Posted by Meraki Talent Limited • £30K/yr to £55K/yr
General
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
Our client, a national wealth management firm, are looking for a Paraplanner to work closely with the Paraplanning Manager and established team of Paraplanners to provide an integral function to the wider team.
Key Responsibilities
Providing accurate, timely and compliant suitability reports from template format.
Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
In addition, they regularly provide cashflow modelling to their clients.
Due to continued growth and as part of their strategic plans, our client has an immediate requirement for an experienced Paraplanner, to work out of their Newcastle office.
Additional paraplanners will be required soon, therefore, individuals with paraplanning experience and who are close to achieving their Level 4, are encouraged to apply.
Holding DipPFS (or equivalent), you must be able to contribute immediately to the effectiveness of the team and will be involved with:
This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification.
Up to £40k
At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
Salary: Negotiable to around £55,000 Excellent Benefits Bonus.
General
Our client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
Washington, Newcastle, or Leeds, West Yorkshire (with hybrid working)
At Cenergist, we provide energy and water efficiency solutions; our turnkey delivery process takes clients from concept stage to measured results so they can meet their Net Zero and sustainability goals.
Cenergist has established a reputation in the UK as a provider of choice for the public sector, utilities, and commercial clients based on quality and performance.
Are you a Project Planner looking for a new challenge?
Jackson Hogg is delighted to be supporting a client based in Hebburn with the appointment of a Project Planner, working within a fabrication environment.
We are looking to speak with ambitious candidates who would like to take on a MSP Project Planner position.