- Relevant financial planning and paraplanning experience.
- Proficiency with financial software and tools.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to work collaboratively in a team environment.
- Competitive compensation and benefits package.
- Opportunity to work in a supportive and collaborative team.
- Access to specialised knowledge and continuous professional development.
- Exposure to a wide range of clients and financial scenarios.
- An inclusive and dynamic work environment that values innovation and growth.
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Trainee Paraplanner or Paraplanner
Found in: Appcast UK C C2 - 6 days ago
Recruit UK | Certified B Corp™ Market Harborough, Leicestershire, United Kingdom Full timeDo you have a strong administrative core and looking to transition into a trainee paraplanner role? · Recruit UK is working with a growing firm that provides bespoke financial planning advice and investment solutions to clients across the UK. They are currently seeking a trainee ...
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Paraplanner
Found in: Appcast UK GBP C2 - 2 days ago
ALDERLEY PARK RECRUITMENT LTD Market Harborough, United Kingdom Full timeAlderley Park Recruitment are currently recruiting a Paraplanner for our reputable Wealth Management Client based in Market Harborough. This is a permanent role, based on site and can pay a salary up to £40,000 DOE. · THE ROLE · Our client are a dynamic wealth management firm tha ...
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Paraplanner
Found in: beBee S2 UK - 5 days ago
ACS Staffing Solutions Market Harborough, United KingdomParaplanner · Market Harborough · Hours - Monday to Friday full time · Salary - up to 45k plus bonus and other benefits · Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced ...
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Trainee Paraplanner
Found in: Ziprecruiter UK C2 - 2 days ago
Recruit UK | Certified B Corp™ Market Harborough, United KingdomJob Description · Do you have a strong administrative core and looking to transition into a trainee paraplanner role? · Recruit UK is working with a growing firm that provides bespoke financial planning advice and investment solutions to clients across the UK. They are currently ...
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Trainee Paraplanner
Found in: Talent UK 2A C2 - 5 days ago
Recruit UK Market Harborough, United KingdomJob Title: Trainee Paraplanner · Industry: Financial Services · Location: Remote (Midlands Preferred) · Salary: Up to £32,000 · Reference Number: 9010 · Do you have a strong administrative core in and looking to transition into a trainee paraplanner role? · Recruit UK is working ...
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Financial Paraplanner
Found in: Jooble UK O C2 - 1 day ago
ALDERLEY PARK RECRUITMENT LTD Market Harborough, Leicestershire, United KingdomThis is a permanent role, based on site and can pay a salary up to £40,000 DOE. · Our client are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and businesses click apply for full job details ...
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Financial Paraplanner
Found in: Jooble UK C2 - 4 days ago
ALDERLEY PARK RECRUITMENT LTD Market Harborough, Leicestershire, United KingdomThis is a permanent role, based on site and can pay a salary up to £40,000 DOE. · Our client are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and businesses. ...
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Financial Adviser
Found in: SonicJobs Direct Apply UK - 5 days ago
Premier Jobs UK Limited Market Harborough, United Kingdom Full timeThis Financial Advisor job in the Midlands provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. · The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture. · This ...
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IFA Administrator
Found in: Appcast UK C C2 - 6 days ago
Recruit UK | Certified B Corp™ Market Harborough, United KingdomLooking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? · Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advi ...
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IFA Administrator
Found in: Ziprecruiter UK C2 - 2 days ago
Recruit UK | Certified B Corp™ Market Harborough, United KingdomJob Description · Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? · Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independ ...
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IFA Admin
Found in: Jooble UK O C2 - 2 days ago
Recruit UK | Certified B Corp™ Market Harborough, Leicestershire, United KingdomLooking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice? · Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advi ...
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IFA Administrator
Found in: Jooble UK O L C2 - 6 days ago
Recruit UK | Certified B Corp™ Market Harborough, Leicestershire, United KingdomLooking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice ...
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IFA Admin
Found in: Jooble UK O L C2 - 6 days ago
Recruit UK | Certified B Corp™ Market Harborough, Leicestershire, United KingdomLooking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice ...
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Financial Adviser
Found in: Jooble UK O C2 - 1 day ago
Premier Jobs UK Harborough, Leicestershire, United KingdomThis Financial Advisor job in the Midlands provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. · This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundat ...
Paraplanner - Market Harborough, United Kingdom - Heat Recruitment Ltd
Description
We are working with a reputable financial advisory firm that has been serving small businesses and individuals since its founding.
They take pride in their holistic approach to financial advising, aiming to help clients achieve their objectives by utilising a wide range of financial products and exclusive arrangements not available elsewhere.
Their expertise extends to problem-solving, cost accounting, and contract law, making them a trusted partner for their clients' financial needs.
The practice understand the value of specialised knowledge. That's why they have a team of specialist support staff in the areas of pensions and investments.They also have established partnerships with corporate lawyers, family lawyers, and specialist tax consultants, ensuring clients receive comprehensive financial solutions.
Their mission is clear:
to enhance clients' wealth through tax control, improved investment returns, and effective risk management.
They are now looking for a dedicated Paraplanner to join the team and contribute to their commitment to excellence in financial advising.
Position Overview:
As a Paraplanner you will play a vital role in supporting the Financial Advisors and clients.
You will be responsible for gathering and analysing client data, preparing financial reports, and assisting in the development of comprehensive financial plans.
You will work closely with our team of experts to deliver tailored solutions to clients, contributing to their financial success.
Experienced required,
If you are a motivated and detail-oriented individual with a passion for finance and a desire to make a positive impact on clients' financial well-being, we invite 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.
