Paraplanner (Pensions Management)
3 weeks ago
Paraplanner - Route to Adviser OR Senior Technical Specialist
40,000 plus bonus and benefits package + hybrid working
Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand. As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.
Analysing and interpreting data obtained during client meetings
Undertaking fund performance comparisons
Completing the FCA pension switching and replacement product templates
Preparing cashflow plans using Voyant Software
Analysing client’s asset allocations and providing recommendations for rebalancing where necessary
Building and maintaining client relationships through face to face and written/telephone communication
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products, identifying where more in-depth analysis and questioning of providers is required
An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
A flexible and adaptable attitude towards work
Experience of Microsoft Word, Excel, Outlook and provider platforms
Previous use of Voyant software an advantage
This represents an excellent opportunity to join an established, entrepreneurial firm where you will be able to develop a fundamental role in the business, and who will genuinely support your career advancement and development, allowing you to build strongly on your existing skills, knowledge and experience.
-
Paraplanner (Pensions Management)
4 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeJob Description Paraplanner – Route to Adviser OR Senior Technical Specialist 40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...
-
Paraplanner (Pensions Management)
2 months ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeParaplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...
-
Paraplanner (Pensions Management)
1 month ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeParaplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure...
-
Paraplanner
2 days ago
Worthing, West Sussex, United Kingdom Lloyd Recruitment - Epsom Full timeParaplanner Location: Worthing Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team. After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the...
-
Paraplanner
2 days ago
Worthing, West Sussex, United Kingdom Lloyd Recruitment - Epsom Full timeParaplanner Location: Worthing Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team. After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the...
-
Pension Paraplanner
1 month ago
Horsham, West Sussex, United Kingdom Capio Recruitment Full timeJob Title: Senior Paraplanner Location: Horsham area An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling...
-
Paraplanner
4 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full timeParaplanner – Route to Adviser OR Senior Technical Specialist The following information aims to provide potential candidates with a better understanding of the requirements for this role. Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working The Opportunity: Our client is an established, reputable and continuously growing...
-
Paraplanner
3 weeks ago
Worthing, West Sussex, United Kingdom Financial Divisions Full time €40,000Paraplanner – Route to Adviser OR Senior Technical Specialist The following information aims to provide potential candidates with a better understanding of the requirements for this role. Worthing, Sussex £40,000 plus bonus and benefits package + hybrid working The Opportunity: Our client is an established, reputable and continuously growing...
-
Paraplanner
1 month ago
Worthing, United Kingdom Reset Recruitment Ltd Full time**IFA Paraplanner** **Salary: £28k - £40k DOE + Great company benefits** **Location: Worthing - This is an office-based position** **Hours: Mon - Fri 9am-5pm** Do you want to work for a well-established and professional IFA that offers a supportive and varied role with the opportunity to progress and further study? If so, my client is looking for an...
-
Paraplanner (Pensions Management)
1 month ago
Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full timeA regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...
-
Paraplanner (Pensions Management)
1 month ago
Wakefield, West Yorkshire, United Kingdom CB3 Associates Ltd Full timeA regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. Hybrid Working: Yes – 50:50 split Package: £32-37k base DOE + bonus and full company benefits ~25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan...
-
Paraplanner
3 days ago
Worthing, United Kingdom Lloyd Recruitment - Epsom Full timeParaplanner Location: Worthing Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team. After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the...
-
Paraplanner
3 days ago
Worthing, United Kingdom Lloyd Recruitment - Epsom Full timeParaplannerLocation: WorthingLloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team.After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the client is...
-
Paraplanner
3 days ago
Worthing, West Sussex, United Kingdom Lloyd Recruitment Services Ltd Full timeParaplanner Location: Worthing Lloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team. After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the client...
-
Paraplanner
3 days ago
Worthing, United Kingdom Lloyd Recruitment - Epsom Full timeParaplannerLocation: WorthingLloyd Recruitment Services are delighted to be recruiting for a highly professional and well established wealth manager that seeks an experienced Paraplanner to join their team.After the initial training period in the office, the successful candidate can be work on a hybrid basis. Alongside the competitive salary, the client is...
-
Paraplanner (Pensions Management)
2 weeks ago
West Bowling, West Yorkshire, United Kingdom Medlock Partners Full time €38,000Paraplanner salary up to £38,000 Find out if this opportunity is a good fit by reading all of the information that follows below. Wakefield based. Hybrid working X2 Death in service Medical cashback Exam support + Funding Christmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the...
-
Paraplanner
2 months ago
North West England, United Kingdom MCS Group Full timeMCS Group is delighted to be recruiting a Paraplanner for our IFA client based in the Hillingdon, London area. The individual will provide a full range of paraplanning functions, ensuring client service and compliance is delivered and maintained at all times This client offers plenty of opportunities within the business to develop your career and learn...
-
Trainee Paraplanner
3 weeks ago
West Lothian, United Kingdom Recruit UK Full time**Are you a second careerist looking to make a move into Financial Planning?** **Want to become a Paraplanner?** At Recruit UK, we are seeking a high-quality administrator to join an excellent Financial Planning firm to join their small and friendly team in Linlithgow as a Trainee Paraplanner. They have taken a bespoke approach for the last 30 years, going...
-
Paraplanner
4 weeks ago
West End, United Kingdom Heat Recruitment Ltd Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...
-
Paraplanner
1 week ago
West End, United Kingdom Heat Recruitment Ltd Full timeThere is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...