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.
Are you a Project Planner looking for a new challenge?
We are looking to speak with ambitious candidates who would like to take on a MSP Project Planner position.
Jackson Hogg is delighted to be supporting a client based in Hebburn with the appointment of a Project Planner, working within a fabrication environment.
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:
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.
We specialise in placing candidates within the project sector using our career progression and placement program.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
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.
Posted by Reed in Partnership • £24K/yr to £27K/yr
General
We are on a mission to be the partner of choice for developing people and their communities.
Reed in Partnership is a public service provider specialising in skills training for the long-term unemployed, increasing employment opportunities by working with employers and providing youth services.
Are you a highly organised individual
Then consider the role of Administrator at Reed in Partnership!