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ALDERLEY PARK RECRUITMENT LTD
Market Harborough
Alderley 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 that provides comprehensive financial advice to both individuals and business
Job Source: ALDERLEY PARK RECRUITMENT LTDACS Recruitment Solutions Ltd
Market Harborough
Paraplanner Market Harborough Hours - Monday to Friday full time Salary - up to £45k plus bonus and other benefit sOur client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced Paraplanner to join their friendly team. This role will involve providing
Job Source: ACS Recruitment Solutions LtdHeat Recruitment Ltd
Loughborough
Paraplanner Location: Loughborough Salary: £35,000 - £45,000 Duration: Permanent, Full time, Hybrid We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client o
Job Source: Heat Recruitment LtdArtemis Recruitment Consultants Ltd
Market Harborough
We are looking for an experienced Paraplanner for our client, based near Market Harborough, to join their expanding team. You will be working for a dynamic wealth management firms that offers holistic Financial Advice to clients around the world. Responsibilities: Working closely with product providers to obtain information and process business Pre
Job Source: Artemis Recruitment Consultants LtdHeat Recruitment Ltd
Market Harborough
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
Job Source: Heat Recruitment LtdACS Staffing Solutions
Brampton Ash
Paraplanner 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 Paraplanner to join their friendly team. This role will involve providing te
Job Source: ACS Staffing SolutionsIPS LLP
Markfield
Company Description Part of the Culina Group, IPS is the UK market leader in Contract Packing solutions. IPS provides the most extensive pool of Contract Packing equipment and expertise available in the UK. IPS continues to grow and is now widely integrated and embedded within operations right across the Culina Group network. We are now looking f
Job Source: IPS LLPRecruit UK
Market Harborough
Job Title: Paraplanner Industry: Financial Planning Location: Midlands (remote) Salary: Up to £40,000 Job Reference: 9000 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner tojoin a national Independent Financial Advice practice on a remote basis. While this role is remote, they are looking for someone who is b
Job Source: Recruit UKLeicester
Paraplanner & Team Leader - Leicester, Office Based
Salary negotiable to £40K plus company benefits
Overview : Our client is a professional and well established firm of Wealth Managers and Stockbrokers based in the Midlands. They are seeking a fully qualified Paraplanner to take on the additional responsibility of leading their onboarding team. This role will be pivotal in managing the seamless integration of clients into both sections of the business. As a Senior Paraplanner & Onboarding Team Lead, you will oversee the onboarding process for a diverse range of clients, ensuring compliance with regulatory standards and providing exceptional service throughout.
This role is ideal for an experienced Paraplanner who is looking for a varied an different role. The position would offer exposure to Wealth Management and Stockbroking as well as some line management responsibility
Responsibilities :
Manage and lead the onboarding team for both the Wealth & Stockbroking sides to the business, coordinating the onboarding of multiple client types into discretionary, advised, and executing-only services.
Prepare suitability reports for individual onboarding and ongoing suitability reviews, ensuring compliance with regulatory requirements.
Liaise with various departments within both firms to ensure all onboarding criteria are met and any ongoing requirements are fully satisfied.
Conduct vulnerable client screening and uphold the firm's regulatory responsibilities in combating financial crime, including anti-money laundering processes.
Requirements :
Fully qualified Paraplanner with demonstrable experience in client onboarding.
Strong understanding of regulatory requirements and compliance standards within the financial services industry.
Excellent communication and interpersonal skills, with the ability to coordinate effectively with internal teams and clients.
Proven ability to manage and prioritize tasks in a fast-paced environment.
Experience in vulnerable client screening and familiarity with anti-money laundering processes is highly desirable.
Package :
Starting salary of £35,000 - £40,000 per annum (dependent on experience)
Generous holiday allowance of 5 weeks
Pension scheme available after 3 months, with a 5% contribution
Healthcare and death in service benefits after 12 months
Office-based role with no option for remote working unless as part of a company-wide directive.
Paraplanner & Team Leader jobs in Leicester
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