Paraplanner

  • Paraplanners
  • Midlands
  • Posted 5 months 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

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    • Posted 5 months 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.

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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.
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    • Keep up to date with legislation.
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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.

    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 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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    Overview

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      To be considered for this role you will:

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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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    Paraplanner

    • Paraplanners
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    Overview

    Location: Solihull

    Salary: Negotiable depending on experience

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

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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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      Job title: Paraplanner

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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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      Location: Bourne

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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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    • Junior Paraplanner

      Job Type: Paraplanners

      Location: Hampshire

      Salary: Dependable on your experience

      Location: Farnborough

      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 growing team.

      Our client is a nationwide IFA firm with over 15 offices in the UK. For this role you will be working within a large financial planning team of over 50.

      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:

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      • 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
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      • 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.

      For this role our client is looking for someone who has ideally over 5 years’ experience within an IFA firm. They would also be looking for someone who is on their way to completing their chartered status (or equivalent). You will also have excellent knowledge of investment, life and pensions products and current legislation

      Benefits of the role:

      · Salary negotiable depending on your 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