Paraplanner

  • Paraplanners
  • London
  • Posted 1 month ago

Overview

Based Crystal Palace

Salary up to £40,000 depending upon experience

Are you an Paraplanner?

  • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
  • Are you working in a smaller company where you feel like to can’t develop any further?
  • 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?
  • Do you want to work in a business where there is an established system for processes and procedures?

If so, then we are working with a company who can offer you the career development you are looking for

  • Our client offers a superb range of benefits
  • 25 x days holiday + BH
  • Scope for personal career development throughout the business

If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail

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    Paraplanner

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    • Posted 1 month ago

    Overview

    Based Crystal Palace

    Salary up to £40,000 depending upon experience

    Are you an Paraplanner?

    • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
    • Are you working in a smaller company where you feel like to can’t develop any further?
    • 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?
    • Do you want to work in a business where there is an established system for processes and procedures?

    If so, then we are working with a company who can offer you the career development you are looking for

    • Our client offers a superb range of benefits
    • 25 x days holiday + BH
    • Scope for personal career development throughout the business

    If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail

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      Job Type: Paraplanners

      Location: Surrey

      Based Wallington 

      Hours 9am-5pm
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      Are you a Junior Paraplanner? 

      • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?  
      • Your skills aren’t being utilised properly and your career is not developing to the next level quick enough? 
      • Are you currently working within a restricted practice and are looking to work for an independent IFA? 
      • Is there no development plans to move into an advising position within your current practice? 

      If so, we have a role which can develop you through the next step of your career:-

      They are looking for a Junior Paraplanner who they can mentor and develop through the business to eventually become an Adviser
      You will be provided with full study support and exams
      You will gain a full range of exposure across the whole of the market
       

      The company and role 

      They are a fully independent privately owned  IFA and as they are not tied the role will they offer the chance to be fully involved in fund analysis and comparisons working across multiple platforms and providers. 

      There is a structured career development and exam plan based around your goal of working towards an Advisory position or continuing your exams through to Chartered. They have an existing large client book and therefore clients will gradually be passed over to you as you progress through your training.
       

      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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      Job Type: Paraplanners

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      Based nr. Canterbury 

      Salary up to c. £37,000 depending upon experience plus bonus 

      Are you a Paraplanner? 

      • Do you feel like you would like a wholly independent IFA with better scope to develop your career? 
      • Are you working in a smaller company where you feel like to can’t develop any further? 
      • 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? 
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    • Paraplanners
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    • Posted 1 month ago

    Overview

    Based Crystal Palace

    Salary up to £40,000 depending upon experience

    Are you an Paraplanner?

    • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
    • Are you working in a smaller company where you feel like to can’t develop any further?
    • 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?
    • Do you want to work in a business where there is an established system for processes and procedures?

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      Job Type: Paraplanners

      Location: Lincolnshire

      Location: Loughborough

      Salary: £30,000 – £45,000 DoE

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

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      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

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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.

       

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      Are you a Junior Paraplanner?

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      If so, we have a role which can develop you through the next step of your career:-

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      Are you a Junior Paraplanner?

      • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
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      If so, we have a role which can develop you through the next step of your career:-

       

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    Paraplanner

    • Paraplanners
    • London
    • Posted 1 month ago

    Overview

    Based Crystal Palace

    Salary up to £40,000 depending upon experience

    Are you an Paraplanner?

    • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
    • Are you working in a smaller company where you feel like to can’t develop any further?
    • 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?
    • Do you want to work in a business where there is an established system for processes and procedures?

    If so, then we are working with a company who can offer you the career development you are looking for

    • Our client offers a superb range of benefits
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    • Scope for personal career development throughout the business

    If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail

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      Location: South West

      Based outskirts Corsham

      Hours 9am-5pm
      Salary £25,000-£33,000

      Are you a Junior Paraplanner?

      • Have you have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
      • Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
      • Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
      • Would you like to work for a company who are committed to career development and are looking to progress through the business?

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

      The company and role

      Our client is looking for someone who has been working within a Junior Paraplanning role and who is looking to gain more experience to move into a full paraplanning role

      There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered. They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in. Throughout the year there are a large number of both charity event fundraising and team socials.

      They are based in a fantastic office environment in a High Street Location in a market town in Corsham and after the initial training offer hybrid working.

      Please note due to the rural location you will need to be a driver.

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

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    • Paraplanner – Part or Fully Qualified 

      Job Type: Paraplanners

      Location: Kent

      Based nr. Canterbury 

      Salary up to c. £37,000 depending upon experience plus bonus 

      Are you a Paraplanner? 

      • Do you feel like you would like a wholly independent IFA with better scope to develop your career? 
      • Are you working in a smaller company where you feel like to can’t develop any further? 
      • 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? 
      • Do you want to work in a business where there is an established system for processes and procedures? 

      If so, then we are working with a company who can offer you the career development you are looking for 

      • Our client is an Independent Financial Adviser with Chartered status  
      • There are approximately 30 in the team 
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      • Strong career development opportunities with a pathway to Adviser if required 
      • Exceptional Bonus scheme 

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    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Hertfordshire

      Based St Albans

      Salary – £26,000 – £35,000 depending upon experience

       

      Are you a Junior Paraplanner?

      • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
      • Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
      • Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
      • Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?

       

      If so, we have a role which can develop you through the next step of your career:-

       

      • They are looking for a Junior Paraplanner who they can mentor and develop through the business
      • You will be provided with full study support and exams
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      • You will gain a full range of exposure across the whole of the market

       

      If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details

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Contact us

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