Posted by Meraki Talent Limited • £30K/yr to £55K/yr
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
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.
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.
General
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.
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.
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.
Working pattern: varied shifts including early mornings (5.45am store opening), afternoons, late evenings (10pm store closing) and weekends, to be discussed at interview
Fixed Term Contract - ending on 31st December 2024.
Whilst we can't make any promises right now, there is often potential for us to take on some seasonal colleagues on a permanent basis after the initial festive contract
Working within a busy office for our client based in South Shields, the successful candidate will be responsible for handling client's documentation, coordinating with internal and external stakeholders, providing status updates, and assisting with various administrative tasks.
Office Angels are currently recruiting for an organised and proactive Office Administrator to join our client's friendly team on an on-going temporary contract basis.