We are currently recruiting for a growing financial planning firm in Stokenchurch who are looking to recruit a Paraplanner due to company growth.
The position will be suitable for someone who has a minimum of 3 years of 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.
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.
Main Tasks and Responsibilities
Personal Requirements
Benefits Package
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 - Stokenchurch • Stokenchurch, GB
What if you could do the kind of work the world needs?.At WSP, you can access our global scale, contribute to landmark projects and connect with the brightest minds in your field to do the best wor... Show more
Carrington West are assisting a local authority client based in Oxfordshire in the search for a Principal Planning Policy Officer and Team Leader to join the town planning department on an initial ... Show more
Track Access Planner with SSOWP.The Track Access Planner will lead the development and integration of a safe, efficient and robust Route Engineering Access Plan, supporting the delivery of Renewals... Show more
Belcan Workforce Solutions are seeking two experienced Mechanical & Electrical Senior Planners to support a major defence infrastructure programme.These are site-based construction delivery roles, ... Show more
Theale (Hybrid - 2 days WFH after training).Are you a data-driven Supply Chain professional with a passion for forecasting, planning, and driving product availability? We're working with a leading ... Show more
My Four Wheels is a 5-star rated driving school with 500 instructors teaching nationwide - and due to record learner demand, we're now recruiting new Trainee Driving Instructors across the UK.If yo... Show more
Penguin Recruitment is seeking an Associate Town Planner to join a respected independent planning consultancy in Banbury.The role covers leading a diverse portfolio, delivering planning advice to p... Show more
Location: Aldermaston (Full-time onsite).Active SC candidates willing to undergo DV will also be considered.We are seeking an experienced Senior Planner to support a complex and high-profile progra... 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.Ensure ... Show more
Help Shape the UKs Energy FutureSenior Buyer Opportunity with the Civil Works Alliance (CWA), Supporting Sizewell CAs part of the CWA (Civil Works Alliance), you will support the building of Sizewe... Show more
A leading financial planning firm in Reading seeks an experienced Senior Paraplanner to manage high-net-worth clients and provide technical support without business development pressure.You'll have... Show more
A leading planning consultancy in England is expanding and seeks a Senior or Principal Planner to join their growing team.The role involves managing a diverse portfolio, engaging in business develo... Show more
Senior) Fleet Planner – UK Operationsby in(Senior) Fleet Planner – UK Operations**Location:** South East UK | Ipswich### **Role overview**As a (Senior) Fleet Planner, you will be responsible for **... Show more
Important: Before applying, due to the sensitive nature of these projects, you must be a SOLE UK National who is able to achieve and maintain UK MoD Security Clearance (SC).See Security Clearance S... Show more
Are you a Transport Planner looking for your next challenge? We are on the hunt for someone to join our busy Transport Planning team in Reading!.We currently have an opportunity for a.Transport Pla... Show more
Leakage Repair Teams / Groundworkers.PAYE - Rates dependant on Experience + Performance Related Incentive + Paid holidays + Paid Sickness.Per Team Self Employed + Performance Related Incentive + Co... Show more
A leading consultancy in transport planning is looking for a Principal Transport Planner to manage transport planning processes in Fleet.This role involves preparing assessments, liaising with clie... Show more
Wood has an opportunity for a Lead Planning Engineer in Reading on an Agency basis.This is a challenging role where you will have the opportunity to develop EPC schedules and run schedule risk anal... Show more
Recruitment Consultant - UK Engineering at g2 Recruitment.Planner to support a complex engineering programme.Develop and maintain the Integrated Master Schedule (IMS) in Primavera P6.Create and man... Show more
Company description:Thornton & RossJob description:STADA UK Thornton & Ross is on an exciting growth journey with more than 700 employees being fully committed to our purpose of Caring for ... Show more
