Junior Paraplanner

  • Paraplanners
  • Surrey
  • Posted 2 weeks ago

Overview

Location: Cranleigh

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career. This well-respected, award winning chartered IFA firm is now looking for someone to join their team of 5 paraplanners and work as paraplanner support.

This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training and support whilst working as paraplanner support to ensure career development through to a fully qualified paraplanner.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated  Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

The ideal candidate will have at least a year or two of experience working an IFA environment, with ambitions to become a qualified Paraplanner.

Key responsibilities include:

  • Support / develop client relationships
  • Obtain valuation and policy information
  • Obtain illustrations, related documentation and forms to support suitability reports
  • Manage pipeline reports, updating workflows
  • Prepare client portfolio information, presentations, comparative review documents, income forecasts
  • Provide all types of research necessary and draft letters or reports
  • Implement fund switches and portfolio rebalancing
  • Provide excellent client communication at all times
  • Assist with workload across the company

 

You should be educated to a good standard; well-developed literacy skills are essential, in addition to excellent communication skills and attention to detail.

 

If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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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  • Senior Paraplanner

    Job Type: Paraplanners

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    Junior Paraplanner

    • Paraplanners
    • Surrey
    • Posted 2 weeks ago

    Overview

    Location: Cranleigh

    Salary: Negotiable depending on experience

    Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career. This well-respected, award winning chartered IFA firm is now looking for someone to join their team of 5 paraplanners and work as paraplanner support.

    This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training and support whilst working as paraplanner support to ensure career development through to a fully qualified paraplanner.

    With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated  Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

    The ideal candidate will have at least a year or two of experience working an IFA environment, with ambitions to become a qualified Paraplanner.

    Key responsibilities include:

    • Support / develop client relationships
    • Obtain valuation and policy information
    • Obtain illustrations, related documentation and forms to support suitability reports
    • Manage pipeline reports, updating workflows
    • Prepare client portfolio information, presentations, comparative review documents, income forecasts
    • Provide all types of research necessary and draft letters or reports
    • Implement fund switches and portfolio rebalancing
    • Provide excellent client communication at all times
    • Assist with workload across the company

     

    You should be educated to a good standard; well-developed literacy skills are essential, in addition to excellent communication skills and attention to detail.

     

    If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    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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    • Paraplanner

      Job Type: Paraplanners

      Location: London

      Job Title:  Paraplanner

      Location: London

      Salary: Negotiable depending on experience

      Are you a Paraplanner looking for your next role working within Financial Services?

      Our client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team based in the Birmingham. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      The role is varied and involves working as part of a small, close-knit friendly team.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
      • Delegate work requests appropriately within the team.
      • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

       Paraplanning Responsibilities:

      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
      • Discuss cases with adviser and pro-actively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

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      • Producing comprehensive and clear suitability letters for clients
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      • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

       

      If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

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      Job title: Junior Paraplanner

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      • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
      • Producing comprehensive and clear suitability letters for clients
      • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
      • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
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      • Salary negotiable depending on your experience

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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  • Part or Fully Qualified Paraplanner

    Job Type: Paraplanners

    Location: Surrey

    Junior Paraplanner

    • Paraplanners
    • Surrey
    • Posted 2 weeks ago

    Overview

    Location: Cranleigh

    Salary: Negotiable depending on experience

    Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career. This well-respected, award winning chartered IFA firm is now looking for someone to join their team of 5 paraplanners and work as paraplanner support.

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    With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated  Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

    The ideal candidate will have at least a year or two of experience working an IFA environment, with ambitions to become a qualified Paraplanner.

    Key responsibilities include:

    • Support / develop client relationships
    • Obtain valuation and policy information
    • Obtain illustrations, related documentation and forms to support suitability reports
    • Manage pipeline reports, updating workflows
    • Prepare client portfolio information, presentations, comparative review documents, income forecasts
    • Provide all types of research necessary and draft letters or reports
    • Implement fund switches and portfolio rebalancing
    • Provide excellent client communication at all times
    • Assist with workload across the company

     

    You should be educated to a good standard; well-developed literacy skills are essential, in addition to excellent communication skills and attention to detail.

     

    If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    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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      Salary: Negotiable depending on experience

      Are you a Paraplanner looking for your next role working within Financial Services?

      Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

      Provide the level of service required by the Company for the consultants in line with client and investment proposition.

      Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

      In order to fulfil the above, it is expected that you will liaise with members of the team and senior management, reporting regularly to the Senior Paraplanner and Operations Manager.

      Main Duties and Responsibilities:

      • To promote and work always towards our client’s policy of delivery of Client Best Interest outcomes.
      • To ensure adherence always to the suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.
      • To take responsibility for own performance and to identify personal development areas.
      • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
      • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also, to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
      • Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. Provide a complete audit trail from the software system to justify product selection
      • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
      • Prepare the draft recommendation report for sign off by the adviser.
      • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
      • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
      • Assist compliance and other colleagues in any area as directed.
      • When required assists Network members with technical and product queries in a timely manner.
      • To ensure a consistent and up to date approach across both Independent and Restricted channels.
      • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.

      Practical Skill Set:

      • Possessing good interpersonal skills with a willingness to work in a demanding environment, the ability to communicate effectively at all levels, and in all media types.
      • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
      • Good keyboard skills
      • Practical experience with Word, Excel and Database applications
      • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
      • Experience of Intelligent Office CRM is desirable
      • Good communication skills
      • Problem solving
      • Time management
      • Up to date knowledge of financial services providers and products

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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      Our client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team based in the Birmingham. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      The role is varied and involves working as part of a small, close-knit friendly team.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
      • Delegate work requests appropriately within the team.
      • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

       Paraplanning Responsibilities:

      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
      • Discuss cases with adviser and pro-actively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

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      Are you a Paraplanner looking for your next role working within Financial Services?

      Our client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      The role is varied and involves working as part of a small, close-knit friendly team.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
      • Delegate work requests appropriately within the team.
      • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

       Paraplanning Responsibilities:

      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
      • Discuss cases with adviser and pro-actively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

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  • Paraplanner

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    Junior Paraplanner

    • Paraplanners
    • Surrey
    • Posted 2 weeks ago

    Overview

    Location: Cranleigh

    Salary: Negotiable depending on experience

    Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career. This well-respected, award winning chartered IFA firm is now looking for someone to join their team of 5 paraplanners and work as paraplanner support.

    This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training and support whilst working as paraplanner support to ensure career development through to a fully qualified paraplanner.

    With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated  Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

    The ideal candidate will have at least a year or two of experience working an IFA environment, with ambitions to become a qualified Paraplanner.

    Key responsibilities include:

    • Support / develop client relationships
    • Obtain valuation and policy information
    • Obtain illustrations, related documentation and forms to support suitability reports
    • Manage pipeline reports, updating workflows
    • Prepare client portfolio information, presentations, comparative review documents, income forecasts
    • Provide all types of research necessary and draft letters or reports
    • Implement fund switches and portfolio rebalancing
    • Provide excellent client communication at all times
    • Assist with workload across the company

     

    You should be educated to a good standard; well-developed literacy skills are essential, in addition to excellent communication skills and attention to detail.

     

    If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    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.

    Related Jobs

    • Paraplanner

      Job Type: Paraplanners

      Location: Surrey

      Job Title:  Paraplanner

      Location: Horsham

      Salary: Negotiable depending on experience

      Are you a Paraplanner looking for your next role working within Financial Services?

      Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

      Provide the level of service required by the Company for the consultants in line with client and investment proposition.

      Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

      In order to fulfil the above, it is expected that you will liaise with members of the team and senior management, reporting regularly to the Senior Paraplanner and Operations Manager.

      Main Duties and Responsibilities:

      • To promote and work always towards our client’s policy of delivery of Client Best Interest outcomes.
      • To ensure adherence always to the suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.
      • To take responsibility for own performance and to identify personal development areas.
      • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
      • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also, to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
      • Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. Provide a complete audit trail from the software system to justify product selection
      • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
      • Prepare the draft recommendation report for sign off by the adviser.
      • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
      • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
      • Assist compliance and other colleagues in any area as directed.
      • When required assists Network members with technical and product queries in a timely manner.
      • To ensure a consistent and up to date approach across both Independent and Restricted channels.
      • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.

      Practical Skill Set:

      • Possessing good interpersonal skills with a willingness to work in a demanding environment, the ability to communicate effectively at all levels, and in all media types.
      • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
      • Good keyboard skills
      • Practical experience with Word, Excel and Database applications
      • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
      • Experience of Intelligent Office CRM is desirable
      • Good communication skills
      • Problem solving
      • Time management
      • Up to date knowledge of financial services providers and products

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • Senior Paraplanner

      Job Type: Paraplanners

      Location: London

      Job Title- Senior Paraplanner

      Location- Bexley

      Salary- Negotiable depending on your experience

      Are you a Paraplanner looking for your next role working within Financial Services?

      Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      General responsibilities:

      • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
      • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
      • Producing comprehensive and clear suitability letters for clients
      • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
      • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
      • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
      • Dealing with complex and technical client queries as and when they arise
      • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
      • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

       

      If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • Paraplanner

      Job Type: Paraplanners

      Location: Midlands

      Location: Stamford

      Salary: Negotiable depending on experience

      Are you a Paraplanner looking for your next role working within Financial Services?

      Our client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      The role is varied and involves working as part of a small, close-knit friendly team.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
      • Delegate work requests appropriately within the team.
      • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

       

       Paraplanning Responsibilities:

      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
      • Discuss cases with adviser and pro-actively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    Read More

Contact us

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