Experienced Paraplanning Professional
2 months ago
Artemis Recruitment Consultants Ltd is seeking a skilled Paraplanning Support professional to join their team. The successful candidate will work closely with the Paraplanning Team to provide administrative support and ensure the smooth operation of the team.
Key Responsibilities:- Client Data Management: Manage client data on X-Plan, specifically with regards to inputting, scanning, and attaching Fact Find information, data consent information, and client attitude to risk records.
- Risk Profile Management: Run client risk profiles through Dynamic Planner and liaise with the Paraplanner/Adviser to agree the client's attitude to risk.
- Software Proficiency: Have a good knowledge of Microsoft Outlook, Word, and Excel, and be able to learn and comfortably use software platforms.
- Communication Skills: Be articulate and have a good command of written and verbal English.
- Technical Skills: Have a good understanding of Microsoft Office applications and be able to learn new software platforms.
- Communication Skills: Be able to communicate effectively with the Paraplanning Team and other stakeholders.
- Organizational Skills: Be able to prioritize tasks and manage multiple projects simultaneously.
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000Join Our Team as a Paraplanning ProfessionalWe are seeking a talented Paraplanning Professional to join our team at Financial Divisions. As a Paraplanning Professional, you will be responsible for producing illustrations and valuations, preparing annual reviews, and liaising with clients and advisers. You will also process fund switches and drawdowns, and...
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £35,000 - £40,000Join Our Team as a Paraplanning ProfessionalWe are seeking a talented Paraplanning Professional to join our team at Financial Divisions. As a Paraplanning Professional, you will be responsible for producing illustrations and valuations, preparing annual reviews, and liaising with clients and advisers. You will also process fund switches and drawdowns, and...
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Paraplanning Professional
2 months ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeRole OverviewNigel James Associates Ltd have partnered with a highly established and award-winning Financial Planning company to recruit an experienced Paraplanning Professional to support a team of Financial Planners providing holistic advice to high net worth clients.Key ResponsibilitiesProvide true paraplanning support, including full research and report...
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Paraplanning Professional
2 months ago
London, Greater London, United Kingdom Nigel James Associates Ltd Full timeRole OverviewNigel James Associates Ltd have partnered with a highly established and award-winning Financial Planning company to recruit an experienced Paraplanning Professional to support a team of Financial Planners providing holistic advice to high net worth clients.Key ResponsibilitiesProvide true paraplanning support, including full research and report...
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Fram Search Full timeJob Title: Trainee Paraplanner/ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team at Fram Search. As a Paraplanner, you will play a crucial role in providing comprehensive support to our Financial Planning team.About the Role:Hybrid role with a mix of administrative and paraplanning responsibilitiesExperience within an...
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Paraplanning Professional
3 weeks ago
London, Greater London, United Kingdom Fram Search Full timeJob Title: Trainee Paraplanner/ParaplannerWe are seeking a highly skilled and experienced Paraplanner to join our team at Fram Search. As a Paraplanner, you will play a crucial role in providing comprehensive support to our Financial Planning team.About the Role:Hybrid role with a mix of administrative and paraplanning responsibilitiesExperience within an...
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Experienced Paraplanning Professional
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner Support OpportunityWe are seeking a skilled Paraplanner Support to join our team in London. As a Paraplanner Support, you will work closely with our Paraplanning Team to provide administrative support and ensure the smooth operation of our financial services.Key Responsibilities:Manage client data on X-Plan, including inputting, scanning, and...
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Experienced Paraplanning Professional
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner Support OpportunityWe are seeking a skilled Paraplanner Support to join our team in London. As a Paraplanner Support, you will work closely with our Paraplanning Team to provide administrative support and ensure the smooth operation of our financial services.Key Responsibilities:Manage client data on X-Plan, including inputting, scanning, and...
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Junior Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Deerfoot I.T. Resources Ltd Full timeParaplanning Career OpportunityWe are seeking a motivated and detail-oriented individual to join our boutique wealth management firm as a Junior Paraplanner. This role offers a unique opportunity to develop your skills and expertise in paraplanning, working with a dynamic and close-knit team in the heart of Central London.About the RoleAssist in the...
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Junior Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Deerfoot I.T. Resources Ltd Full timeParaplanning Career OpportunityWe are seeking a motivated and detail-oriented individual to join our boutique wealth management firm as a Junior Paraplanner. This role offers a unique opportunity to develop your skills and expertise in paraplanning, working with a dynamic and close-knit team in the heart of Central London.About the RoleAssist in the...
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Experienced Paraplanning Professional
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner Support to join their team in London. The successful candidate will work closely with the Paraplanning Team to provide administrative support and ensure the smooth operation of client data management.Key Responsibilities:Manage client data on X-Plan, including inputting, scanning, and...
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Experienced Paraplanning Professional
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner Support OpportunityWe are seeking a skilled Paraplanner Support professional to join our team at Artemis Recruitment Consultants Ltd.Job Summary:The successful candidate will provide administrative support to our Paraplanning Team, working closely with the allocated Paraplanner/Adviser to ensure seamless delivery of services.Key...
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Experienced Paraplanning Professional
1 month ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeParaplanner Support OpportunityWe are seeking a skilled Paraplanner Support professional to join our team at Artemis Recruitment Consultants Ltd.Job Summary:The successful candidate will provide administrative support to our Paraplanning Team, working closely with the allocated Paraplanner/Adviser to ensure seamless delivery of services.Key...
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Paraplanning Professional
3 weeks ago
London, Greater London, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee Paraplanner OpportunityLime People Search & Select Ltd is seeking a skilled Paraplanner / Trainee Paraplanner to join our team in North Leeds. As a key member of our Financial Planning department, you will provide technical support to our Financial Advisers, researching new products and writing detailed suitability reports for...
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Paraplanning Professional
3 weeks ago
London, Greater London, United Kingdom Lime People Search & Select Ltd Full timeParaplanner / Trainee Paraplanner OpportunityLime People Search & Select Ltd is seeking a skilled Paraplanner / Trainee Paraplanner to join our team in North Leeds. As a key member of our Financial Planning department, you will provide technical support to our Financial Advisers, researching new products and writing detailed suitability reports for...
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Paraplanning Professional
2 weeks ago
London, Greater London, United Kingdom Evelyn Partners Full timeParaplanning Role at Evelyn PartnersWe are seeking a skilled Paraplanner to join our team at Evelyn Partners. As a Paraplanner, you will play a crucial role in supporting our Financial Planners and ensuring a positive experience for our clients.Your responsibilities will include preparing suitability reports, carrying out technical research, and ensuring...
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Fram Search Full timeJob Title: Trainee Paraplanner/ParaplannerWe are seeking a skilled Paraplanner to join our Financial Planning team at Fram Search. As a Paraplanner, you will play a crucial role in providing comprehensive support to our Financial Planners, ensuring the delivery of exceptional client service and contributing to the growth and success of our firm.Key...
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Fram Search Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our Financial Planning team at Fram Search. As a Paraplanner, you will play a crucial role in providing comprehensive support to our Financial Planners, ensuring the delivery of exceptional client service and contributing to the growth of our business.Key Responsibilities:Research and...
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Fram Search Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our Financial Planning team at Fram Search. As a Paraplanner, you will play a crucial role in providing comprehensive support to our Financial Planners, ensuring the delivery of exceptional client service and contributing to the growth of our business.Key Responsibilities:Research and...
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Paraplanning Professional
4 weeks ago
London, Greater London, United Kingdom Fram Search Full timeJob Title: Trainee Paraplanner/ParaplannerWe are seeking a skilled Paraplanner to join our Financial Planning team at Fram Search. As a Paraplanner, you will play a crucial role in providing comprehensive support to our Financial Planners, ensuring the delivery of exceptional client service and contributing to the growth and success of our firm.Key...