Paraplanner - Hybrid Role

3 weeks ago

London, United Kingdom Resource Matters Ltd Full time

My client is one of the country’s top Independent Financial Adviser firms

They are looking for paraplanners who thrive on making a positive impact on people’s lives. They work at pace but as one team. The PICOP (Personal Injury and Court of Protection) Team create truly independent financial strategies for individuals, trustees,and deputies in relation to personal injury and clinical negligence cases and on behalf of other potentially vulnerable individuals.

The Role You will prepare written advice and provide technical research services to the PICOP Advisers in order to assist them in the delivery of advice and ongoing services to prospective, new and existing clients. You will be responsible for researching,analysing and compiling investment reports for new and existing clients and annual review reports to the highest standards, in conjunction with the PICOP Advisers and Senior PICOP Paraplanners, ensuring compliance with Business Quality Standards at all times.

Responsibilities - Complete all new business proposals, client reviews and investment reports in line within the agreed service standards. - Using internal research and advice tools, undertake research and analysis on a client’s financial planning arrangements,both existing and recommended. - Prepare Personal Injury Trust reports and Trust review reports within the desired timescales. - Undertake investment portfolio analysis, which includes areas such as drawdown analysis and verifying periodical payments havebeen calculated correctly by the Defendants.

Experience & Skills - Be striving towards the Level 4 Diploma in Financial Planning - An understanding of the legal areas and litigation process in PICOP matters would be advantageous - To possess an understanding of the compliance framework and businessquality requirements, including TCF, would be an advantage - The ability to demonstrate empathy and compassion when dealing with vulnerable clients is crucial - Good interpersonal skills, with the ability to work well within a team environment, and build effectiveworking relationships both internally and externally - Good organisational and administrative planning skills, highly numerate, with excellent attention to detail

This is a fantastic opportunity to join a progressive company who offer development opportunities, a supportive working environment together with an attractive salary and ebnefits package.

  • Paraplanner - Hybrid

    2 weeks ago

    London, United Kingdom Recruitment Solutions (Folkestone) Limited Full time

    Ref: RP6026 Salary: £40,000 to 55,000 Contract Type: Permanent Location: London Skill Set Paraplanner, Report Writer, Senior Paraplanner, Technical Consultant. Client Facing Paraplanner An exceptional opportunity is available for an experienced  CLIENT FACING DIPLOMA QUALIFIED PARAPLANNER and a PARAPLANNER  to join a professional team of HNW and...

  • Junior Paraplanner

    1 week ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €25,000 - €30,000

    Type of Position: Junior Paraplanner (SJP) - London Junior Paraplanner (SJP) - London Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This...

  • Paraplanner

    4 weeks ago

    London, United Kingdom Vision-FS Recruitment Full time

    Paraplanner **Position**: Paraplanner **Location**: London/Hybrid (2 days per week working from home) **Minimum Requirements**: Level 4 qualified; Minimum 4 years' paraplanning experience. **Salary/package**: £50,000 + bonus + benefits including pension + PMI + study support **YOUR NEW COMPANY** Our client is a leading Financial Planning Firm based...

  • Paraplanner - Hybrid/flexible Working

    1 week ago

    Uxbridge, Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

    We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Provide an effective and efficient support service to the department and dedicated financial planners. * Technical work such as cash flow modelling, and...

  • Paraplanner - Hybrid/flexible Working

    1 week ago

    Uxbridge, Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

    We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Provide an effective and efficient support service to the department and dedicated financial planners. * Technical work such as cash flow modelling, and...

  • Paraplanner - Hybrid Wfh

    4 weeks ago

    London, United Kingdom PB Recruitment Consultants Ltd Full time

    **An established, successful Independent Financial Planner and Wealth Manager, based in an extremely pleasant location in North London, currently requires an experienced Paraplanner, to join to its friendly and vibrant team** **The position does provide hybrid working** Its clients include private investors, high-net-worth individuals, entrepreneurs, and...

  • Paraplanner

    1 week ago

    London, 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 - Hybrid/flexible Working

    1 week ago

    West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000

    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. You will be working in a strong team-focused environment...

  • Paraplanner - Hybrid/flexible Working

    1 week ago

    West End of London, Greater London, United Kingdom Heat Recruitment Ltd Full time €45,000

    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. You will be working in a strong team-focused environment...

  • Paraplanner

    2 days ago

    London, United Kingdom Ortus PSR Full time €45,000 - €48,000

    Join Our Team as a Permanent Paraplanner in City of London, London Our client, a boutique IFA, is seeking a skilled Paraplanner to join their growing team on a permanent basis. The ideal candidate will have previous experience in a similar role and be knowledgeable about financial planning and regulatory requirements. If you have a strong attention to...

  • Paraplanner

    2 days ago

    London, United Kingdom Ortus PSR Full time €45,000 - €48,000

    Join Our Team as a Permanent Paraplanner in City of London, London Our client, a boutique IFA, is seeking a skilled Paraplanner to join their growing team on a permanent basis. The ideal candidate will have previous experience in a similar role and be knowledgeable about financial planning and regulatory requirements. If you have a strong attention to...

  • Senior Paraplanner

    14 hours ago

    London, United Kingdom Reed Full time

    We are working exclusively with a much admired National Financial Planning and Wealth Management business who are seeking to appoint an experienced Paraplanner on a hybrid working basis. Working very closely with the advisory team on a 1:1 basis, this role also will involve regular liaison with clients to assess and review their information and identify...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Heat Recruitment 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 (Permanent)

    1 week ago

    Uxbridge, Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

    Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties; Provide an effective and efficient support service to the department and...

  • Paraplanner (Permanent)

    1 week ago

    Uxbridge, Greater London, United Kingdom Placing Faces Full time €35,000 - €40,000

    Job Title: Paraplanner Location: West London Salary: £35k-£40k We are working with a small, successful IFA firm based in West London, and they’re looking for an experienced Paraplanner to collaborate with and support the private wealth focused financial advisors. Paraplanner Duties; Provide an effective and efficient support service to the department and...

  • Paraplanner

    4 days ago

    London, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    3 weeks ago

    London, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    2 weeks ago

    London, United Kingdom Tate Recruitment Full time

    ParaplannerConsidering making an application for this job Check all the details in this job description, and then click on Apply.Location: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment...

  • Paraplanner

    3 weeks ago

    London, United Kingdom Tate Recruitment Full time

    Paraplanner Location: London Department: Financial Planning Team Employment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments. Due...

  • Paraplanner

    4 days ago

    London,, UK, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: LondonDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working. Salary: Competitive with a superb benefits package. We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...