Current jobs related to Paraplanner (Pensions Management) - Worthing West Sussex - Financial Divisions

  • Paraplanner (Pensions Management)

    4 weeks ago

    Wolverhampton, West Midlands, United Kingdom Financial Divisions Full time €40,000 - €45,000

    Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered status My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some...

  • Paraplanner (Pensions Management)

    6 days ago

    Wolverhampton, West Midlands, United Kingdom Capio Recruitment Full time €35,000 - €45,000

    PARAPLANNER - WOLVERHAMPTON (Hybrid) We are currently working with a boutique Financial Planning firm based near Wolverhampton. The opportunity entails providing technical support to the Advisors and Directors in informing and advising on financial planning factors as well as utilising suitable plans and products. Additionally, organising reports and...

  • Paraplanner (Pensions Management)

    6 days ago

    Wolverhampton, West Midlands, United Kingdom Capio Recruitment Full time €35,000 - €45,000

    PARAPLANNER - WOLVERHAMPTON (Hybrid) We are currently working with a boutique Financial Planning firm based near Wolverhampton. The opportunity entails providing technical support to the Advisors and Directors in informing and advising on financial planning factors as well as utilising suitable plans and products. Additionally, organising reports and...

  • Paraplanner (Pensions Management)

    1 month ago

    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time €35,000

    Job description Remote or Hybrid Working We are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP) To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.

  • Paraplanner (Pensions Management)

    1 month ago

    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time

    Job description Remote or Hybrid Working We are recruiting for a Self employed Paraplanner to support one of our Wealth Management clients (SJP) To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.

  • Paraplanner (Pensions Management)

    2 months ago

    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time €45,000

    We are recruiting for a Self employed or Employed Paraplanner to support one of our clients (SJP) To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.

  • Paraplanner (Pensions Management)

    2 months ago

    Wakefield, West Yorkshire, United Kingdom Fortem People Limited Full time €45,000

    We are recruiting for a Self employed or Employed Paraplanner to support one of our clients (SJP) To support the Practice when informing and advising clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.

  • Paraplanner

    4 months ago

    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers. They keep going from strength to strength, with further...

  • Paraplanner

    4 months ago

    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is based in the London office, where you will be working closely among Investment Managers.They keep going from strength to strength, with further...

  • Paraplanner

    2 weeks ago

    West End, United Kingdom Heat Recruitment Ltd Full time

    There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This position is based in the London office which is local to Mayfair and Soho, where you will work closely with Financial Advisers and Investment Managers.They keep going from...

  • Paraplanner

    4 weeks ago

    Wolverhampton, West Midlands, United Kingdom Financial Divisions Full time €40,000 - €45,000

    Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered status My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and...

  • Paraplanner

    3 weeks ago

    West Sussex, United Kingdom Search Full time

    Paraplanner, based in Sussex, competitive salary and benefits package and offering hybrid working. Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role * To draft financial planning reports in order to meet and/or exceed agreed activity targets.* To...

  • Paraplanner

    2 weeks ago

    Brighton, East Sussex, United Kingdom mbf Full time €50,000

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success. About the Role: The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through...

  • Paraplanner

    4 weeks ago

    Brighton, East Sussex, United Kingdom mbf Full time €50,000

    Our client, a high-profile regional IFA with around 70 employees across four offices, currently has in excess of £1billion AUM and is looking to leverage their Private Equity backing into continued growth and success. About the Role: The firm is seeking a dedicated Paraplanner with a minimum of two years of experience and a Diploma qualification (through...

  • Paraplanner

    3 weeks ago

    West Midlands, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new companyDue to continued growth, an excellent opportunity has arisen within a very well established firm of wealth management advisers for an experienced Paraplanner. Working within a very friendly and supportive team environment. Flexible working options.Your new roleProviding technical support to Financial Advisers / Wealth Planners assisting with...

  • Paraplanner (or Junior Paraplanner)

    6 days ago

    Solihull, West Midlands, United Kingdom mbf Full time €35,000

    Paraplanner - Solihull, hybrid (1 day per week in office minimum) Around £35,000 plus company benefits and (£3-4K) discretionary bonus. MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their...

  • Paraplanner (or Junior Paraplanner)

    6 days ago

    Solihull, West Midlands, United Kingdom mbf Full time €35,000

    Paraplanner - Solihull, hybrid (1 day per week in office minimum) Around £35,000 plus company benefits and (£3-4K) discretionary bonus. MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client is seeking a talented Paraplanner to join their...

  • Junior Paraplanner

    2 weeks ago

    West Malling, Kent, United Kingdom Burgh Recruitment Limited Full time

    Job Summary:We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Limited. As a Junior Paraplanner, you will play a key role in supporting our clients with their wealth management and financial services needs.Key Responsibilities:Collate client information and conduct product research to prepare suitability...

  • Junior Paraplanner

    5 days ago

    West Malling, Kent, United Kingdom Burgh Recruitment Limited Full time

    Job Title: Junior ParaplannerJob Type: Full-timeLocation: Remote (Kent)Job Description:We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Limited. As a Junior Paraplanner, you will be responsible for providing administrative support to our wealth management team, including:Collating client information and...

  • Junior Paraplanner

    5 days ago

    West Malling, Kent, United Kingdom Burgh Recruitment Limited Full time

    Job Title: Junior ParaplannerJob Type: Full-timeLocation: Remote (Kent)Job Description:We are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Limited. As a Junior Paraplanner, you will be responsible for providing administrative support to our wealth management team, including:Collating client information and...

Paraplanner (Pensions Management)

4 months ago

Worthing West Sussex, United Kingdom Financial Divisions Full time

Job Description Paraplanner – Route to Adviser OR Senior Technical Specialist
40,000 plus bonus and benefits package + hybrid working

Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand. As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.

Analysing and interpreting data obtained during client meetings
Undertaking fund performance comparisons
Completing the FCA pension switching and replacement product templates
Preparing cashflow plans using Voyant Software
Analysing client’s asset allocations and providing recommendations for rebalancing where necessary
Building and maintaining client relationships through face to face and written/telephone communication

The ability to work with advisers to extract the information required to prepare financial plans and recommendations
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products, identifying where more in-depth analysis and questioning of providers is required
An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
A flexible and adaptable attitude towards work
Experience of Microsoft Word, Excel, Outlook and provider platforms
Previous use of Voyant software an advantage
This represents an excellent opportunity to join an established, entrepreneurial firm where you will be able to develop a fundamental role in the business, and who will genuinely support your career advancement and development, allowing you to build strongly on your existing skills, knowledge and experience.