This job listing has expired
Paraplanner
- Paraplanners
- Hertfordshire
Posted 1 month ago - Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Surrey
Paraplanner
- Paraplanners
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Hampshire
Salary: Dependable on your experience
Location: Elstree
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.
You can be qualified, part qualified, or equivalent.
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.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
Main Duties & Responsibilities
- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Midlands
Location: Solihull
Salary: Negotiable 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. Ideally Diploma qualified, or equivalent, but not essential.
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.
-
Job Type: Paraplanners
Location: Midlands
Paraplanner
- Paraplanners
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Midlands
Location: Solihull
Salary: Negotiable 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. Ideally Diploma qualified, or equivalent, but not essential.
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.
-
Job Type: Paraplanners
Location: Hampshire
Salary: Dependable on your experience
Location: Elstree
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.
You can be qualified, part qualified, or equivalent.
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.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
Main Duties & Responsibilities
- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Surrey
Paraplanner
- Paraplanners
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
Main Duties & Responsibilities
- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Surrey
Location: Woking, Surrey
Salary: Dependent on your experience
Are you a Paraplanner looking for your next role working within a chartered IFA firm?
Our client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team based in Woking.
Our client is a chartered IFA firm with multiple offices, as well as having an office abroad. They began in 1997 and have since grown to have a fantastic reputation both from customers and employees.
This role is perfect for you if you are looking for your next challenge within a chartered IFA firm that offers a supportive and encouraging atmosphere working within a friendly close-knit team.
Benefits include:
- Great team atmosphere
- Central location right by working station
- Discretionary bonuses
- Flexible working available with working from home options
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.
-
Job Type: Paraplanners
Location: Midlands
Location: Solihull
Salary: Negotiable 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. Ideally Diploma qualified, or equivalent, but not essential.
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.
Job Type: Paraplanners
Location: Surrey
Paraplanner
- Paraplanners
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Hampshire
Salary: Dependable on your experience
Location: Elstree
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.
You can be qualified, part qualified, or equivalent.
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.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
Main Duties & Responsibilities
- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Midlands
Location: Solihull
Salary: Negotiable 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. Ideally Diploma qualified, or equivalent, but not essential.
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.
Job Type: Paraplanners
Location: Hampshire
Salary: Dependable on your experience
Location: Elstree
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.
You can be qualified, part qualified, or equivalent.
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.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
Main Duties & Responsibilities
- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Paraplanners
Location: Midlands
Location: Solihull
Salary: Negotiable 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. Ideally Diploma qualified, or equivalent, but not essential.
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.
Job Type: Paraplanners
Location: Midlands
Paraplanner
- Paraplanners
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Midlands
Location: Solihull
Salary: Negotiable 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. Ideally Diploma qualified, or equivalent, but not essential.
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.
-
Job Type: Paraplanners
Location: Hampshire
Salary: Dependable on your experience
Location: Elstree
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.
You can be qualified, part qualified, or equivalent.
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.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
Main Duties & Responsibilities
- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Paraplanners
Location: Midlands
Location: Solihull
Salary: Negotiable 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. Ideally Diploma qualified, or equivalent, but not essential.
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.
Job Type: Paraplanners
Location: Hampshire
Salary: Dependable on your experience
Location: Elstree
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.
You can be qualified, part qualified, or equivalent.
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.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
Main Duties & Responsibilities
- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Paraplanners
Location: Surrey
Paraplanner
- Paraplanners
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
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Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
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- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
To be considered for this role you will:
Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
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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Are you a Paraplanner looking for your next role working within a chartered IFA firm?
Our client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team based in Woking.
Our client is a chartered IFA firm with multiple offices, as well as having an office abroad. They began in 1997 and have since grown to have a fantastic reputation both from customers and employees.
This role is perfect for you if you are looking for your next challenge within a chartered IFA firm that offers a supportive and encouraging atmosphere working within a friendly close-knit team.
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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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- Ensure Suitability Reports are updated with current legislation.
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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.
- 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.
Job Type: Paraplanners
Location: Surrey
Location: Guildford
Salary: Negotiable depending on experience
Are you ready to advance your professional status to bring you closer to a lucrative new position?
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.
With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.
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.
- Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
- Carry out annual appraisals for team.
- Offer support and guidance to Administration team when required.
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- Assess 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 proactively 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.
- Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
- Co-operate fully with the Complaints Manager with any complaints from clients.
- 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.
- Participate in online provider webinars for continued technical knowledge and ongoing CPD.
- Ensure thorough knowledge of product research and analytical tools.
- An understanding of FCA regulations and guidelines relating to financial services clients.
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Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.
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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Job Type: Paraplanners
Location: Surrey
Location: Woking, Surrey
Salary: Dependent on your experience
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This role is perfect for you if you are looking for your next challenge within a chartered IFA firm that offers a supportive and encouraging atmosphere working within a friendly close-knit team.
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- Flexible working available with working from home options
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.
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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.