Financial Planning Assistant
3 days ago
The Paraplanner role at Bond Rec is a key position that supports our Financial Planners and other staff in delivering exceptional client service. As a Paraplanner, you will play a vital role in informing and advising clients on their financial strategies, plans, products, and investments.
Key Responsibilities- Comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times.
- Comply with the firm's compliance, FTC, T&C, financial crime procedures, and Centralised Investment Proposition (CIP) guidelines.
- Liaise with clients in a compliant manner, as detailed in the firm's compliance manual.
- Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD).
- Liaise with Advisers on a regular basis to discuss specific case details and seek clarification of client objectives, attitude to risk, and capacity for loss.
- Identify and discuss areas for further client financial planning with the Adviser.
- Annual research and due diligence to review and support the Centralised Investment Proposition, analyzing and reviewing funds on the Panel.
- Pension Transfer Analysis.
- An appreciation and understanding of the Financial Planning process.
- Broad knowledge and enthusiasm for the financial services world.
- A high level of technical knowledge about financial products and services in the market.
- An ability to achieve agreed outcomes without supervision, working within agreed timescales.
- An eye for detail and thirst for accurate report-writing.
- Excellent IT skills and report-writing skills.
- The role is predominantly office-based, although some local traveling may be required to attend training courses and financial services provider presentations.
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Financial Planning Assistant
4 days ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeFinancial Planning Assistant At Ortus PSR, we are seeking a skilled Financial Planning Assistant to support our Chartered Financial Planners in delivering exceptional client service. As a key member of our team, you will play a vital role in preparing client reports, conducting research, and assisting in the development of tailored financial...
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Financial Planning Assistant
4 days ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeFinancial Planning Assistant At Ortus PSR, we are seeking a skilled Financial Planning Assistant to support our Chartered Financial Planners in delivering exceptional client service. As a key member of our team, you will play a vital role in preparing client reports, conducting research, and assisting in the development of tailored financial...
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Financial Planning Assistant
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeJob Summary:The Financial Planning Assistant will support Chartered Financial Planners with preparing client reports, conducting research, and maintaining client files. This role is ideal for a detail-oriented individual who is passionate about lifelong financial planning and providing bespoke advice to successful individuals and business owners.About Ortus...
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Financial Planning Assistant
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeJob Summary:The Financial Planning Assistant will support Chartered Financial Planners with preparing client reports, conducting research, and maintaining client files. This role is ideal for a detail-oriented individual who is passionate about lifelong financial planning and providing bespoke advice to successful individuals and business owners.About Ortus...
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Financial Planning Assistant
1 day ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRThe Paraplanner will provide critical support to our Chartered Financial Planners in preparing client reports, conducting research, and assisting in the development of financial plans. This role is ideal for individuals who are passionate about lifelong financial planning and want to make a positive impact on our clients'...
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Financial Planning Assistant
22 hours ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRThe Paraplanner will provide critical support to our Chartered Financial Planners in preparing client reports, conducting research, and assisting in the development of financial plans. This role is ideal for individuals who are passionate about lifelong financial planning and want to make a positive impact on our clients'...
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Financial Planning Assistant
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeJob Summary: We are seeking a highly skilled and detail-oriented Financial Planning Assistant to join our team at Ortus PSR. As a key member of our financial planning team, you will play a vital role in supporting our Chartered Financial Planners with preparing client reports, conducting research, and developing financial plans.Key Responsibilities:Client...
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Financial Planning Assistant
1 week ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeAbout the RoleThe Paraplanner will play a key role in supporting our Chartered Financial Planners with preparing client reports, conducting research, and assisting in the development of financial plans. This is an exciting opportunity to join a close-knit team in a beautiful setting, with a focus on integrity, transparency, and long-term client...
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Financial Planning Assistant
1 week ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeAbout the RoleThe Paraplanner will play a key role in supporting our Chartered Financial Planners with preparing client reports, conducting research, and assisting in the development of financial plans. This is an exciting opportunity to join a close-knit team in a beautiful setting, with a focus on integrity, transparency, and long-term client...
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Financial Planning Assistant
1 week ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob SummaryBond Recruitment is seeking a skilled Paraplanner to support our client, a leading Independent Financial Advisory (IFA) practice, in delivering exceptional financial planning services to clients.The successful candidate will play a crucial role in assisting Financial Planners and other staff in providing informed and expert advice to clients on...
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Financial Planning Assistant
1 week ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob SummaryBond Recruitment is seeking a skilled Paraplanner to support our client, a leading Independent Financial Advisory (IFA) practice, in delivering exceptional financial planning services to clients.The successful candidate will play a crucial role in assisting Financial Planners and other staff in providing informed and expert advice to clients on...
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Financial Planning Assistant
4 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeRole OverviewThe Paraplanner role at Bond Rec is a key position that supports our Financial Planners and other staff in delivering exceptional client service. As a Paraplanner, you will play a vital role in informing and advising clients on their financial strategies, plans, products, and investments.Key ResponsibilitiesComply with the Financial Services and...
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Financial Planning Assistant
3 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeRole OverviewThe Paraplanner role at Bond Rec is a key position that supports our Financial Planners and other staff in delivering exceptional client service. As a Paraplanner, you will play a vital role in informing and advising clients on their financial strategies, plans, products, and investments.Key ResponsibilitiesComply with the Financial Services and...
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Financial Planning Assistant
4 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeRole OverviewThe Paraplanner role at Bond Rec is a key position that supports our Financial Planners and other staff in delivering exceptional client service. As a Paraplanner, you will play a vital role in informing and advising clients on their financial strategies, plans, products, and investments.Key ResponsibilitiesComply with the Financial Services and...
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Financial Planning Assistant
4 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeRole OverviewThe Paraplanner role at Bond Rec is a key position that supports our Financial Planners and other staff in delivering exceptional client service. As a Paraplanner, you will play a vital role in informing and advising clients on their financial strategies, plans, products, and investments.Key ResponsibilitiesComply with the Financial Services and...
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Financial Planning Assistant
1 week ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DescriptionBond Recruitment is seeking a skilled Paraplanner to support our client, a leading Independent Financial Advisory (IFA) practice, in delivering exceptional financial planning services to their clients.Key Responsibilities:Support Financial Planners in informing and advising clients on their financial strategies, plans, products, and...
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Financial Planning Assistant
1 week ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DescriptionBond Recruitment is seeking a skilled Paraplanner to support our client, a leading Independent Financial Advisory (IFA) practice, in delivering exceptional financial planning services to their clients.Key Responsibilities:Support Financial Planners in informing and advising clients on their financial strategies, plans, products, and...
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Financial Planning Assistant
5 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob Title: ParaplannerBond Recruitment is pleased to be partnering with a leading IFA practice in Wilmslow, Cheshire, to recruit an experienced Paraplanner.Job SummaryThe successful candidate will provide support to Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and investments.Key...
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Financial Planning Assistant
5 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob Title: ParaplannerBond Recruitment is pleased to be partnering with a leading IFA practice in Wilmslow, Cheshire, to recruit an experienced Paraplanner.Job SummaryThe successful candidate will provide support to Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and investments.Key...
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Financial Planning Assistant
3 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeRole OverviewThe Paraplanner role at Bond Rec is a key position that supports our Financial Planners and other staff in delivering exceptional client service. As a Paraplanner, you will play a vital role in informing and advising clients on their financial strategies, plans, products, and investments.Key ResponsibilitiesComply with the Financial Services and...