Paraplanner

Overview

Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?

Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?

If so, we have the opportunity for you…..

The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.

Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October

So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

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    Location: Northampton

    Paraplanner

    Overview

    Paraplanner
    Based Northampton
    Salary: £33,000 – £45,000 + discretionary bonus
    Are you a Diploma qualified Paraplanner who is looking for your next move?

    Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
    Do you feel that you are not using your technical skills as much as you should
    be?
    Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
    Would you like to work for a larger practice with full admin support provided?

    If so, we have the opportunity for you…..

    The company and role:
    Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
    This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
    There are 16 Advisers, and over 30 on the support side within the company
    They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

    The role:
    Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
    Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
    Prepare cash flow reports and presentations for client meetings.
    Research and stay up to date on industry trends, products, and regulations.
    Collaborate with financial advisors to implement and execute client strategies.

    Further information:
    Full time, office-based role
    7.5hrs per day – flexibly anytime between 8am-6pm
    DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
    22 days holiday initially increasing to 25 days.
    Discretionary staff bonuses paid half yearly in May and October

    So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

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    Overview

    Paraplanner
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    Salary: £33,000 – £45,000 + discretionary bonus
    Are you a Diploma qualified Paraplanner who is looking for your next move?

    Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
    Do you feel that you are not using your technical skills as much as you should
    be?
    Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
    Would you like to work for a larger practice with full admin support provided?

    If so, we have the opportunity for you…..

    The company and role:
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    This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
    There are 16 Advisers, and over 30 on the support side within the company
    They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

    The role:
    Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
    Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
    Prepare cash flow reports and presentations for client meetings.
    Research and stay up to date on industry trends, products, and regulations.
    Collaborate with financial advisors to implement and execute client strategies.

    Further information:
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      Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
      Do you feel that you are not using your technical skills as much as you should
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      Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      Would you like to work for a larger practice with full admin support provided?

      If so, we have the opportunity for you…..

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      Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
      Prepare cash flow reports and presentations for client meetings.
      Research and stay up to date on industry trends, products, and regulations.
      Collaborate with financial advisors to implement and execute client strategies.

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      DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
      22 days holiday initially increasing to 25 days.
      Discretionary staff bonuses paid half yearly in May and October

      So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

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      Paraplanner

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      Are you a Diploma qualified Paraplanner who is looking for your next move?

      • Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      • Would you like to work for a larger practice with full admin support provided?

       

      If so, we have the opportunity for you…..

      The company and role:

      • Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
      • This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
      • There are 16 Advisers, and over 30 on the support side within the company
      • They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.

       

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      • DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
      • 25 days Holiday
      • Discretionary staff bonuses paid half yearly in May and October

       

      Key Responsibilities:

      • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
      • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
      • Prepare cash flow reports and presentations for client meetings.
      • Research and stay up to date on industry trends, products, and regulations.
      • Collaborate with financial advisors to implement and execute client strategies.
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    Paraplanner

    Overview

    Paraplanner
    Based Northampton
    Salary: £33,000 – £45,000 + discretionary bonus
    Are you a Diploma qualified Paraplanner who is looking for your next move?

    Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
    Do you feel that you are not using your technical skills as much as you should
    be?
    Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
    Would you like to work for a larger practice with full admin support provided?

    If so, we have the opportunity for you…..

    The company and role:
    Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
    This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
    There are 16 Advisers, and over 30 on the support side within the company
    They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

    The role:
    Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
    Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
    Prepare cash flow reports and presentations for client meetings.
    Research and stay up to date on industry trends, products, and regulations.
    Collaborate with financial advisors to implement and execute client strategies.

    Further information:
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    7.5hrs per day – flexibly anytime between 8am-6pm
    DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
    22 days holiday initially increasing to 25 days.
    Discretionary staff bonuses paid half yearly in May and October

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      Are you feeling that your technical research skills aren’t being utitlised?

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      • This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
      • This is an independent boutique firm with a very established client bank – with a typical ultra net worth
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      process – including full research, bespoke reports and cash flow modelling?

       

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      • Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
      • Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
      • If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.

      Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.

      This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

      They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.

      This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:

      • Hybrid working between home and office – after probationary period – 2 days from home
      • This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
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      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV 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