- As a Paraplanner, you will play a crucial role in supporting an Adviser, collaborating with the wider team to ensure our clients receive quality advice and support.
- Conducting extensive research and providing technical assessments and reports
- Creating lifetime cashflow models and comprehensive financial plans
- Providing strong technical advice and guidance to Advisers
- Engaging professionally with well-informed clients
- Acting as a mentor for junior team members
- Keeping up-to-date with market changes, compliance, and legislative considerations
- Level 4 – CII Diploma of Financial Planning or equivalent (Mandatory)
- Highly Desirable: Advanced qualifications, Chartered Financial Planner, or working towards
- experience in a similar role at an IFA / Wealth Management firm
- Comprehensive technical knowledge of Investment, Tax, Trust, and Pension products
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Paraplanner
5 hours ago
Finlink Ltd Marlow, United Kingdom Full timeParaplanner · Up to £50,000 · Hybrid/Remote Work · This Paraplanning role Is suited to those who hold a Level 4 Diploma in Financial advice and have 2+ years' experience within the role. They are looking for someone with great technical ability to support a recently appointed ad ...
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Paraplanner
2 weeks ago
Blakemore Recruitment Marlow, United Kingdom permanentA Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referr ...
Paraplanner - Marlow, United Kingdom - Ortus PSR
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Description
Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning? Look no further We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
The salary range for a Qualified Paraplanner is up to £58,000 + Benefits and Hybrid working.
Be part of an Award-winning Chartered Financial Planning firm, a rapidly growing national Independent Financial Advice powerhouse that is a Values-driven partnership with a focus on client-centric bespoke financial plans.
The team are commitment to employee development, offering technical advancement and qualification sponsorship.
Responsibilities:
Key Requirements: