Senior Paraplanner
1 week ago
Location - St Albans
Salary - £60,000
A Senior Paraplanning job opportunity has arisen for a well established St Albans based Financial Planning firm.
As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include:
- Receiving debriefings from the Advisor's post meeting and actioning required tasks
- Analysing and interpreting data when researching to provide appropriate solutions
- Provide records to support the undertaken research
- Draft suitability reports and client illustrations
- Undertake Fact Finds and provide suitability reporting
- Work on recommendations with the Directors and Financial Planners
**Requirements**:
- You should ideally have 2+ years’ experience as a Paraplanner
- You must have a clear understanding of the financial planning process
- You should be able to produce professional reports
- You should hold Level 4 Diploma in Financial Planning or close to achieving this
- You must have excellent technical knowledge
This is an excellent opportunity to join a well established Financial Planning firm that offers constant career development. Each day will be different due to the technical work you will be undertaking.
If this role sounds of any interest to you, please got in touch for more information.
-
Paraplanner
7 days ago
St. Albans, United Kingdom mbf. Full timeA fast growing national IFA are currently seeking to recruit a Paraplanner to join their Financial Planning division based out of St Albans. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work closely with a Senior Paraplanner...
-
Senior Paraplanner
15 hours ago
St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Full timeJob Description Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its client's financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you...
-
Paraplanner
2 days ago
St Albans, Hertfordshire, United Kingdom Kingswood Group Full timeHR Recruitment Consultant at Kingswood GroupKingswood Group are supporting a dynamic financial services firm in recruiting a Paraplanner for their expanding team based in St Albans. This is a fantastic opportunity for a qualified Paraplanner.Working closely with Advisers and Administrators, the successful candidate will provide essential client support to...
-
Senior Paraplanner
1 day ago
St James's Square, United Kingdom Heat Recruitment Ltd Full timeSenior Paraplanner - High-Net-Worth Clients - Westminster, Central London£50,000 - £65,000 depending on experienceAre you an experienced Paraplanner looking for a new opportunity in a boutique wealth and investment advisory firm? We're working with a fully independent financial planning firm in Central London looking to add a Senior Paraplanner to its...
-
Senior Paraplanner
1 day ago
Lytham St. Annes, United Kingdom Tenet Full timeSalary: £30,000 to £42,000 depending on experience Location: Lytham St Annes A reputable and well-established Financial Advice company are seeking an experienced Paraplanner to join their successful team. If you are a Paraplanner with proficient knowledge of pensions and retirement planning, investments, tax planning and regulationwithin the financial...
-
Trainee Paraplanner
6 days ago
St. Albans, United Kingdom mbf. Full timeA highly profitable and fully independent IFA Practice based in St Albans currently has a requirement for an experienced Paraplanner to join their long established, friendly team. You will be working on a 1-2-1 basis with a Certified Senior Financial Planner and will be responsible for providing a full technical paraplanning service. The firm specialises in...
-
Paraplanner
2 days ago
Lytham St. Annes, United Kingdom Reed Insurance Full time**Paraplanner Position | £22,000 to £36,000 | Lytham | Junior or Senior Position** My client is a very reputable and long established firm, seeking to appoint an experienced Paraplanner due to continued growth and success. Working in collaboration with Financial Advisers, Paraplanners and colleagues, you will prepare recommendations and produce...
-
Paraplanner
1 day ago
Lytham St. Annes, United Kingdom Tenet Full timeSalary: £22,000 to £27,000 p.a. depending on experience Location: Lytham St Annes Hybrid Working - Split between remote and office based after training/probation period. An opportunity has arisen within a reputable and long established Financial Advice company for a Paraplanner to join an excellent and successful team. Working in collaboration with...
-
Paraplanner
7 days ago
St. Albans, United Kingdom mbf. Full timeAn established, friendly and profitable financial advisory practice based in the St Albans area is current seeking to recruit a Planner work closely along side one the companies most Senior Financial planners. This is a key role in the Financial Planningprocess and will require a confident and professional individual who is used to dealing with HNW...
-
Client Services Support Administrator
2 days ago
St Albans, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Client Services Support Administrator - St AlbansPay: £20k - £25kClient Services Support Administrator - St AlbansWe are seeking a client services administrator to join a well-established financial services firm based near to St. Albans. You will work closely with the senior paraplanners and financial advisers to support the existing...
-
Client Services Support Administrator
15 hours ago
St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Full timeClient Services Support Administrator - St Albans We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients. The Role ...
-
Paraplanner - Bury St Edmunds
15 hours ago
Bury St, Suffolk, United Kingdom GCB Full timeAre you an experienced Paraplanner and hold a Level 4 Diploma? We've just taken on a rare and exciting opportunity in Bury St Edmunds with our clients who are looking to expand their team with Senior Financial Planner Support. This position will also see the successful individual have the opportunity to work at their other local offices. ...
-
Ifa Administrator
6 days ago
Bury St. Edmunds, United Kingdom Paul Charles Recruitment Ltd Full timeOur client based in Bury St Edmunds is keen to recruit an additional Financial Planning Administrator to their team. This role will report to the Senior Financial Planning Administrator and involves working closely with the Financial Planning Advisers and Paraplanners in the team. The role involves (but is not limited to) - Dealing with Client enquiries,...
-
Senior IFA Administrator
15 hours ago
Bury St, Suffolk, United Kingdom Heat Recruitment Full timeLocation Bury St Edmunds Salary £30000 - £35000 TypePermanent WorkplaceHybrid Ref87689 Recruiter Managing This Role Senior IFA Administrator Bury St Edmunds Up to £35,000 My client who are a Chartered IFA in East-Anglia are looking for a Senior IFA Administrator to help with administration for the Paraplanners and Financial Advisors within the...