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Belper Independent Financial Solutions
Belper
Paraplanner Belper IFS is a successful wealth management business based in Derbyshire and so well respected by its clients that it is continually expanding. This incorporates giving advice on retirement planning. We currently have a great opportunity for someone to gain more experience in their career within this field, and would like to consider c
Job Source: Belper Independent Financial SolutionsCapio Recruitment Financial Planning
Mansfield
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Mansfield A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the s
Job Source: Capio Recruitment Financial PlanningReed
Mansfield
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum. This individual will be responsible for prov
Job Source: Reedmbf.
Mansfield
Paraplanner - Mansfield, hybrid (2 days per week in the office) Salary negotiable to £50,000 plus company benefits and bonus Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager. The client is a national financial planning practice who have grown significantly over the past 5 years, t
Job Source: mbf.Reed
Mansfield
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum. This individual will be responsible for prov
Job Source: ReedClever-HR
Mansfield
ParaplannerSalary £33,000 - £45,000 p.a. + discretionary bonus + excellent benefitsHybrid Working We are delighted to represent this firm of Chartered Financial Planners who have an excellent reputation of investing and developing its team. They are looking for a passionate Paraplanner to join the firm, someone who is looking for an opportunity to
Job Source: Clever-HRRecruit Wealth
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit WealthRecruit Wealth Ltd
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments a
Job Source: Recruit Wealth LtdChesterfield
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team. Specifically you'll be responsible for:
Client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts;
Helping in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling;
Building relationships with both new and existing clients over the phone, by email and, when necessary, by attending face-to-face meetings.
We are seeking an experienced Paraplanner, ideally Level 4 qualified with 2-3 years experience, with strong product knowledge and good understanding of FCA rules and regulations. You will have excellent report writing skills, and have worked across Pensions, Investments & Tax Planning.
You'll be rewarded with a salary of c£30-37k +bens including a company bonus scheme, company pension and flexible working, there is the possibility of home-working for this role.
Paraplanner jobs in Chesterfield
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