img
Permanent

Paraplanner - Route to Paraplanner Manager Near High Wycombe, Hybrid, Up to £55,000 (DOE)

High Wycombe
money-bag 50000.00-50000.00 Annual
3109952929
Posted 2 days ago

Excellent Benefits and Supportive CultureA well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning.The RoleSupport advisers with research, analysis, and suitability reportsBuild and maintain cashflow modelsPrepare client review packs and documentationManage client queries, withdrawals, and policy changesAttend client meetings where requiredMaintain accurate records and manage cases efficientlyWhat You''ll NeedLevel 4 Diploma (essential)Paraplanning experience within an IFA environmentStrong knowledge of pensions, investments, and protectionExcellent attention to detail and communication skillsAbility to manage multiple cases and deadlinesWhat''s on OfferHybrid and flexible workingFull admin and paraplanning support structureExposure to quality clients and varied casesSupportive, team-oriented cultureClear opportunity for career progressionIf you''re a driven Paraplanner looking for your next step in a progressive firm, we''d love to hear from you - Please contact Sam at Financial Divisions. ..... full job details .....

Other jobs of interest...

Julie Rose Recruitment
BromleyYesterday
money-bag£40000 - £50000/annum
Bucks & Berks Recruitment PLC
MarlowYesterday
money-bag£65,000
Pure Resourcing Limited
LondonYesterday
money-bag30000.00-30000.00 Annual
Equals One Ltd
CityYesterday
money-bag70000.00-70000.00 Annual
Bucks & Berks Recruitment PLC
MarlowYesterday
money-bag65000.00-65000.00 Annual
Eden Rose
LondonYesterday
money-bag45000.00-45000.00 Annual
The Coast Partnership Ltd
LondonYesterday
money-bag55000.00-55000.00 Annual
Hays Business Support
CityYesterday
money-bag40000.00-40000.00 Annual
Hays Business Support
CityYesterday
money-bag30000.00-30000.00 Annual
IDEX Consulting Ltd
London
money-bag40000.00-40000.00 Annual
Financial Divisions
London
money-bag55000.00-55000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!