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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Guildford, United Kingdom**Job Title: Paraplanner** · **Salary: £35,000 - £45,000** · **Location:Guildford** · A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team wi ...
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Paraplanner
1 week ago
Nelson Scott LLP Guildford, United Kingdom**Job Title: Paraplanner** · **Hours**:Full-time · **Working Type**:Hybrid - Office and home working · **Pension**: 4% contributory employer pension contribution · **Holiday**: 23 days holiday (3 days for Christmas close) increasing by a total of 5 days over the first 5 years of ...
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Paraplanner
1 week ago
mbf. Guildford, United KingdomMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. · Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning suppo ...
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Paraplanner
4 days ago
2i Recruit Ltd Godalming, United Kingdom**Requirements**: · - To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report. · - Understanding the required content of a suitability report and conducting own research into any missing information before compiling it. ...
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Paraplanner
1 week ago
Blakemore Recruitment Godalming, United KingdomWe are recruiting for this award winning financial planning practice who require a paraplanner to join the team. The key tasks and responsibilities will be: · - Completion of suitability reports in a timely fashion and meeting any targets agreed with the director. · - To analyse ...
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Paraplanner - Godalming
5 days ago
Blakemore Recruitment Godalming, United KingdomWe are currently recruiting for a Financial Planning practice in Godalming who are looking to recruit a Paraplanner. · **Role purpose** · Paraplanning is a technical function that supports and informs the work of Financial Advisers in all areas of finance, including pensions, mor ...
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Paraplanner
1 week ago
Search Consultancy Surrey, United KingdomParaplanner, based in Surrey, competitive salary and benefits package · Job Purpose · To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. · Job Role · - To draft financial planning reports in o ...
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Paraplanner
4 days ago
Premier Jobs UK Limited Farnborough, United Kingdom Full timeThis Paraplanner job is available within an award winning firm that truly cares about their team. · You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: · Reviewing factfinds and meeting ...
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Senior Paraplanner
6 days ago
CAPIO RECRUITMENT LIMITED Woking, United Kingdom**Job Title: Senior Paraplanner** · **Location: Woking** · **Salary: £35,000 - £45,000** · **The Company**: · We are working on a brand-new position with an established Independent Financial Planning business in Woking who are searching to add an additional member to the Paraplan ...
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Paraplanner - - Godalming, Ifa
1 week ago
Financial Divisions Godalming, United KingdomMy client, based in Godalming (Surrey) whom I have placed 3 members of staff with have been operating for 20+ years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees,accumulators and fam ...
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Paraplanner
4 days ago
Ortus PSR South East England, United KingdomThe 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**: · - Technical support to our Adviser Team · - Research the most suitable ...
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Paraplanner
2 days ago
Blakemore Recruitment Westerham, United KingdomLocation: Westerham, Kent · **Salary**: Up to £50,000. · We are recruiting for this highly regarded IFA practice in Kent who are looking to expand their paraplanning team. They would like an experienced paraplanner would ideally like for someone to be familiar with using intellig ...
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Paraplanner
4 days ago
Recruit UK London, United Kingdom**Title**: Paraplanner · **Location**: London · **Reference**: 7362 · **The company**: · We're working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. · his client spends time learning about their clients' unique n ...
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Paraplanner
1 week ago
Ortus PSR London, United Kingdom**Paraplanner** · **Location: Crystal Palace** · **Salary: £30,000 - £40,000** · 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. · **Responsibili ...
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Paraplanner
1 week ago
GCB Recruitment Reading, United Kingdom**For the successful Paraplanner, our clients are offering the following**: · - £30,000 - £45,000 (depending on experience) · - Annual Bonus · - Study support for qualifications · - Increased Pension Contribution · - 25 days holiday + bank holidays · **The Paraplanner duties will ...
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Paraplanner
3 days ago
PB Recruitment Consultants Ltd London, United Kingdom**A superb, exciting career opportunity is available, with one of the very best financial planning and wealth management firms, who currently requires an experienced Paraplanner to join its highly successful, friendly, and vibrant team** · **The office is based in the heart of th ...
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Paraplanner
1 week ago
Tate Recruitment Guildford, United KingdomJob Description · Paraplanner · Location: Guildford · Department: Financial Planning Team · Employment Type: Full time, hybrid working. · Salary: Competitive with a superb benefits package. · We are thrilled to be partnering with one of the Uk's leading investment management comp ...
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Paraplanner
1 week ago
mbf. London, United KingdomOur client a highly successful investment focused IFA based in London are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The rolewill involve producing ...
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Paraplanner
13 hours ago
Brevere Group Watford, United KingdomThis energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. · This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct ...
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Paraplanner
13 hours ago
eFinancialCareers London, United KingdomAs a Paraplanner, what's important to you is providing an outstanding service to clients. You enjoy helping people to understand financial planning recommendations. You thrive on accuracy and seeing the result of the good work that you do. · Because it's not about doing the same ...
Paraplanner - Guildford, Surrey, United Kingdom - mbf
Description
Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £45,000 (potentially negotiable) - plus benefitsMBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their team in GuildfordCompany Overview:
Our client is at the forefront of the Wealth and Investment Management sector, delivering top-tier financial solutions and services.
Their commitment to excellence has made them an industry leader, and they are seeking a Paraplanner to contribute to their continued success.
Location:
Guildford, with flexible working optionsSalary:
Negotiable to around £45,000 per annum (depending on experience)
Benefits:
Private Medical Insurance (PMI)
Permanent Health Insurance (PHI)Season Ticket LoanPensionLife AssuranceFlexibensGenerous holiday allowance, with the option to buy/sell daysRole and Responsibilities:
In this role, you will be responsible for:Collaborating with a Chartered Financial Planner to create comprehensive and insightful financial reports.
Leveraging your expertise in various financial products to provide valuable support.Assisting in developing tailored investment strategies.
Ensuring an exceptional client experience.
Candidate Requirements:
We are seeking driven individuals who can meet the following criteria:Diploma-level qualifications at a minimum.
Chartered status or active pursuit of this advanced certification is highly desirable.
A robust understanding of financial products and industry regulations.
Exceptional report writing skills.
Additional Information:
This role offers flexible working arrangements, with an expectation of three office-based days per week.
The successful candidate will receive a competitive salary, a comprehensive benefits package, and the opportunity to be a vital part of one of the industry's most respected organisations.
