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NJR Recruitment
Stamford
Paraplanner Stamford Based £30,000 - £35,000 Hybrid Working is available (after initial training) NJR are currently representing a well-established Financial Planning practice, who are known for providing bespoke Solutions to a growing Client bank of high-net-worth individuals, as a result of their continued growth they are now seeking an experienc
Job Source: NJR RecruitmentRecruitMe
Stamford, Lincolnshire
We have a fantastic Paraplanner opportunity to join a successful and progressive wealth management firm based in the idyllic Roman and Medieval town of Stamford. They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base. Due to current expansion and
Job Source: RecruitMeALDERLEY 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 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 LtdCapio Recruitment Financial Planning
Northampton
J ob Title: Paraplanner Salary: £30,000- £40,000 Location: Northampton Capio Recruitment are currently working with an industry leading financial advice firm on a great opportunity for a Paraplanner to join their team. Our client has a great reputation within the industry, providing advice on a range of cases from Pensions & Investments to Corpora
Job Source: Capio Recruitment Financial PlanningHeat 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 LtdAlderley Park Recruitment
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 RecruitmentACS 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 LtdBrampton Ash
£ 40000 - 45000/annum
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 technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice. The company encourage a supportive environment for career progression and development.
Key Responsibilities:
Collaborate with advisers to prepare client recommendations and draft detailed suitability reports, focusing on pension transfers, drawdown, and inheritance tax planning.
Compile cash flow reports and conduct thorough analysis of current plans, including comparing fund data, charges, and performance metrics.
Preference for candidates with St James's Place (SJP) experience and familiarity with tools such as Voyant and FE Analytics.
Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.Key Skills Required:
Minimum 2 years of experience in paraplanning or financial advisory roles.
Proficient in writing suitability reports with a focus on pension transfers, drawdown, and inheritance tax planning.
Strong experience in assembling cash flow reports and conducting detailed analy...
Paraplanner jobs in Brampton Ash
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