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PARAPLANNER

You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the...

CompanyNjr Recruitment
AddressLincolnshire, England
CategoryAccounting & Finance
Salary£30,000 - £35,000 per annum
Job typePermanent, full-time
Date Posted a month ago See detail

Paraplanner

Njr Recruitment

Lincolnshire, England

£30,000 - £35,000 per annum

You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the...

a month ago seen See more...

Junior Paraplanner - Hybrid

Brevere Group

Leicestershire, England

Salary negotiable

To provide proactive administrative support to the adviser team to ensure an efficient and smooth service. Data gathering and preparation of fact finding documents for financial planning meetings. Ensuring client records and Fact...

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Paraplanner

Vision-Fs Recruitment

Merseyside, England

Provide technical assistance and research. Provide response to technical queries. Provide comprehensive support to Advisers. Undertake analysis and review of transferring pension schemes, income drawdown and phased retirement plan...

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Paraplanner

Ortus Psr

Lincolnshire, England

An IFA firm is looking to hire a Paraplanner, they believe in empowering their clients with sound financial advice and personalised service. As a key member of the team, the Paraplanner will play a pivotal role in shaping each cli...

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Senior Paraplanner

The Eventus Recruitment Group

Cheshire, England

Salary negotiable

Accurately prepare complex suitability reports and letters to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. Undertake comparative research in preparation of client recommendations. Co...

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Junior Paraplanner

Recruit Uk

Surrey, England

£26,000 - £30,000 per annum

Starting salary of circa 30,000. Death in service. 5% pension contribution. Excellent career development and progression. 28 days holiday plus bank holidays. Exam support. Salary reviews after passing exams. Scope to work from ho...

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Senior IFA Administrator - Paraplanner - £30k - £35k + Bonus - Boutique IFA Firm - Slough

Financial Divisions

South East

£30,000 - £35,000 per annum

Renowned for delivering solid financial advice to a diverse clientele, including City professionals, families, business owners, retirees, and accumulators, our client has amassed over 700m of assets under management through word-...

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Paraplanner

Idex Consulting Ltd

West Yorkshire, England

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...

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Paraplanner

Blakemore Recruitment

South East

£45,000 - £55,000 per annum

It is essential to have at least 2 years experience in a Paraplanning role. Solid generalist experience within the Financial Services sector. Good understanding of compliance issues and maintenance of client files and confidentia...

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Senior IFA Administrator / Paraplanner

Heat Recruitment

Sutton Coldfield, West Midlands

£30,000 - £40,000 Annual

25 days of annual leave, in addition to bank holidays, increasing to 30 days after 10 years of service. Employer contribution starting at 3% (after 3 months) and increasing to 5% after 5 years. Death in service benefit at 4 times...

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Junior Paraplanner/ Senior FS Administrator, URGENT

Astral Recruitment

Kent, England

NEW to market Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks The client is l...

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Remote Paraplanner

Heat Recruitment

West Sussex, England

Discretionary Bonus. 23day holiday plus Christmas (holiday buy scheme). Social events. Pension Scheme. Vouchers and rewards. Benefit from referral schemes. Remote working with quarterly office based meetings - Please note initial...

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Paraplanner - Hybrid - Up to £38,000

Bond Williams

Dorset, England

Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Inves...

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Paraplanner

Dynamite Recruitment Solutions Ltd

West Sussex, England

£27,000 - £34,000 per annum

Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds. Attending client and product provider meetings. Processing new business...

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Paraplanner / IFA

The Recruitment Web

London, England

not provided

Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands o...

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Paraplanner

Dynamite Recruitment

£28,000 - £34,000

£27,000 - £34,000/annum £28,000 - £34,000

Preparing recommendation reports and client sign up packs, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds. Attending client and product provider meetings. Processing new business...

a month ago seen See more...

Paraplanner - Hybrid

Appointed Ltd

Dorset, England

£36,000 - £38,000 per annum

Providing technical support and recommendations to Financial Advisers. Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pensi...

a month ago seen See more...

Paraplanner (Hybrid / Study Support)

Ernest Gordon Recruitment

Birmingham, West Midlands

40000.00 GBP Annual

Paraplanner Paraplanner (Hybrid / Study Support) GBP35,000 - GBP40,000 + Hybrid + Pension + 34 Days Holiday + Bonus + Training EdgbastonAre you a Paraplanner looking to join a tight knit Financial Services company known for lookin...

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Paraplanner Hybrid / Study Support

Ernest Gordon Recruitment Limited

West Midlands, England

£35,000 - £40,000 per annum

Paraplanner Paraplanner (Hybrid / Study Support) 35,000 - 40,000 + Hybrid + Pension + 34 Days Holiday + Bonus + Training EdgbastonAre you a Paraplanner looking to join a tight knit Financial Services company known for looking af...

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Paraplanner

Recruit Wealth

Merseyside, England

£40,000 - £50,000 per annum

Working in collaboration with the financial advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records. Research and analyse products...

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Paraplanner Team Leader

Artemis Recruitment Consultants Ltd

Hampshire, England

£45,000 - £52,000 per annum

Daily team management against individual targets, case tracking, ensuring timely delivery of urgent and non-urgent cases within set SLAs. Providing technical and problem-solving support, ensure training & development to build the...

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Career Paraplanner - Wealth Management Firm - Liverpool - Basic salary £30k - £60k

Financial Divisions

Merseyside, England

£30,000 - £60,000 per annum, negotiable, inc benefits

Career Paraplanner - Wealth Management Firm - Liverpool - Basic salary 30k - 60k - Full study support My client is an independent financial advice business who have have built a lasting reputation for providing the highest level...

a month ago seen See more...

Paraplanner

Reed Insurance

Surrey, England

£28,000 - £33,000 per annum, inc benefits

Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular comm...

a month ago seen See more...

Paraplanner

Reed Insurance

Surrey, England

£28,000 - £33,000 per annum, inc benefits

Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular comm...

a month ago seen See more...

Junior Paraplanner

Heat Recruitment

Derbyshire, England

Assist senior paraplanners and financial advisors in gathering client information and conducting research to support the financial planning process. Prepare financial planning reports, including cash flow projections, investment a...

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Paraplanner

Capio Recruitment Financial Planning

Northamptonshire, England

Flexible working hours. Internal progression routes within a reputable firm. Death in Service. Generous Pension Contribution, and holiday allowance. Discretionary Annual Bonus. Full exam support and study leave. Onsite parking. Le...

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Junior Paraplanner

Avenue Recruitment

Marlow, Buckinghamshire

£40,000 - £45,000 Annual

Preparing suitability letters, both new business and ongoing review. Researching existing client policies and providing a concise outline of how these function. Processing and tracking new business applications. Answering queries...

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Paraplanner - Advisor - £35,000 - Gravesend - Fully Office Based - Discretionary bonus plus...

Financial Divisions

Kent, England

£30,000 - £35,000 per annum

My client prioritises personalised, professional, and reliable advice, ensuring exceptional service while upholding efficiency without compromising the human connection. We are seeking individuals who are looking to establish a ca...

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Paraplanner - North Yorks

Tempest Jones

North Yorkshire, England

£30,000 - £45,000 per annum

Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place. Conducting fund and product provider research, analysing data...

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Paraplanner - Financial Advisor - £38K - Office Based - North Kent - Career Progression plus...

Financial Divisions

South East

£33,000 - £38,000 per annum

As a pivotal member of the team, you will work alongside three Partners, contributing to the preparation of recommendations, conducting in-depth research, and ensuring adherence to company standards. Your responsibilities will enc...

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What are the top cities open Paraplanner jobs?

There are open Paraplanner jobs in several cities including Perth, Bracknell, Stamford, Wells, Nottingham, Nuneaton, Barnstaple, Wilmslow, Guildford, Brentwood, Hitchin, Boldon Colliery, Farnham, Dudley, Sevenoaks,

What companies are hiring for Paraplanner jobs?

The top companies hiring now for Paraplanner jobs are Artemis Recruitment Consultants Ltd, Blakemore Recruitment, Brevere Group, Burgh Recruitment Ltd, CB3 Associates Ltd, Coast Specialist Recruitment, Cranleigh Personnel, eFinancialCareers, Ernest Gordon Recruitment Limited, Financial Divisions, Finlink Ltd, Focus Search and Selection, GCB Recruitment, Heat Recruitment, Heat Recruitment Ltd,

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