Paraplanner

  • Paraplanners
  • Midlands
  • Posted 2 weeks ago

Overview

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.

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  • Junior Paraplanner

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    Paraplanner

    • Paraplanners
    • Midlands
    • Posted 2 weeks ago

    Overview

    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.

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    • 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.

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      • Delegate work requests appropriately within the team.
      • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
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      • 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.

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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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  • Paraplanner

    Job Type: Paraplanners

    Location: Hertfordshire

    Paraplanner

    • Paraplanners
    • Midlands
    • Posted 2 weeks ago

    Overview

    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.

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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.

     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.

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      • 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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    • Paraplanner

      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.

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    • 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.

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  • Junior Paraplanner

    Job Type: Paraplanners

    Location: Hampshire

    Paraplanner

    • Paraplanners
    • Midlands
    • Posted 2 weeks ago

    Overview

    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.

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      Job Type: Paraplanners

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      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.

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      • 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.

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      Job Type: Paraplanners

      Location: Devon

      Location: Exeter

      Salary: Negotiable depending on experience

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

      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 small, 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.

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    • Paraplanner

      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.

       

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Contact us

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