Current jobs related to Paraplanner - Dorking, Surrey - Artemis Recruitment Consultants Ltd

  • Financial Planning Paraplanner

    1 month ago

    Dorking, Surrey, United Kingdom Financial Divisions Full time

    Financial Planning Paraplanner – Pathway to Advisory RoleFlexible Work ArrangementCompetitive Salary and Bonus StructureOur client, a reputable Independent Financial Advisory firm, specializes in comprehensive financial solutions including Pensions, Investments, Tax Strategy, Inheritance Tax, Mortgages, and Protection Services for affluent clients. They...

  • Financial Planning Paraplanner

    1 month ago

    Dorking, Surrey, United Kingdom Financial Divisions Full time

    Position: Financial Planning ParaplannerWork Arrangement: HybridCompensation: £50,000 plus bonusOur client, a reputable Independent Financial Advisory firm, is seeking a dedicated Paraplanner to join their team. With a strong presence in the financial services sector, they provide comprehensive advice on various financial matters including Pensions,...

  • Financial Planning Paraplanner

    1 month ago

    Dorking, Surrey, United Kingdom Financial Divisions Full time

    Position: Financial Planning ParaplannerWork Arrangement: HybridCompensation: £50,000 plus bonusOur client, a reputable Independent Financial Advisory firm, is seeking a dedicated Paraplanner to join their dynamic team. With a strong presence in the financial services sector, they provide comprehensive advice on various financial matters including Pensions,...

  • Financial Planning Specialist

    13 hours ago

    Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Key ResponsibilitiesDelivering high-quality, compliant advice within agreed timelines and budget constraints is a key aspect of this role.As a senior paraplanner, you will provide technical support to the adviser team, ensuring seamless communication between teams.Contributing to the enhancement of the client experience and the firm's knowledge base is also...

  • Financial Planning Specialist

    9 hours ago

    Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Key ResponsibilitiesDelivering high-quality, compliant advice within agreed timelines and budget constraints is a key aspect of this role.As a senior paraplanner, you will provide technical support to the adviser team, ensuring seamless communication between teams.Contributing to the enhancement of the client experience and the firm's knowledge base is also...

  • Experienced Financial Administrator

    2 weeks ago

    Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary:We are seeking an experienced Financial Administrator to join our client's SJP Practice as a key member of their team. As a Financial Administrator, you will play a vital role in supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide...

  • Experienced Financial Administrator

    2 weeks ago

    Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary:We are seeking an experienced Financial Administrator to join our client's SJP Practice as a key member of their team. As a Financial Administrator, you will play a vital role in supporting Financial Advisers with all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Provide...

  • Paraplanner to Financial Advisor

    2 weeks ago

    Dorking, United Kingdom Financial Divisions Full time

    Paraplanner - With potential to become Financial Advisor Average Client £AUM between £750k-£1m! Up to £40-45k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Dorking in Surrey. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT,...

  • Head of Paraplanning

    3 months ago

    Dorking, United Kingdom Ortus PSR Full time

    My client, a reputable IFA located in Dorking, is seeking a dynamic and motivated individual for the position of Head of Paraplanning and Customer Experience. This is an exceptional opportunity for an experienced Paraplanner who is eager to grow and work alongside a phenomenal Adviser, providing invaluable support in both the technical aspects of report...

Paraplanner

3 months ago

Dorking, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Our client is looking for a Paraplanner to join their team based in Dorking.

Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that willenable them to make an educated choice that suits their specific requirements.

You will be involved in and helping evolve processes of client charging, client onboarding and the management of client information.

This is a role that would happily see you qualifyas an adviser and move into Head of Office in years to come.


Main Responsibilities/Accountabilities

Leadership/Governance

  • Prepare letters, presentations and reports for senior management.
  • Ensure office culture agrees with the Company overall culture.

Compliance

  • Completion of FCA training requirements and personal CPD training and records.
  • With the Head of Advice develop the branch culture to embrace FCA compliance requirements.
  • Assist Compliance Manager to ensure monitoring and maintenance of client onboarding and communication meets company requirements and FCA regulations.

Training & Competence

  • Take responsibility for personal Training & Competence requirements to ensure they are met.

Client Acquisition

  • Assist Head of Advice with developing business management goals and objectives.
  • Assist implementation of business plans and strategies to promote the attainment of goals.
  • Assist with promoting company within the local community including networking.
  • Presenting at company events and conferences.
  • Project confident image to clients and public to ensure "word of mouth" client flows.

Financial Advice

  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
  • Conducting indepth reviews of clients' financial circumstances, current provision and future aims.
  • Analysing information and preparing plans best suited to individual clients' requirements.
  • Completing risk analyses.
  • Provide clients with information on company products and services.
  • Designing financial strategies.
  • Assisting clients to make informed decisions.
  • Researching information from various sources, including providers of financial products.
  • Reviewing and responding to clients changing needs and financial circumstances.
  • Promoting and selling financial products to meet given or negotiated sales targets.
  • Communicating with other professionals, such as estate agents, solicitors and valuers.
  • Keeping up to date with financial products and legislation.
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
  • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and the advised products.

Reporting

  • Help check reports regarding calculations made.

Human Resources

  • Build relationships and interact with other colleagues at other sites.

Skills & Knowledge

Experience and Knowledge:

  • Sound understanding of the different asset classes.
  • Experience of research, analysis & report writing.
  • Financial Advice skills

Skills:

  • Trustworthy and open.
  • Strong strategic thinker.
  • Capability to explain complex information simply and clearly.
  • Ability to network and establish relationships with clients.
  • Discretion and an understanding of the need for client confidentiality
  • Research and analytical skills
  • Negotiation and influencing skills.
  • Good communicator about company to clients and public
  • Adaptable to change.
  • High selfawareness.
  • Excellent Excel, written, numerical, verbal and interpersonal communication skills.
  • Ability to work in a team.
  • Customer service skills.
  • Selfmotivation and organisation.
  • Flexible approach to work.
  • Decisionmaking skills.
  • An ethical and professional approach to work.

Behaviour:

  • Honest enthusiasm for company's aims and objectives.
  • Driven hard worker with a positive mindset on life and work.
  • Resilient selfstarter happy to take initiative and responsibility.
  • Not dogmatic.
  • Behave professionally whilst being open to listening to others, expressing feelings and communicating transparently.
  • Recognise that everyone is an individual, with own needs and perspectives.
  • Confronts complacency.
  • Make others aware of interpersonal conflict or behaviour that doesn't fit the company culture.
  • Comfortable interacting with wide range of people at all levels.
  • Fosters a loyal teambased approach.
  • Flexible team player prepared to take on several tasks to support the department and the company as a whole.
If you are interested in this position then please forward your CV to Josie at Artemis Recruitment.