Paraplanner

5 days ago

Staffordshire, United Kingdom NJR Recruitment Full time

Paraplanner (Fully Remote)
Full time Hours working over 4 days,
Salary up to £35,000
Staffordshire based

NJR Recruitment is currently working on a fantastic opportunity for experienced Paraplanner to join a highly reputable Firm of Independent Financial Planners who are based within the East Midlands area. They are a small and highly successful team, offeringa full time salary to work 4 days per week. Overtime is available on Friday's should you wish to increase your earning potential.

The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. Ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered inan efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.

**Responsibilities**:
" Develop and maintain effective relationships with clients and colleagues.
" Prepare suitability reports appropriate to level of experience and under relevant supervision.
" Ensure all relevant compliance paperwork has been carried out.
" Carry out technical research as part of the existing arrangement review process.
" Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
" Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
" Obtain data on in-house and third party products in order to provide technical valuations as required.
" Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.
" Deal with client and insurer queries to completion as appropriate.
" Ensure that client queries are appropriately investigated and accurate responses given.
" Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.
" Regularly participate in team meetings, including highlighting issues and owning actions through to resolution.
" Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log.

Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information please contact one of our specialist consultants quoting REF:NJR13289

  • Paraplanner Manager

    2 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanner ManagerThis is a pivotal role at Recruit UK | Certified B Corp™, where you will be bridging the gap between senior advisers and the technical planning support team. The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years', exposure to managing clients of all variety within wealth planning, and ability...

  • Paraplanner Manager

    4 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000

    Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...

  • Paraplanner Manager

    4 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior...

  • Paraplanner Manager

    4 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000

    Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between...

  • Paraplanner Manager

    1 month ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanner ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers...

  • Paraplanner Manager

    1 month ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanner ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers...

  • Paraplanner Manager

    1 month ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanner ManagerIndustry: Financial ServicesLocation: StaffordshireSalary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications)Job reference: 9369My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the gap between senior advisers...

  • Paraplanner Manager

    1 month ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the...

  • Paraplanner Manager

    3 weeks ago

    staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Job Title: Paraplanner Manager Industry: Financial Services Location: Staffordshire Salary: Up to £65,000 (salary negotiable dependent on skill-set and qualifications) Job reference: 9369 My prestigious client are seeking a Paraplanner Manager to join their team in Staffordshire. This is a pivotal role, where you will be bridging the...

  • AFH Wealth Management | Paraplanner

    3 weeks ago

    Stoke-on-Trent, Staffordshire, United Kingdom AFH Wealth Management Full time

    Job Description Paraplanner AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a...

  • Paraplanning Expert

    3 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will play a pivotal role in bridging the gap between senior advisers and the technical planning support team.Key Responsibilities include:Supporting a team of Financial Advisers and Chartered Financial PlannersAssisting with client engagement...

  • Technical Planning Lead

    3 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Role SummaryWe are seeking a highly skilled Paraplanner to join our team in Staffordshire. As a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners.The ideal candidate will have a strong background in paraplanning, including experience in managing clients and supporting...

  • Financial Services Director

    3 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Technical Paraplanning Support RoleA leading wealth management firm based in Lichfield seeks an experienced Paraplanner Manager to support their team in Staffordshire. The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years, and exposure to managing clients of all varieties within wealth planning. Ability to coach and...

  • Paraplanning Team Lead

    2 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    About the JobA leading wealth management firm based in Lichfield is seeking an experienced Paraplanning Manager to join their team in Staffordshire.The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to motivate a team.The role involves:Managing a team of ParaplannersProviding technical...

  • Financial Planning Support Director

    2 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Technical Paraplanning Manager RoleWe are looking for an experienced Technical Paraplanning Manager to join our team in Staffordshire.The successful candidate will be responsible for providing technical support to Financial Advisers and Chartered Financial Planners, managing a team of Paraplanners, and assisting with client engagement and data analysis.The...

  • Senior Financial Planning Coordinator

    2 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description:Recruit UK | Certified B Corp™ is seeking a Technical Planning Support Team Lead to join their team in the financial services sector. The successful candidate will have CF30 qualified or willing to become CF30 qualified, and previous experience as a Paraplanner, ideally for 5+ years'.About the Job:The job involves providing technical...

  • Senior Financial Planning Manager

    3 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OverviewAs a Paraplanner Manager, you will be responsible for providing technical support to a team of Financial Advisers and Chartered Financial Planners. This is an excellent opportunity to develop your skills and experience in a dynamic and supportive environment.The successful candidate will have a strong background in paraplanning, including...

  • Financial Planning Team Lead

    2 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Key ResponsibilitiesAs a Financial Planning Team Lead, you will be responsible for managing the financial planning support team.Key responsibilities will include streamlining and implementing new processes to enhance efficiency and productivity.The ideal candidate will have previous experience as a Paraplanner, ideally for 5+ years.The salary range for this...

  • Paraplanning Manager Specialist

    2 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Paraplanning Manager SpecialistThis role is pivotal in bridging the gap between senior financial advisers and technical planning support.We are seeking an experienced Paraplanning Manager Specialist to join our team at Recruit UK | Certified B Corp™. As a key member of our organization, you will be responsible for supporting a team of Financial...

  • Paraplanner Manager

    4 weeks ago

    Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time €65,000

    Financial Services This is a pivotal role, where you will be bridging the gap between senior advisers and the technical planning support team. This role will be key in smooth running and efficiency of the company, including technical paraplanning, management of the wider team and support to the Financial Planning team. Support team of Financial Advisers...