Senior Financial Planner
1 month ago
At Click and Connect Online Limited, we are seeking a highly skilled and experienced Senior Paraplanner to join our team of financial advisors. As a key member of our wealth management team, you will play a critical role in supporting our financial advisors in delivering exceptional services to our clients.
Key Responsibilities:- Financial Planning Support: Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.
- Research and Analysis: Conduct thorough research and analysis on financial products, market trends, and investment opportunities to support the development of client strategies.
- Client Documentation: Prepare and maintain all necessary documentation for client meetings, including financial summaries, investment proposals, and risk assessments.
- Compliance and Regulations: Ensure all financial plans and documentation adhere to industry regulations and company policies, maintaining the highest standards of compliance.
- Technical Expertise: Utilise financial planning software and tools to enhance the efficiency and effectiveness of the financial planning process.
- Collaboration: Work closely with financial advisors, client service teams, and other departments to ensure seamless communication and delivery of client services.
- Continuous Improvement: Stay updated on industry developments, financial products, and regulatory changes to continually enhance the quality of financial planning services provided.
- Experience: 5+ years of experience in paraplanning, financial planning, or a related field, preferably within the wealth management or financial services industry.
- Education: A relevant degree in finance, economics, or a related field, with additional certifications such as CFP, CII, or equivalent being highly desirable.
- Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop strategic recommendations.
- Attention to Detail: Meticulous attention to detail, ensuring accuracy and precision in all financial documentation and analysis.
- Communication Skills: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
- Technology Proficiency: Proficient in financial planning software, Microsoft Office Suite, and other relevant tools and platforms.
- Team Player: Ability to work collaboratively with cross-functional teams and contribute to a positive and dynamic work environment.
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Senior Financial Planner
4 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeSenior Paraplanner Role OverviewClick and Connect Online Limited is seeking a highly skilled and experienced Senior Paraplanner to support their financial advisors in delivering top-notch services to their clients.Key Responsibilities:Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with...
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Senior Financial Planner
4 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeSenior Paraplanner Role OverviewClick and Connect Online Limited is seeking a highly skilled and experienced Senior Paraplanner to support their financial advisors in delivering top-notch services to their clients.Key Responsibilities:Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with...
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Senior Financial Planner
1 month ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeCompany Overview:Our client is a leading private wealth advisory firm dedicated to delivering exceptional financial planning and investment solutions to international investors and expatriates globally. With a strong commitment to excellence and innovation in wealth management, they are seeking a highly skilled and experienced Senior Paraplanner to support...
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Senior Financial Planner
1 month ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeCompany Overview:Our client is a leading private wealth advisory firm dedicated to delivering exceptional financial planning and investment solutions to international investors and expatriates globally. With a strong commitment to excellence and innovation in wealth management, they are seeking a highly skilled and experienced Senior Paraplanner to support...
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3 weeks ago
St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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1 month ago
St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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1 month ago
St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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3 weeks ago
St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking an experienced Senior Planner to join our UK Build Division in the South. As a key member of our team, you will support the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain baseline contract...
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Senior Planner
4 weeks ago
St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking an experienced Senior Planner to join our UK Build Division in the South. As a key member of our team, you will support the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain baseline contract...
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3 weeks ago
St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
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4 weeks ago
St Albans, Hertfordshire, United Kingdom John Sisk and Son Full timeSenior Planner Job DescriptionWe are seeking a highly skilled Senior Planner to join our UK Build Division in the South. As a Senior Planner, you will play a key role in supporting the management team with the planning and programming of design, procurement, and construction activities associated with our projects.Key ResponsibilitiesDevelop and maintain...
