Paraplanner

Overview

Based Hertford

Salary up to £40,000 depending upon experience

Are you an Paraplanner?

  • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
  • Are you working in a smaller company where you feel like to can’t develop any further?
  • Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
  • Do you want to work in a business where there is an established system for processes and procedures?

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

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

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

Related Jobs

  • Paraplanner – Hybrid Working

    Job Type: Paraplanners

    Location: Lincolnshire

    Paraplanner

    Overview

    Based Hertford

    Salary up to £40,000 depending upon experience

    Are you an Paraplanner?

    • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
    • Are you working in a smaller company where you feel like to can’t develop any further?
    • Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
    • Do you want to work in a business where there is an established system for processes and procedures?

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

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

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

    Related Jobs

    • Paraplanner – Hybrid Working

      Job Type: Paraplanners

      Location: Buckinghamshire

      Based Milton Keynes

      Salary up to £38,000 depending upon experience

      Are you an Paraplanner?

      • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
      • Are you working in a smaller company where you feel like to can’t develop any further?
      • Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
      • Do you want to work in a business where there is an established system for processes and procedures?

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

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

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

      Read More

    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Midlands

      Location: Wolverhampton

      Salary: £25,000 – £30,000 Dependent on your experience

      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 young and driven team. Offering full exam support with clear progression.

      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.

       

      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.

      Read More

    • Paraplanner – HYBRID WORKING

      Job Type: Paraplanners

      Location: Midlands

      Location: Warwick

      Salary: £28,000 – £40,000 depending on experience

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

      Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.

      Experience:

      • Ideally Diploma qualified, or equivalent, or working towards. Our client will support any career development required whether that’s progressing into advice or gaining any additional qualifications you may require.
      • Intelligent Office
      • General knowledge of the financial planning market including different providers’ products and services.
      • General knowledge across a wide range of financial planning areas such as pensions, investments, protection and estate-planning (including use of Trusts).
      • Minimum of one years’ experience in an IFA/Wealth Management environment.

      Essential skills:

      • IT literate, including all Microsoft Packages.
      • Confidence to develop strong, sustainable relationships with operations and adviser colleagues and product providers.
      • Excellent written and verbal communication and influencing skills.
      • Self-motivated.
      • Customer focused.
      • Analytical skills.
      • Problem Solving.
      • Decision-making.
      • Ability to efficiently manage priorities and workloads.
      • Ability to meet strict deadlines.

      Paraplanning Responsibilities (not limited to):

      • Produce client suitability reports confirming new recommendations in accordance with the clients internal standards and compliance procedures.
      • Obtain accurate quotations, key features and applications for advisers’ meetings with clients.
      • Assess advisers’ and file documentation in accordance with the company’s compliance requirements.
      • Analyse clients’ circumstances, needs and objectives.
      • Provide research on all relevant advice areas, products and investment funds.
      • Assist in the implementation of remedial actions following delegated monitoring activities or regulatory changes as they occur.
      • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
      • Ensure all correct documentation is provided to advisers in a timely manner.
      • Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
      • Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
      • Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
      • Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
      • Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
      • Ensuring health and safety policies are observed.
      • Completion of other reasonable duties, as defined by the Senior Management Team.

       

      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.

      Read More

    Read More

  • Paraplanner – Hybrid Working

    Job Type: Paraplanners

    Location: Midlands

    Paraplanner

    Overview

    Based Hertford

    Salary up to £40,000 depending upon experience

    Are you an Paraplanner?

    • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
    • Are you working in a smaller company where you feel like to can’t develop any further?
    • Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
    • Do you want to work in a business where there is an established system for processes and procedures?

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

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

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

    Related Jobs

    • Paraplanner – Hybrid Working

      Job Type: Paraplanners

      Location: Buckinghamshire

      Based Milton Keynes

      Salary up to £38,000 depending upon experience

      Are you an Paraplanner?

      • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
      • Are you working in a smaller company where you feel like to can’t develop any further?
      • Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
      • Do you want to work in a business where there is an established system for processes and procedures?

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

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

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

      Read More

    • Junior Paraplanner

      Job Type: Paraplanners

      Location: South West

      Based outskirts Corsham

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

      Are you a Junior Paraplanner?

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

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

      The company and role

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

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

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

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

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

      Read More

    • Paraplanner – HYBRID WORKING

      Job Type: Paraplanners

      Location: Midlands

      Location: Warwick

      Salary: £28,000 – £40,000 depending on experience

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

      Our client is currently looking for a Paraplanner to join their friendly close-knit team. The successful applicant will be joining an incredibly flexible company offering the option of flexible working and exam support.

      Experience:

      • Ideally Diploma qualified, or equivalent, or working towards. Our client will support any career development required whether that’s progressing into advice or gaining any additional qualifications you may require.
      • Intelligent Office
      • General knowledge of the financial planning market including different providers’ products and services.
      • General knowledge across a wide range of financial planning areas such as pensions, investments, protection and estate-planning (including use of Trusts).
      • Minimum of one years’ experience in an IFA/Wealth Management environment.

      Essential skills:

      • IT literate, including all Microsoft Packages.
      • Confidence to develop strong, sustainable relationships with operations and adviser colleagues and product providers.
      • Excellent written and verbal communication and influencing skills.
      • Self-motivated.
      • Customer focused.
      • Analytical skills.
      • Problem Solving.
      • Decision-making.
      • Ability to efficiently manage priorities and workloads.
      • Ability to meet strict deadlines.

      Paraplanning Responsibilities (not limited to):

      • Produce client suitability reports confirming new recommendations in accordance with the clients internal standards and compliance procedures.
      • Obtain accurate quotations, key features and applications for advisers’ meetings with clients.
      • Assess advisers’ and file documentation in accordance with the company’s compliance requirements.
      • Analyse clients’ circumstances, needs and objectives.
      • Provide research on all relevant advice areas, products and investment funds.
      • Assist in the implementation of remedial actions following delegated monitoring activities or regulatory changes as they occur.
      • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
      • Ensure all correct documentation is provided to advisers in a timely manner.
      • Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
      • Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
      • Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
      • Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
      • Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
      • Ensuring health and safety policies are observed.
      • Completion of other reasonable duties, as defined by the Senior Management Team.

       

      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.

      Read More

    Read More

  • Junior Paraplanner  – Hybrid Working

    Job Type: Paraplanners

    Location: Surrey

    Paraplanner

    Overview

    Based Hertford

    Salary up to £40,000 depending upon experience

    Are you an Paraplanner?

    • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
    • Are you working in a smaller company where you feel like to can’t develop any further?
    • Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
    • Do you want to work in a business where there is an established system for processes and procedures?

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

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

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

    Related Jobs

    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Surrey

      Based Horsham

      Hours 9am-5pm
      Salary £30,000-£35,000

      Are you a Junior Paraplanner?

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

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

      The company and role

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

      They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered. They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.

      They are based in a fantastic office environment with parking and after the initial training offer hybrid working.

      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.

      Read More

    • Paraplanner – Hybrid and fully remote candidates will also be considered

      Job Type: Paraplanners

      Location: Surrey

      Based nr. Guildford

      Salary flexible depending upon experience

      Are you a Part or Diploma Qualified Paraplanner?

      • Are you working in a more corporate environment and feel like you don’t have enough autonomy in your role?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Or are you working in a restricted practice and looking for a move to a whole of the market independent practice?
      • Are you just churning annual reviews and are not working on interesting/complicated cases?
      • Do you want to work in an environment that appreciates a life/work balance?

      If so, our client can help.

      • They are a fully independent, privately owned IFA with 20 in the team
      • There is full flexibility on working a hybrid model or more remote working
      • Full admin support
      • Exam support and study support and the opportunity to progress into advising if this is of interest

      So, if the time is right to move roles into a family orientated Practice, then please apply and we can run through the role and company in more detail.

      Read More

    • Paraplanner – Hybrid Working

      Job Type: Paraplanners

      Location: Buckinghamshire

      Based Milton Keynes

      Salary up to £38,000 depending upon experience

      Are you an Paraplanner?

      • Do you feel like you would like a larger company with better benefits where you have the scope to develop your career?
      • Are you working in a smaller company where you feel like to can’t develop any further?
      • Do you feel that you would like to have the option to progress into an Advisory role in the future, however the route isn’t available at your current company?
      • Do you want to work in a business where there is an established system for processes and procedures?

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

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

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

      Read More

    Read More

Contact us

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