Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: London
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam
support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the next level quick enough?
Would you like a 12.45pm finish on a Friday?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 4 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
-
Job Type: Paraplanners
Location: Greater Manchester
Senior Paraplanner
Stockport
£35,000 – £48,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where
- you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a Chartered independent practice where you can
- use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to work in a pod system with 2 x Administrators supporting you?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
- This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
- Hybrid working – up to 50% home working
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.
-
Job Type: Sales Support
Location: Bristol
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
Technical IFA Administrator / Trainee Paraplanner
Based Wallingford, Oxfordshire
Salary £25,000 – £32,000 depending upon experience
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
Or have you been promised exams or study support and this hasn’t materialised?
Or is your salary now not reflecting your technical admin experience?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this expanding business with full exam support provided.
-
Our client is based in a convenient location in a high street location in Wallingford
-
You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Greater Manchester
Senior Paraplanner
Stockport
£35,000 – £48,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where
- you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a Chartered independent practice where you can
- use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to work in a pod system with 2 x Administrators supporting you?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
- This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
- Hybrid working – up to 50% home working
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.
-
Job Type: Paraplanners
Location: Greater Manchester
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam
support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the next level quick enough?
Would you like a 12.45pm finish on a Friday?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 4 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
Further information:
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Greater Manchester
Senior Paraplanner
Stockport
£35,000 – £48,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where
- you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a Chartered independent practice where you can
- use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to work in a pod system with 2 x Administrators supporting you?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
- This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
- Hybrid working – up to 50% home working
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.
Job Type: Paraplanners
Location: London
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam
support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the next level quick enough?
Would you like a 12.45pm finish on a Friday?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 4 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
-
Job Type: Paraplanners
Location: Greater Manchester
Senior Paraplanner
Stockport
£35,000 – £48,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where
- you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a Chartered independent practice where you can
- use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to work in a pod system with 2 x Administrators supporting you?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
- This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
- Hybrid working – up to 50% home working
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.
Job Type: Sales Support
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam
support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the next level quick enough?
Would you like a 12.45pm finish on a Friday?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 4 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
Job Type: Paraplanners
Location: Greater Manchester
Senior Paraplanner
Stockport
£35,000 – £48,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where
- you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a Chartered independent practice where you can
- use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to work in a pod system with 2 x Administrators supporting you?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
- This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
- Hybrid working – up to 50% home working
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.
Job Type: Sales Support
Location: Bristol
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
Technical IFA Administrator / Trainee Paraplanner
Based Wallingford, Oxfordshire
Salary £25,000 – £32,000 depending upon experience
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
Or have you been promised exams or study support and this hasn’t materialised?
Or is your salary now not reflecting your technical admin experience?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this expanding business with full exam support provided.
-
Our client is based in a convenient location in a high street location in Wallingford
-
You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Greater Manchester
Senior Paraplanner
Stockport
£35,000 – £48,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where
- you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a Chartered independent practice where you can
- use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to work in a pod system with 2 x Administrators supporting you?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
- This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
- Hybrid working – up to 50% home working
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this expanding business with full exam support provided.
-
Our client is based in a convenient location in a high street location in Wallingford
-
You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
Job Type: Paraplanners
Location: Greater Manchester
Senior Paraplanner
Stockport
£35,000 – £48,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where
- you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a Chartered independent practice where you can
- use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to work in a pod system with 2 x Administrators supporting you?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
- This role is all about collaborating with the Advisers on each client’s financial plan they are looking for someone who loves to be involved in the research side and wh can offer their technical expertise.
- Hybrid working – up to 50% home working
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your
- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.
Job Type: Paraplanners
Location: Greater Manchester
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
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support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the next level quick enough?
Would you like a 12.45pm finish on a Friday?
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- There is a clear pathway for progression through the company with a career roadmap planned
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- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
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- Our client is a professional independent advisory firm which has Chartered Status
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner. There are also 3 Paraplanners who deal with any overflow cases/ cover whilst you are on holiday – so workload never gets over their upper limits!
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- Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more
detail.