Paraplanner

Overview

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.

Related Jobs

  • Junior Paraplanner

    Job Type: Paraplanners

    Location: Berkshire

    Paraplanner

    Overview

    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.

    Related Jobs

    • Paraplanner – Diploma Qualified

      Job Type: Paraplanners

      Location: Shropshire

      Job Title:  Paraplanner 

      Location: Telford

      Salary: Dependent on your experience

      Are you a Paraplanner looking for your next role?

      Our client is currently looking for a Diploma Qualified Paraplanner, or equivalent, to join their support team based in Telford.

      The main responsibilities of this role are:  

      • Researching product options:
      • Using in-house and external software to research the market for the most appropriate
      • product for the client.
      • Discussing research with Financial Planners and Compliance
      • Presenting suitability reports to Financial Planners.
      • Understand a client’s needs by working with the advisers and liaising with the client
      • Analysing clients’ existing products
      • Providing a summary of analysis to Financial Planner in your pod and to Compliance.
      • Completing money laundering checks.
      • Ensuring all clients have been billed for any chargeable work

      For this role you would ideally have between 2/3 years of up to date Paraplanning 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.

       

       

      Read More

    • Paraplanner – Diploma Qualified

      Job Type: Paraplanners

      Location: Berkshire

      Job Title:  Paraplanner 

      Location: Thatcham

      Salary: Dependent on your experience

      Are you a Paraplanner looking for your next role?

      Our client is currently looking for a Diploma Qualified Paraplanner, or equivalent, to join their support team based in Thatcham.

      The main responsibilities of this role are:  

      • Researching product options:
      • Using in-house and external software to research the market for the most appropriate
      • product for the client.
      • Discussing research with Financial Planners and Compliance
      • Presenting suitability reports to Financial Planners.
      • Understand a client’s needs by working with the advisers and liaising with the client
      • Analysing clients’ existing products
      • Providing a summary of analysis to Financial Planner in your pod and to Compliance.
      • Completing money laundering checks.
      • Ensuring all clients have been billed for any chargeable work

      For this role you would ideally have between 2/3 years of up to date Paraplanning 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.

       

       

      Read More

    • Paraplanner

      Job Type: Paraplanners

      Location: Surrey

      Location: Hindhead

      Salary: Upto £40,000

      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 Hindhead. 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.

      Read More

    Read More

  • Junior Paraplanner

    Job Type: Paraplanners

    Location: Surrey

    Paraplanner

    Overview

    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.

    Related Jobs

    • Paraplanner – Diploma Qualified

      Job Type: Paraplanners

      Location: Berkshire

      Job Title:  Paraplanner 

      Location: Thatcham

      Salary: Dependent on your experience

      Are you a Paraplanner looking for your next role?

      Our client is currently looking for a Diploma Qualified Paraplanner, or equivalent, to join their support team based in Thatcham.

      The main responsibilities of this role are:  

      • Researching product options:
      • Using in-house and external software to research the market for the most appropriate
      • product for the client.
      • Discussing research with Financial Planners and Compliance
      • Presenting suitability reports to Financial Planners.
      • Understand a client’s needs by working with the advisers and liaising with the client
      • Analysing clients’ existing products
      • Providing a summary of analysis to Financial Planner in your pod and to Compliance.
      • Completing money laundering checks.
      • Ensuring all clients have been billed for any chargeable work

      For this role you would ideally have between 2/3 years of up to date Paraplanning 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.

       

       

      Read More

    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Surrey

      Job title: Junior Paraplanner

      Salary: Dependable on your experience

      Location: Reigate

      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 is currently looking for a Junior Paraplanner to join their growing team.

      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.

      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.

      Benefits of the role:

      • 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.

      Read More

    • Paraplanner

      Job Type: Paraplanners

      Location: London

      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 Paraplanner  to join their support team based in London. 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.

      Read More

    Read More

  • Paraplanner – Diploma Qualified

    Job Type: Paraplanners

    Location: Berkshire

    Paraplanner

    Overview

    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.

    Related Jobs

    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Surrey

      Salary: Upto £30,000

      Location: Hindhead

      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 is currently looking for a Junior Paraplanner to join their growing team.

      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.

      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.

       

      For this role our client is looking for someone who has ideally over 5 years’ experience within an IFA firm. They would also be looking for someone who is on their way to completing their chartered status (or equivalent). You will also have excellent knowledge of investment, life and pensions products and current legislation

      Benefits of the role:

      • 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.

       

      Read More

    • Are you a Paraplanner looking for a Trainee IFA role?

      Job Type: Paraplanners

      Location: Nottinghamshire

      Location: Warsop

      Minimum Requirements: Level 4 Diploma

      Salary: Upto £35,000

      This is a superb opportunity if you are an experienced Paraplanner (must have atleast 5 years experience) to train as an IFA.

      The role will be a mixture of managing the existing clients and growing the portfolio. The individual should be proactive as well as able to service existing clients.

      What you will receive:

      • Salary basic dependent upon experience
      • Quarterly servicing bonus + commission for any new business generated
      • Full back-office support
      • Existing client portfolio

      WHAT YOU’LL NEED TO SUCCEED:

      • Diploma Level 4 Qualified
      • Minimum of five years’ experience as a Paraplanner
      • Experience of advising clients on Investments, Pension and Protection
      • Proven track record of success and achievement
      • Hungry, driven and motivated individual

      Next steps:

      If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.

      Read More

    • Paraplanner

      Job Type: Paraplanners

      Location: London

      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 Paraplanner  to join their support team based in London. 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.

      Read More

    Read More

Contact us

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