We are currently recruiting for a Financial Planning practice based near High Wycombe who are looking for a Paraplanner to join their team.
The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, and working towards or at Diploma Level 4 Qualified.
It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.
Requirements:
To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure
general client administration is kept up to date.
You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude.
Personal Requirements:
This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers fantastic additional benefits. So, if you think you have the necessary experience for this Paraplanner role please apply now!
Paraplanner - High Wycombe • High Wycombe, GB
MWH Treatment Limited is looking for a Senior Planner to join their Thames region Planning team.The role involves ensuring project plans are realistic and monitored effectively.You will be responsi... Show more
Guildford (hybrid working available).An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients.This role involves technical researc... Show more
Are you an experienced Prepper looking for your next opportunity with a growing manufacturer? We are seeking a skilled individual to join a busy production team, where you'll play a key role in ens... Show more
Senior Construction Planner - £575 per day - 18 Month Contract.Hybrid - Milton Keynes (minimum 60% on-site).A leading Government organisation is seeking an experienced Senior Construction Planner t... Show more
If you're an experienced Estimator looking for more than another housing or commercial contractor, this could be the change you've been waiting for.Join a Northamptonshire business renowned... Show more
Are you analytical, commercially minded and interested in building a career in retail?.We are looking for an Assistant Trade Planner to support the delivery of promotional and trading plans across ... Show more
ParalegalA position for an experienced residential conveyancing paralegal for an established firm of solicitors to assist in their Conveyancing department.Previous experience working as a Paralegal... Show more
Flexjet is seeking a proactive and highly organised Part-145 Maintenance Planner based at our Farnborough headquarters to support the maintenance and airworthiness of the private aviation fleet, de... Show more
Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional indep... Show more
Our client, a very well established and successful financial planning firm, is recruiting for Paraplanners at all levels of experience to join their ambitious team that’s passionate about providing... Show more
Full Time | Hybrid Working Available.An exciting opportunity has arisen for a Senior or Principal Planner to join a highly regarded consultancy with a strong pipeline of work across the South East.... Show more
That’s why we need people like you to help us.People who enjoy finding new ways to do things.We’re looking for an experienced P6 Planner to join our Civils team, supporting the successful delivery ... Show more
Paraplanner needed to support financial consultants by preparing holistic financial advice across pensions, investments, protection, and estate planning. Show more
Currie & Brown is seeking an ambitious, highly motivated Estimators (All Levels) to work on infrastructure commissions for our clients across London.Over recent months Currie & Brown has be... Show more
Seeking an experienced Paraplanner to create suitability reports and conduct technical research for a financial planning firm.Role involves reviewing fact-finds, product research, and recommendatio... Show more
Join the RAC as a Roadside Technician.Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.Join the team that keeps the UK moving... Show more
Estimator required to join leadingNew Build & Heritage Renovation Building Contractorsbased in the Fernhurst / Haslemere area.The Estimator will be overseeing variousNew Build & Heritage Re... Show more
The Permanent Division of Robert Half is currently recruiting for a Head of Financial Planning on behalf of a specialist Service and Data/Information Organisation with offices in Buckingham.As Head... Show more
