An exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses.
As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases.
This office-based role offers a salary range of £40,000 - £50,000 and benefits. Must be locally based or within a reasonable commuting distance.
We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications.
What We Are Looking For
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role.
* Have at least 2 years of paraplanning experience
* Must have Level 4 or Level 6 in Financial Planning
* Strong verbal and written English communication
What's on Offer
* Competitive salary
* 25 days holiday plus bank holidays
* Pension scheme
* Discretionary annual bonus
* Death-in-service cover
* Free parking
* Support for professional development and further qualifications
This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Senior Paraplanner to join a well-established financial planning firm, specialising in tailored wealth management, retirement, pensions, and investment advice.
As a Senior Paraplanner, you will support financial planners in delivering high-quality, technically accurate advice and follow-up work for clients.
This office-based full-time permanent role offers a salary range of £50,000 - £60,000 and benefits.
You will be responsible for
? Preparing detailed paraplanning reports and client recommendations.
? Attending select client meetings to support financial planners.
? Conducting research to ensure advice is accurate and compliant.
? Ensuring all client documentation is thorough and well presented.
? Contributing to the continuous improvement of internal processes.
What we are looking for
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator or in a similar role.
? Proven experience of 4 years in paraplanning within a financial services environment.
? Have Diploma in Financial Services.
? Ability to manage multiple tasks efficiently while maintaining accuracy.
? Right to work in the UK.
What's on offer
? Competitive salary.
? Private medical insurance.
? Life insurance and income protection.
? Company pension scheme.
? Flexibility in working hours to support work life balance
This is a fantastic opportunity for a Paraplanner seeking to advance their career in a respected and forward-thinking financial planning practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions ....Read more...
An exciting opportunity has arisen for a Paraplanner to join a well-established financial advisory firm offering pensions, investments, retirement planning, and protection solutions providing clear, tailored financial guidance for individuals and businesses.
As a Paraplanner, you will be providing comprehensive technical support to financial advisers, contributing to complex and rewarding financial planning cases.
This office-based role offers a salary range of £40,000 - £50,000 and benefits. Must be locally based or within a reasonable commuting distance.
We are seeking two paraplanners, 1 with level 4 and 1 with level 6 qualifications.
What We Are Looking For
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial Planning Assistant, Financial administrator, IFA or in a similar role.
? Have at least 2 years of paraplanning experience
? Must have Level 4 or Level 6 in Financial Planning
? Strong verbal and written English communication
What's on Offer
? Competitive salary
? 25 days holiday plus bank holidays
? Pension scheme
? Discretionary annual bonus
? Death-in-service cover
? Free parking
? Support for professional development and further qualifications
This is an excellent opportunity for a dedicated Paraplanner to advance their career within a dynamic and respected firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employm....Read more...
An exciting opportunity has arisen for a Senior Paraplanner to join a well-established financial planning firm, specialising in tailored wealth management, retirement, pensions, and investment advice.
As a Senior Paraplanner, you will support financial planners in delivering high-quality, technically accurate advice and follow-up work for clients.
This office-based full-time permanent role offers a salary range of £50,000 - £60,000 and benefits.
You will be responsible for
* Preparing detailed paraplanning reports and client recommendations.
* Attending select client meetings to support financial planners.
* Conducting research to ensure advice is accurate and compliant.
* Ensuring all client documentation is thorough and well presented.
* Contributing to the continuous improvement of internal processes.
What we are looking for
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator or in a similar role.
* Proven experience of 4 years in paraplanning within a financial services environment.
* Have Diploma in Financial Services.
* Ability to manage multiple tasks efficiently while maintaining accuracy.
* Right to work in the UK.
What's on offer
* Competitive salary.
* Private medical insurance.
* Life insurance and income protection.
* Company pension scheme.
* Flexibility in working hours to support work life balance
This is a fantastic opportunity for a Paraplanner seeking to advance their career in a respected and forward-thinking financial planning practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service.Our existing paraplanner has needed to step back her days, so we have a need for your expert help.We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.Required Experience:
Hold at least level 4 status and ideally be looking to keep going.Have experience of using Intelligent Office, FE Analytics & cashflow software.We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service.Our existing paraplanner has needed to step back her days, so we have a need for your expert help.We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.Required Experience:
Hold at least level 4 status and ideally be looking to keep going.Have experience of using Intelligent Office, FE Analytics & cashflow software.We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
