for**, they have **Chartered Financial Planner** status and are regularly judged to be a** Top 100 Financial Plannin ...
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Administrator - Wealth Management
2 weeks ago
Distinct Recruitment Nottingham, United KingdomDo you have admin experience gained within Wealth Management or Financial Planning? If so, this is the role for you You will be working in a small, well established and friendly admin team, hybrid working from the start with an excellent benefits package including - 26 days holid ...
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Paraplanning Team Leader
2 weeks ago
Artemis Recruitment Consultants Ltd Nottingham, United KingdomWe are working with a Chartered Financial planning firm that are now looking for a Paraplanning Team Leader to join their team based in Nottingham. · To thrive as the Paraplanning Team Leader, you will ideally have this experience and skillset: · - Chartered status, with strong t ...
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Ifa Administrator
2 weeks ago
GCB Recruitment Nottingham, United KingdomWe are currently looking for an IFA Administrator to join our clients, a well-established Financial Planning firm in the Nottingham area. · **Working hours**: · As an IFA Administrator, you'll be required to work Monday - Friday (Mon & Fri at Home) · **The successful IFA Administ ...
Financial Paraplanner - Nottingham, United Kingdom - Idex Consulting
Description
An opportunity has become available for 2 part qualified/Diploma qualified Paraplanners in Nottingham to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish timesThey are looking for an individual that has started their level 4 diploma or has already obtained this, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
Provide research and analysis of investment funds and financial products, whilst considering the client objectives
Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
Good understanding of the Financial Planning process
Excellent planning and organisational skills
This is a unique opportunity for a Paraplanner in Nottingham to join a firm where they offer hybrid working such as working from home 3 days a week and providing you with an office set up
Holiday - 25 days + Bank holiday and extra for each years service up to 28
Group Pension
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.
We are committed to driving conscious inclusion across our business and creating equitable pathways.