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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 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 PlanningACS 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 SolutionsHeat 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 RecruitmentRecruit UK
Market Harborough
Job Title: Trainee Paraplanner Industry: Financial Services Location: Remote (Midlands Preferred) Salary: Up to £32,000 Reference Number: 9010 Do you have a strong administrative core in and looking to transition into a trainee paraplanner role? Recruit UK is working with a growing firm that provides bespoke financial planning advice and inves
Job Source: Recruit UKCapio Recruitment Financial Planning
Kettering
Job Title: Trainee Paraplanner Location: Kettering Salary: £25,000 - £32,000 The Company: This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services. A modern, forward-thinking business that place technology at
Job Source: Capio Recruitment Financial PlanningMarket 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
Preparing recommendations for clients alongside advisers and writing suitability reports
Answering client enquiries via telephone and email, resolving these in a professional and timely manner
Prepare and organise client meetings, including drafting meeting agendas, preparing presentation materials, and following up on action items.
Preparing review documents for clients including bespoke illustrations and valuations
Conducting detailed analysis of investments, assessing performance and cost
Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
Experience & Qualifications:
At least 2 years experience working as a paraplanner or within a financial advisory firm
Previous St James's Place experience would be strongly advantageous
Intermediate level Microsoft Suite - Outlook, Office, Word and Excel
Confident communicating with clients and 3rd party providers
Excellent attention to detail, organisational, and time management skills
Open to receiving candid feedback in order to enhance your progression
If you are interested in applying for this position, then please submit a copy of your CV to Sam at Artemis Recruitment.
Paraplanner jobs in Market Harborough
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