Financial Planning Assistant

2 weeks ago


Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time
Paraplanner Opportunity in Ascot

We are seeking a skilled Paraplanner to join our team in Ascot. As a key member of our Financial Planning practice, you will play a vital role in supporting our Advisers in delivering exceptional client service.

Responsibilities:
  • Collate client information, including soft and hard facts, to inform recommendations
  • Work closely with Advisers to formulate and present client recommendations
  • Research and recommend products, providers, and funds to meet client needs
  • Supervise Administrators to ensure accurate and timely submission of application forms
  • Prepare Suitability Reports, Pension Analysis Reports, and discussion reports for Adviser review
  • Develop and maintain procedures and report templates to ensure efficiency and quality
  • Coordinate review programmes to ensure all clients receive regular reviews
Requirements:
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Previous experience in a Paraplanner or similar role, preferably within an IFA practice
  • CII Diploma in Financial Planning or working towards
  • Desirable: CII Paraplanning qualification and experience with Intelliflo/Intelligent Office, FE Analytics, and Synaptic
What We Offer:

Our practice offers a dynamic and supportive work environment, with opportunities for professional development and growth. We are committed to delivering exceptional client service and are seeking a like-minded individual to join our team.



  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Opportunity in AscotWe are seeking a skilled Paraplanner to join our team in Ascot. As a key member of our Financial Planning practice, you will play a vital role in supporting our Advisers in delivering exceptional client service.Responsibilities:Collate client information, including soft and hard facts, to inform recommendationsReview client...


  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Opportunity in AscotWe are seeking a skilled Paraplanner to join our team in Ascot. As a key member of our Financial Planning practice, you will play a vital role in supporting our Advisers in delivering exceptional client service.Responsibilities:Collate client information, including soft and hard facts, to inform recommendationsReview client...


  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a highly skilled Paraplanner to join our team in Ascot. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Responsibilities:Collate client information, including soft and hard facts, to inform recommendations.Review client information with...


  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a highly skilled Paraplanner to join our team in Ascot. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.Responsibilities:Collate client information, including soft and hard facts, to inform recommendations.Review client information with...


  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a highly skilled Paraplanner to join our team at a reputable Financial Planning practice based in Ascot. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key Responsibilities:Collate client information, including soft and hard facts, to inform...


  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a highly skilled Paraplanner to join our team at a reputable Financial Planning practice based in Ascot. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key Responsibilities:Collate client information, including soft and hard facts, to inform...


  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a highly skilled Paraplanner to join our team in Ascot. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice by providing exceptional support to our Advisers.Responsibilities:Collate client information, including soft and hard facts, to inform recommendations.Review client...


  • Ascot, Windsor and Maidenhead, United Kingdom Blakemore Recruitment Full time

    Paraplanner Job DescriptionWe are seeking a highly skilled Paraplanner to join our team in Ascot. As a Paraplanner, you will play a crucial role in supporting our Financial Planning practice by providing exceptional support to our Advisers.Responsibilities:Collate client information, including soft and hard facts, to inform recommendations.Review client...

  • Financial Assistant

    2 days ago


    Ascot, Windsor and Maidenhead, United Kingdom Health Jobs UK Full time

    Job Title: Financial AssistantWe are seeking a highly organized and detail-oriented Financial Assistant to join our team at Health Jobs UK. As a Financial Assistant, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Assist the Accounts Payable Manager with the processing of payment runs, utilizing V...


  • Ascot, Windsor and Maidenhead, United Kingdom Health Jobs UK Full time

    Job Title: Financial AssistantWe are seeking a highly organized and detail-oriented Financial Assistant to join our team at Health Jobs UK. As a Financial Assistant, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Assist the Accounts Payable Manager with the processing of payment runs, utilizing V...

  • Financial Assistant

    3 weeks ago


    Ascot, Windsor and Maidenhead, United Kingdom Cantello Tayler Recruitment Ltd Full time

    Accounts Payable Assistant RoleCantello Tayler Recruitment Ltd is seeking a highly organized and detail-oriented Accounts Payable Assistant to join our team. As an Accounts Payable Assistant, you will be responsible for:Maintaining the purchase ledger and ensuring accurate financial records.Raising vendor purchase orders and processing supplier...

  • Financial Assistant

    3 weeks ago


    Ascot, Windsor and Maidenhead, United Kingdom Cantello Tayler Recruitment Ltd Full time

    Accounts Payable Assistant RoleCantello Tayler Recruitment Ltd is seeking a highly organized and detail-oriented Accounts Payable Assistant to join our team. As an Accounts Payable Assistant, you will be responsible for:Maintaining the purchase ledger and ensuring accurate financial records.Raising vendor purchase orders and processing supplier...

  • Financial Assistant

    3 weeks ago


    Ascot, Windsor and Maidenhead, United Kingdom Mulberry Recruitment Full time

    Job SummaryMulberry Recruitment is seeking an experienced Accounts Payable Assistant to join their team in Ascot. As a key member of the accounting team, you will be responsible for supporting the accounting manager with various financial functions, ensuring all company processes and standards are followed.Key ResponsibilitiesMaintenance of the purchase...


  • Ascot, Windsor and Maidenhead, United Kingdom Uxbridge Employment Agency Full time

    Job Description**Job Title:** Financial Operations Assistant**Job Type:** Full-time**Industry:** Financial Services**Location:** Ascot**Job Type:** Office-based**Working Hours:** 9am – 5.30pm, 5 days a week**About the Role:We are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Uxbridge Employment Agency. As...


  • Ascot, Windsor and Maidenhead, United Kingdom Uxbridge Employment Agency Full time

    Job Description**Job Title:** Financial Operations Assistant**Job Type:** Full-time**Industry:** Financial Services**Location:** Ascot**Job Type:** Office-based**Working Hours:** 9am – 5.30pm, 5 days a week**About the Role:We are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Uxbridge Employment Agency. As...

  • Financial Assistant

    3 weeks ago


    Ascot, Windsor and Maidenhead, United Kingdom Office Angels Full time

    Job Summary:Office Angels is seeking a highly organized and detail-oriented Accounts Administrator to join our team. As a key member of our client's finance department, you will be responsible for reviewing and processing internal financing contracts, communicating with customers and advisors, and managing customer payment information.Key...


  • Ascot, Windsor and Maidenhead, United Kingdom Sodexo Group Full time

    Commercial Finance ManagerWe are seeking a highly skilled Commercial Finance Manager to join our team at Ascot Racecourse. In this critical role, you will be responsible for providing insightful financial reporting and supporting the Senior Finance Manager in leading the financial operations and processes for all Ascot operations.Main ResponsibilitiesAssist...


  • Ascot, Windsor and Maidenhead, United Kingdom Sodexo Group Full time

    Commercial Finance ManagerWe are seeking a highly skilled Commercial Finance Manager to join our team at Ascot Racecourse. In this critical role, you will be responsible for providing insightful financial reporting and supporting the Senior Finance Manager in leading the financial operations and processes for all Ascot operations.Main ResponsibilitiesAssist...


  • Ascot, Windsor and Maidenhead, United Kingdom Reed Full time

    Reed is seeking a highly skilled Audit Manager to join our team on a permanent basis. The successful candidate will be responsible for: Liaising with clients to arrange annual audits Planning and allocating audit work, briefing and controlling the audit team on assignments Preparing and completing audit working papers Reviewing working papers prepared by...


  • Ascot, Windsor and Maidenhead, United Kingdom Health Jobs UK Full time

    Job Title: Financial Operations CoordinatorWe are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Health Jobs UK. As a key member of our finance department, you will be responsible for ensuring the smooth operation of our financial processes, including accounts payable, credit management, and financial data...