Senior Paraplanner

Overview

Location: Trowbridge

Salary: £40,000 – £55,000 DoE

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

Our client is currently looking for a Paraplanner to join their growing team. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.

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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  • Senior Paraplanner – Hybrid Working

    Job Type: Paraplanners

    Location: Buckinghamshire

    Senior Paraplanner

    Overview

    Location: Trowbridge

    Salary: £40,000 – £55,000 DoE

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

    Our client is currently looking for a Paraplanner to join their growing team. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.

    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 – Hybrid and fully remote candidates will also be considered

      Job Type: Paraplanners

      Location: Surrey

      Based nr. Guildford

      Salary flexible depending upon experience

      Are you a Part or Diploma Qualified Paraplanner?

      • Are you working in a more corporate environment and feel like you don’t have enough autonomy in your role?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Or are you working in a restricted practice and looking for a move to a whole of the market independent practice?
      • Are you just churning annual reviews and are not working on interesting/complicated cases?
      • Do you want to work in an environment that appreciates a life/work balance?

      If so, our client can help.

      • They are a fully independent, privately owned IFA with 20 in the team
      • There is full flexibility on working a hybrid model or more remote working
      • Full admin support
      • Exam support and study support and the opportunity to progress into advising if this is of interest

      So, if the time is right to move roles into a family orientated Practice, then please apply and we can run through the role and company in more detail.

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    • Paraplanner

      Job Type: Paraplanners

      Location: Somerset

      Location: Bath

      Salary: £25,000 – £35,000 – DoE

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

      Our client is currently looking for a 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.

      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 – Hybrid Working

      Job Type: Paraplanners

      Location: Berkshire

      Location: Wokingham

      Salary: £35,000 – £45,000 – DoE

      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 close to completion), or equivalent, and with between 2 – 3 years’ experience.

      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/ Trainee IFA

    Job Type: Paraplanners

    Location: Surrey

    Senior Paraplanner

    Overview

    Location: Trowbridge

    Salary: £40,000 – £55,000 DoE

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

    Our client is currently looking for a Paraplanner to join their growing team. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.

    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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      Location- Chester

      Salary- £28,000 – £36,000

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

      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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      • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
      • 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
      • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
      • 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.

       

      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.

      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 – Hybrid Working

      Job Type: Paraplanners

      Location: Berkshire

      Location: Wokingham

      Salary: £35,000 – £45,000 – DoE

      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 close to completion), or equivalent, and with between 2 – 3 years’ experience.

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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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    • Senior Paraplanner – Hybrid Working

      Job Type: Paraplanners

      Location: Buckinghamshire

      Location: Marlow

      Salary: £45,000 – £55,000 DoE

      Are you ready to advance your professional status to bring you closer to a lucrative new position?

      This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.

      This role comes with the benefit of hybrid flexible working and a route into advice or head of Paraplanning. This is an excellent opportunity to work with a chartered practice supporting two Adviser’s. The role is varied, you will be very much involved in the whole process.

      Ideally you will be chartered but minimum Diploma Qualified, or equivalent. Full exam support to reach chartered status provided.

      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.
      • Authorise holiday requests for team ensuring appropriate internal process is carried out and records maintained.
      • Carry out annual appraisals for team.
      • Offer support and guidance to Administration team when required.

      Main Duties & Responsibilities

      • Assess 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 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.
      • 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.
      • Participate in online provider webinars for continued technical knowledge and ongoing CPD.
      • 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 – Part qualified considered.

    Job Type: Paraplanners

    Location: Hertfordshire

    Senior Paraplanner

    Overview

    Location: Trowbridge

    Salary: £40,000 – £55,000 DoE

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

    Our client is currently looking for a Paraplanner to join their growing team. Working within a close knit, supportive and friendly team. This really is a lovely role with great career benefits.

    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 – Fully Remote

      Job Type: Paraplanners

      Location: Lincolnshire

      Location – Lincolnshire

      Salary £32,000 – £45,000

      Our client is looking for an experienced Paraplanner to join our fast-growing business and support team. The successful candidate will work alongside the Independent Financial Advisers, and existing Paraplanners.

      This role is fully remote, with team meeting once a month in the office  – ideally you will live 1 hour from Peterborough.

      Primary Tasks:

      • Work closely with IFA’s undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. An ability to work under pressure and within tight deadlines is an absolute necessity.
      • Effectively and efficiently summarise recommendation options for IFA’s and draft proposals, letters and suitability reports for a wide range of products, providers and funds;
      • Competent use of different software packages and technology to analyse data and propose effective client solutions;
      • Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately;
      • Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team;
      • Maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs;
      • Contribute to staff meetings and process improvement sessions to help the Company achieve its goals;
      • Assist the Administration Team Leader to train and develop the administrative support team by providing constructive feedback and training input if required;

      Skills Required:

      • Level 4 Diploma in Financial Planning or near completion of;
      • Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice;
      • A detailed understanding of pensions, investments, protection and tax planning;
      • Excellent report writing and communication skills;
      • Professional, client facing demeanour;
      • Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software ;
      • Previous experience of using different provider websites and knowledge of the overall application and administrative processes.

       

      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 – Hybrid Working

      Job Type: Paraplanners

      Location: Berkshire

      Location: Wokingham

      Salary: £35,000 – £45,000 – DoE

      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 close to completion), or equivalent, and with between 2 – 3 years’ experience.

      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

    • Paraplanner/ Trainee IFA

      Job Type: Paraplanners

      Location: Surrey

      Location – Shere – Surrey

      Salary – £35,000 – £45,000 dependent on experience.

      Overview

      If you are currently an experienced Paraplanner and are looking for your next challenge, that would support continuing professional development through to adviser later down the line. Then this could be the opportunity for you.

      Our client, a boutique whole of the market financial planner, could be an exciting next step in your career. Due to growth, this friendly and supportive medium-sized team is now looking for another paraplanner to join them and work their way up to senior paraplanner. Progression through to adviser is also thoroughly encouraged here.

      Candidates working towards the diploma in financial planning are desirable and full study support is available. The successful candidate will work closely to support an IFA within the business and have full administrative support from their senior administrator, who loves all things admin – leaving the successful candidate to concentrate on continuing professional development and harnessing paraplanning skills Support through to chartered is provided and any individuals who see their career developing through to adviser, can feel reassured that this transition is something that is supported within the business.

      Benefits

      One of the main benefits of this client is its gorgeous remote setting. Situated in a beautiful old building, with ample space and views looking over fields, being a driver is certainly handy – although Albury train station is not too far away and there is a bus that stops right outside the building. Ample free parking on site.

      With this role, there is the opportunity to continue professional development and receive support with the exams towards the diploma in financial planning.

      Progression through to adviser later down the line is also encouraged within this company.

      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.

       

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Contact us

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