Paraplanner

7 days ago

Guildford, United Kingdom Tate Full time
Location: Guildford, Surrey.
Department: Financial Planning Team
Employment Type: Full time, hybrid working.
Salary: Circa £50k DOE with a superb benefits package.
We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.
Due to expansion, they are looking for an experienced Paraplanner to join an existing team at their Guildford office to deliver an outstanding client experience. You will demonstrate excellent communication and people skills, together with the ability to develop good working relationships and coordinate across both operational departments and client facing teams.
The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently. The individual will be able to utilise their experience and thorough understanding of the advice process and suitability letter requirements, ensuring these are reflected in the work of the team.
Key Responsibilities of Paraplanner:
The Paraplanner will work closely with the Planners and wealth administrators to provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals. The individual must also be conversant with preparing Voyant cash flow forecasts.
What core skills are required?
· Strong background in the Financial Services industry
· Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
· Previous experience within an IFA or Wealth Management company
· Knowledge of paraplanning and client support processes and understanding of risk.
· A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.
· Familiar with Voyant software
· A good working knowledge of in-house systems e.g., Xplan, Fiscal, Pulse, Workflow is desirable but not essential.
· Ability to manage and delegate tasks quickly and work with limited supervision to tight deadlines. The ability to collaborate with others bringing people together to deliver good, client focused outcomes.
· Excellent attention to detail. Enthusiasm and self-motivation
· Good time management skills. Willingness to learn and develop communication skills.
· Strong demonstration and belief in the company's BID objectives
· Mentoring, training, and development of team members
· The fostering of a good working culture which is inclusive and encourages personal development.
The client supports hybrid working, with 3 days in the office and 2 days remote.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application

  • Paraplanner

    3 weeks ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...

  • Paraplanner

    3 weeks ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...

  • Paraplanner

    2 weeks ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...

  • Paraplanner

    3 weeks ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...

  • Paraplanner

    1 week ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position : Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...

  • Paraplanner

    4 days ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR...

  • Paraplanner

    4 days ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR NEW...

  • Paraplanner

    4 days ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR NEW...

  • Paraplanner

    3 days ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerPlease double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.Location: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on...

  • Paraplanner

    3 days ago

    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position : Paraplanner Location : Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking YOUR...

  • Paraplanner

    3 months ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    3 months ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    3 months ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies...

  • Paraplanner

    3 months ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    3 months ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies...

  • Paraplanner

    3 months ago

    Guildford, United Kingdom Tate Recruitment Full time

    Paraplanner Location: Guildford Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due to...

  • Paraplanner

    3 months ago

    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Senior Paraplanner

    3 months ago

    Guildford, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...

  • Senior Paraplanner

    3 months ago

    Guildford, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance,...

  • Senior Paraplanner

    3 months ago

    Guildford, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Surrey.Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.In this role you will be supporting Wealth Planners by carrying out high...