Paraplanner
2 weeks ago
**Paraplanner**
My client is looking for a Paraplanner to join their team. Your responsibilities will be to provide technical and research to support Financial Planners in the delivery of their advice to clients.
Specific duties and responsibilities
- Preparing new and existing client Cashflows ready for meetings
- Receiving instructions from Financial Planners following client meetings
- Analysing data received by clients and providers to provide solutions to meet clients needs.
- Implementing agreed actions
- Monitor Negative Cash positions for clients on a monthly basis and recommend solutions
- Participate and contribute to the investment committee meetings
- Keep up to date with legislation and product changes
- Ability to work efficiently under own initiative with impeccable attention to detail
**Qualifications**:
- GCSE Grades (A-C/1-3) in Mathematics and English
- Ideally hold the certificate in Financial Planning or Equivalent.
- Must be prepared to study up to level 6 qualification with a Recognised Professional Body
- Good IT skills and excellent telephone manner
- Must be prepared to undertake your Continuing Professional Development (CPD)
**Benefits**:
- 28 Days holiday + Bank Holidays
- A week off in between Christmas and New year - without eating in to your allowance
- Company pension
- Private Medical Insurance
- Free Parking on site
- Summer and Christmas discretionary bonus
- Team away day every January
- Separate client and staff Christmas
-
Paraplanner
3 days ago
St. Ives, United Kingdom Premier Jobs UK Limited Full timeAre you a current Paraplanner looking to join a people-based business that works at a fast pace? Also, this is ideal if you are seeking progression from Paraplanner to become a Financial Advisor, as they would support your development! In your role as a Paraplanner, you will be directly supporting one of their Financial Advisors and freeing up their time to...
-
Paraplanner
3 weeks ago
St Albans, United Kingdom Eden Rose Full timeParaplanner Salary: £40,000 – £50,000 (DOE)Location: St, Albans, Hertfordshire (Fully On-Site) Are you an experienced Paraplanner looking to join a well-established, family-run financial planning / IFA firm? This is a fantastic opportunity to work in a close-knit team where your expertise will make a real impact.About the Role:You’ll be supporting a...
-
Paraplanner
5 days ago
St Albans, United Kingdom Eden Rose Full timeParaplanner Salary : £40,000 – £50,000 (DOE) Location : St, Albans, Hertfordshire (Fully On-Site) Are you an experienced Paraplanner looking to join a well-established, family-run financial planning / IFA firm? This is a fantastic opportunity to work in a close-knit team where your expertise will make a real impact. About the Role You’ll be supporting...
-
Paraplanner
3 days ago
St. Albans, United Kingdom mbf. Full timeA Paraplanner is wanted by a well-established and friendly financial planning firm in St Albans. This role offers the successful candidate the chance to work in a dynamic and supportive environment with flexible working arrangements. The company values careerprogression and provides a good scope for growth and development. The ideal candidate will have...
-
Paraplanner
4 days ago
St Helens, St. Helens, United Kingdom Asset Recruit Full time £25,000 - £35,000 per yearJob Description Our client is a well-established local firm of Independent Financial Advisers based in St Helens, Merseyside serving personal clients throughout the North West, they are currently recruiting for a Paraplanner to join their team.You will currently hold the Level 4 Diploma in Financial Planning, or will have made significant progress toward...
-
Paraplanner
3 days ago
St. Ives, United Kingdom Truestar Talent Ltd Full time**Parplanner** **St Ives, Cambridge** **Permanent** **Reports to**: Practice Manager / Practice Principal My client based in St Ives Cambridgeshire is seeking a paraplanner to join their successful business, who specialise in offering independent advice on financial planning, wealth management and employee benefits for individuals and businesses. -...
-
PARAPLANNER
4 days ago
Lower Blandford St Mary, United Kingdom Clark James Recruitment LTD Full timeClark James Recruitment are working with a highly regarded Financial Services business. Due to further business expansion our client is looking to recruit a Paraplanner to join the team. Role Comply with all Compliance and Administration procedures, as set out in the Compliant Procedures manual. Produce new client 1st & 2nd letters and suitability reports as...
-
St Albans, United Kingdom Financial Divisions Full timeFull-Time | Hybrid Working | Full Study Support | Excellent Benefits | Career ProgressionAre you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career?An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans, known for its...
-
Junior Paraplanner
3 weeks ago
St Albans, United Kingdom Financial Divisions Full timeFull-Time, Career Progression, Full study support plus excellent benefits and hybrid working My client based in St Albans is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some...
-
Paraplanner
1 week ago
Morrison St, Edinburgh, UK, United Kingdom Evelyn Partners Full time £45,000 - £55,000 per yearCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose -...