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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  • Senior Paraplanner – Chartered

    Job Type: Paraplanners

    Location: Cambridgeshire

    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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    • Trainee Paraplanner

      Job Type: Paraplanners

      Location: West Sussex

      Trainee Paraplanner
      Based Horsham
      Salary c. £27,000
      Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
      Do you feel frustrated in your current role as you are not having the mentoring/training to
      reach your next step in your career?
      Are you stuck where you are and there isn’t the progression into paraplanning where you ?
      Or have you been promised exams or study support and this hasn’t materialised?
      Or is your salary now not reflecting your technical admin experience?
      If so, we have the opportunity for you…..
      • Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
      • The chance to grow and develop your career within this rapidly expanding business with full exam support provided.
      • Our client is based in a convenient location based near Horsham Train Station
      • Full exam and study support.
      • Hours 9am – 5pm
      So, if you are thinking you need a fresh start and to gain more technical experience and a route

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    • Paraplanner

      Job Type: Paraplanners

      Location: London

      Job Title: Paraplanner

      Location – Harrow, London

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      Are you a Paraplanner who thoroughly enjoys the technical aspects of

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      Do you prefer working primarily with one adviser?

      Are you looking for a role where you can progress into Advice if desired?

      Then this Paraplanning role with a well-established Financial Advisers could be the role for you.

      This boutique company are a team of 8 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention. Being involved with holistic Financial Planning and a real variety in your role, with the primary areas of business being:

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      • Trusts and IHT Estate Planning
      • Group Personal Pensions and Group Risk Benefits

      The role would be based at their office in Harrow where you will go in 2-3 days week and entail:

      • Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
      • Undertaking research using their in-house investment panel
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      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.

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    • Paraplanner – Junior or Senior considered

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      Location: Bristol

      Paraplanner – Junior or Senior considered
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      Salary – £32,000 – £42,000 depending upon experience.
      Are you a Paraplanner considering your next job move?
      Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
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      The role/company:
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      • There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
      • You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
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      Additional Information:
      • Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
      • Please note due to the rural location of our client south of Bristol you will need to be a car driver
      Person specification
      A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is desirable
      A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion, but any efforts towards exams is desirable and continuing this professional development will be encouraged.
      If you would like to learn more about this exciting opportunity, please Apply.

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  • Paraplanner – Diploma qualified

    Job Type:

    Location: Gloucestershire

    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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      Job Type: Paraplanners

      Location: Bristol

      Junior Paraplanner

      Based South of Bristol

      Salary – £27,000 – £35,000 depending upon experience.

       

      • Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move?
      • Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship into a fully technical paraplanner?

       

      Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:

      • 25 days holiday + Bank holiday
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      If so, we have a role for you.

      The role/company:

      Our client is an expanding Independent Financial Advisory firm who hold Chartered status.

      Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.

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      • There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
      • You will be provided with full study support and exams.

       

      Additional Information

      • Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
      • Please note due to the rural location of our client you will need to be a car driver
      • Person specification

       

      A candidate with sound wealth management knowledge from previous roles within wealth management, either as an IFA Administrator, or Junior Paraplanner is essential, and anyone who has begun working towards their exams through the CII or similar is desirable.

       

      If you would like to learn more about this exciting opportunity please Apply.

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    • Senior Paraplanner

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      Are you an experienced Paraplanner looking for your next role?

       

      Are you looking to work 1-1 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 wholly independent practice with full admin support provided?

       

      If so, we can help

      Company/Role Information:

      • Our client is an established independent IFA with a client bank built up over 25 years
      • You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
      • This role is all about collaborating with the Advisor on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
      • This role is full time – however part time hours will be considered if desired.
      • Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme

       

      So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

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    • Paraplanner – route to Advice

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      Based Leatherhead outskirts

      Salary up to £45,000

       

      Are you a part or fully qualified Paraplanner looking for a route to advice?

      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?

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

      Do you enjoy dealing with ultra-high net clients?

      If so, then we may have the role for you….

       

      Company/Role information:

      • 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.
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      • Hybrid working is considered after probationary period
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      So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.

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  • Paraplanner

    Job Type: Paraplanners

    Location: London

    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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    • Paraplanner

      Job Type:

      Location: Northampton

      Paraplanner

      Based Northampton

      Salary: £37,000 – £42,000 + discretionary bonus

      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.

       

      Further information and Benefits:

      • Full time, office-based role – with the option for 1 day from home after 6 month probation period
      • 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
      • 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.
      • Maintain accurate and detailed records of client information and communications.
      • Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.

       

      Skills and Qualifications:

      • Level 4 Diploma qualified.
      • Minimum of 3 years of experience in an IFA firm.
      • A detailed understanding of pensions, investments, protection, and tax planning
      • Strong analytical and problem-solving skills
      • Excellent attention to detail and organizational abilities
      • Proficiency in financial planning software and Microsoft Office Suite
      • Ability to work independently and as part of a team.
      • Excellent communication and interpersonal skills

       

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

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      Location: Bishops Stortford

      Paraplanner Team Leader

      Location – Bishops Stortford

      Salary £38,000 – £52,000

       

      If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…

      One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.

      This is a fantastic opportunity to be part of a growing office and progress into a management role.

      In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.

      Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.

       

      • Working primarily with 3 Advisers
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      • Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
      • There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.

       

      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.

      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

      Job Type: Paraplanners

      Location: Birmingham

      Senior Paraplanner

      Birmingham (North East outskirts of City Centre)

      £30,000 – £40,000 depending upon experience

      Are you an experienced Paraplanner who is now considering your next move?

      • Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      • Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
      • Would you like to have full admin support?

      If so, we can help…

      Company/Role Information

      • Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
      • As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
      • This role is all about collaborating with the Advisers on each client’s financial plan –they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
      • Hybrid working available after probation
      • Hours 9am-5pm, 25 days holiday + BH

      So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.

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Contact us

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