This job listing has expired
Paraplanner
- Paraplanners
- Midlands
Posted 2 months ago - Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: London
Paraplanner
- Paraplanners
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Hertfordshire
Based Stevenage – Hybrid working
Salary – £26,000 – £35,000 depending upon experience
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Would you like a better office/home working balance?
If so, we have a role which can develop you through the next step of your career:-
- They are looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- 2 x days in the office, 3 x days working from home
- You will gain a full range of exposure across the whole of the market
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
-
Job Type: Paraplanners
Location: Midlands
Location: Warwick
Salary: £28,000 – £40,000 depending on experience
Are you a Paraplanner looking for your next role working within Financial Services / Wealth Management?
Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.
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.
- 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.
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 behaviour 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.
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.
-
Job Type: Paraplanners
Location: Surrey
Based Horsham
Hours 9am-5pm
Salary £30,000-£35,000
Are you a Junior Paraplanner?
- Have you have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Junior Paraplanning role and who is looking to gain more experience to move into a full paraplanning role
They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered. They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
They are based in a fantastic office environment with parking and after the initial training offer hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Somerset
Paraplanner
- Paraplanners
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Lincolnshire
Location: Grantham
Salary: £35,000 – £46,000 depending on experience
Are you a Paraplanner looking for your next role working within Financial Services / Wealth Management?
Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.
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.
- 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.
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 behaviour 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.
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.
-
Job Type: Paraplanners
Location: Kent
Based Maidstone
Salary up to c. £45,000 depending upon experience
Are you an Paraplanner?
- Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
- Are you working in a smaller company where you feel like to can’t develop any further?
- Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
- Do you want to work in a business where there is an established system for processes and procedures
If so, then we are working with a company who can offer you the career development you are looking for
- Our client offers a superb range of benefits
- 25 x days holiday + BH
- Scope for personal career development throughout the business
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail
-
Job Type: Paraplanners
Location: Surrey
Based Horley outskirts
9am-5pm. Hybrid Working – 2 x days in the office (after initial training period)
Salary £40,000-£45,000 depending upon experience
Are you a Diploma qualified Paraplanner?
- Are you working in a corporate environment and feel like you don’t have enough autonomy in your role?
- Do you feel like you are not using your technical skills as much as you would like to?
- Are you working in a restricted practice and would like to move to a wholly independent firm?
- Are you churning out endless reports but want to be working on more complicated, bespoke cases?
- Are you getting bogged down with admin duties?
If so, our client can help…….
About the role and company
- This is a fully independent, privately owned Chartered IFA
- There are 15 in the company
- Beautiful offices in a barn conversion
- After initial training – 2 x days working in the office, 3 x days working from home
- Exam support through to Chartered if desired
- Full admin support and other paraplanners within the team to bounce ideas off
If you would like more information about the role or company, then please apply
-
Job Type: Paraplanners
Location: Kent
Paraplanner
- Paraplanners
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Surrey
Based Horsham
Hours 9am-5pm
Salary £30,000-£35,000
Are you a Junior Paraplanner?
- Have you have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Junior Paraplanning role and who is looking to gain more experience to move into a full paraplanning role
They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered. They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
They are based in a fantastic office environment with parking and after the initial training offer hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner – Hybrid and fully remote candidates will also be considered
Job Type: Paraplanners
Location: Surrey
Based nr. Guildford
Salary flexible depending upon experience
Are you a Part or Diploma Qualified Paraplanner?
- Are you working in a more corporate environment and feel like you don’t have enough autonomy in your role?
- Do you feel that you are not using your technical skills as much as you should be?
- Or are you working in a restricted practice and looking for a move to a whole of the market independent practice?
- Are you just churning annual reviews and are not working on interesting/complicated cases?
- Do you want to work in an environment that appreciates a life/work balance?
If so, our client can help.
- They are a fully independent, privately owned IFA with 20 in the team
- There is full flexibility on working a hybrid model or more remote working
- Full admin support
- Exam support and study support and the opportunity to progress into advising if this is of interest
So, if the time is right to move roles into a family orientated Practice, then please apply and we can run through the role and company in more detail.
-
Job Type: Paraplanners
Location: Kent
Based Tunbridge Wells
Hours 9am-5pm
Salary £28,000-£35,000 depending upon experience
Are you a Junior Paraplanner?
*Have you have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
*Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
*Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
*Are you currently working within a restricted practice and are looking to work for an independent IFA?
*Would you like to work for a company who are committed to career development and are looking to progress through the business?
The company and role
There are 12 within the company and are based in spacious offices near the town centre and train station. There are three other Paraplanners in the team including a Paraplanner Manager, an experienced Paraplanner and a Junior Paraplanner – who are supporting 4-5 Advisers.
Benefits
They offer flexi-time – start time anywhere between 8am-10am
Discretionary annual bonus
25 x days holiday
Hybrid working – after initial training period
If you would like more information about the role or company, then please get in touch
Job Type: Paraplanners
Location: London
Paraplanner
- Paraplanners
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Hertfordshire
Based Stevenage – Hybrid working
Salary – £26,000 – £35,000 depending upon experience
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Would you like a better office/home working balance?
If so, we have a role which can develop you through the next step of your career:-
- They are looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- 2 x days in the office, 3 x days working from home
- You will gain a full range of exposure across the whole of the market
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
-
Job Type: Paraplanners
Location: Midlands
Location: Warwick
Salary: £28,000 – £40,000 depending on experience
Are you a Paraplanner looking for your next role working within Financial Services / Wealth Management?
Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.
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.
- 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.
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 behaviour 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.
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.
-
Job Type: Paraplanners
Location: Surrey
Based Horsham
Hours 9am-5pm
Salary £30,000-£35,000
Are you a Junior Paraplanner?
- Have you have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Junior Paraplanning role and who is looking to gain more experience to move into a full paraplanning role
They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered. They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
They are based in a fantastic office environment with parking and after the initial training offer hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Hertfordshire
Based Stevenage – Hybrid working
Salary – £26,000 – £35,000 depending upon experience
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Would you like a better office/home working balance?
If so, we have a role which can develop you through the next step of your career:-
- They are looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- 2 x days in the office, 3 x days working from home
- You will gain a full range of exposure across the whole of the market
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
Job Type: Paraplanners
Location: Midlands
Location: Warwick
Salary: £28,000 – £40,000 depending on experience
Are you a Paraplanner looking for your next role working within Financial Services / Wealth Management?
Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.
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.
- 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.
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 behaviour 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.
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.
Job Type: Paraplanners
Location: Surrey
Based Horsham
Hours 9am-5pm
Salary £30,000-£35,000
Are you a Junior Paraplanner?
- Have you have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Junior Paraplanning role and who is looking to gain more experience to move into a full paraplanning role
They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered. They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
They are based in a fantastic office environment with parking and after the initial training offer hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Somerset
Paraplanner
- Paraplanners
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Lincolnshire
Location: Grantham
Salary: £35,000 – £46,000 depending on experience
Are you a Paraplanner looking for your next role working within Financial Services / Wealth Management?
Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.
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.
- 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.
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 behaviour 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.
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.
-
Job Type: Paraplanners
Location: Kent
Based Maidstone
Salary up to c. £45,000 depending upon experience
Are you an Paraplanner?
- Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
- Are you working in a smaller company where you feel like to can’t develop any further?
- Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
- Do you want to work in a business where there is an established system for processes and procedures
If so, then we are working with a company who can offer you the career development you are looking for
- Our client offers a superb range of benefits
- 25 x days holiday + BH
- Scope for personal career development throughout the business
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail
-
Job Type: Paraplanners
Location: Surrey
Based Horley outskirts
9am-5pm. Hybrid Working – 2 x days in the office (after initial training period)
Salary £40,000-£45,000 depending upon experience
Are you a Diploma qualified Paraplanner?
- Are you working in a corporate environment and feel like you don’t have enough autonomy in your role?
- Do you feel like you are not using your technical skills as much as you would like to?
- Are you working in a restricted practice and would like to move to a wholly independent firm?
- Are you churning out endless reports but want to be working on more complicated, bespoke cases?
- Are you getting bogged down with admin duties?
If so, our client can help…….
About the role and company
- This is a fully independent, privately owned Chartered IFA
- There are 15 in the company
- Beautiful offices in a barn conversion
- After initial training – 2 x days working in the office, 3 x days working from home
- Exam support through to Chartered if desired
- Full admin support and other paraplanners within the team to bounce ideas off
If you would like more information about the role or company, then please apply
Job Type: Paraplanners
Location: Lincolnshire
Location: Grantham
Salary: £35,000 – £46,000 depending on experience
Are you a Paraplanner looking for your next role working within Financial Services / Wealth Management?
Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.
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.
- 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.
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 behaviour 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.
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.
Job Type: Paraplanners
Location: Kent
Based Maidstone
Salary up to c. £45,000 depending upon experience
Are you an Paraplanner?
- Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
- Are you working in a smaller company where you feel like to can’t develop any further?
- Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
- Do you want to work in a business where there is an established system for processes and procedures
If so, then we are working with a company who can offer you the career development you are looking for
- Our client offers a superb range of benefits
- 25 x days holiday + BH
- Scope for personal career development throughout the business
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail
Job Type: Paraplanners
Location: Surrey
Based Horley outskirts
9am-5pm. Hybrid Working – 2 x days in the office (after initial training period)
Salary £40,000-£45,000 depending upon experience
Are you a Diploma qualified Paraplanner?
- Are you working in a corporate environment and feel like you don’t have enough autonomy in your role?
- Do you feel like you are not using your technical skills as much as you would like to?
- Are you working in a restricted practice and would like to move to a wholly independent firm?
- Are you churning out endless reports but want to be working on more complicated, bespoke cases?
- Are you getting bogged down with admin duties?
If so, our client can help…….
About the role and company
- This is a fully independent, privately owned Chartered IFA
- There are 15 in the company
- Beautiful offices in a barn conversion
- After initial training – 2 x days working in the office, 3 x days working from home
- Exam support through to Chartered if desired
- Full admin support and other paraplanners within the team to bounce ideas off
If you would like more information about the role or company, then please apply
Job Type: Paraplanners
Location: Kent
Paraplanner
- Paraplanners
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
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