Paraplanner

Overview

Location: Elstree

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 Elstree. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

The role is varied and involves working as part of a close-knit friendly team.

General Responsibilities:

  • Be a point of contact for any Adviser queries.
  • Delegate work requests appropriately within the team.
  • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
  • Ensure Suitability Reports are updated with current legislation.
  • Ensure that all company policies and procedures are adhered to.

 Paraplanning Responsibilities:

  • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
  • Discuss cases with adviser and pro-actively update the adviser throughout.
  • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
  • Prepare all relevant paperwork for client meetings.
  • Prepare and compile financial analysis.
  • Liaise with product providers and other relevant third parties.
  • Ensure that all client requirements are followed through to the appropriate conclusion.
  • Keep up to date with legislation.
  • Ensure thorough knowledge of product research and analytical tools.
  • An understanding of FCA regulations and guidelines relating to financial services clients.

 

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

 

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  • Paraplanner

    Job Type: Paraplanners

    Location: Surrey

    Paraplanner

    Overview

    Location: Elstree

    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 Elstree. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

    The role is varied and involves working as part of a close-knit friendly team.

    General Responsibilities:

    • Be a point of contact for any Adviser queries.
    • Delegate work requests appropriately within the team.
    • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
    • Ensure Suitability Reports are updated with current legislation.
    • Ensure that all company policies and procedures are adhered to.

     Paraplanning Responsibilities:

    • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
    • Discuss cases with adviser and pro-actively update the adviser throughout.
    • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
    • Prepare all relevant paperwork for client meetings.
    • Prepare and compile financial analysis.
    • Liaise with product providers and other relevant third parties.
    • Ensure that all client requirements are followed through to the appropriate conclusion.
    • Keep up to date with legislation.
    • Ensure thorough knowledge of product research and analytical tools.
    • An understanding of FCA regulations and guidelines relating to financial services clients.

     

    If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

     

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    • Paraplanner

      Job Type: Paraplanners

      Location: London

      Location: City of London

      Salary: Up to £45,000 depending on experience

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

      Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      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:

      • Proficient with Cashflow modelling / research / report writing / excellent technical knowledge
      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
      • Discuss cases with adviser and pro-actively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • 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

    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Hampshire

      Salary: Dependable on your experience

      Location: Farnborough

      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.

      Our client is a nationwide IFA firm with over 15 offices in the UK. For this role you will be working within a large financial planning team of over 50.

      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.

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      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.

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    • Paraplanner

      Job Type: Paraplanners

      Location: Surrey

      Location: Horsham

      Salary: Negotiable depending on experience

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

      Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

      Provide the level of service required by the Company for the consultants in line with client and investment proposition.

      Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

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      Main Duties and Responsibilities:

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      • To take responsibility for own performance and to identify personal development areas.
      • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
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      • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
      • Prepare the draft recommendation report for sign off by the adviser.
      • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
      • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
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      Practical Skill Set:

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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.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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    Job Type: Paraplanners

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    Paraplanner

    Overview

    Location: Elstree

    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 Elstree. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

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

      Job Type: Paraplanners

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      Salary: Negotiable depending on experience

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

      Our client is currently looking for an experienced Paraplanner to join their support team. You will need to be Diploma qualified (or working towards), or equivalent.

      Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
      • Delegate work requests appropriately within the team.
      • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

       

       Paraplanning Responsibilities:

      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
      • Discuss cases with adviser and pro-actively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Hampshire

      Salary: Dependable on your experience

      Location: Farnborough

      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.

      Our client is a nationwide IFA firm with over 15 offices in the UK. For this role you will be working within a large financial planning team of over 50.

      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.

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      • 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

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      Job Type: Paraplanners

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      Salary: Up to £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 Shroud.

      Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
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      • 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

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  • Senior Paraplanner

    Job Type: Paraplanners

    Location: Manchester

    Paraplanner

    Overview

    Location: Elstree

    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 Elstree. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

    The role is varied and involves working as part of a close-knit friendly team.

    General Responsibilities:

    • Be a point of contact for any Adviser queries.
    • Delegate work requests appropriately within the team.
    • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
    • Ensure Suitability Reports are updated with current legislation.
    • Ensure that all company policies and procedures are adhered to.

     Paraplanning Responsibilities:

    • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
    • Discuss cases with adviser and pro-actively update the adviser throughout.
    • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
    • Prepare all relevant paperwork for client meetings.
    • Prepare and compile financial analysis.
    • Liaise with product providers and other relevant third parties.
    • Ensure that all client requirements are followed through to the appropriate conclusion.
    • Keep up to date with legislation.
    • Ensure thorough knowledge of product research and analytical tools.
    • An understanding of FCA regulations and guidelines relating to financial services clients.

     

    If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

     

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      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
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      • 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.
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      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

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      Job Type: Paraplanners

      Location: Gloucestershire

      Location: Shroud

      Salary: Up to £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 Shroud.

      Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
      • 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