Paraplanner / Senior Paraplanner (DOE)
3 weeks ago
My client is a reputable and well established wealth management firm with offices east of Norwich.
At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the firm. This is ideally a full time vacancy however for the right person my client will consider someone seeking part time hours though a minimum of two days per week is desirable, though three and four days would also be suitable. My client already offers flexible working and hybrid working from home so if the suitable candidate requires, working from home would be permitted with you ideally attending the office for a couple of days a month. My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values. Role Overview Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Client Relationship Building - servicing client's day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan Role Requirements • Chartered Financial Planner status - desirable or willingness to work towards • A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes • Four years industry experience - preferable • Excellent administrative, research, report writing and communication skills • Excellent analytical skills with a preference for working in a structured, planned manner • Ongoing self-development to maintain appropriate level of CPD for role Benefits An industry competitive salary of between £(phone number removed) The opportunity to enhance your earnings via a profit related bonus, payable biannually 26 days holiday PA, plus bank holidays Working hours are flexible - e.g. 8.30-16:30 with one hour for lunch, or #removed# with one hour for lunch, 35 hours per week (if full time). 3 times death in service policy Private Medical Insurance Electric car scheme Pension (5% employer contribution) Hybrid working (one day from home) Several social events throughout the year #J-18808-Ljbffr-
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...
-
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...
-
Paraplanner / Senior Paraplanner (DOE)
4 weeks ago
Norwich, United Kingdom Service Service Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...
-
Paraplanner / Senior Paraplanner (DOE)
4 weeks ago
Norwich, United Kingdom Service Service Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich.At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...
-
Trainee Paraplanner
2 weeks ago
Norwich, United Kingdom Ortus PSR Full timeThe opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplanner in...
-
Paraplanner
1 week ago
Norwich, United Kingdom Heat Recruitment Full timeAn exciting opportunity has arisen for an experienced Paraplanner to join a growing wealth management practice based in Norwich, with Multiple offices around the East Midlands. The firm has exciting growth plans over the next 5 years and wants to expand its highly valued Paraplanning team to support its team of client facing advisers. **Key...
-
Paraplanner / Technical Planner
2 months ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeMy client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...
-
Paraplanner / Technical Planner
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a...
-
Paraplanner
1 month ago
Norwich, United Kingdom Service Service Employment Agency Limited Full time**My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.** My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and...
-
Paraplanner / Technical Planner (Permanent)
3 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...
-
Paraplanner / Technical Planner (Permanent)
1 week ago
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...
-
Paraplanner / Technical Planner
2 months ago
Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full timeMy client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...
-
IFA Administrator
2 weeks ago
Broadland, Norfolk, United Kingdom Heat Recruitment Ltd Full timeA highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner. The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such training would...
-
South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
-
South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Speaking with insurance companies and investment...
-
Paraplanner / Technical Planner
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and...
-
South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties Liaising with advisers and colleagues in all...
-
South Norfolk, Norfolk, United Kingdom Service Service Full timeMy client is a boutique advice practice based in southeast rural Norfolk. My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers. Key duties Liaising with advisers and colleagues in all...
-
Paraplanner (Office,hybrid or Homebased)
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...
-
Paraplanner / Technical Planner (Permanent)
4 weeks ago
Norwich, Norfolk, United Kingdom Service Service Full timeMy client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...
