Paraplanner

1 week ago

Boston, United Kingdom Brevere Group Full time

Are you an experienced paraplanner / financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?

Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.

Duties for this role will include:

  • To provide proactive administrative support to the adviser team to ensure an efficient and smooth service
  • Data gathering and preparation of fact finding documents for financial planning meetings
  • Ensuring client records and Fact Finds are kept updated on our back office system
  • Provider platforms - logging on to process applications and track progress
  • Preparation of comprehensive financial plan / cash flow forecasts
  • New business submissions - ensuring new business is recorded correctly on our back office system

You will have:

  • Organised with the ability to multi-task.
  • Working knowledge of the regulated Financial Services Industry
  • Previously worked in a Financial Services admin role so have some familiarity with the terms used.

  • paraplanner

    2 months ago

    Boston, United Kingdom Templegate Recruitment Full time

    Job Title: ParaplannerLocation: Boston, LincolnshireSalary: Up to £32,000 (based on experience and qualifications)About the Company:Our client is a prominent financial services company specializing in a comprehensive range of investment and wealth management solutions. With a commitment to delivering tailored financial strategies, they focus on helping...

  • Paraplanner

    2 months ago

    Boston, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : ParaplannerLocation: Boston, LincolnshireSalary: Up to £32,000 (based on experience and qualifications) About the Company: Our client is a prominent financial services company specializing in a comprehensive range of investment and wealth management solutions. With a commitment to...

  • Paraplanner

    2 months ago

    Boston, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title:ParaplannerLocation:Boston, LincolnshireSalary:Up to £32,000 (based on experience and qualifications)About the Company:Our client is a prominent financial services company specializing in a comprehensive range of investment and wealth management solutions. With a commitment to...

  • Paraplanner

    1 month ago

    Boston, Lincolnshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €32,000

    TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title :Paraplanner Location:Boston, Lincolnshire Salary:Up to £32,000 (based on experience and qualifications) About the Company: Our client is a prominent financial services company specializing in a comprehensive range of investment and wealth management solutions. With a...

  • Paraplanner Specialist

    3 weeks ago

    Boston, Lincolnshire, United Kingdom Templegate Recruitment Full time

    At Templegate Recruitment, we are seeking a highly skilled Paraplanner to join our team of experienced professionals. As a Paraplanner, you will play a crucial role in supporting our financial advisors in delivering tailored financial strategies to our clients. The ideal candidate will have a strong analytical mind, excellent communication skills, and a...

  • Financial Services Specialist

    3 weeks ago

    Boston, Lincolnshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    TEMPLEGATE RECRUITMENT LIMITED is a prominent financial services company specializing in a comprehensive range of investment and wealth management solutions. With a commitment to delivering tailored financial strategies, they focus on providing exceptional client experiences.Key Details:Job Title: ParaplannerLocation: Boston, LincolnshireEstimated Salary:...