Senior Paraplanner

  • Paraplanners
  • London
  • Posted 4 weeks ago

Overview

Job Title- Senior Paraplanner

Location- Bexley

Salary- Negotiable depending on your experience

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.

General responsibilities:

  • 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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    Overview

    Job Title- Senior Paraplanner

    Location- Bexley

    Salary- Negotiable depending on your experience

    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.

    General responsibilities:

    • 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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      Location: Hampshire

      Location: New Forest 

      Salary: up to £35,000 depending upon experience 

      Are you looking for a varied paraplanning role within a close–knit team? 

      If so, we have a fantastic opportunity to join a well-respected and established firm. Our client is looking to add another Paraplanner to their support team due to on-going success within the business. 

      So, if a role with variety and the chance to continue to learn and grow within a friendly and supportive environment that offers great perks sounds like a good next step for your career, then please apply. 

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      • Delegate work requests appropriately within the team. 
      • 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. 
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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.

      Previous experience within a paraplanning role is essential, as well as the diploma in financial planning or equivalent is desirable but not essential.

      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. 

      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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      • 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.

      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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      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
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      • 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

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    • London
    • Posted 4 weeks ago

    Overview

    Job Title- Senior Paraplanner

    Location- Bexley

    Salary- Negotiable depending on your experience

    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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    • Producing comprehensive and clear suitability letters for clients
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    • 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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      • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

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      • 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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      • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
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      • 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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      • 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.
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      • 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.

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      • Ensure Suitability Reports are updated with current legislation.
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      • 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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    • Posted 4 weeks ago

    Overview

    Job Title- Senior Paraplanner

    Location- Bexley

    Salary- Negotiable depending on your experience

    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.

    General responsibilities:

    • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
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    • 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
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    • 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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      • Delegate work requests appropriately within the team.
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      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

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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.
      • 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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      Salary: Dependable on your experience

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      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.

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      General responsibilities:

      • 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
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      • 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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      Job Type: Paraplanners

      Location: Berkshire

      Job Title: Paraplanner

      Location: Wokingham

      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 a Junior or a Diploma Qualified Paraplanner, or equivalent, to join their support team based in Wokingham.

      The main responsibilities of this role are

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      • Discussing research with Financial Planners and Compliance
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      • 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.
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      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