Paraplanner

Overview

Location: Shrewsbury

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 Paraplanner to join their support team. You will need to be Diploma qualified (or working towards), or equivalent.

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:

  • 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 – FLEXIBLE HOME WORKING

    Job Type: Paraplanners

    Location: Midlands

    Paraplanner

    Overview

    Location: Shrewsbury

    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 Paraplanner to join their support team. You will need to be Diploma qualified (or working towards), or equivalent.

    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:

    • 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

      Job Type: Paraplanners

      Location: Nottinghamshire

      Location: Nottingham

      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 Paraplanner to join their support team based in Nottingham.

      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 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 – FLEXIBLE HOME WORKING

      Job Type: Paraplanners

      Location: Midlands

      Location: Warwick

      Salary: Negotiable depending on experience

      Are you an experienced technical Paraplanner looking for your next role working within Financial Services / Wealth Management?

      Our client is currently looking for an experienced technical Paraplanner to support 1 Advisor due to their large client base. The successful applicant will be joining an incredibly flexible company offering the option of 2 days office based and 3 days working from home.

      Experience:

      • Ideally Diploma qualified, or equivalent, or working towards. Our client will support any career development required whether that’s progressing into advice or gaining any additional qualifications you may require.
      • Ideally the candidate will have experience of DB pension transfers, however, this is not essential as the successful candidate will be put through training and exams to qualify.
      • Intelligent Office
      • General knowledge of the financial planning market including different providers’ products and services.
      • General knowledge across a wide range of financial planning areas such as pensions, investments, protection and estate-planning (including use of Trusts).
      • Minimum of one years’ experience in an IFA/Wealth Management environment.

      Essential skills:

      • IT literate, including all Microsoft Packages.
      • Confidence to develop strong, sustainable relationships with operations and adviser colleagues and product providers.
      • Excellent written and verbal communication and influencing skills.
      • Self-motivated.
      • Customer focused.
      • Analytical skills.
      • Problem Solving.
      • Decision-making.
      • Ability to efficiently manage priorities and workloads.
      • Ability to meet strict deadlines.

      Benefits include, but not limited to: Flexi working, generous holiday allowance, pension, healthcare.

      Paraplanning Responsibilities (not limited to):

      • Produce client suitability reports confirming new recommendations in accordance with the clients internal standards and compliance procedures.
      • Obtain accurate quotations, key features and applications for advisers’ meetings with clients.
      • Assess advisers’ and file documentation in accordance with the company’s compliance requirements.
      • Analyse clients’ circumstances, needs and objectives.
      • Provide research on all relevant advice areas, products and investment funds.
      • Assist in the implementation of remedial actions following delegated monitoring activities or regulatory changes as they occur.
      • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
      • Ensure all correct documentation is provided to advisers in a timely manner.
      • Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
      • Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
      • Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
      • Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
      • Promote professional behavior by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
      • Ensuring health and safety policies are observed.
      • Completion of other reasonable duties, as defined by the Senior Management Team.

      For Paraplanners involved in workplace pensions:

      • Produce Group Pension Governance Reports in accordance with the Company’s internal standards.

      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

      Job Type: Paraplanners

      Location: Surrey

      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.

      The successful candidate must be Level 4 or Paraplanning equivalent to work towards Level 4 once in the role.

      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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  • Paraplanner

    Job Type: Paraplanners

    Location: Nottinghamshire

    Paraplanner

    Overview

    Location: Shrewsbury

    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 Paraplanner to join their support team. You will need to be Diploma qualified (or working towards), or equivalent.

    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:

    • 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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      Salary: Negotiable depending on experience

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      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.

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       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.
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      • Prepare and compile financial analysis.
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      • 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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    • Senior Paraplanner – Flexible Working

      Job Type: Paraplanners

      Location: Berkshire

      Location: Outskirts of Reading

      Salary: Negotiable depending on experience

      Our client is currently looking for a Senior Paraplanner to join their support team. Your role will be to take ownership of the company’s paraplanning function, engaging at both an operational and technical level. To assist in researching and evaluating clients’ personal financial circumstances and provide potential financial planning solutions to meet their requirements.

      Flexible working comes as an option with this role.

      The successful candidate must hold the CII Level 4 Diploma in Regulated Financial Planning, or equivalent, and at least two CII AF level exams. Working towards Chartered status.

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      • Excellent technical awareness of the UK’s tax system as relevant to the needs of individuals and trusts
      • Knowledgeable on the technical framework surrounding personal pension schemes (DC and DB), including the impact of lifetime transfers and transfers at death.
      • Proficient in using relevant software packages (e.g. cashflow modelling and fund research) and MS Office applications

      Paraplanning Responsibilities:

      • Fact finding – Working with advisers, clients and third parties to identify clients’ personal circumstances and objectives.
      • Research – Liaising with third party product providers to obtain quotes, illustrations and product details for analysis.
      • Establishing recommendations – Formulating recommendations as best seen fit to achieve client’s objectives.
      • Report writing – Documenting recommendations clearly and with due regard to regulatory requirements.
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      • Additional tasks – Providing support in other functions, for example to cover staff leave and providing management information reports.

       

      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

      Job Type: Paraplanners

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      Job Title:  Paraplanner

      Location: Bath

      Salary: Negotiable depending on experience

      Are you an experienced Paraplanner looking for your next role working within Financial Services / Wealth Management?

      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.

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      • 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:

      • Proficient with Cashflow modelling / research / report writing / excellent technical knowledge
      • 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.
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      • 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

    Job Type: Paraplanners

    Location: Surrey

    Paraplanner

    Overview

    Location: Shrewsbury

    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 Paraplanner to join their support team. You will need to be Diploma qualified (or working towards), or equivalent.

    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.

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    • Be a point of contact for any Adviser queries.
    • Delegate work requests appropriately within the team.
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    • 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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      Job Type: Paraplanners

      Location: Midlands

      Location: Loughborough

      Salary: Negotiable depending on experience

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

      Our client is currently looking for Part or Fully Qualified Paraplanner, although not essential, 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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    • Senior Technical Consultant / Paraplanner – FLEXIBLE HOME WORKING

      Job Type: Paraplanners

      Location: London

      Location: London

      Salary: Negotiable depending on experience

      Are you an experienced technical Paraplanner looking for your next role working within Financial Services / Wealth Management?

      Our client, an independent boutique wealth planner is looking for a Senior Technical Consultant / Paraplanner to join their team.

      The successful candidate will provide financial planning support to Private Client Advisers across our central adviser teams, assisting them in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have complex planning needs. The role helps the advisers to provide clarity to clients and to deliver the exceptional quality service that clients expect.

      The successful candidate should hold a Chartered Financial Planner status with the CII.

      The role comprises, but is not restricted to:

      • 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 lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
      • Communicating these models to each client in person and in writing. Dealing with queries and modified scenarios as required.
      • 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.
      • Engaging with intelligent, demanding clients (many of whom are investment professionals themselves) consistent with developing and maintaining outstanding, long-term relationships.
      • Liaising with other technical staff in order to ensure a consistent client experience across the Group.
      • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

      Experience and Qualifications

      The successful candidate will:

      • Level 6 qualified, or equivalent
      • Have 5+ years’ experience:
        • within the independent sector of the financial services industry
        • in a paraplanning role involving direct contact with sophisticated HNW clients
      • Hold Chartered Financial Planner status with the CII
      • Understand the principles of asset allocation and portfolio construction
      • Have excellent knowledge of investment, life and pensions products and current legislation
      • Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
      • Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
      • Understand the importance and benefits of lifetime cashflow modelling, ideally with experience of Voyant as a cashflow modelling tool

      Previous experience of using Intelliflo will be an advantage.

      You will need to be able to demonstrate the following competencies:

      • Be a resourceful and creative problem solver, capable of embracing the role quickly and progressing to working largely unsupervised
      • Is able to analyse and evaluate information in detail, and reach suitable conclusions as needed
      • Possesses excellent written and verbal communication skills, with the ability to effectively communicate complex strategies with clarity
      • Can be punctual, presentable and professional at all times
      • Works well under pressure and uses their own initiative
      • Always demonstrates exceptional attention to detail
      • Has the ability to build a strong proactive working relationship with the advisers, for whom they will provide technical support, and the clients and providers with whom they will deal with.
      • Has the aptitude to assist the advisers and their clients in an enthusiastic and proactive forward-thinking manner using organisational, managing, and prioritising skills. A high level of organisation is important.
      • Is driven to learn, able to think laterally and apply new ideas and skills to their role
      • Has the ability to adapt quickly to changing priorities and needs and new challenges
      • Remains focused and motivated to always deliver an exceptional level of customer service to clients, third parties and colleagues
      • Is professional in the workplace and always supportive and respectful to colleagues.

      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

    • Junior Paraplanner – Flexible working – 2 days office based / 3 days WFH

      Job Type: Paraplanners

      Location: Oxfordshire

      Salary: Up to £33,000 Dependent on your experience

      Location: Witney

      Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position? If so, this could be your perfect position.

      Our client a very boutique company dealing with high net clients, is currently looking for a Junior Paraplanner to join their growing team. Offering exam support and study leave to become Diploma qualified, or equivalent.

      This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

      This position offers flexible working with 2 days in the office and 3 days working from home.

      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 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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Contact us

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