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Our client is the specialist financial planning arm of a large Chartered Accountancy organisation with an exceptional reputation for the quality of advice it provides to its client base that is made up of both high net worth individuals and corporate clients. In order to provide the best possible technical resource to its fee earners it is now looking to recruit a paraplanning manager to their team in London.
The role itself will focus on providing paraplanning support to the organisation's Managing Director and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax…
£20000 - £21000/annum
Your duties will be-
· Managing the Client Financial Reviews
· Preparing meeting packs for clients
· Assisting the Paraplanner in research
· Using a CRM system to place investments
· Preparing simple reports
· Following up actions from client meetings
· Gathering information from 3rd parties
Investment Assistant - Paraplanning
Leading international Private Bank looking to recruit a Investment Assistant/ Paraplanenr to the busy stockbroking team
Duties will include
*Assist CROs with the collation of information from a client in order to complete a compliant and sufficiently detailed Investor Profile Form from which the Firm can give advice.
*Construct a partially or fully completed (depending on experience and the case complexity) and compliant Suitability Letter for the CRO(s) to check and sign.
*To collaborate with colleagues in the checking of other teams' Suitability Letters to maintain compliant…
Financial Advisor - Bournemouth (Home based)
Financial Advisors for New Financial Services company
Remarkable Jobs Ltd is working with a rapidly expanding Financial Planning Practice to recruit Qualified Salaried Financial Advisers to join their team. The organisation provides Financial Planning and Wealth Management advice to their clients.
This organisation is expanding and looking to recruit a number of Financial Advisors to join their team of qualified salaried Financial Advisors. Ideal candidates will be qualified with their Level 4 Diploma for Financial Advisers
This role would suit an advisor that relishes client interaction, is…
Morris Jones Consulting Ref:
An excellent opportunity for a Senior Paraplanner to join a reputable IFA practice in Warwickshire, on a permanent basis.
A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a firm of Independent Financial Advisers based in Warwickshire.
- To work closely with Directors to develop research, report writing, compliance and auditing procedures, systems and tools.
- To continuously audit and review existing departmental systems and processes to improve efficiencies and output…
Our prestigious client is seeking an experienced Paraplanner their Glasgow office.
The main purpose of the role is to provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent.
Review fact finds,file notes,client risk profile questionnaires etc. as provided by the Financial Planners to gain an understanding of the client requirements discussed and agreed.
Undertake quotes using relevant in-house platforms or request quotes from external providers
Undertake the necessary research and analysis including:Fund analysis,Product comparison,Product analysis,Fund research
Senior Paraplanner - Warwickshire
Salary up to £36,000 plus benefits
A professional chartered business that provide financial planning and investment management to wealthy private clients and corporate entities. Now looking to appoint a level 4 Paraplanner to work closely with two of its top producing Chartered Financial Planners. The Paraplanner will initially provide high end technical paraplanning in a client facing role and work closely to design and deliver holistic financial plans to clients.
Applicants must be able to demonstrate a background of providing technical paraplanning for Advisers that work on a fee-basis with wealthy…
Job Title: Paraplanner - Nottingham - Up to £35,000
Purpose: We are leading the search for a market leading Financial Services Practice who are looking to appoint a well qualified and technically astute Paraplanner in Nottingham, who will be responsible for delivering comprehensive and technical paraplanning to a Director IFA, the individual will drive agreed performance standards and provide a compliant, quality paraplanning service to the Advisor.
The job holder will work principally on his/her own initiative, but in close liaison with the Regional Sales Managers, Marketing & Underwriters.
Devise and implement…
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, as part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their Cheshire based team.
The firm in question is extremely profitable and continues to attract assets under management at a high rate and has a very low client attrition rate.
The main purpose of the role is to prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and Senior partners, ensuring that the preparation of…
Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Paraplanner to support their fee earners.
Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work.
This is a fantastic opportunity for an experienced individual looking to join a forward thinking…
Our client is a Chartered Financial Planning practice with an exceptional reputation for the quality of advice it provides to its loyal client base. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional senior paraplanner to join their successful team.
The role itself will focus on providing paraplanning support to the organisation's IFAs and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax mitigation, superb report writing skills and a highly professional approach. This is particularly significant given…
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their Haywards Heath based team.
The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate.
The main purpose of the role…
I am recruiting exclusively for an Independent Financial Advisor based on the outskirts of Nantwich for an experienced Paraplanner, who will be able to do complex pension transactions.
Candidates must be experienced in the UK Financial Services Pension Transfer arena with preferably experience of overseas pension schemes.
Paraplanning duties such as report writing for wealth management clients, complying with FSA guidelines, analysing client portfolios and carrying out product research, will of course form part of your day to day duties, however, you will specifically have responsibility for pension business and in particular, pension…
Paraplanner (Financial Services Sector) in the Stockport Area Salary £23,000.00. - £28,000.00.
You will be expected to provide a full and comprehensive Paraplanning service to a number of IFA’s in the Cheshire Area.
You will have had experience, dealing with pension transfers, auto enrolment schemes plus you will be expected, to prepare benefit packages for PMI and SIPPs.
For this role you will need to be organised, articulate and numerate. You will need to be able to work as part of a team and be able to prioritise your workload.
Your Duties and Responsibilities will include:
• Research whole of market for advisers on a case by case…
Our client is a well-established Independent Financial Consultancy, specialising in Investments, Pensions, Protection and Retirement Planning. As a technical resource you will provide proactive sales support, assisting with client letters, proposals, running reports and research documentation.
Applicants must have proven experience as a Paraplanner and withhold or be studying for their Diploma.
The successful candidate should have the following skills and qualifications:
Over 5 years’ experience within an IFA environment
Over 3 years’ experience within a Paraplanning role
Studying for or achieved Diploma in Financial Planning
Part Time Paraplanner - £30k pro rata
This is a paraplanning role requiring experience of (and confidence in) dealing in the high net worth (HNW) market. The key requirement of this role will be to assist the advisor by producing client reports, life time cash flows and suitability letters in line with the firm`s guidelines and procedures. This will involve use of the Firm`s database and meeting notes to gather information on the client, liaising with members of the team where necessary.
Another key task will be to carry out research by investigating, sourcing and providing information requested as accurately as possible.
Paraplanner - West Surrey
£ high level market rate & excellent benefits
Highly respected national financial services group, providing an excellent platform for on-going career development.
Providing technical support for Consultants, in the servicing of new and existing business. This includes for example:
•Assessing client requirements and supporting with appropriate advice solutions, with guidance from Consultants.
•Product research, obtaining illustrations and preparing suitability reports.
•Preparation of draft annual reviews and drawdown letters.
•Reviews of re-balancing portfolios; income forecasts.
Huntswood are looking for a Paraplanner to provide financial planning advisory support in our established paraplanning function, based in our head office in Reading.
Your responsibilities would be to:
Compose, review and deliver draft financial reports for the advisers
Make discretionary decisions in relation to specialist financial planning arrangements
Identify, recommend and implement improvements to the advice proposition in line with the organisations policy and industry guidelines
Inform, guide and provide technical advice to financial advisers on the relevant systems
Essential experience and skills:
Level 3 qualified and willing…
Based North Nottinghamshire / South Yorkshire / Derbyshire Border
Our client, a major independent financial services company, is experiencing a period of growth and is looking to attract the very best employees to join the business. Due to increasing workload levels, this organisation requires an experienced Paraplanner with an excellent work ethic who is looking for a career opportunity to grow and develop with the business.
As directly authorised chartered financial planners, the company is fully RDR compliant and offers `new model` financial advice across investments, pensions, tax planning, mortgages and protection, mainly to…
Lloyd Recruitment Services is looking for an experienced Paraplanner to join a very well established Financial Services company.
The position involves the following:
Providing technical support to a team of highly qualified Financial Planners
Providing compliance assistance is beneficial
Understanding current legislation relating to financial products
Understanding pension and investment products to a high level along with tax implications
Liaising with product providers efficiently
Research, report writing and production of compliant suitability letters
Client portfolio reviews
Providing compliance support and office management for full…
Morris Jones Consulting Ref:
Market leading salary which is negotiable, fantastic benefits & development.
An excellent opportunity for a Paraplanner to join a reputable and high net worth IFA practice in Stratford Upon Avon, on a permanent basis.
A fantastic opportunity has arisen for an experienced Senior Paraplanner to join an oustanding firm of HNW Independent Financial Advisers based in Stratford.
- To work closely with Directors to develop research, report writing, compliance and auditing procedures, systems and tools.
- To continuously audit…
Interviews being held immediately
Competitive Salary & Benefits Package
An exciting role has arisen with my client based in Cheltenham who are rapidly expanding within its specialist sector. Working as a Paraplanner you will provide technical administration support to the Financial Planners by providing technical information and regulatory documentation for client meetings to ensure that new business is processed compliantly, efficiently and accurately.
Working as a Paraplanner you will provide Financial Planners with necessary documentation and financial analysis to ensure the firm can…
My Client is currently looking for an experienced UHNW Investments Paraplanner to join their team in Manchester.
*Responsible for producing bespoke reports, research and fund selection, portfolio risk analysis and cash flow planning
*Investments are structured around advised funds and model portfolio's with the option to use discretionary fund managers
*Providing a full technical paraplanning service for some of the UK wealthiest clients that require a full holistic advice service
*Heavily investment focused role with a clear technical understanding of investments, tax and wrappers
*The bulk of cases are high value discretionary managed…
ParaPlanner - IFA
Stafford / Staffordshire
Salary to £23,000 + Benefits
A Paraplanner is required by a leading IFA based in Stafford / Staffordshire. The successful candidate will be responsible for working with the Financial Consultants on a number of non client facing tasks such as preparing a financial plan or report.
In this varied role, you will be given the opportunity to go from certificate level qualifications through to obtaining your Certificate of Financial Planning / CFP)
The successful candidate will join a professional and well established Financial Advisors based in Stafford.
Financial Planning Administrator
£16,000 - £21000
An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established reputable IFA practice in their Carlisle office, on a permanent basis.
A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Carlisle.
Key Accountabilities will be as follows:
Providing full technical administration and paraplanning support to IFAs.
Processing investments, pensions and protection on behalf of consultants, obtaining quotations and illustrations…