- Collating of client data to provide a detailed client overview.
- Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
- Use of risk profiling and fund analysis tools to provide detailed analysis of clients' holdings, performance, risk, diversification, and reduction in yield.
- Production of Suitability Letters.
- Clients Compliance files
- Cashflow modelling
- Attending client meetings
- All other proactive activities to support the advice process and to support the compliance team.
- You will ideally hold or be working towards a Level 4 qualification in Financial Services.
- Full support will be provided to achieving Chartered Status if it is not already held.
- You must have relevant and appropriate professional experience in a similar role to be considered for this position.
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Paraplanner
3 days ago
Ortus PSR Liverpool, United KingdomAre you looking for an IFA firm that can provide you a career path based on your skill either into technical or Advising roles? We are currently working with a large regional Financial Advisory business that is looking to take on Paraplanners at all levelsin their career. · You w ...
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5 days ago
IDEX Consulting Ltd Liverpool, United KingdomMy client is currently looking for an experienced and Paraplanner in Liverpool. · What will you be doing? · - Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners · - Ensuring ...
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Recruit UK Liverpool, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Planning · **Location**: Liverpool · **Salary**: £42,000 · **Job reference**: 7416 · **Job Description: Paraplanner** · Recruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leadin ...
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1 day ago
mbf. Liverpool, United Kingdom**Paraplanner - Top National Financial Planners - Liverpool & Flexible Working** · **up to £45,000 + Bonus + Benefits** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Liverpool of ...
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1 week ago
Independent Resourcing Consultancy Liverpool, United KingdomIRC is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner (Client Manager) to join their busy team. · The role of the Client Manager is to support the Adviser, Operations Manager and the Compliance Team when informing and adv ...
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Paraplanner
5 days ago
Cathedral Appointments Ltd Cheshire, United Kingdom**Up to £40k DOE | Hybrid Working | Extensive Flexible Benefits Package** · **We're looking for a Paraplanner** · Our client is all about doing simple things really well and they are seeking a **Paraplanner**to join their friendly and experienced team. · The role is hybrid workin ...
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Paraplanner
1 week ago
Ferguson Dean Limited Manchester, United KingdomA leading regional Wealth Management firm are looking to strengthen their Technical team by appointing an additional paraplanner. Joining a core unit of five at present, you will be part of an established, successful team. The firm have an internal academywhereby paraplanners can ...
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Paraplanner
2 days ago
Ferguson Dean Limited Manchester, United Kingdom Full timeA major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Char ...
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Paraplanner
19 hours ago
Ferguson Dean Limited Manchester, United Kingdom Full timeA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a pa ...
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Paraplanner
4 days ago
mbf. Preston, United Kingdom**Paraplanner - Leading Wealth Management Organisation - Preston - Salary negotiable plus bonus and benefits** · MBF are currently working with a leading wealth management organisation who specialise in providing financial advice to HNW individuals. · They are currently looking f ...
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Paraplanner
1 week ago
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Paraplanner
5 days ago
Ortus PSR Chester, United KingdomI am working alongside a local Financial Planning practice with a fantastic local reputation, that pride themselves on their reputation and personal approach to Financial Planning. · They are looking for an experienced Paraplanner to join up with their team, providing technical s ...
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Paraplanner
5 days ago
Synchronicity Group Manchester, United Kingdom**Location: Manchester** · Synchronicity is working with a leading Wealth Manager who have a national presence providing industry leading services. Alongside being very progressive, this company operates a client first approach, and looking for a senior Paraplanner who carries a ...
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Paraplanner
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CAPIO RECRUITMENT LIMITED Manchester, United Kingdom**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Manchester** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand ...
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Paraplanner
1 week ago
Independent Resourcing Consultancy Ewloe, United KingdomIRC is proud to be working with a leading IFA firm in Chester, they are currently recruiting for a Paraplanner (Client Manager) to join their busy team. · The role of the Client Manager is to support the Adviser, Operations Manager and the Compliance Team when informing and advis ...
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Paraplanner
1 day ago
mbf. Manchester, United Kingdom**Paraplanner - Top National Financial Planners - Manchester & Flexible Working** · **up to £45,000 + Bonus + Benefits** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Manchester ...
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Paraplanner - Hybrid Work Set Up
5 days ago
Nelson Scott LLP Liverpool, United Kingdom**Paraplanner** · Prepare written advice and provide technical research services to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigatingany ris ...
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Paraplanner
5 days ago
IDEX Consulting Ltd Liverpool, United KingdomJob Description · My client is currently looking for an experienced Paraplanner to join their team in Liverpool · What will you be doing? · Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of F ...
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Paraplanner
1 week ago
Financial Divisions Liverpool, United KingdomParaplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study supportMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retiremen ...
Paraplanner - Greater Liverpool Area, United Kingdom - 808 Group
Description
Amazing Paraplanning opportunity in Southport
Fundamental Activities:
Knowledge: