Paraplanner

  • Sales Support
  • Kent
  • Posted 5 months ago

Overview

Paraplanner
Location: Canterbury
Salary: £33,000 – £37,500
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information:
  • Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
  • The company is a boutique wealth planning company and you will be working closely with the Advisers
  • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
 
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

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    Paraplanner

    • Sales Support
    • Kent
    • Posted 5 months ago

    Overview

    Paraplanner
    Location: Canterbury
    Salary: £33,000 – £37,500
    Are you an experienced Paraplanner looking for your next role?
    Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
    Do you feel that you are not using your technical skills as much as you should be?
    Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling?
    If so, we can help
    Company/Role Information:
    • Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
    • The company is a boutique wealth planning company and you will be working closely with the Advisers
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
     
    So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

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    • Trainee Financial Planner / IFA – Graduate or Equivalent Programme.

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      Location: London

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      Based City of London

      Hours 9am-5pm

      Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%

       

      Are you a graduate or equivalent motivated to build a career in financial services?

      Would you thrive in an environment that can offer clear progression structure and is goal orientated?

      Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.

      This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.

      With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.

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      Other Benefits of the role:

      • A bonus of up to 12% of annual salary
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      • 25 x days holiday + BH, Hours 9am-5pm
      • After probation hybrid working

      To be considered for this role, you must have:

      • Degree educated (or equivalent)
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      Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

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    • Trainee Paraplanner / Junior Paraplanner

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  • Financial Services Administrator

    Job Type: Sales Support

    Location: London

    Paraplanner

    • Sales Support
    • Kent
    • Posted 5 months ago

    Overview

    Paraplanner
    Location: Canterbury
    Salary: £33,000 – £37,500
    Are you an experienced Paraplanner looking for your next role?
    Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
    Do you feel that you are not using your technical skills as much as you should be?
    Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling?
    If so, we can help
    Company/Role Information:
    • Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
    • The company is a boutique wealth planning company and you will be working closely with the Advisers
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
     
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      Based Burgess Hill

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  • Paraplanner – SJP experience – Part or Fully qualified

    Job Type: Paraplanners

    Location: London

    Paraplanner

    • Sales Support
    • Kent
    • Posted 5 months ago

    Overview

    Paraplanner
    Location: Canterbury
    Salary: £33,000 – £37,500
    Are you an experienced Paraplanner looking for your next role?
    Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
    Do you feel that you are not using your technical skills as much as you should be?
    Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling?
    If so, we can help
    Company/Role Information:
    • Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
    • The company is a boutique wealth planning company and you will be working closely with the Advisers
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
     
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      Title: Wealth Planning / IFA Administrator –

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      If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.

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      Are you an IFA Administrator who wants to improve your technical skills?

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      • Gathering tax information/ Tax calculations
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      • Full time, office-based role
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      • 22 days holiday initially increasing to 25 days.
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      Title: Wealth Planning / IFA Administrator

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      Job Summary:

      If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an

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      Our client, a boutique independent wealth planning company with a team of 15, is looking

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      As an administrator, you will play an essential role in ensuring the smooth running of their

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      Responsibilities:

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837