Paraplanner
2 weeks ago
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
2 weeks ago
Staffordshire, United Kingdom Heat Recruitment Full timeParaplanner, Para planner, Report writing, Adviser Support, Technical Support, Paraplanning Newcastle-under-Lyme, free office parking £35,000 - £45,000 We are assisting one of our clients in growing their Newcastle-under-Lyme office. They are looking to speak to paraplanners who are keen to develop their careers in a reputable company where you are not...
-
Paraplanner
2 months ago
Staffordshire, United Kingdom Search Consultancy Full timeParaplanner based in Staffordshire Competitive salary + market leading benefits package, bonus, flexible working Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. - Level 4 qualified. - Detailed and working knowledge of regulatory requirements. - Experience...
-
Paraplanner
2 weeks ago
Staffordshire, United Kingdom Search Consultancy Full timeParaplanner based in Staffordshire Competitive salary + market leading benefits package, bonus, flexible working Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. - Level 4 qualified. - Detailed and working knowledge of regulatory requirements. - Experience...
-
Paraplanner (Permanent)
3 weeks ago
Cheadle, Staffordshire, United Kingdom Medlock Partners Ltd Full time €38,000Paraplanner Stockport Salary up to £38,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial...
-
Paraplanner (Permanent)
3 weeks ago
Cheadle, Staffordshire, United Kingdom Medlock Partners Ltd Full time €38,000Paraplanner Stockport Salary up to £38,000 (Experience dependant) 26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Full exam support Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial...
-
Paraplanner - Hybrid/flexible Working
2 months ago
Cheadle, Staffordshire, United Kingdom Medlock Partners Ltd Full time26 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...
-
Paraplanner - Hybrid/flexible Working
3 weeks ago
Cheadle, Staffordshire, United Kingdom Medlock Partners Ltd Full time €38,00026 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...
-
Paraplanner - Hybrid/flexible Working
3 weeks ago
Cheadle, Staffordshire, United Kingdom Medlock Partners Ltd Full time €38,00026 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to...
-
Paraplanner
7 days ago
Stoke-on-Trent, Staffordshire, United Kingdom Ferguson Dean Full timeA leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they are looking to...
-
Paraplanner
2 days ago
Stoke-on-Trent, Staffordshire, United Kingdom Ferguson Dean Full timeJob Description A leading regional Financial Planning practice are looking for two paraplanners to join their team in Stoke-on-Trent. Part of a larger group, they are a true success story in the last 18 months, acquiring a number of smaller practices from retiring advisers and successfully incorporating these clients into the business. As a result, they...
-
IFA Administrator
3 weeks ago
Cheadle, Staffordshire, United Kingdom Medlock Partners Ltd Full time €30,00026 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing...
-
IFA Administrator
3 weeks ago
Cheadle, Staffordshire, United Kingdom Medlock Partners Ltd Full time €30,00026 days holiday, you acquire 1 day for 2 years of service. You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working Flexible working hours Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing...
-
Colleague Service Advisor
1 week ago
Stafford, Staffordshire, United Kingdom Checked Recruitment Full time €35,000Job Description Role: Client Services Associate We're looking for a talented Client Services Associate to work for our client. They want to recruit someone with demonstrable experience of the financial services industry. Reporting to the Head of Paraplanning and based in the company's Stafford office, as the Client Services Associate you will be...
-
Colleague Service Advisor
3 weeks ago
Stafford, Staffordshire, United Kingdom Checked Recruitment Full time €35,000Role: Client Services Associate We're looking for a talented Client Services Associate to work for our client. They want to recruit someone with demonstrable experience of the financial services industry. Reporting to the Head of Paraplanning and based in the company's Stafford office, as the Client Services Associate you will be primarily responsible for...
-
Colleague Service Advisor
4 weeks ago
Stafford, Staffordshire, United Kingdom Checked Recruitment Full time €35,000Role: Client Services Associate Up to £35,000 per annum, OTE £42,000 + 1 day WFH We're looking for a talented Client Services Associate to work for our client. They want to recruit someone with demonstrable experience of the financial services industry. Reporting to the Head of Paraplanning and based in the company's Stafford office, as the Client...
-
Client Services Associate
3 weeks ago
Stafford, Staffordshire, United Kingdom Checked Recruitment Full time €35,000Role: Client Services Associate A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Up to £35,000 per annum, OTE £42,000 + 1 day WFH Location: Stafford We're looking for a talented Client Services Associate to work for our client. They want to recruit someone with...
-
Financial Planning Administrator
4 weeks ago
Cheadle, Staffordshire, United Kingdom Eventus Legal Full timeEventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus...
-
Financial Planning Administrator
4 weeks ago
Cheadle, Staffordshire, United Kingdom Eventus Legal Full timeEventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus...
-
Client Services Associate
1 week ago
Stafford, Staffordshire, United Kingdom Checked Recruitment Full time €35,000Job Description Role: Client Services Associate Up to £35,000 per annum, OTE £42,000 + 1 day WFH Location: Stafford We're looking for a talented Client Services Associate to work for our client. They want to recruit someone with demonstrable experience of the financial services industry. If that's you then you could be exactly what...
-
Client Services Associate
4 weeks ago
Stafford, Staffordshire, United Kingdom Checked Recruitment Full time €35,000Role: Client Services Associate Up to £35,000 per annum, OTE £42,000 + 1 day WFH Location: Stafford We're looking for a talented Client Services Associate to work for our client. They want to recruit someone with demonstrable experience of the financial services industry. If that's you then you could be exactly what they're looking for....
