This job listing has expired
Paraplanner
- Paraplanners
- North West
Posted 2 months ago - Applications have closed
Related Jobs
-
Paraplanner – Part or Fully Qualified
Job Type: Paraplanners
Location: Kent
Paraplanner
- Paraplanners
- North West
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
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?
Our client is currently looking for a Paraplanner to join their growing team in Wolverhampton. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.
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: Berkshire
Location: Outskirts of Reading
Salary: £35,000 – £55,000
Our client is currently looking for a Paraplanner to join their support team. Your role will be to take ownership of the company’s paraplanning function, engaging at both an operational and technical level. To assist in researching and evaluating clients’ personal financial circumstances and provide potential financial planning solutions to meet their requirements.
Flexible working comes as an option with this role.
Knowledge & Skills:
- Excellent technical awareness of the UK’s tax system as relevant to the needs of individuals and trusts
- Knowledgeable on the technical framework surrounding personal pension schemes (DC and DB), including the impact of lifetime transfers and transfers at death.
- Proficient in using relevant software packages (e.g. cashflow modelling and fund research) and MS Office applications
Paraplanning Responsibilities:
- Fact finding – Working with advisers, clients and third parties to identify clients’ personal circumstances and objectives.
- Research – Liaising with third party product providers to obtain quotes, illustrations and product details for analysis.
- Establishing recommendations – Formulating recommendations as best seen fit to achieve client’s objectives.
- Report writing – Documenting recommendations clearly and with due regard to regulatory requirements.
- Maintaining records – Recording all client communications and research documents on relevant client files.
- Additional tasks – Providing support in other functions, for example to cover staff leave and providing management information reports.
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.
-
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
- After initial training scope to work on a hybrid working model in beautiful offices on the outskirts of Canterbury with plenty of parking
- Strong career development opportunities with a pathway to Adviser if required
- Exceptional Bonus scheme
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
-
Job Title: Paraplanner – Hybrid Working
Job Type: Paraplanners
Location: Berkshire
Paraplanner
- Paraplanners
- North West
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Junior Paraplanner with Pathway to Advice
Job Type: Paraplanners
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£35,000
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.
-
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?
Our client is currently looking for a Paraplanner to join their growing team in Wolverhampton. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.
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.
-
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
- After initial training scope to work on a hybrid working model in beautiful offices on the outskirts of Canterbury with plenty of parking
- Strong career development opportunities with a pathway to Adviser if required
- Exceptional Bonus scheme
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
-
Job Type: Paraplanners
Location: Kent
Paraplanner
- Paraplanners
- North West
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Berkshire
Location: Wokingham
Salary: £35,000 – £45,000 – DoE
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 close to completion), or equivalent, and with between 2 – 3 years’ experience.
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: London
Based: Upminster
Salary: Flexible depending upon experience
Are you an experienced Paraplanner?
- Are you working in a more corporate environment and feel like you don’t have enough autonomy in your role?
- Do you feel that you are not using your technical skills as much as you should be?
- Are you just churning annual reviews and are not working on interesting/complicated cases?
- Do you want to work in an environment that appreciates a life/work balance?
If so, our client can help.
- They are a small team, however, with an incredibly successful business – they work with ultra high net work clients with some interesting investment pieces
- They run their own DFM and have £150 million funds under management
- 8% pensions employer contribution, considerable bonus. Work on a hybrid model – 2-3 days home/office working. 9am-5pm
So, if the time is right to move roles into a family orientated Practice, then please apply and we can run through the role and company in more detail.
-
Job Type: Paraplanners
Location: Somerset
Location: Bath
Salary: £25,000 – £35,000 – DoE
Are you an experienced Paraplanner looking for your next role working within Financial Services / Wealth Management?
Our client is currently looking for a 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:
- 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.
Paraplanner – Part or Fully Qualified
Job Type: Paraplanners
Location: Kent
Paraplanner
- Paraplanners
- North West
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
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?
Our client is currently looking for a Paraplanner to join their growing team in Wolverhampton. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.
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: Berkshire
Location: Outskirts of Reading
Salary: £35,000 – £55,000
Our client is currently looking for a Paraplanner to join their support team. Your role will be to take ownership of the company’s paraplanning function, engaging at both an operational and technical level. To assist in researching and evaluating clients’ personal financial circumstances and provide potential financial planning solutions to meet their requirements.
Flexible working comes as an option with this role.
Knowledge & Skills:
- Excellent technical awareness of the UK’s tax system as relevant to the needs of individuals and trusts
- Knowledgeable on the technical framework surrounding personal pension schemes (DC and DB), including the impact of lifetime transfers and transfers at death.
- Proficient in using relevant software packages (e.g. cashflow modelling and fund research) and MS Office applications
Paraplanning Responsibilities:
- Fact finding – Working with advisers, clients and third parties to identify clients’ personal circumstances and objectives.
- Research – Liaising with third party product providers to obtain quotes, illustrations and product details for analysis.
- Establishing recommendations – Formulating recommendations as best seen fit to achieve client’s objectives.
- Report writing – Documenting recommendations clearly and with due regard to regulatory requirements.
- Maintaining records – Recording all client communications and research documents on relevant client files.
- Additional tasks – Providing support in other functions, for example to cover staff leave and providing management information reports.
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.
-
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
- After initial training scope to work on a hybrid working model in beautiful offices on the outskirts of Canterbury with plenty of parking
- Strong career development opportunities with a pathway to Adviser if required
- Exceptional Bonus scheme
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
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?
Our client is currently looking for a Paraplanner to join their growing team in Wolverhampton. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.
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: Berkshire
Location: Outskirts of Reading
Salary: £35,000 – £55,000
Our client is currently looking for a Paraplanner to join their support team. Your role will be to take ownership of the company’s paraplanning function, engaging at both an operational and technical level. To assist in researching and evaluating clients’ personal financial circumstances and provide potential financial planning solutions to meet their requirements.
Flexible working comes as an option with this role.
Knowledge & Skills:
- Excellent technical awareness of the UK’s tax system as relevant to the needs of individuals and trusts
- Knowledgeable on the technical framework surrounding personal pension schemes (DC and DB), including the impact of lifetime transfers and transfers at death.
- Proficient in using relevant software packages (e.g. cashflow modelling and fund research) and MS Office applications
Paraplanning Responsibilities:
- Fact finding – Working with advisers, clients and third parties to identify clients’ personal circumstances and objectives.
- Research – Liaising with third party product providers to obtain quotes, illustrations and product details for analysis.
- Establishing recommendations – Formulating recommendations as best seen fit to achieve client’s objectives.
- Report writing – Documenting recommendations clearly and with due regard to regulatory requirements.
- Maintaining records – Recording all client communications and research documents on relevant client files.
- Additional tasks – Providing support in other functions, for example to cover staff leave and providing management information reports.
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.
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
- After initial training scope to work on a hybrid working model in beautiful offices on the outskirts of Canterbury with plenty of parking
- Strong career development opportunities with a pathway to Adviser if required
- Exceptional Bonus scheme
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
Job Title: Paraplanner – Hybrid Working
Job Type: Paraplanners
Location: Berkshire
Paraplanner
- Paraplanners
- North West
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Junior Paraplanner with Pathway to Advice
Job Type: Paraplanners
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£35,000
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.
-
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?
Our client is currently looking for a Paraplanner to join their growing team in Wolverhampton. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.
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.
-
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
- After initial training scope to work on a hybrid working model in beautiful offices on the outskirts of Canterbury with plenty of parking
- Strong career development opportunities with a pathway to Adviser if required
- Exceptional Bonus scheme
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
Junior Paraplanner with Pathway to Advice
Job Type: Paraplanners
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£35,000
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.
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?
Our client is currently looking for a Paraplanner to join their growing team in Wolverhampton. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.
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.
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
- After initial training scope to work on a hybrid working model in beautiful offices on the outskirts of Canterbury with plenty of parking
- Strong career development opportunities with a pathway to Adviser if required
- Exceptional Bonus scheme
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
Job Type: Paraplanners
Location: Kent
Paraplanner
- Paraplanners
- North West
Posted 2 months ago - Applications have closed
This job listing has expired
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