CheckatradeNottingham
Checkatrade, the UK's number one website for finding quality trades, are looking for experienced and professional Roofers across various regions to help meet homeowner demand.This opportunity will allow you to choose your own hours and areas you wish to work in.A variety of jobs need undertaking inc...
Capital One - UKNottingham
Nottingham Trent House (95002), United Kingdom, Nottingham, Nottinghamshire.From time to time, our customers have trouble making payments on their credit card account.This might be due to health issues, job loss or even a deeper vulnerability.As a member of our Specialist Customer Support Team, you’...
Desford, 10 mi from Loughborough
Material Planning Analyst
• Desford (Hybrid)
• Up to £23/hr
• Inside IR35
Do you have experience in a material planning role or supply chain, ideally within the manufacturing industry? Jonathan Lee Recruitment is looking for a full-time Material...
bet365Stoke-on-Trent, 43 mi from Loughborough
Job Description
As an Anti Money Laundering Compliance Analyst, you will play a key role in guiding the Business in respect of anti-money laundering and counter-terrorist financing (AML/CTF) compliance.
Working as part of a team and reporting...
Digital WaffleBirmingham, 32 mi from Loughborough
Job Title: Security Compliance Analyst Location: Birmingham (hybrid) Salary: Up to £70k DOE We are currently looking for a Security Compliance Analyst to join our client, a dynamic law firm based in Central London!
They pride themselves...
REV & REGS LIMITEDLeicester, 14 mi from Loughborough
Rev & Regs are recruiting for a Compliance Analyst role on behalf of a well-established Insurance broker, based in Leicester.
The role will support the wider Compliance Team and business in being able to efficiently answer and resolve insurer...
bet365Stoke-on-Trent, 43 mi from Loughborough
As an Anti Money Laundering Compliance Analyst, you will play a key role in guiding the Business in respect of anti-money laundering and counter-terrorist financing (AML/CTF) compliance.
Working as part of a team and reporting...
Bet365Stoke-on-Trent, 43 mi from Loughborough
As an Anti Money Laundering Compliance Analyst, you will play a key role in guiding the Business in respect of anti-money laundering and counter-terrorist financing (AML/CTF) compliance.
Working as part of a team and reporting...
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Paraplanner
Loughborough | www.cv-library.co.uk |
Paraplanner
Location: Loughborough
Salary: £35,000 - £45,000
Duration: Permanent, Full time, Hybrid
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance. This is an excellent opportunity for someone looking to grow and progress within the financial services industry.
Key Responsibilities:
• Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.
• Write client review letters, including portfolio reviews and drawdown reviews.
• Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.
• Conduct portfolio analysis and rebalancing as needed.
• Perform fund, product, and provider research and due diligence, including portfolio construction using tools like FE Analytics & Centra.
What’s on Offer?
• Salary up to £45,000
• 7% employee pension contribution
• Hybrid and flexible working options
• Potential for part time
• 26 day annual leave + bank holidays
• Study support with Level 4 and Chartered exams
Progression Opportunities: The firm are committed to the growth and development of the team members. There will be the option to progress into an adviser role, should a space become available in the adviser team.
What next?
Apply today to be considered for the Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Paraplanner, IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
Location: Loughborough
Salary: £35,000 - £45,000
Duration: Permanent, Full time, Hybrid
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services. They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance. This is an excellent opportunity for someone looking to grow and progress within the financial services industry.
Key Responsibilities:
• Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.
• Write client review letters, including portfolio reviews and drawdown reviews.
• Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.
• Conduct portfolio analysis and rebalancing as needed.
• Perform fund, product, and provider research and due diligence, including portfolio construction using tools like FE Analytics & Centra.
What’s on Offer?
• Salary up to £45,000
• 7% employee pension contribution
• Hybrid and flexible working options
• Potential for part time
• 26 day annual leave + bank holidays
• Study support with Level 4 and Chartered exams
Progression Opportunities: The firm are committed to the growth and development of the team members. There will be the option to progress into an adviser role, should a space become available in the adviser team.
What next?
Apply today to be considered for the Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Paraplanner, IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
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