Paraplanner – Part of Fully Qualified

  • Paraplanners
  • Surrey
  • Posted 6 months ago

Overview

Paraplanner – Part of Fully Qualified
Location: Teddington
Hybrid working available
Salary: £33,000-£50,000 depending upon experience
Are you a Paraplanner looking for your next role?
Are you looking to work closely with the Advisers 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 wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
  • Our client is an established independent IFA, based in a convenient location in Teddington, Surrey
  • Whilst the company is a boutique wealth planning company and you will be working with 3 x Advisers with IFA Administrators to support you
  • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
  • Hybrid working available after training
 
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail

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  • Trainee Paraplanner

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    Paraplanner – Part of Fully Qualified

    • Paraplanners
    • Surrey
    • Posted 6 months ago

    Overview

    Paraplanner – Part of Fully Qualified
    Location: Teddington
    Hybrid working available
    Salary: £33,000-£50,000 depending upon experience
    Are you a Paraplanner looking for your next role?
    Are you looking to work closely with the Advisers 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 wholly independent practice with full admin support provided?
    If so, we can help
    Company/Role Information:
    • Our client is an established independent IFA, based in a convenient location in Teddington, Surrey
    • Whilst the company is a boutique wealth planning company and you will be working with 3 x Advisers with IFA Administrators to support you
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Hybrid working available after training
     
    So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail

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      Location: London

      Job Title: Paraplanner
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      Salary £35,000 – £45,000 + bonus
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      Are you a Paraplanner who thoroughly enjoys the technical aspects of
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      Do you prefer working primarily with one adviser?
      Are you looking for a role where you can progress into Advice if desired?
      Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
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      The role would be based at their office in Harrow where you will go in 2-3 days
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      • Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
      • Undertaking research using their in-house investment panel
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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
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      Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
      Do you feel frustrated in your current role as you are not having the mentoring/training to
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      Are you stuck where you are and there isn’t the progression into paraplanning where you ?
      Or have you been promised exams or study support and this hasn’t materialised?
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      Are you a Technical IFA Administrator who wants to progress your technical skills?

      • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
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      Company/Role Information

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      Benefits

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      • Private medical insurance, critical illness and DIS
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      Requirements

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    Paraplanner – Part of Fully Qualified

    • Paraplanners
    • Surrey
    • Posted 6 months ago

    Overview

    Paraplanner – Part of Fully Qualified
    Location: Teddington
    Hybrid working available
    Salary: £33,000-£50,000 depending upon experience
    Are you a Paraplanner looking for your next role?
    Are you looking to work closely with the Advisers 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 wholly independent practice with full admin support provided?
    If so, we can help
    Company/Role Information:
    • Our client is an established independent IFA, based in a convenient location in Teddington, Surrey
    • Whilst the company is a boutique wealth planning company and you will be working with 3 x Advisers with IFA Administrators to support you
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Hybrid working available after training
     
    So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail

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      Technical IFA Administrator / Trainee Paraplanner
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      Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
       
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      Are you stuck where you are and there isn’t the progression into paraplanning where you ?
      Or have you been promised exams or study support and this hasn’t materialised?
      Or is your salary now not reflecting your technical admin experience?
      If so, we have the opportunity for you…..
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      • Trusts and IHT Estate Planning
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  • Paraplanner

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    Paraplanner – Part of Fully Qualified

    • Paraplanners
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    • Posted 6 months ago

    Overview

    Paraplanner – Part of Fully Qualified
    Location: Teddington
    Hybrid working available
    Salary: £33,000-£50,000 depending upon experience
    Are you a Paraplanner looking for your next role?
    Are you looking to work closely with the Advisers 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 wholly independent practice with full admin support provided?
    If so, we can help
    Company/Role Information:
    • Our client is an established independent IFA, based in a convenient location in Teddington, Surrey
    • Whilst the company is a boutique wealth planning company and you will be working with 3 x Advisers with IFA Administrators to support you
    • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
    • Hybrid working available after training
     
    So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail

    Related Jobs

    • Paraplanner

      Job Type: Paraplanners

      Location: London

      Job Title: Paraplanner
      Location – Harrow
      Salary £35,000 – £45,000 + bonus
      Hybrid working – 2 – 3 days working from home
      Are you a Paraplanner who thoroughly enjoys the technical aspects of
      paraplanning and variety in their role?
       
      Do you prefer working primarily with one adviser?
      Are you looking for a role where you can progress into Advice if desired?
      Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
      This boutique company are a team of 8 and some of the main benefits include a
      being part of a close supportive team and joining a company with impeccable staff
      retention. Being involved with holistic Financial Planning and a real variety in your
      role, with the primary areas of business being:
      • Investment Planning and Financial Management
      • Pension Planning pre and post retirement
      • Trusts and IHT Estate Planning
      • Group Personal Pensions and Group Risk Benefits
      The role would be based at their office in Harrow where you will go in 2-3 days
      week and entail:
      • Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
      • Undertaking research using their in-house investment panel
      • Proficiency with Microsoft Word, Excel and Outlook is crucial
      • Drafting suitability reports
      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
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      Read More

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      Job Type: Paraplanners

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      Job Title: Paraplanner – Part qualified considered
      Location – Hertford
      Salary £35,000 – £45,000 + bonus
      Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in their role?
      Do you prefer working primarily with one adviser?
      Are you looking for a role where you can progress into Advice if desired?
      Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
      This boutique company are a team of 9 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention. Being involved with holistic Financial Planning and a real variety in your role, with the primary areas of business being:
      • Investment Planning and Financial Management
      • Pension Planning pre and post retirement
      • Trusts and IHT Estate Planning
      • Group Personal Pensions and Group Risk Benefits
       
      The role would be based at their office in Hertford and entail:
      • Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
      • Undertaking research using their in-house investment panel
      • Proficiency with Microsoft Word, Excel and Outlook is crucial
      • Knowledge of Intelliflo, Cashcalc, FE, Invu and E-Value would be beneficial
      • Drafting suitability reports
       
      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

      Job Type: Paraplanners

      Location: Berkshire

      Technical IFA Administrator / Trainee Paraplanner

      Location: Bradfield, Berkshire

      Salary £28,000 – £35,000 + Bonus

      Are you a Technical IFA Administrator who wants to progress your technical skills?

      • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
      • Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
      • 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…..

      Company/Role Information

      • You will have been working within a dual IFA Administration / Junior Paraplanner role whilst you progress through your qualifications and gain more technical experience.
      • This is working with ultra high net worth clients and involved in technical calculations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client.
      • Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
      • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6

      NB: Due to the rural location of the office, you would require your own mode of transportation

      Benefits

      • Full exam support to complete your diploma / chartered exams
      • 25 days holiday – hours 9am – 5pm
      • Private medical insurance, critical illness and DIS
      • Ample parking at office

      Requirements

      • Minimum 1 year’s experience working as an IFA Administrator / Trainee Paraplanner
      • Excellent attention to detail and competent on CRM systems
      • Fantastic telephone manner and strong inter-personal and relationship building skills

      So, if you are looking to work in a fantastic environment with scope for personal development, 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