Paraplanner

  • Paraplanners
  • Surrey
  • Posted 3 months ago

Overview

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.

 

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    Paraplanner

    • Paraplanners
    • Surrey
    • Posted 3 months ago

    Overview

    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.

     

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      Job Type: Paraplanners

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      Job title: Paraplanner

      Location: Canterbury

      Salary:  Negotiable dependent upon experience

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      Our client runs on a simple ethos, they pride themselves on providing high moral standards to every single client.

      If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      Job Type: Paraplanners

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

      Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

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    Job Type: Paraplanners

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    Paraplanner

    • Paraplanners
    • Surrey
    • Posted 3 months ago

    Overview

    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.

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    • Using in-house and external software to research the market for the most appropriate product for the client.
    • Discussing research with Financial Planners and Compliance
    • Presenting suitability reports to Financial Planners.
    • Understand a client’s needs by working with the advisers and liaising with the client
    • Analysing clients’ existing products
    • Providing a summary of analysis to Financial Planner in your pod and to Compliance.
    • Completing money laundering checks.
    • Ensuring all clients have been billed for any chargeable work

     

    For this role you would ideally have between 2/3 years of up-to-date Paraplanning experience.

    If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

     

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      If this roles 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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      Salary: Negotiable depending on experience

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      • Prepare and compile financial analysis.
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      • 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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  • Paraplanner

    Job Type: Paraplanners

    Location: Surrey

    Paraplanner

    • Paraplanners
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    • Posted 3 months ago

    Overview

    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.

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    For this role you would ideally have between 2/3 years of up-to-date Paraplanning experience.

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      • Discuss cases with adviser and pro-actively update the adviser throughout.
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      • Prepare and compile financial analysis.
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      • 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 a Paraplanner looking for your next role working within Financial Services?

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      Provide the level of service required by the Company for the consultants in line with client and investment proposition.

      Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

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      • To ensure adherence always to the suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.
      • To take responsibility for own performance and to identify personal development areas.
      • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
      • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also, to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
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      • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
      • Prepare the draft recommendation report for sign off by the adviser.
      • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
      • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
      • Assist compliance and other colleagues in any area as directed.
      • When required assists Network members with technical and product queries in a timely manner.
      • To ensure a consistent and up to date approach across both Independent and Restricted channels.
      • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.

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      • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
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      • Practical experience with Word, Excel and Database applications
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      • Good communication skills
      • Problem solving
      • Time management
      • Up to date knowledge of financial services providers and products

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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      Job Type: Paraplanners

      Location: London

      Job Title- Paraplanner

      Location- Orpington

      Salary- Negotiable depending on your experience

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

      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.

      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 roles 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.

      Read More

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Contact us

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