We are looking for an Assistant Paraplanner to support our Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
Produce new business illustrations, using either our own or 3rd party software.
Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
Have you got career goals of becoming a Paraplanner
Recruit UK is seeking a proactive and detail-oriented individual to be a Trainee Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning.
As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role
Manage existing policy information, including issuing letters of authority and obtaining policy details.
Are you ready to elevate your career in financial planning
Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms advisers and clients in navigating the complexities of financial planning.
As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role
Manage existing policy information, including issuing letters of authority and obtaining policy details through various means.
As a Paraplanner, you will be focused on providing technical support including:
This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
Posted by Premier Jobs UK Limited • £28K/yr to £38K/yr
General
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
As an IFA Administrator, your duties will include
Input data onto the customer back office system and manage client records to keep them up to date.
Posted by Juice Recruitment Ltd • £32K/yr to £39K/yr
About the role
This company are committed to delivering exceptional service to there clients, and we're seeking a skilled Senior Project Co-ordinator to join the dynamic team.
About the role
This role is integral to the success of the projects and client relationships, making it perfect for someone who thrives in a fast-paced environment.
We are seeking a Landscape Planner but have the flexibility to consider a Landscape Architect or Senior Landscape Architect to deliver an exceptional service that creates sustainable and successful development for our clients existing and growing customer base.
You will support the team in delivering landscape planning projects and providing active input into strategic landscape design.
An exciting role at a leading consultancy specialising in planning, design, environment and heritage.
Posted by IBP Recruitment LTD • £30K/yr to £35K/yr
IBP are looking for a Programme Planner to be part of the Design & PMO team in the UK.
The Programmer Planner will support the Programme Manager to ensure that all Project Opportunities are programmed correctly to meet the desired client release dates and operational resource capacity.
Liaising with the appropriate operational delivery teams to track progress against programme and update/ amend programmes on weekly basis as required to reflect outputs.