Paraplanner Role
19 hours ago
Bartlett Group, a renowned insurance broker and financial adviser, is looking for an experienced Paraplanner to join its team. As a Paraplanner, you will play a vital role in providing high-quality financial plans and independent advice to a diverse range of clients.
Key Duties:- Prepare comprehensive and compliant recommendation reports using standardised templates and free text.
- Collaborate with Advisers to get the best outcome for clients.
- Carry out whole-of-market research for non-CIP products and solutions.
- Liaise closely with Compliance, external technical support, provider contacts, etc.
This role requires an individual with strong analytical skills, excellent communication abilities, and a professional approach to client service.
Essential Skills and Qualifications:- Diploma qualified (any targets to progress beyond this will be fully supported by the company).
- Strong literacy and numerical abilities are critical.
- A professional, driven, client-centric approach.
- Previous Paraplanning experience within an independent firm.
- In-depth knowledge of pensions, investments, and protection within both private and corporate client wealth management advice.
Estimated Salary: £42,000 - £58,000 per annum, dependent on experience.
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Paraplanner - Financial Services Professional
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Horsforth, United Kingdom Bartlett Group Full timeSalary:Dependent on experienceLocation:Horsforth, Leeds based Head Office but hybrid working available.Role:Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team.This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as...
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Horsforth, West Yorkshire, United Kingdom Bartlett Group Full timeSalary: Dependent on experience Location: Horsforth, Leeds based Head Office but hybrid working available. Role: Bartlett Wealth Management currently have an opportunity for an experienced Paraplanner to join our team. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate...
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Horsforth, West Yorkshire, United Kingdom Bartlett Group Full timeHorsforth, Leeds based Head Office but hybrid working available. This role focuses on the provision of financial plans and independent advice to a wide range of existing private and corporate clients. Working as part of a fast paced, friendly team, you will prepare written advice and provide technical support to a team of Independent Financial Advisers....