Paraplanner

1 day ago

Wilmslow, United Kingdom Bond Rec Full time

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.


The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.


General accountabilities

  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
  • Comply with the relevant compliance, FTC, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
  • Follow closely the Centralised Investment Proposition (CIP) and other advice guidelines.
  • Follow the Advice Process at all times.
  • Detailed knowledge and understanding of compliance procedures.
  • Liaise with clients in a compliant manner as detailed within the firm’s compliance manual.
  • Keep up-to-date with all relevant product, legislative and technical changes.
  • To provide support to Advisers in completing non-client facing tasks involved in preparing and administrating any recommendations being made to a client
  • Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD)


Specific accountabilities

  • To ensure all client files are compliant on an ongoing basis.
  • To collate all quantitative detailed information required to support any recommendation.
  • To ensure all relevant paperwork held within a client file is present, relevant and compliant.
  • Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives client attitude to risk and client capacity for loss.
  • Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file.
  • Prepare relevant documentation and comparisons to be reviewed with the Adviser.
  • Prepare suitability reports in accordance with the agreed recommendations.
  • Identify and discuss areas for further client financial planning with the Adviser.
  • Develop a proficiency in the use and interpretation of cash-flow modelling tools

Research accountabilities

  • Undertake the relevant research to identify suitable solutions to meet a clients’ objectives.
  • Annual research and associated due diligence to review and support the Centralised investment proposition, analysing and reviewing funds on the Panel.
  • Pension Transfer Analysis
  • Off-platform research
  • Provider product meetings & compiling due diligence and research reports on new products
  • Communicating with providers regarding clients existing plans


Essential

  • An appreciation and understanding of the Financial Planning process.
  • Broad knowledge and enthusiasm for financial services world
  • A high level of technical knowledge about the financial products and services in the market
  • An ability to work within agreed business processes.
  • An ability to achieve agreed outcomes without supervision working within agreed timescales.
  • Prioritise and plan own workload.
  • An eye for detail and thirst for accurate report-writing.
  • Excellent inter‐personal skills, both written and verbal.
  • Excellent IT skills and report-writing skills.
  • Ability to work independently and in a team


The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations.

  • Paraplanner

    3 weeks ago

    Wilmslow, United Kingdom Heat Recruitment Ltd Full time

    Paraplanner South Manchester Circa GBP40,000 - GBP50,000 depending on qualifications Are you looking for a move that could benefit you financially as well as for you career? Would you prefer to be working within one of the top 100 Financial Services companies in the UK (award winning)? Is it time to just be appreciated for your individual ability? If...

  • Paraplanner

    2 months ago

    Wilmslow, United Kingdom Puro Accountancy Full time

    ParaplannerCheshire Salary £40,000Benefits:Flexible and hybrid workingAnnual bonus scheme25 days holiday plus bank holidays and your birthday offStudy support available to become charteredEnhanced pension contributionsDeath in service benefitPuro Accountancy are currently supporting a well-respected wealth management firm based in Cheshire in their search...

  • Paraplanner

    2 weeks ago

    Wilmslow, United Kingdom Recruit UK Full time

    Are you an experienced paraplanner looking to join one of the most respected Chartered financial planning firms in the UK? Looking for a role where your expertise and hard work are truly valued? Recruit UK has partnered with a prestigious firm in Alderley Edge to find a highly quality, experienced, paraplanner to join their prestigious team. This company is...

  • Paraplanner

    6 days ago

    Wilmslow, United Kingdom enable Recruitment Full time

    Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.  If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm...

  • Paraplanner

    2 weeks ago

    Wilmslow, United Kingdom enable Recruitment Full time

    Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike. If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that...

  • Paraplanner

    2 weeks ago

    Wilmslow, United Kingdom enable Recruitment Full time

    Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike. If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that...

  • Paraplanner

    3 weeks ago

    Wilmslow, United Kingdom enable recruitment | B Corp™ Full time

    Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that...

  • Paraplanner

    3 weeks ago

    Wilmslow, United Kingdom enable recruitment | B Corp™ Full time

    Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that...

  • Paraplanner

    4 weeks ago

    Wilmslow, United Kingdom enable recruitment | B Corp™ Full time

    Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that...

  • Senior Paraplanner

    2 months ago

    Wilmslow, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

    Bond Recruitment is proud to be working with a leading Financial Planning firm in Alderley Edge, they are currently recruiting for a Chartered Paraplanner to join their busy team.We are on the look out for a high calibre paraplanner to work alongside a Senior Adviser and 40 of his UHNW clients.You will be experienced, Chartered (or very close to),...

  • Paraplanner

    3 weeks ago

    Wilmslow, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...

  • Paraplanner

    1 month ago

    Wilmslow, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...

  • Paraplanner

    3 weeks ago

    Wilmslow, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...

  • Paraplanner

    2 weeks ago

    Wilmslow, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...

  • Paraplanner

    3 weeks ago

    Wilmslow, United Kingdom Ferguson Dean Full time

    About the Company A leading regional Chartered Financial Planning practice are looking to expand their team in Shrewsbury. Their paraplanners are client facing and have their own portfolio, acting as the first point of contact. Clients are broadly in the £500k to £10m space, so you will need to have experience in dealing with clients of at least this...

  • Paraplanner

    4 months ago

    Wilmslow, Cheshire East, United Kingdom Idex Full time

    My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.They are currently looking for an experienced Paraplanner to join their team in Wilmslow. The successful candidate will support the financial planners whilst having day to day responsibility for a book of clients and will be...

  • Paraplanner

    17 hours ago

    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire. The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments. General accountabilities ...

  • Paraplanner

    2 days ago

    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...

  • Paraplanner

    2 days ago

    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...

  • Paraplanner

    2 days ago

    Wilmslow, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply...