Paraplanner

  • Paraplanners
  • Midlands
  • Posted 3 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 3 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.

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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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      • Prepare and compile financial analysis.
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      • Ensure thorough knowledge of product research and analytical tools.
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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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      • 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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    Overview

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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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      • 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.
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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.
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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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      Job Title- Paraplanner

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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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      • Discuss cases with adviser and proactively 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.
      • Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
      • Co-operate fully with the Complaints Manager with any complaints from clients.
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      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

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      Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience, ideally in an independent advice environment.

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    Paraplanner

    • Paraplanners
    • Midlands
    • Posted 3 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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    • 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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      • 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.

      Practical Skill Set:

      • Possessing good interpersonal skills with a willingness to work in a demanding environment, the ability to communicate effectively at all levels, and in all media types.
      • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
      • Good keyboard skills
      • Practical experience with Word, Excel and Database applications
      • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
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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.

      Read More

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      Location: Surrey

      Location: Woking, Surrey

      Salary: Dependent on your experience

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      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:

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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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    • Paraplanning

      Job Type: Paraplanners

      Location: Midlands

      Location: Birmingham

      Salary: Negotiable depending on experience

      Are you a Paraplanner who loves the technical side of paraplanning? If so, we may have the perfect role for you.

      Our client is currently looking for Diploma Qualified (or equivalent) Paraplanner to join their support team. You will be dealing with high net worth clients, tasked with researching Funds, Calculations and Products.

      The ideal candidate must be excel literate and demonstrative with regard to research.

      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.

      Read More

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Contact us

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