Financial Services Professional
3 days ago
We are seeking an experienced Paraplanner to join our team at Reed Financial Services, a well-regarded IFA with offices in the southwest. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.
Key Responsibilities- Receive instructions from advisers following client meetings and interpret data obtained during these meetings.
- Analyse data and use research tools to provide solutions that meet client needs and objectives.
- Provide records to support research undertaken and liaise with the Head of Technical/Head of Compliance when guidance is required.
- Consolidate client needs and objectives, together with recommendations and course of action, in a written format via a suitability letter, client-specific illustration, and key features document.
- Load cases onto relevant platforms in a suitable manner and fully debrief the administrator and consultant.
- Carry out all tasks in a manner consistent with compliance procedures and company processes.
- Ensure all client files are compliant on an ongoing basis and refer significant risk issues to the Head of Compliance where appropriate.
- Make a constructive contribution to the continuing development of the team and business.
- Paraplanner experience plus a Level 4 Diploma in Financial Services and working towards a Level 6 Advanced Diploma.
- Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations.
- Analytical skills with a keen attention to detail, excellent organisational and time management skills, and the ability to work under pressure and prioritise.
- Deliver effective and positive communication and demonstrate competent use of IT.
- Salary £35-45k depending on experience and qualifications.
- 3% pension contribution.
- 2 x death in service.
- 25 days holiday plus bank holidays.
- Professional exam support.
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Financial Services Professional
1 week ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeAbout the RoleWe are seeking a highly skilled Financial Services Professional to join our team at Trial Balance. As a key member of our team, you will be responsible for providing expert financial support to our clients, including bookkeeping, VAT preparation, year-end financial statements, and tax return preparation.Key Responsibilities:Provide financial...
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Financial Services Professional
1 week ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeAbout the RoleWe are seeking a highly skilled Financial Services Professional to join our team at Trial Balance. As a key member of our team, you will be responsible for providing expert financial support to our clients, including bookkeeping, VAT preparation, year-end financial statements, and tax return preparation.Key Responsibilities:Provide financial...
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Financial Professional
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Financial Professional
1 week ago
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Financial Services Professional
1 day ago
Newton Abbot, Devon, United Kingdom Reed Full timeParaplanner Role at Reed Financial ServicesWe are seeking an experienced Paraplanner to join our team at Reed Financial Services, a well-regarded IFA with offices in the southwest. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesReceive instructions from advisers following...
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Financial Services Professional
1 day ago
Newton Abbot, Devon, United Kingdom Reed Full timeParaplanner Role at Reed Financial ServicesWe are seeking an experienced Paraplanner to join our team at Reed Financial Services, a well-regarded IFA with offices in the southwest. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesReceive instructions from advisers following...
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Financial Services Professional
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Financial Professional
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Newton Abbot, Devon, United Kingdom TS Partners Ltd Full timeWe are a rapidly expanding professional services firm renowned for delivering exceptional expertise and guidance to our diverse client base. We are now seeking a skilled and versatile financial professional to join our team in an advisory and support capacity. This is an exciting opportunity for someone who thrives in a varied role, offering expertise across...
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Financial Professional
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Financial Services Specialist
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Financial Services Specialist
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Financial Services Advisor
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Accounting Professional
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Newton Abbot, Devon, United Kingdom TS Partners Ltd Full timeJob DescriptionWe are a rapidly expanding professional services firm, renowned for delivering exceptional expertise and guidance to our diverse client base. We are currently seeking a highly skilled and versatile accounting professional to join our team in an advisory and support capacity.This is an exciting opportunity for someone who thrives in a varied...