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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Derby, United KingdomCapio recruitment are working with a well established Independent Financial Planning firm, in Derbyshire, for an experienced Paraplanner. They have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are lookingto grow their back-office ...
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Paraplanner
2 days ago
CAPIO RECRUITMENT LIMITED Derby, United Kingdom**Job Title: Paraplanner** · **Location: Derby** · **Salary: £35,000 - £45,000** · **The Company**: · The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful app ...
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Paraplanner
1 week ago
North Oak Recruitment Ltd Stanton-by-Dale, United Kingdom**Paraplanner** · **Derbyshire DE7 (our ref AL part home working available** · **Salary c£35,000 depending on experience + benefits** · My client is a prestigious and award winning Wealth Management organisation and they now have a fabulous new opportunity for an experienced **Pa ...
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Paraplanner
2 weeks ago
Search Consultancy Sutton-in-Ashfield, United KingdomParaplanner · Nottinghamshire · £35,000 - £55,000 (depending on experience and qualifications) plus excellent benefits including 10% pension, income protection, exam support including working hours study time and bonus for passing exams, free parking and hybrid working) · An esta ...
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Paraplanner
4 days ago
North Oak Recruitment Ltd Derbyshire, United Kingdom**Paraplanner** · **Derbyshire DE22 (our ref AL1211)** · **Salary c£35,000 depending on experience + benefits inc bonus** · My client is a prestigious and award winning Wealth Management organisation and they now have a fabulous new opportunity for an experienced **Paraplanner** ...
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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
1 week ago
CAPIO RECRUITMENT LIMITED Mansfield, United Kingdom**Job Title: Paraplanner** · **Salary: £30,000 - £50,000** · **Location: Mansfield** · A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Paraplanner to come and join their growing team. · This firm provides complex, in-dept ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Chesterfield, United Kingdom**Job Title: Paraplanner** · **Salary: £30,000 - £45,000** · **Location: West Wiltshire** · 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 presenc ...
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Paraplanner
1 week ago
Burgh Recruitment Ltd Leicestershire, United Kingdom**Paraplanner** · **Location -Leicestershire / Hybrid** · **Salary - £35,000 - £40,000 ++** · We are an SJP Managing Partner Practice in Leicestershire looking to appoint an experienced Paraplanner, preferably with SJP experience to join our growing team. · Our Practice is highly ...
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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
3 weeks ago
North Oak Recruitment Ltd Nottinghamshire, United Kingdom**Paraplanner** · **Nottinghamshire (Our Ref AL1219)** · **Salary to c£38,000 + benefits inc parking (salary dep on exp)** · **Flexible home working options, 2 days at home / 3 days in the Nottinghamshire based office per week** · My client is a multi-award-winning IFA and specia ...
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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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Paraplanner or Trainee Paraplanner
2 weeks ago
Cameron James Burton-on-Trent, United KingdomAbout the company: · Our Clients were established in the early 1980's and is one of the largest independent financial advisors in the midlands, authorised and regulated by the FCA. · They have an extensive team of highly qualified experienced independent financial advisers, many ...
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Paraplanner
2 weeks ago
Exchange Street Claims & Financial Services Mansfield, United Kingdom**Just because you're happy doesn't mean you can't be happier.** · Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Reasonably OK with your salary. · **This business is one that us recruiters see ...
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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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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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Trainee Paraplanner
2 weeks ago
NJR Recruitment Derby, United KingdomTrainee Paraplanner · Derby Based · Hybrid Working (1 day from home) · £27,000 DOE · Study Support · Part Time / Reduced Hours Available · Our client is a well-established Independent Financial Planning firm based in the heart of Derby. Our client is committed to providing t ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Sheffield, United KingdomCapio recruitment are working with an independent financial planning firm in Sheffield for a Paraplanner to come and join their team. Our client provides holistic advice and specialises in retirement planning, tax planning, wealth management, with valuesof being honest and puttin ...
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Paraplanner
1 week ago
Search Consultancy Nottinghamshire, United KingdomParaplanner · Nottingham - Outskirts · £30,000 - £45,000 plus flexible home/office working, training, exam support, free parking and benefits package · This is an outstanding opportunity with an award winning Financial Planning organisation to join as a Paraplanner in their offic ...
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Paraplanner
2 weeks ago
CB3 Associates Ltd Colton, United Kingdom**The Company**: Regional IFA firm linked to an accountancy group looking to add a Paraplanner to their adviser support team. It's a Colton, East Leeds based head-office and with a hybrid office/home working setup they are looking for someonewith research/report writing experienc ...
Paraplanner - Belper, United Kingdom - Belper Independent Financial Solutions
2 weeks ago
Description
ParaplannerBelper IFS is a successful wealth management business based in Derbyshire and so well respected by its clients that it is continually expanding. This incorporates giving advice on retirement planning.
We currently have a great opportunity for someone to gain more experience in their career within this field, and would like to consider candidates currently working in this industry and who are ready to immerse themselves in continuing their study journey to become a fully quaiified Paraplanner. We are able to give support and advice to someone who has commenced this journey and worked in a wealth management/investment company.
The role is office based and includes study support and private healthcare, as well as a competitive salary for your experience level and is extremely friendly atmosphere.
You will join us as a Paraplanner. The role will comprise conducting research according to client requirements, completing recommendation reports and preparing review documentation for the financial advisor to use at a client meeting.
You will support and work with a Financial Adviser and complete a number of non-client facing tasks as well as servicing clients, becoming involved in preparing and administering a bespoke Financial Plan for their own circumstances.
Responsibilities of the Paraplanner:
• Preparing and maintaining the client file along with the support of the admin team.
• Preparing and implementing recommendations.
• Ensure all recommendations have been actioned.
• Support both Financial Advisers, and at times, the Junior Planner as required.
• Preparing letters, reports and other documents in advance of the financial reviews.
• Prepare Review Reports when required, conducting any technical research required.
• Support the office with general duties e.g., answering the telephone, supporting colleagues with training, as well as feeding and cuddling the dog
Requirements:
We are looking for someone who is interested in this type of business to continue to build their career with support from our team, and we would expect that you are on the journey to obtaining full FCA accreditation.
Other qualities we look for are..
o Good 'attention to detail'
o Excellent numeracy/literacy
o A team player
o Good at 'letter writing'
o Computer literacy skills or experience of 'industry specific software' would be an advantage.
o Methodical approach to researching and preparing data.
If you need help to take you through the different steps to achieve Paraplanner status and have a successful track record in doing this.
A have a very pleasant atmosphere and friendly team environment in a town centre with free parking, and can offer a selection of hours arrangements but total of 37.5 hours for full time (Monday to Thursday). Further benefits include private healthcare, study support, and competitive salary reviewed with experience level.
Location: Belper, Derbyshire
Contract Type: Full Time, 4 day week Monday to Thursday OR Part-time hours available. Permanent
Salary: Competitive salary up to £40k for full time position, part-time would also be available and be pro-rata.
You may have experience of the following: Financial Administrator, Paraplanner, Senior Paraplanner, Financial planner, Technical Administrator, Financial Services etc.
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