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.
Working in a small, fast paced and client focused team, in an open plan and collaborative office environment, the role of Paraplanner involves providing support to the Directors and Financial Planners, working with them to deliver an exceptional financial planning service to their clients.
The successful Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
The Role: I am recruiting a Paraplanner to join the team at Eldon Financial, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5).
Due to continued expansion, they have an opportunity to welcome their next long-term colleague within the Paraplanning team.
A fantastic opportunity has arisen for a highly experienced Paraplanner to join a well-established Financial Planning practice with an unrivalled history of providing Independent Financial Advice to a wide range of clients throughout the UK.
Over the years the Company's personal approach to financial planning has helped both clients and the Company to prosper.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
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.
In addition, they regularly provide cashflow modelling to their clients.
Additional paraplanners will be required soon, therefore, individuals with paraplanning experience and who are close to achieving their Level 4, are encouraged to apply.
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.
Holding DipPFS (or equivalent), you must be able to contribute immediately to the effectiveness of the team and will be involved with:
Additional paraplanners will be required soon, therefore, individuals with paraplanning experience and who are close to achieving their Level 4, are encouraged to apply.
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.
Holding DipPFS (or equivalent), you must be able to contribute immediately to the effectiveness of the team and will be involved with:
Recruit UK is partnering with a global accounting and wealth management firm, to hire a Paraplanner for their Newcastle office.
Industry: Financial Services
This position offers a fantastic opportunity to support high-net-worth clients and corporate accounts, working alongside a team of Financial Advisers to deliver high-quality financial planning.
Posted by Financial Divisions • £40K/yr to £45K/yr
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing client based near Cramlington.
(Hybrid working - 2 days in the Office)
They have provided straightforward independent financial advice for many years in the Tyne and Wear area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
Whilst individuals must have some previous experience, Trainee Paraplanners with limited experience, are invited to apply.
Due to continued growth, our client, a highly regarded and successful Financial Services business, requires 2 additional career Paraplanners, to work on a full-time basis.
You'll be office based near Gateshead and flexibility can be offered around working hours, with later start times and early finishes, alternative weeks.
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will have an opportunity to attend client meetings.
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner in the Newcastle team (the role is part office / part home based).
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.