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Service Service Employment Agency Limited
Norwich
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. My client is looking for an experienced and qualified Paraplanner/ Technical Planner to join their established Financial Planning team; t
Job Source: Service Service Employment Agency LimitedService Service Employment Agency Limited
Norwich
Are you an experienced Paraplanner looking for your next role, well look no further. My client is a Norwich based chartered firm who have been providing advice to Norfolk and the surrounding counties for over fifty years and you can become part of their success by supporting their adviser as a Technical Analyst. Summary of duties You will work as p
Job Source: Service Service Employment Agency LimitedService Service
Norwich
My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals wi
Job Source: Service ServiceGCB Recruitment
Norwich
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner. Our client
Job Source: GCB RecruitmentOrtus PSR
Norwich
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplann
Job Source: Ortus PSRHalecroft Recruitment
Norwich
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire… This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Wort
Job Source: Halecroft RecruitmentHeat Recruitment Ltd
Hellesdon
A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such train
Job Source: Heat Recruitment LtdTodd Hayes Ltd
Norwich
Planner Our client, a leading independent Oil & Gas operator, is currently seeking a Planner to join their Planning & Logistics department. This is a full-time, initial 12-month contract (with a strong likelihood of extension), based in Norwich. Hours: Monday - Friday. You can either complete: 08:00 - 16:00, or 08:30 - 16:30, or 09:00 - 17:00. Whil
Job Source: Todd Hayes LtdNorwich
£ 30000 - 45000/annum salary is negotiable doe
My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
Role purpose
* The role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to act as the technical interface between the consultants and the clients.
Responsibilities
* Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients
* Developing and maintaining a good working relationship with financial institutions
* Maintaining and developing knowledge in all areas of financial planning
* Attending client meetings
* Achieving personal targets set by department
* Maintaining a good working relationship with existing clients
* Research – products, investment solutions and financial planning strategies
* Report writing - p...
Paraplanner / Technical Planner jobs in Norwich
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