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PARAPLANNER TEAM LEADER

Lead a team of paraplanners, providing direction, support, and guidance to ensure the delivery of high-quality financial planning support to advisors and clients. Oversee the preparation and review of complex financial planning re...

CompanyMbf.
AddressSurrey, England
CategoryAdvertising & Marketing
Job typePermanent, full-time
Date Posted 3 weeks ago See detail

Paraplanner Team Leader

Mbf.

Surrey, England

Lead a team of paraplanners, providing direction, support, and guidance to ensure the delivery of high-quality financial planning support to advisors and clients. Oversee the preparation and review of complex financial planning re...

3 weeks ago seen See more...

Paraplanner

Appointed Ltd

Hampshire, England

£30,000 - £38,000 per annum

The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience. Responsibilities: Once in receipt of a completed 'factfin...

3 weeks ago seen See more...

Assistant Paraplanner / Paraplanner - excellent career opportunity

Oval Recruit

Surrey, England

Competitive salary

A leading local Financial Advisory Firm who provides bespoke advice to an established high value client base are looking to recruit a career oriented individual into their expanding paraplanning team. Working in a team environment...

3 weeks ago seen See more...

Paraplanner

Capio Recruitment Financial Planning

Devon, England

Providing exceptional support to the Financial Advisers. Undertaking needs analysis work. Performing research and various forms of calculations. Preparing plan reviews. Writing bespoke suitability reports. Level 4 Diploma in Regul...

3 weeks ago seen See more...

Trainee Paraplanner

Capio Recruitment Financial Planning

Devon, England

Providing exceptional support to the Financial Advisers. Undertaking needs analysis work. Performing research and various forms of calculations. Preparing plan reviews. Writing bespoke suitability reports. Level 4 Diploma in Regul...

3 weeks ago seen See more...

Paraplanner - HNW Wealth Manager & Investment Management Firm

Oval Recruit

Oxfordshire, England

Competitive salary

Conducting extensive research and providing consultants with technical assessments and reports based upon risk profiles. Analysis the clients current tax position and make recommendations for the future. Conducting in depth meetin...

3 weeks ago seen See more...

Paraplanner

Artemis Recruitment Consultants Ltd

East Sussex, England

£30,000 - £45,000 per annum

Technical knowledge of products and procedures as well as law. Ability to work with defined business processes, for example. Participates in weekly meeting to organise and prioritise workload. Organises regular touch points during...

3 weeks ago seen See more...

Trainee Paraplanner

Meraki Talent Limited

Tyne And Wear

Maintain client files in both paper and electronic formats, ensuring accuracy and compliance. Prepare client files and documentation for servicing and face-to-face meetings. Coordinate client meetings and manage advisors' calendar...

3 weeks ago seen See more...

Paraplanner

Alderley Park Recruitment

Wiltshire, England

£27,000 - £32,000 per annum

Specific Responsibilities The key duties of the role are: Writing Financial Planning Reports that our Planners present to clients. Assisting with reviews and customer requests as well as acting as a point of contact for client...

3 weeks ago seen See more...

Paraplanner

Alderley Park Recruitment

West Yorkshire, England

£27,000 - £32,000 per annum

Specific Responsibilities The key duties of the role are: Writing Financial Planning Reports that our Planners present to clients. Assisting with reviews and customer requests as well as acting as a point of contact for client...

3 weeks ago seen See more...

Paraplanner/Analyst - Oxfordshire area

Reed Insurance

Oxfordshire, England

Salary negotiable

Attend client meetings as required with the Advisor taking away all post meeting tasks such assuitability reports; post review reports & new business reporting. Gather accurate information about client policies to prepare & revi...

3 weeks ago seen See more...

Paraplanner Analyst - Oxfordshire

Reed Insurance

Oxfordshire, England

£32,000 - £40,000 per annum

Attend client meetings as required with the Advisor taking away all post meeting tasks such assuitability reports; post review reports & new business reporting. Gather accurate information about client policies to prepare & revi...

3 weeks ago seen See more...

Trainee Paraplanner

Ortus Psr

Norfolk, England

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews. Provide high quality service to clients over the phone, by email and via post, in a time-efficient...

3 weeks ago seen See more...

Paraplanner

Reed Insurance

Derbyshire, England

£32,000 - £42,000 per annum, inc benefits

Salary Range: 32,000 - 42,000 pro rata (depending on experience and qualifications). Location: Buxton. Job Type: Flexible (office-based with potential for hybrid working). Hours: 24-36 per week. Work closely with a small team of...

3 weeks ago seen See more...

Paraplanner

Alderley Park Recruitment

Market Harborough, Leicestershire

£35,000 - £40,000/annum

THE ROLEOur client are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and businesses. The role will involve supporting the Business Owner and 2-3 other Wealth Managers.The ideal c...

3 weeks ago seen See more...

Trainee Paraplanner

Page Personnel Finance

Lancashire, England

Salary negotiable

Preparing suitability reports for clients and preparing client review packs. Carrying out specific research on financial products for each individual client needs. Carrying out reviews and dealing with client queries quickly and e...

3 weeks ago seen See more...

Financial Paraplanner

Time Appointments

Ipswich, Suffolk

Competitive

Drafting suitability reports. Ensuring correct completion of all necessary documents. Ensuring product research is kept up to date. Dealing with pension queries. Supporting Financial Advisors. CII DipPFS qualified or equivalent as...

3 weeks ago seen See more...

Financial Planning Administrator route to Paraplanner - Watford - GBP30k

Financial Divisions

Watford, Northamptonshire

30000.00 - 35000.00 GBP Annual

You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation. The Directors places a lot of emphasis on staff wellbeing and team rapport and regu...

4 weeks ago seen See more...

Paraplanner - Hybrid - Up to GBP38,000

Bond Williams Limited

Dorset, England

35000.00 GBP Annual

Paraplanner - Hybrid - Up to GBP38,000Are you an experienced Paraplanner with a good knowledge of various platforms?Do you have previous experience working as a Paraplanner?If yes, then read on to see what's on offer!What you'll b...

4 weeks ago seen See more...

ASSOCIATE PARAPLANNER (fast track to Adviser) - London - c £37/40k plus...

Financial Divisions

South East

£37,000 - £40,000 per annum

This is the perfect opportunity for a junior paraplanner to take their career through to Financial Advice within a structured and defined programme with regular mentoring and increased variety of responsibilities throughout this p...

4 weeks ago seen See more...

Trainee Paraplanner

Vision-Fs Recruitment

West Sussex, England

Undertaking research to reach conclusions and recommendations for clients. Preparation of suitability letters. Involvement in the companys research processes including platform due diligence. Handling some client correspondence o...

4 weeks ago seen See more...

Paraplanner

Vision-Fs Recruitment

West Sussex, England

Undertaking research to reach conclusions and recommendations for clients. Preparation of suitability letters. Involvement in the companys research processes including platform due diligence. Handling some client correspondence o...

4 weeks ago seen See more...

Paraplanner - Junior or qualified

Reed Insurance

Devon, England

£28,000 - £40,000 per annum, inc benefits

Create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction. Help organise and co-ordinate technical and client services teams workload to ensur...

4 weeks ago seen See more...

Paraplanner - Junior or qualified

Reed Insurance

Devon, England

£28,000 - £40,000 per annum, inc benefits

Create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction. Help organise and co-ordinate technical and client services teams workload to ensur...

4 weeks ago seen See more...

Paraplanner - Junior or qualified

Reed Insurance

Devon, England

£28,000 - £40,000 per annum, inc benefits

Create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction. Help organise and co-ordinate technical and client services teams workload to ensur...

4 weeks ago seen See more...

Senior Paraplanner

Appointed Ltd

West Sussex, England

£40,000 - £60,000 per annum

Work side-by-side with two financial planners and our client service team. Draft and finalise letters, suitability reports and financial plans. These must be written in a clear, jargon-free way, and be highly individualised. Under...

4 weeks ago seen See more...

Paraplanner

Efinancialcareers

Nottinghamshire, England

Competitive salary

To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against th...

4 weeks ago seen See more...

Senior Paraplanner

Blakemore Recruitment

Cambridgeshire, England

£40,000 - £50,000 per annum

Supporting the Financial Planners in research and analysis to meet Client needs and objectives. Supporting the Financial Planners in preparing Client financial plans and suitability reports. Promoting the profile of the business w...

4 weeks ago seen See more...

Mortgage Paraplanner

Recruiteduk Limited

Cheshire, England

£22,000 - £30,000 per annum

Prepare accurate suitability reports and letters to meet target deadlines. Ensure all client work is compliant and supported with the necessary paperwork. Conduct comparative and technical research for client recommendations and e...

4 weeks ago seen See more...

Paraplanner

Sellick Partnership

Liverpool, Merseyside

£30,000 - £40,000/annum

Prepare suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research. Ensure client records contain sufficient Know Your Client information to de...

4 weeks ago seen See more...

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What companies are hiring for Paraplanner jobs?

The top companies hiring now for Paraplanner jobs are Reed, Ernest Gordon Recruitment Limited, eFinancialCareers, Page Personnel Finance, GCB Recruitment, Heat Recruitment Ltd, IDEX CONSULTING LTD, Financial Divisions, Blakemore Recruitment, Brevere Group, Reed Insurance,

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