Paraplanner / Technical Planner

1 month ago

Norwich Norfolk, 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 a history of facilitating the growth of their staff; their reputation is second to none.

• The role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to act as the technical interface between the consultants and the clients.

Responsibilities

• Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients
• Developing and maintaining a good working relationship with financial institutions
• Maintaining and developing knowledge in all areas of financial planning
• Attending client meetings
• Achieving personal targets set by department
• Maintaining a good working relationship with existing clients
• Research – products, investment solutions and financial planning strategies
• Report writing - production of compliant reports/suitability letters
• Develop client bank for both existing and new clients (if applicable)
• Ensure all business is conducted in an ethical and compliant manner

Skills required

• Research & reporting skills
• Co-ordination skills
• Financial planning technical skills.
• Organisation and prioritisation skills
• Communication skills
• Time Management skills
• Interpersonal skills

Qualifications and experience

• Financial Planning Certificate
• Diploma required (or working towards)
• Minimum of 3 years experience in similar environment

#J-18808-Ljbffr

  • Paraplanner / Technical Planner

    1 month ago

    Norwich, Norfolk, 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 a...

  • Paraplanner / Technical Planner

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service 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 a...

  • Paraplanner / Technical Planner (Permanent)

    7 days ago

    Norwich, Norfolk, United Kingdom Service Service 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 a...

  • Paraplanner / Technical Planner

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service 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)

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service 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 a...

  • Paraplanner / Technical Planner

    3 weeks ago

    Norwich, United Kingdom Service Service 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 a...

  • Paraplanner / Technical Planner

    3 weeks ago

    Norwich, United Kingdom Service Service 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 a...

  • Technical Administrator

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Technical Analyst. Summary of duties You will work as part of the support team integrating with Financial Planners and Administrators to provide clients with a...

  • Paraplanner / Senior Paraplanner (DOE) (Permanent)

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    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...

  • Paraplanner / Senior Paraplanner (DOE)

    1 week ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    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...

  • Paraplanner / Senior Paraplanner (DOE)

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    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...

  • Paraplanner / Senior Paraplanner (DOE)

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    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...

  • Paraplanner (Office,hybrid or Homebased)

    1 week ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    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...

  • Paraplanner (Office,hybrid or Homebased)

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    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...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant 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. You will ideally have experience working in a Financial Planning environment previously e.g. Independent...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant 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. You will ideally have experience working in a Financial Planning environment previously e.g. Independent...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant 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. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...

  • P6 Planner

    11 hours ago

    Norfolk, United Kingdom Carrington West Full time

    What we need:Carrington West are pleased to be working with our client, a major Highways contractor to find an available and experienced P6 Planner. The role is for an immediate start on a major highways project based in Norfolk. Works will be carried out during the day with Hybrid working being offered.   As a P6 Planner you will be tasked with:   You...

  • Financial Planner Assistant

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant 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. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...

  • Financial Planner Assistant

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant 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.You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...