Paraplanner (Permanent)
1 week ago
Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.. Role Responsibilities: Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and objectives. Providing records to support research undertaken. Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document. Carrying out all tasks in a manner consistent with compliance procedures. Preparation of existing client files ready for reviews. Ensuring all client files are compliant on an ongoing basis. Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances. Proposing and drafting financial solutions that meet each client’s goals, needs and objectives. Key Skills & Experience: At least 2 years’ experience working in a Paraplanning role, for a financial planning organisation. Clear understanding of the financial planning process. The ability to produce professional and technical reports, to support the advice process. Able to work within defined business processes. Ability to achieve agreed outcomes without supervision. Prioritise own work load, and the work load of the Paraplanning team. Ability to multi task and prioritise effectively. Good level of technical knowledge of investments and Pensions advice. Qualifications: Level 4 Diploma qualified in financial planning. High level of Investment and Pension knowledge. Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly
-
Paraplanner
3 weeks ago
Warrington, Cheshire, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...
-
Paraplanner
3 days ago
Warrington, Cheshire, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...
-
Paraplanner
4 weeks ago
Warrington, Cheshire, United Kingdom Merje Full timeOur client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...
-
Paraplanner (Permanent)
1 week ago
Knutsford, Cheshire, United Kingdom Mitchell Hall Consulting Full time €36,000Paraplanner role - Bespoke Wealth Practice Bespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy Knutsford office. From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of...
-
Paraplanner (Permanent)
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
-
Paraplanner
3 weeks ago
Cheshire, United Kingdom MERJE Ltd Full timeOur client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...
-
Paraplanner - Hybrid/flexible Working
1 week ago
Warrington, Cheshire, United Kingdom MERJE Full timeOur client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm’s client...
-
Paraplanner
1 month ago
Higher Walton, Warrington, United Kingdom CV-Library Full timeOur client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers...
-
Paraplanner
1 month ago
Higher Walton, Warrington, United Kingdom MERJE Full timeOur client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...
-
Para Planner
4 months ago
Warrington, United Kingdom Recruit UK Full time**Job Title**:Paraplanner **Industry**:Financial Services **Location**:Warrington **Salary**:Up to £40,000 **Job Reference: 8169** **Job Description: Paraplanner** Recruit UK is working on a new and unique opportunity for a Paraplanner in Warrington to join a well-established wealth management firm. Our client is award-winning and is one of the...
-
Financial Services Coordinator
4 weeks ago
Warrington, Warrington, United Kingdom Merje Full timeJob OverviewMerje is seeking a skilled Paraplanner to join their Wealth Management team on a permanent basis.The successful candidate will be responsible for servicing existing business, platform-based work, and client interactions. They will also support advisers with information analysis and research to produce high-quality results.Key...
-
Financial Services Coordinator
4 weeks ago
Warrington, Warrington, United Kingdom Merje Full timeJob OverviewMerje is seeking a skilled Paraplanner to join their Wealth Management team on a permanent basis.The successful candidate will be responsible for servicing existing business, platform-based work, and client interactions. They will also support advisers with information analysis and research to produce high-quality results.Key...
-
Ifa Administrator
5 months ago
Warrington, United Kingdom Jane Deane Recruitment Limited Full timeIFA practice is seeking a highly organized and detail-oriented Financial Services Administrator to join their team. As an Administrator, you will be responsible for providing administrative support to advisers and paraplanner. **Responsibilities**: - Answer and direct phone calls in a professional and courteous manner - Performing general administration...
