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Paraplanner
2 weeks ago
IDEX Consulting Ltd Oxford, United KingdomWe are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years. · This opportunity would suit someone who has been working within a paraplanning capacity and holds their Level 4 Dipl ...
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Paraplanner
2 days ago
CAPIO RECRUITMENT LIMITED Oxford, United Kingdom**Job Title: Paraplanner** · **Location: Oxford** · **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 ap ...
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Senior Paraplanner/compliance
1 week ago
CAPIO RECRUITMENT LIMITED Oxford, United Kingdom**Job Title: Senior Paraplanner/Compliance** · **Location: Oxford** · **Salary: £45,000 - £55,000** · **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 frien ...
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Paraplanner
3 weeks 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
2 weeks ago
Ortus PSR Milton Keynes, United KingdomAre you a skilled Paraplanner looking for an exciting new opportunity? Look no further Join an outstanding Financial Services firm, where we pride ourselves on delivering top-notch financial planning and investment management services. · **Salary**: £35,000 - £45,000 · As a Parap ...
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Paraplanner
2 weeks ago
Premier Jobs UK Limited Marlborough, United Kingdom Full timeThis Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team · You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. ...
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Paraplanner
3 weeks ago
Independent Resourcing Consultancy Stokenchurch, United KingdomOur client is a very well established and successful firm of Independent Financial Advisers based in Stokenchurch, Buckinghamshire. They are currently recruiting a number for Paraplanners to join the Paraplanning Team. · The position will be suitable to someone who has a minimum ...
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Paraplanner
1 week ago
Independent Resourcing Consultancy Chesham, United KingdomIRC is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Chesham offices. · After assessing these against the client's financial objectives, you will produce timely and compliant Financial ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Milton Keynes, United Kingdom**Job Title: Paraplanner** · **Salary: £35,000 - £40,000** · **Location: Milton Keynes** · A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele a ...
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Paraplanner
2 weeks ago
Ortus PSR Chesham, United KingdomWe are looking for a motivated and friendly Paraplanner to join a high-growth team at a national IFA firm. You will work closely with the Financial Planners to provide technical support and excellent standards of client service. As a Paraplanner, you willconduct detailed research ...
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Paraplanner
2 weeks ago
Recruit UK Chesham, United Kingdom**_Are you a paraplanner looking for your next opportunity?_** · **_Do you have experience with report writing, exceptional organisational skills & are a skilled communicator?_** · We are currently looking for an Paraplanner to join our client in Chesham. · Our client is a nation ...
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Paraplanner
1 week ago
Independent Resourcing Consultancy Milton Keynes, United KingdomIRC is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Milton Keynes offices. · After assessing these against the client's financial objectives, you will produce timely and compliant Fin ...
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Paraplanner
1 week ago
Reed Insurance Newbury, United KingdomTo be considered for this role you must be able to share a line up of your skills in report writing along with the following: · - 1)Full Diploma Qualified Paraplanner · 2) Strong skills in supporting the Advisors in Report Writing · 3) Minimum of 2 years skills in Writing reports ...
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Paraplanner
3 weeks ago
Ortus PSR Reading, United KingdomAre you current Paraplanning but feel like your current employer does not value your input? We are working with an IFA firm that is looking for a experience professional who is able to produce multi multi-pension reviews, investment suitability and reviewreports. · A leading IFA ...
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Paraplanner
2 weeks ago
mbf. Maidenhead, United KingdomA highly profitable and fully independent IFA Practice based near Maidenhead currently has a requirement for an experienced Paraplanner to join their long established, friendly team. · You will be working on a 1-2-1 basis with a Certified Senior Financial Planner and will be resp ...
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Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Milton Keynes, United Kingdom**Job Title - Paraplanner** · **Location - Milton Keynes** · **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 Milton Keynes. The firm prid ...
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Paraplanner
2 days ago
Artemis Recruitment Consultants Ltd Wallingford, United KingdomOur client is looking for a talented Paraplanner to join their team based in Wallingford, Oxfordshire. · **Key Responsibilities**: · - To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. · - Review c ...
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Paraplanner
2 weeks ago
Pavilion Recruitment Solutions Reading, United Kingdom**Overview** · To work alongside Financial Planners taking responsibility for the preparation and maintenance of client files, the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts) and the ongoing reviews of client affairs.To Kee ...
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Paraplanner
1 week ago
Osborne Appointments Milton Keynes, United KingdomAre you a Paraplanner that has experience in a Financial Advice firm with strong report writing skills? · Do you pride yourself on providing high standards to your clients? · You will work closely with Financial Planners by providing technical support in the process of servicing ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Aylesbury, United Kingdom**Job Title: Paraplanner** · **Location: Aylesbury** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with a Chartered Independent Financial Planning business in Aylesbury who are searching to add an additional member to the Paraplanning ...
Paraplanner - oxfordshire, United Kingdom - OX Seven Talent Partners
Description
If you have a passion for financial services administration and analysis and are looking for your next move, this could be the opportunity for you.
Based in the Oxfordshire countryside, our client is looking for a new Analyst to join their dynamic and hard-working team. With several business acquisitions completed and more in the pipeline, the company is going from strength to strength, so now is a great time to get on-board.
The primary function of this role is to provide full Analyst support to the IFA's within the business, taking full ownership and responsibility of the tasks presented to you. Client relationships and outstanding service at the heart of the business and this will be reflected in all that you do.
In addition to the variety of tasks you will take responsibility for, there will also be a requirement for you to maintain a working knowledge outside of your role to ensure the client experience is seamless and company high standards are upheld. You will also be responsible for the ongoing training and development of your own Administrator and potentially others from across the company.
Ideally, you will be level 4 qualified or working towards this qualification, but qualification by experience is also a massive plus for my client. You will have worked in an IFA practice before and be well versed in the principle of TCF and GDPR, as well as having a solid grasp of your responsibilities under the FCA guidelines and codes of practice.
From a salary perspective, you'll be looking at between £25 – 35,000 DOE, with a 5% company pension and 23 days holidays. During your probationary period, the role will be office based with flexibility to move to a hybrid setup once settled in. The office has an amazing chill-out area and offers a relaxing and rewarding working environment.
We appreciate this is only a snapshot of the role, so if you are interested and want to know more, call me, send me a message (Richard Lambert on LinkedIn), DM, or whatever is easiest. We encourage anyone who feels they are suitable, to apply, we love seeing diversity in our applicants. We use specialist technology to ensure there are no gender biases in our adverts.
Every applicant will receive a response. We sometimes make mistakes and miss things from CVs, so you will be given an opportunity to receive feedback and discuss the role in more detail if you feel necessary.
