Current jobs related to Junior Financial Planning Assistant - St Albans, Hertfordshire - Blakemore Recruitment

  • Financial Planning Assistant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Practice Seeks Junior ParaplannerWe are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team.Main ResponsibilitiesProvide high-level support to the Financial Services Sales Team, ensuring compliance with regulatory standards.Act as the technical interface...

  • Financial Planning Assistant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Practice Seeks Junior ParaplannerWe are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team.Main ResponsibilitiesProvide high-level support to the Financial Services Sales Team, ensuring compliance with regulatory standards.Act as the technical interface...

  • Financial Planning Assistant

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled and motivated Junior Paraplanner to join our team at Blakemore Recruitment. The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of service delivery to our clients.The role involves providing technical research and support to our consultants, including...

  • Financial Planning Assistant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans. The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering outstanding results.The ideal candidate will have excellent technical knowledge of financial...

  • Financial Planning Assistant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans. The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering outstanding results.The ideal candidate will have excellent technical knowledge of financial...

  • Financial Planning Assistant

    1 month ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans.The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering agreed strategies and procedural objectives.Key responsibilities will include:Technical...

  • Financial Planning Assistant

    1 month ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Junior Paraplanner to join our Financial Planning practice based near St. Albans.The successful candidate will provide exceptional support to our Financial Services Sales Team, ensuring the highest level of compliance and delivering agreed strategies and procedural objectives.Key responsibilities will include:Technical...

  • Financial Planning Assistant

    2 months ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    {"Key Responsibilities": "As a Junior Paraplanner, you will provide high-level support to our Financial Services Sales Team, ensuring compliance with regulatory standards.Key tasks include:Technical research in DB schemes, collaborating with ceding scheme administrators.Client liaison, excluding advice provision.MIFID reporting, annual reviews, and...

  • Financial Planning Assistant

    2 months ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    {"Key Responsibilities": "As a Junior Paraplanner, you will provide high-level support to our Financial Services Sales Team, ensuring compliance with regulatory standards.Key tasks include:Technical research in DB schemes, collaborating with ceding scheme administrators.Client liaison, excluding advice provision.MIFID reporting, annual reviews, and...

  • Financial Planning Assistant

    3 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. The successful candidate will be responsible for supporting our Financial Planners in carrying out designated assignments, ensuring all client administration is carried out in accordance with our existing...

  • Financial Planning Assistant

    3 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. The successful candidate will be responsible for supporting our Financial Planners in carrying out designated assignments, ensuring all client administration is carried out in accordance with our existing...

  • Senior Financial Planning Assistant

    2 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled Diploma qualified candidate to support our Financial Planners in St Albans, Herts. The role involves assisting with client administration, researching and analysing data, and maintaining accurate and compliant client and firm files.Main Responsibilities:• Ensure all client administration is carried out in accordance with our...

  • Financial Planning Assistant

    1 month ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. The successful candidate will be responsible for supporting our Financial Planners in carrying out designated assignments.Main Responsibilities:Ensure all client administration is carried out in accordance...

  • Financial Planning Assistant

    1 month ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. The successful candidate will be responsible for supporting our Financial Planners in carrying out designated assignments.Main Responsibilities:Ensure all client administration is carried out in accordance...

  • Financial Planning Assistant

    3 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. This is an exciting opportunity to work in a dynamic and successful IFA Practice, supporting our Financial Planners to deliver exceptional client service.Main Responsibilities:Ensure all client...

  • Financial Planning Assistant

    3 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Job Title: Qualified ParaplannerWe are seeking a highly skilled and experienced Diploma qualified candidate to join our team as a Qualified Paraplanner. This is an exciting opportunity to work in a dynamic and successful IFA Practice, supporting our Financial Planners to deliver exceptional client service.Main Responsibilities:Ensure all client...

  • Financial Planning Assistant

    1 month ago

    St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team at Finlink Ltd, a well-established firm in the financial services industry. As a Paraplanner, you will play a crucial role in supporting our advisors and clients by providing high-quality paraplanning services.Key ResponsibilitiesAnalyse client information and existing investments to...

  • Financial Planning Assistant

    1 month ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Support RoleWe are seeking a skilled and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide high-quality support to our Financial Services Sales Team, ensuring the delivery of exceptional client service and compliance with regulatory standards.Key...

  • Financial Planning Assistant

    1 month ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Support RoleWe are seeking a skilled and detail-oriented individual to join our Financial Planning team as a support specialist. The successful candidate will provide high-quality support to our Financial Services Sales Team, ensuring the delivery of exceptional client service and compliance with regulatory standards.Key...

  • Financial Planning Assistant

    4 weeks ago

    St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning Support RoleWe are seeking a highly skilled and motivated individual to join our Financial Planning team as a support specialist. The successful candidate will provide technical support to our Financial Services Sales Team, ensuring the highest level of service delivery to our clients.Key ResponsibilitiesProvide technical research and...

Junior Financial Planning Assistant

2 months ago

St Albans, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning practice based in the UK who are looking for a Junior Paraplanner to join their team.

The main purpose of this role is to provide high-level support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards.

Providing vital support to the Consultants, expected to act as the technical interface between the consultants and the clients, have the ability to work independently and as part of a team. Be responsible for providing a professional and holistic financial service to the Consultants and assist them in delivery to the clients.

  • Technical research e.g. in DB schemes - speaking with ceding scheme administrators etc.
  • Dealing with clients but not giving advice
  • MIFID reporting, annual reviews
  • Suitability Report writing assistance
  • Preparing for meetings, meeting notes, follow up as required
  • Relevant qualifications - 'RO' papers and 'JO' papers
  • Cash flow planning admin, experience of this with any software preferred
  • Compliance of client files and assist with file audits
  • Other general client related tasks

Key Attributes

  • Excellent report writing skills
  • Good technical knowledge of advice and product options.
  • Able to analyse statistics
  • Able to conduct research for appropriate providers and investments.
  • Good understanding of compliance issues.
  • Time management skills.
  • Interpersonal and IT skills.

Qualifications Required:

Preferred to have Level 4 Diploma in Financial Planning or working towards.