Paraplanner (Pensions Management)
1 week ago
We are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis.
The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and drafting comprehensive financial reports and recommendations, with a particular emphasis on pensions, investment advice, and inheritance tax planning. Your attention to detail and your ability to communicate effectively with financial advisers will be key to your success in this role.
Financial Report Preparation: Work closely with financial advisers to prepare detailed and accurate financial plans, recommendations, and suitability reports that meet client needs and objectives, with a strong focus on pensions, investment advice, and inheritance tax planning.
Research & Analysis: Conduct thorough research to support financial planning recommendations, ensuring that all recommendations comply with relevant regulations, industry standards, and best practices.
Adherence to FCA Consumer Duty Principles: Ensure that all financial advice and reports align with the FCA’s Consumer Duty principles, placing clients' best interests at the forefront of all recommendations and ensuring transparency and fairness.
Communication with Financial Advisers: Maintain clear and professional communication with financial advisers to ensure a strong understanding of client needs and objectives, and to ensure the efficient completion of tasks and reports.
Compliance & Regulatory Adherence: Ensure all work complies with FCA regulations, internal procedures, and company policies, maintaining a high standard of professionalism in line with industry expectations.
Minimum of 3-5 years of paraplanning experience within a UK IFA firm.
Must have experience across a range or products and wrappers, such as, pensions, bonds and trusts.
Industry qualifications such as Level 4 Diploma in Regulated Financial Planning (or equivalent) are essential. Exceptional attention to detail and accuracy, ensuring all reports and recommendations are error-free and meet regulatory standards.
Strong knowledge of financial planning fundamentals, particularly in the areas of pensions, investment advice, and inheritance tax.
Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and concisely to both financial advisers and clients.
-
Paraplanner (Pensions Management)
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
-
Paraplanner (Pensions Management)
1 week ago
United Kingdom Saltus Full timeWe’re looking for an experienced and proactive Paraplanner to join our growing team, supporting a nationwide network of Independent Financial Advisers within Abacus. In this key role, you’ll help deliver exceptional client outcomes by producing accurate, compliant, and thoroughly researched financial recommendations. Our structure provides advisers...
-
Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
-
Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
-
Paraplanner
7 days ago
Manchester, United Kingdom RGH-Global Limited Full timeJob Description: ParaplannerOur client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.Key Responsibilities:Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectivesCheck and confirm fact-find information with...
-
Paraplanner
1 week ago
United Kingdom MERJE Full timeWe are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis. The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and...
-
Paraplanner
1 week ago
United Kingdom MERJE Full timeWe are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis. The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and...
-
Paraplanner
1 week ago
United Kingdom MERJE Full timeWe are working with an ambitious and growing financial planning firm that is looking to appoint an experienced Paraplanner on a permanent basis. The Paraplanner will possess a strong understanding of financial planning principles and be able to provide essential support to the financial advisers. You will be responsible for preparing, researching, and...
-
Paraplanner
3 weeks ago
United Kingdom mbf Full timeWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...
-
Paraplanner - 6 month FTC
1 week ago
United Kingdom mbf Full timeParaplanner – Fixed Term Contract (5 months, Remote - UK) From £40K to £55,000 plus company benefits, negotiable depending on experience An established financial planning firm is is seeking an experienced Paraplanner on an initial 5-6 month fixed term contract to support an immediate requirement while they search for a permanent hire. There are multiple...
