Paraplanner - Welwyn

4 months ago

Welwyn, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for an Investment Management business that provides a comprehensive financial planning and discretionary management service to clients. They provide investment advice, pension, protection, and holistic financial planning to both corporate and individual clients. They also offer a discretionary investment management service where they manage investments for clients.

They have an experienced team from a range of professional backgrounds. They are passionate about client service and have a structured approach in ensuring they regularly communicate with clients so that financial planning remains a priority. They work closely with many financial institutions to provide innovative solutions, which will add value to their clients.

They are looking for a qualified Paraplanner to join their team they would also consider someone who is 1 exam off becoming diploma qualified.

Duties and Responsibilities:

Provide a high level of technical support Ensure all compliance procedures and client files are maintained to a high standard Preparation and writing of reports for clients on financial planning matters Undertake research as required for specific projects, on providers and investments Obtaining quotations, valuations and other relevant literature to accompany client reports Preparation of packs for meetings with clients including investment valuations Provide tax packs Maintain annual Client review process by reviewing portfolios and writing review letters and updating systems. Liaising with Admin/Support to arrange Client review meetings where applicable Liaising directly with clients as the "assistant to the advisers". This will include queries in connection with the client’s financial affairs. It will be important that the candidate obtains detailed knowledge on all clients for whom he/she is working to carry out these tasks. Preparing New Business checklists to pass to the Administration Department after checking Applications, anti-money laundering documents and illustrations before the business is placed for clients. Update new Client Progress & Compliance and Monitoring sheet. Undertake ad hoc projects as required Attend client meetings, when required, with advisers, and contribute to such meetings Attend and contribute to regular team meetings as required Cash flow planning Learning and using all applications required for the job including: - Microsoft Office, Financial Express Analytics, Exchange, Intelliflo, Virtual Cabinet, Cashcalc - Primary Platforms AEGON (Cofunds) and Fidelity FundsNetwork

Technical Knowledge and Qualifications:

The successful candidate should be comfortable and understand the structure of equity, pension and life products and be willing to learn and understand more complex financial products.

Technical knowledge is a pre-requisite. The candidate should have attained the Diploma in Financial Planning and working towards becoming Chartered is encouraged but not a requirement for this role.
Support in attaining qualifications is provided.

Key skills and personal attributes

Good planning and organisational skills Supervisory and coaching skills Capable of demonstrating influencing and leadership skills Excellent communication skills Attention to detail Honesty, integrity and ability to maintain good working relationships are key attributes Focused and responsive to the need to deliver a high quality of service Capable of working in a team and independently with the ability to manage own workload Good time management skills and ability to work under pressure to meet specific deadlines Articulate, well presented and comfortable dealing with a wide range of individuals including clients and other professionals, maintaining the highest degree of integrity and confidentiality.

  • Trainee Paraplanner

    3 weeks ago

    Welwyn, United Kingdom Heat Recruitment Full time

    Position: Trainee ParaplannerLocation: Welwyn, Hertfordshire (Hybrid)Salary: £32,500, depending on experience This company is a rapidly expanding group of companies, with this role based in the Welwyn office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse...

  • Senior Paraplanner

    5 days ago

    Welwyn, United Kingdom CV-Library Full time

    Role: Senior Paraplanner Location: Welwyn Garden City (Hybrid) Salary: Circa £50,000 - £65,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner will...

  • Experienced Paraplanner

    3 months ago

    Welwyn, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a highly regarded Financial Planning practice based in Welwyn who are looking for an experienced Paraplanner to join their team. Background: The company provides comprehensive financial planning and discretionary management service to its clients. They provide investment advice, pension, protection, and holistic financial...

  • Lead Paraplanner

    1 month ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Position: Senior ParaplannerLocation: Welwyn Garden City (Hybrid)Compensation: Approximately £50,000 - £65,000, negotiable based on experienceHeat Recruitment is collaborating with a prominent Financial Advisory and Investment Management firm in Welwyn Garden City, seeking a seasoned Senior Paraplanner to enhance their team.The Senior Paraplanner will play...

  • Senior Paraplanner

    1 day ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job Title: Senior ParaplannerHeat Recruitment is working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with...

  • Senior Paraplanner

    1 day ago

    Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Full time

    Job Title: Senior ParaplannerHeat Recruitment is working with a highly successful Financial Planning and Investment Management practice in Welwyn Garden City who are now looking for an experienced Senior Paraplanner to join the team.The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we believe that our financial planners deserve their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a unique opportunity for a career paraplanner to join our team and share in the success of our planning team.As a...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we believe that our financial planners deserve their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a unique opportunity for a career paraplanner to join our team and share in the success of our planning team.As a...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we're committed to providing a supportive environment where you can thrive in your role as a Financial Paraplanner. Our team deserves their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a bonus scheme that's...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we're committed to providing a supportive environment where you can thrive in your role as a Financial Paraplanner. Our team deserves their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a bonus scheme that's...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we're committed to providing a supportive environment where you can thrive in your role as a Financial Paraplanner. Our team deserves their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a bonus scheme that's...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we're committed to providing a supportive environment where you can thrive in your role as a Financial Paraplanner. Our team deserves their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a bonus scheme that's...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we're committed to providing a supportive environment where you can thrive in your role as a Financial Paraplanner. Our team deserves their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a bonus scheme that's...

  • Financial Paraplanner

    1 week ago

    Welwyn Garden City, Hertfordshire, United Kingdom Exchange Street Financial Services Full time £60,000

    Unlock Your Potential as a Financial ParaplannerAt Exchange Street Financial Services, we're committed to providing a supportive environment where you can thrive in your role as a Financial Paraplanner. Our team deserves their rewards, but they couldn't do what they do without your expertise and support. That's why we're offering a bonus scheme that's...

  • Paraplanner

    1 week ago

    welwyn garden city, United Kingdom Exchange Street Financial Services Full time

    They say there’s no I in team but it doesn’t always feel that way. Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus? Well here, it does. At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a...

  • Paraplanner

    2 weeks ago

    Welwyn Garden City, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    They say there’s no I in team but it doesn’t always feel that way.Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus?Well here, it does.At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a...

  • Paraplanner

    2 weeks ago

    Welwyn Garden City, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    They say there’s no I in team but it doesn’t always feel that way.Is this the role you are looking for If so read on for more details, and make sure to apply today.Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus?Well here, it does.At this business...

  • Paraplanner

    1 week ago

    welwyn garden city, United Kingdom Exchange Street Financial Services Full time

    Job DescriptionThey say there’s no I in team but it doesn’t always feel that way.Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus?Well here, it does.At this business it’s a team effort. Planners are well looked after and highly respected, but they...

  • Paraplanner

    2 weeks ago

    Welwyn Garden City, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    They say there’s no I in team but it doesn’t always feel that way. Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus? Well here, it does. At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a...

  • Paraplanner

    2 weeks ago

    Welwyn Garden City, United Kingdom EXCHANGE STREET FINANCIAL SERVICES LIMITED Full time

    They say there’s no I in team but it doesn’t always feel that way.Financial planners deserve their rewards, but they couldn’t do what they do without you. So shouldn’t those shared efforts result in a shared bonus?Well here, it does.At this business it’s a team effort. Planners are well looked after and highly respected, but they aren’t on a...