On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Paraplanner to join their team.
The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement.
Key Responsibilities
Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics.
Our client, a growing wealth management firm, are looking for a Paraplanner to join the business.
OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE BASED OFFICE TWICE A MONTH
The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
Hybrid/Home Working: Majority office-based initially with some WFH flex thereafter
Posted by Lime People Search & Select Ltd • £35K/yr to £37K/yr
We are urgently seeking a career orientated Paraplanner to join the exisitingParaplanning teams in Sheffield.
You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
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 Sheffield offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
The Company: Nationally renowned IFA firm with a site in Dinnington looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
Posted by Lime People Search & Select Ltd • £30K/yr to £37K/yr
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:
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.
In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm.
This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Sheffield.
In this varied role you will also be involved in tasks such as processing new business and the preparation of cases, submitting business to providers and processing fund switches.