Paraplanner - Chartered Firm

4 weeks ago

Epsom, United Kingdom Robinson Financial Careers Full time

An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Stoneleigh offices.

Working in collaboration with Financial Advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records. Report writing will be an essential part of the role. Youlearn all aspects of the business and become a valued member of the team and continue to progress with industry
- based exams. You will be expected to keep up to date with legislative and industry changes which affect the business and its clients. There willbe mínimal client contact and you are not authorised to give advice.

**Responsibilities**
- Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
- Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
- Collate and evaluate client policy/investment/pension
- Writing suitability reports
- Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
- Create and maintain client files and enter details onto back-office database
- Liaise with Trainee Paraplanners
- Submitting Business on internal and external systems
- Create and maintain client files and enter details onto back office database
- Submitting Business on internal and external systems
- Prepare paperwork
- New business processing and submission to Business Quality
- Liaise with a range of stakeholders from compliance department to various external providers
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products

**The Idea Person**
- Ability to build strong working relationships with both IFAs, and the rest of the team.
- Previous experience of working within a similar role within a financial services business minimum 1-3 years
- Diploma qualified or working towards
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Attention to detail and accuracy
- Articulate
- Excellent inter personal skills, both written and verbal
- Ability to multi task and prioritise effectively
- Good IT skills
- Good report writing skills
- Experience of maintaining good working relationships in the delivery of financial advice services
- Experience in writing complex and detailed reports for cases
- Ability to assess information, make comparisons and identify critical features
- Set own goals and want to deliver agreed targets
- Proficient knowledge of Pensions and retirement planning, Investments, tax planning and

regulation within the financial services industry.

**Salary and Benefits**
- Compensation dependent on skills and experience
- 25 days annual leave
- Birthday off as additional leave
- Auto enrolment pension *after age 22
- Death in Service
- Training and support towards industry recognised certifications
- Cycle to work scheme

  • Paraplanner

    2 months ago

    Epsom, United Kingdom Recruitment Connection Ltd Full time

    **Paraplanner** **Epsom - Hybrid** **Salary £35000 to £40,000 depending upon experience and qualifications** My client is a leading firm of Chartered Independent Financial Advisers who are looking for a paraplanner with 1 years plus experience to join an existing team and carry out high quality research on a full range of financial planning...

  • Paraplanner - Chartered IFA Practice

    4 weeks ago

    Epsom, United Kingdom Blakemore Recruitment Full time

    We are recruiting for a highly regarded IFA practice who are looking to grow their team. They have a vacancy for a replacement Paraplanner. This is an excellent opportunity for a career Paraplanner or someone keen to develop into a Financial Planner over the next few years. They fully support and fund your study and qualifications, through to Chartered...

  • Paraplanner - Route to Financial Advisor - Option for Hybrid Working - Epsom -

    2 weeks ago

    Epsom, Surrey, United Kingdom Financial Divisions Full time

    Join a Growing Financial Advice Firm in Epsom Established Independent Financial Advice firm based in Epsom Specializing in Pensions, Investments, Tax Planning, and more Serving wealthy clients across London, Surrey, and the wider Southeast region Looking for a Paraplanner with a clear path to becoming an Adviser Excellent opportunity to work with...

  • Paraplanner - Route to Financial Advisor - Option for Hybrid Working - Epsom - £40-45k plus

    4 weeks ago

    Epsom, United Kingdom Financial Divisions Full time

    My client is a well-established Independent Financial Advice firm with offices based in Epsom. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region. They also offer Wills and Trusts and Estate work, to help clients with their...

  • Chartered Financial Planner

    18 hours ago

    Epsom, United Kingdom Financial Divisions Full time

    Chartered Financial Planner - manage existing HNW cases from CEO - £60k - £90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based...

  • Chartered Building Surveyor

    2 weeks ago

    Epsom, United Kingdom Cityscape Consult Full time

    Chartered Building Surveyor Cityscape are exclusively partnered with a modern, cutting edge firm of chartered surveyors who are growing their business and team exponentially. Currently searching for an experienced Chartered Building Surveyor familiar with level 2 and 3 surveys and Home Buyer Reporting skills. This role offers the opportunity to be part of a...

  • Chartered Building Surveyor

    2 weeks ago

    Epsom, United Kingdom Cityscape Consult Full time

    Chartered Building SurveyorCityscape are exclusively partnered with a modern, cutting edge firm of chartered surveyors who are growing their business and team exponentially. Currently searching for an experienced Chartered Building Surveyor familiar with level 2 and 3 surveys and Home Buyer Reporting skills. This role offers the opportunity to be part of a...

  • Chartered Building Surveyor

    3 weeks ago

    Epsom, United Kingdom Cityscape Recruitment Full time

    **Chartered Building Surveyor** Cityscape are exclusively partnered with a modern, cutting edge firm of chartered surveyors who are growing their business and team exponentially. Currently searching for an experienced Chartered Building Surveyor familiar with level 2 and 3 surveys and Home Buyer Reporting skills. This role offers the opportunity to be part...

  • Chartered Building Surveyor

    2 weeks ago

    Epsom, United Kingdom Cityscape Consult Full time

    Chartered Building SurveyorCityscape are exclusively partnered with a modern, cutting edge firm of chartered surveyors who are growing their business and team exponentially. Currently searching for an experienced Chartered Building Surveyor familiar with level 2 and 3 surveys and Home Buyer Reporting skills. This role offers the opportunity to be part of a...

  • Senior Ifa Administrator

    3 weeks ago

    Epsom, United Kingdom Financial Divisions Full time

    **Senior IFA Administrator - IFA Firm - £30k - £35k - SW London (near Epsom)** My client who I have placed staff with are a boutique IFA firm with circa 12 staff who work with local families and HNW retirees. They are a close knit team and support each other gain the most from their roles and offering the best service to clients. Theyare seeking an...

  • Junior Paraplanner/senior Ifa Administrator

    4 weeks ago

    Epsom, United Kingdom Financial Divisions Full time

    **Junior Paraplanner/Senior IFA Administrator - Epsom, Surrey - C £35k-full Study package and award-winning mentoring/upskilling programme for all staff** Our client is a wealth management firm based in Epsom who are now in their second decade of operation supporting local families and retirees. They take pride in their support of both their clients and...

  • Chartered Building Surveyor

    1 week ago

    Epsom, United Kingdom Cityscape Consult Full time

    Chartered Building SurveyorCityscape are exclusively partnered with a modern, cutting edge firm of chartered surveyors who are growing their business and team exponentially. Currently searching for an experienced Chartered Building Surveyor familiar with level 2 and 3 surveys and Home Buyer Reporting skills. This role offers the opportunity to be part of a...

  • Financial Planning Administrator

    4 weeks ago

    Epsom, United Kingdom Financial Divisions Full time

    **Financial Planning Administrator - IFA Firm with HNW clients - £25k - £32k + full study support** My client is a boutique wealth planning practice based near Sutton/Epsom who have been operating for 25+ years. They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business...

  • Chartered IFA

    2 weeks ago

    Epsom, Surrey, United Kingdom Financial Divisions Full time

    Chartered Independent Financial Advisor - Manage an existing client base Hybrid Working - Based in Epsom, Surrey £75-90k basic salary + revenue related salary increases + bonus (OTE is a realistic £150k+) My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments,...

  • Chartered Independent Financial Adviser

    1 month ago

    Epsom, United Kingdom Blakemore Recruitment Full time

    We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial...

  • Chartered Independent Financial Adviser

    4 weeks ago

    Epsom, United Kingdom Blakemore Recruitment Full time

    We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients. Your primary responsibilities will be to conduct financial...

  • Senior Ifa Administrator

    2 weeks ago

    Epsom, Surrey, United Kingdom Financial Divisions Full time

    Senior IFA Administrator - IFA Firm - £30k - £35k - SW London (near Epsom)My client who I have placed staff with are a boutique IFA firm with circa 12 staff who work with local families and HNW retirees. They are a close knit team and support each other gain the most from their roles and offering the best service to clients. Theyare seeking an experienced...

  • Chartered IFA

    2 weeks ago

    Epsom, United Kingdom Financial Divisions Full time

    Chartered Independent Financial Advisor - Manage an existing client base Hybrid Working - Based in Epsom, Surrey £75-90k basic salary + revenue related salary increases + bonus (OTE is a realistic £150k+) My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments,...

  • Paraplanner

    2 weeks ago

    Epsom, United Kingdom Masson Appointments Ltd Full time

    This is a wonderful opportunity to join this unique firm of financial planners, based in Epsom. There are superb internal opportunities and development for their people within this friendly and welcoming international office. Having recruited for the firm for several years, candidates we have introduced speak very highly of their working life within the...

  • Paraplanner

    2 weeks ago

    Epsom, United Kingdom Masson Appointments Ltd Full time

    This is a wonderful opportunity to join this unique firm of financial planners, based in Epsom. There are superb internal opportunities and development for their people within this friendly and welcoming international office. Having recruited for the firm for several years, candidates we have introduced speak very highly of their working life within the...