Paraplanner
2 weeks ago
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes. Role Responsibilities Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products / services. Undertake accurate calculations and cash-flow modelling where needed to support recommendations. Prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on the knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances. Ensure that drafted suitability reports and other communications are clear, fair, and not misleading. Draft and co-ordinate technical documents and research for client presentation. When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Wealth Planner for them to discuss with the client. Undertake technical or any other relevant training to maintain and develop technical knowledge. Undertake and record relevant Continuous Professional Development (CPD) to develop personal knowledge and skills. Demonstrate the Fitness and Propriety requirements for the FCA Certification Function for the role to be able to pass the annual assessment and continue to be Certificated. Key Skills & Experience Experience of providing a first‑class paraplanning service. Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice. Educated to at least A Level / Higher standard (or equivalent). RQF level 4 Diploma in Regulated Financial Planning (or equivalent). Commitment to study towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable). Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. #J-18808-Ljbffr
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Paraplanner
7 days ago
West Midlands, United Kingdom Sahasraa Solutions Full timeParaplanner Join to apply for the Paraplanner role at Sahasraa Solutions This Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team. You will be joining a local firm who are proud of the community they serve and work closely together to achieve...
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Paraplanner
1 week ago
Co. West Midlands, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners...
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Paraplanner
24 hours ago
West Bromwich, United Kingdom Premier Jobs UK Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their team You will be joining a local firm who are proud of the community they serve and work closely together to achieve the best possible outcomes for their clients. Alongside 2 other Paraplanners...
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Paraplanner
3 weeks ago
West London, United Kingdom Candidate Source Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
3 weeks ago
West London, United Kingdom Candidate Source Full timeWe are looking for an experienced Paraplanner to join an exciting new project! This is a fully remote working role, Monday to Friday 37.5 hours per week. This will be an initial 6-month contract, with December start dates, but comes with the likely option to extend further for successful candidates. As a Paraplanner, you will be: Conducting whole of market...
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Paraplanner
7 days ago
West Bromwich, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their teamEnsure all your application information is up to date and in order before applying for this opportunity. You will be joining a local firm who are proud of the community they serve and work...
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Paraplanner
1 week ago
West Bromwich, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their teamAll potential applicants are encouraged to scroll through and read the complete job description before applying. You will be joining a local firm who are proud of the community they serve...
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Paraplanner
2 weeks ago
West Bromwich, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their teamAll potential applicants are encouraged to scroll through and read the complete job description before applying. You will be joining a local firm who are proud of the community they serve...
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Paraplanner
1 day ago
West Bromwich, United Kingdom Premier Jobs UK Limited Full timeThis Paraplanner job in Leamington Spa is available within a local, independently owned financial planning firm, who are looking to recruit due to growth within their teamEnsure all your application information is up to date and in order before applying for this opportunity. You will be joining a local firm who are proud of the community they serve and work...
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Paraplanner
5 days ago
East Midlands, United Kingdom Premier Jobs UK Full timeThis Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm.In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the...
