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Paraplanner - 2 Days Home Working
1 week ago
- are a wholly Independent Wealth Management and Financial Advisory firm with South west coverage. They have a unique opportunity for an experienced Paraplanner to join their team based in North Bristol.
Opportunity - The Paraplanner works closely with the Financial Planner in analysing a client's existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the FinancialPlanner or Mortgage Specialist to present solutions to their client, and for the client to proceed with those recommendations if agreed.
Analysing a client's existing arrangements - completing (or liaising with Senior Administrator/Trainee Paraplanner to complete) Research & Analysis on client's existing plans to ensure that we hold full information to allow the Financial Planner to providethe best advice to the client in regards their arrangements.
This will involve liaising with Providers to obtain information, completing the Research & Analysis template and providing the full Research & Analysis document to the Financial Planner once complete.
Researching potential solutions - Conducting research on specific solutions as and when required, which is likely to be occasionally where the Centralised Investment Proposition (CIP) is not suitable for the client.
This will involve completing full marketresearch and ensuring that all the due diligence is completed and on file for any off-panel recommendations.
Using cashflow modelling - ensuring a client is loaded onto the relevant cashflow modelling tool with current values and circumstances and working with the Financial Planner to make the correct recommendations and formulate a financial plan for the client.
A minimum of 3 years proven experience within Paraplanning and previous experience within IFA Admin support.
Whole of market product knowledge
IT Strong with exposure using a variety of Backoffice systems, research tools plus various platforms.
The Paraplanner holds a minimum of Level 4 Diploma in Financial Planning through the CII, LIBF or equivalent and must maintain membership of their chosen professional body (CII/LIBF/etc) including achieving the required Continuing Professional Development(CPD).
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Ifa Administrator
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Paraplanner
3 weeks ago
Stoke Prior, United Kingdom Premier Jobs UK Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team...
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Paraplanner
3 weeks ago
Stoke Prior, United Kingdom Premier Jobs UK Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmYou will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...
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Paraplanner
1 week ago
Stoke Prior, Worcestershire, United Kingdom Premier Jobs UK Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmYou will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to...
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Nursery Assistant
3 weeks ago
Bradley Stoke, United Kingdom Happy Days Nurseries Full timeHappy Days Nursery in Bradley Stoke is seeking a Nursery Assistant (Unqualified, or Level 2 qualified) to join their team, working on a full time, or part time capacity. We have over thirty years of expert experience and an ethos to support children to become strong and motivated learners for life. We pride ourselves on providing a service to enable parents...
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Nursery Assistant
3 weeks ago
Bradley Stoke, United Kingdom Happy Days Nurseries Full timeHappy Days Nursery in Salisbury is seeking an unqualified/Level 2 qualified Nursery Assistant to join their team, working on a full time, or part time capacity. We have over thirty years of expert experience and an ethos to support children to become strong and motivated learners for life. We pride ourselves on providing a service to enable parents to work...
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Nursery Assistant
6 days ago
Bradley Stoke, United Kingdom Happy Days Nurseries Full timeHappy Days Nursery in Bradley Stoke is seeking an unqualified/Level 2 qualified Nursery Assistant to join their team, working on a full time, or part time capacity. We have over thirty years of expert experience and an ethos to support children to become strong and motivated learners for life. We pride ourselves on providing a service to enable parents to...
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Paraplanner
3 weeks ago
Stoke Prior, United Kingdom Premier Jobs UK Limited Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmIf your skills, experience, and qualifications match those in this job overview, do not delay your application.You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and...
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Paraplanner
3 weeks ago
Stoke Prior, United Kingdom Premier Jobs UK Limited Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firmIf your skills, experience, and qualifications match those in this job overview, do not delay your application.You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and...
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Paraplanner
3 weeks ago
Stoke Prior, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeThis hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm If your skills, experience, and qualifications match those in this job overview, do not delay your application. You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and...
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1/1 Support Practitioner
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Bradley Stoke, United Kingdom Happy Days Nurseries Full timeHappy Days Bradley Stoke Nursery is looking to recruit a part time 1:1 support assistant for a child on a 35 hour per week contract. Working as an additional support member, often supporting on a one-to-one basis as required, supporting observations, planning and assessment for individual children alongside carrying out activities and personal care...
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Finance Assistant
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Nursery Assistant
1 week ago
Bradley Stoke, United Kingdom Happy Days Nurseries Full timeHappy Days Nursery in Salisbury is seeking an unqualified/Level 2 qualified Nursery Assistant to join their team, working on a full time, or part time capacity.We have over thirty years of expert experience and an ethos to support children to become strong and motivated learners for life. We pride ourselves on providing a service to enable parents to work...
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Stoke-on-Trent, United Kingdom CAPIO RECRUITMENT LIMITED Full timeThe opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful approach is highlighted by their outstanding client retention rate. They are basedin Stoke-on-Trent With over 1 billion Assets Under Management this company is really taking a positive...
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Stoke-on-Trent, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
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Nursery Bank Staff
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