Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Posted by Artemis Recruitment Consultants Ltd • £35K/yr to £45K/yr
Paraplanner - St Albans
Our client is looking for an experienced Paraplanner to join their growing business in St Albans.
You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.
An exciting opportunity has arisen for a Paraplanner to join a leading financial services firm based in Welwyn, Hertfordshire.
This position has become available due to the promotion of the existing member of staff to a Financial Planner role.
The firm is dedicated to providing comprehensive and personalised financial planning solutions to its clients and has a strong commitment to excellence.
Posted by ALDWYCH CONSULTING LTD • £40K/yr to £55K/yr
Are you a recently graduated Civil Engineer looking to start a career down the planning route?
I am working with an established civil engineering contractor who are looking to take on a degree qualified ciivl engineer with a keen interest in Planning.
Are you a degree qualified Site Engineer looking to move permanently into the office as an Assistant Planner?
Posted by Blakemore Recruitment • £32K/yr to £35K/yr
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.