Paraplanner

Overview

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.

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    Paraplanner

    Overview

    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.

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      Company/Role Information:

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      • This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
      • Hybrid working – up to 50% home working after completion of your probation
      • 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.

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    Paraplanner

    Based Northampton

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    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.
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    • Collaborate with financial advisors to implement and execute client strategies.

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      Are you looking to work 1-1 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?

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

      The company and role

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    Paraplanner

    Overview

    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.

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      • Are you fed up with working in the office full-time?
      • Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
      • Are you looking for a varied role where you can really add value?

      If so, we can help…

      Company/Role Information:

      • Our client is a professional independent advisory firm which has Chartered Status
      • As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
      • Contributions, Fund Switches, Bed and ISA and protection.
      • You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
      • This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
      • Hybrid working – up to 50% home working after completion of your probation
      • 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.

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      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

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      Location: West Sussex

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      Location – Worthing, West Sussex

      Salary Range: £24,000 to £26,000

      Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?

      For this role – Any transferable skills from working within pensions would be desirable.

      Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment

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      The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.

      The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.

      Key attributes to be successful within the role:

      • Strong work ethic
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      • Organisational and prioritisation skills
      • Strong attention to detail.

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

      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

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    Read More

Contact us

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