This job listing has expired
Paraplanner
- Paraplanners
- Surrey
Posted 1 month ago - Applications have closed
Related Jobs
-
Paraplanner ** 3 days home based – 2 days office based **
Job Type: Paraplanners
Location: Sussex
Paraplanner
- Paraplanners
- Surrey
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: London
Location: London
Salary: Negotiable depending on experience
Are you a Diploma Qualified (or equivalent) Paraplanner looking for your next role working within Financial Services?
Our client is currently looking for an experienced Diploma Qualified Paraplanner to join their support team based in London. 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.
Bonus Scheme of 7%-10% of salary.
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 ** 3 days home based – 2 days office based **
Job Type: Paraplanners
Location: Sussex
Location: Horsham
Salary: Negotiable depending on experience
Are you an experienced Paraplanner Diploma Qualified or Part Qualified with atleast 2 years’ experience and 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 based in the Horsham. 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.
This role comes with the benefit of 3 days working from home and 2 days based in the office.
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.
-
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: London
Paraplanner
- Paraplanners
- Surrey
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: London
Location: London
Salary: Negotiable depending on experience
Are you a Diploma Qualified (or equivalent) Paraplanner looking for your next role working within Financial Services?
Our client is currently looking for an experienced Diploma Qualified Paraplanner to join their support team based in London. 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.
Bonus Scheme of 7%-10% of salary.
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: Hertfordshire
Location: Hertford
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 Diploma Qualified, or equivalent, 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.
Benefits include a bonus scheme, 25 days holiday + Bank Holidays.
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: Hertfordshire
Paraplanner
- Paraplanners
- Surrey
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: Farnborough
Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position? If so, this could be your perfect position.
Our client is currently looking for a Junior Paraplanner to join their growing team.
Our client is a nationwide IFA firm with over 15 offices in the UK. For this role you will be working within a large financial planning team of over 50.
This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.
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.
For this role our client is looking for someone who has ideally over 5 years’ experience within an IFA firm. They would also be looking for someone who is on their way to completing their chartered status (or equivalent). You will also have excellent knowledge of investment, life and pensions products and current legislation
Benefits of the role:
· Salary negotiable depending on your experience
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Paraplanner ** 3 days home based – 2 days office based **
Job Type: Paraplanners
Location: Sussex
Location: Horsham
Salary: Negotiable depending on experience
Are you an experienced Paraplanner Diploma Qualified or Part Qualified with atleast 2 years’ experience and 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 based in the Horsham. 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.
This role comes with the benefit of 3 days working from home and 2 days based in the office.
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.
-
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.
Paraplanner ** 3 days home based – 2 days office based **
Job Type: Paraplanners
Location: Sussex
Paraplanner
- Paraplanners
- Surrey
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: London
Location: London
Salary: Negotiable depending on experience
Are you a Diploma Qualified (or equivalent) Paraplanner looking for your next role working within Financial Services?
Our client is currently looking for an experienced Diploma Qualified Paraplanner to join their support team based in London. 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.
Bonus Scheme of 7%-10% of salary.
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 ** 3 days home based – 2 days office based **
Job Type: Paraplanners
Location: Sussex
Location: Horsham
Salary: Negotiable depending on experience
Are you an experienced Paraplanner Diploma Qualified or Part Qualified with atleast 2 years’ experience and 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 based in the Horsham. 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.
This role comes with the benefit of 3 days working from home and 2 days based in the office.
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.
-
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: London
Location: London
Salary: Negotiable depending on experience
Are you a Diploma Qualified (or equivalent) Paraplanner looking for your next role working within Financial Services?
Our client is currently looking for an experienced Diploma Qualified Paraplanner to join their support team based in London. 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.
Bonus Scheme of 7%-10% of salary.
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 ** 3 days home based – 2 days office based **
Job Type: Paraplanners
Location: Sussex
Location: Horsham
Salary: Negotiable depending on experience
Are you an experienced Paraplanner Diploma Qualified or Part Qualified with atleast 2 years’ experience and 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 based in the Horsham. 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.
This role comes with the benefit of 3 days working from home and 2 days based in the office.
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.
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: London
Paraplanner
- Paraplanners
- Surrey
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: London
Location: London
Salary: Negotiable depending on experience
Are you a Diploma Qualified (or equivalent) Paraplanner looking for your next role working within Financial Services?
Our client is currently looking for an experienced Diploma Qualified Paraplanner to join their support team based in London. 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.
Bonus Scheme of 7%-10% of salary.
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: Hertfordshire
Location: Hertford
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 Diploma Qualified, or equivalent, 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.
Benefits include a bonus scheme, 25 days holiday + Bank Holidays.
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
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: London
Location: London
Salary: Negotiable depending on experience
Are you a Diploma Qualified (or equivalent) Paraplanner looking for your next role working within Financial Services?
Our client is currently looking for an experienced Diploma Qualified Paraplanner to join their support team based in London. 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.
Bonus Scheme of 7%-10% of salary.
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: Hertfordshire
Location: Hertford
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 Diploma Qualified, or equivalent, 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.
Benefits include a bonus scheme, 25 days holiday + Bank Holidays.
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: Hertfordshire
Paraplanner
- Paraplanners
- Surrey
Posted 1 month ago - Applications have closed
This job listing has expired
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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.
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If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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Are you an experienced Paraplanner Diploma Qualified or Part Qualified with atleast 2 years’ experience and 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 based in the Horsham. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
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- Be a point of contact for any Adviser queries.
- Delegate work requests appropriately within the team.
- Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
- Ensure Suitability Reports are updated with current legislation.
- Ensure that all company policies and procedures are adhered to.
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- 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.
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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.
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- Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
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Our client is currently looking for an experienced Paraplanner to join their support team based in the Horsham. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
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The role is varied and involves working as part of a close-knit friendly team.
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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.
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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 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.