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Paraplanner - Hybrid Working
6 days ago
Exeter, United Kingdom mbf. Full timeMbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the South West of England. Their team of professional are committed to delivering personalised and strategic advice,...
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Financial Planner
3 months ago
Exeter, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
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Technical support/paraplanning
4 days ago
Exeter, United Kingdom Reed Full timeAre you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move. Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further. My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid...
Paraplanner
3 months ago
We are working with a dynamic and reputable financial planning & investment management organisation to recruit an experienced Paraplanner. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. They offer a unique and integrated approach to financial planning and investment management.
Role: Paraplanner
Responsibilities:
- Collaborate closely with our Independent Financial Advisers (IFAs) to provide comprehensive support in the preparation of financial plans and recommendations.
- Conduct detailed research and analysis on various financial products, including pensions, investments, and protection plans.
- Prepare detailed and accurate reports, financial plans, and suitability letters tailored to individual client needs and objectives.
- Ensure all client recommendations and documentation comply with industry regulations and internal standards.
- Maintain up-to-date knowledge of financial products, market trends, and regulatory changes.
- Assist in client meetings, where necessary, to provide technical support and help explain complex financial concepts.
- Liaise with clients, product providers, and other stakeholders to facilitate smooth implementation of financial plans.
- Contribute to the continuous improvement of paraplanning processes and systems.
Qualifications and Experience:
- Proven experience as a Paraplanner within an IFA environment, with a strong understanding of financial planning and investment management.
- Experience working with HNW clients is highly desirable.
- Strong analytical skills with the ability to interpret and present complex financial information clearly and concisely.
- Excellent written and verbal communication skills, with a high level of attention to detail.
- Proficiency in using financial planning software and CRM systems.
- Relevant financial services qualifications (e.g., Diploma in Financial Planning, CII, CISI) are preferred.
- Ability to work independently and as part of a team, managing multiple tasks and priorities in a dynamic environment.
What We Offer:
- Competitive salary to £50,000
- Opportunity to work with a reputable and growing organisation that values professional development and career progression
- Collaborative and supportive work environment
- Discretionary bonus
- Pension, Group Income Protection, Life Assurance and much more
- Free parking