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Paraplanner
1 day ago
Recruit UK Bristol, United Kingdom**Role: Paraplanner** · **Location: Bristol** · **Salary: Up to £45,000** · **Ref: 7286** · Recruit UK is working with one of the UK's top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Bristol. · Drawing on an impressive history, along ...
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Paraplanner
5 days ago
Aspire Executive Search Bristol, United KingdomParaplanner, Bristol, £30,000 - £50,000 dependent on your experience and level of Financial Serives examinations. A strong element of home working · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an exce ...
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Paraplanner
1 day ago
Search Consultancy Bristol, United KingdomParaplanner based in Bristol · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Level 4 quali ...
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Paraplanner
5 days ago
IDEX Consulting Ltd Bristol, United KingdomWe are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years. · This opportunity would suit someone who has been working within a paraplanning capacity and holds their level 4 dipl ...
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Assitant Paraplanner
6 days ago
Reed Insurance Bristol, United KingdomREED Financial Services are representing a leading national banking and Wealth management firm who have an opportunity in their central Bristol office for an experienced IFA support professional to join their Assistant Paraplanning team. This is a fantasticopportunity if yoru loo ...
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Junior Paraplanner
6 days ago
Cavendish Maine Bristol, United Kingdom Full timeJunior Paraplanner · Progress further in your Wealth Management career with a highly reputable Chartered organisation. · Pathway to step up from providing administration support into becoming a Paraplanner. · Offering full exam, qualification, study and membership support. · Job ...
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Paraplanner - Home Based
1 week ago
mbf. Bristol, United KingdomMbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit an experienced Home Based Paraplanner. Our client holds Chartered status, they are fully independent and have an excellent reputation. · Their current requirement ...
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Paraplanner - Basic Salary to
6 days ago
mbf. Bristol, United KingdomMbf are working with a boutique firm of Chartered Financial Advisers in Bristol to recruit an experienced & qualified Paraplanner. The client is a small but highly professional and successful financial planning practice, they provide specialist high qualityadvice to clients acros ...
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Paraplanner
1 hour ago
Partners Employment Trowbridge, United KingdomWe are delighted to be working with our well-established Client based in the Southwest area. · This is a fantastic opportunity for a **Technical Paraplanner** to be welcomed into the team. · This is a full time, **hybrid working role within the financial services.** · **Duties In ...
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Paraplanner
5 days ago
Ortus PSR Cardiff, United KingdomI am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol. · They are looking for a Paraplanner to join their team in the Card ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Bath, United KingdomWe are working with one of the UK's leading financial planning firms who due to a recent promotion are now looking to hire into their Paraplanning team. · This opportunity would suit someone who holds the level 4 diploma, has worked previously within a paraplanning role and someo ...
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Paraplanner
6 days ago
Nelson Scott Bristol, United KingdomDiscuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser. · Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. · U ...
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Senior Paraplanner
1 week ago
Reed Insurance Cardiff, United KingdomAre you experienced Senior Paraplanner, do you hold full Level 4 Diploma as a minimum and have supervisory experience and seek a fresh new existing opportunity, then look no further I have a perfect fully remote vacancy that my pique your interest. · We are currently working with ...
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Trainee Paraplanner
3 days ago
Ortus PSR Cardiff, United KingdomI am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol. · They are looking for a Trainee Paraplanner to join their team in ...
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Trainee Paraplanner
1 week ago
Bruin Bristol, United Kingdom PermanentRef: 37318A market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner. · You will be working within a centralised team based in Bristol that supports Paraplanners and Advisers across the UK and daily duties will inc ...
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Trainee Paraplanner
1 week ago
Resource Matters Ltd Cardiff, United KingdomMy client is a hugely successful IFA who are continuing to grow due to the demand for their services. As part of their growth plans they have an opportunity for a Trainee Paraplanner to join their talented team. · Brief description of role and responsibilities: · To provide techn ...
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Paraplanner (Homebased)
1 week ago
Reed Bristol, United KingdomReed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.In this role you will be responsible for providing excellent service to the Financial ...
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Paraplanner - Flexible Working
6 days ago
mbf. Trowbridge, United KingdomMbf are working with an independently owned, Chartered Financial Planning practice to recruit an experienced/qualified Paraplanner. The business provides holistic advice to a portfolio of specialist HNW & UHNW clients, they are a reputable organisation thathave grown organically ...
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Home Based Paraplanner
2 days ago
Recruit UK Cardiff, United Kingdom**Job Title**: Home based Paraplanner · **Industry**: Financial Services · **Location**:South Wales · **Salary**: up to £35,000 · **Job Reference**: 7443 · Are you fed up with going into the office? · Want a better work life balance and have autonomy over your work? · Duties will ...
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Paraplanner - Basic Salary to
1 week ago
mbf. Cardiff, United KingdomMbf are working with a very successful boutique Financial Advisers just north of Cardiff to recruit an experienced Paraplanner. Our client are well established and have an excellent reputation, they are a growing business that have managed to maintain theirfriendly company feel. ...
Paraplanner (Permanent) - Bristol, United Kingdom - Your Talent Solutions Ltd
Description
ParaplannerBristol – Hybrid Working
Salary up to £50,000
Pay for parking and Mileage Allowance
About the Company
Our client offers financial planning and wealth management services. Their focus is on providing personalised financial advice tailored to the individual needs and goals of their clients.
They aim to build long-term relationships based on trust, integrity, and transparency, emphasising the importance of understanding their clients' financial objectives and risk tolerance to develop tailored financial solutions.
About the RoleThe Paraplanner assesses client requirements, conducts research, identifies, and presents solutions to support Adviser recommendations. They conduct financial analysis, produce reports and recommendations, and ensure compliance with all regulatory standards.
Role & Responsibilities
Support financial advisors in crafting client financial plans by researching and preparing documentation.
Collect client financial details to aid in the planning process, covering income, expenses, assets, liabilities, and risk tolerance.
Research investment products and insurance policies to find suitable options, analysing performance, risk, and tax implications.
Develop financial models to illustrate potential outcomes for clients' plans.
Prepare recommendations and presentations outlining suitable strategies based on client goals.
Ensure compliance with regulations and company policies in all planning activities.
Assist in client communication and handle administrative tasks.
Stay updated on industry regulations, market trends, and tax laws.
Collaborate with team members to deliver comprehensive financial services.
Skills, Knowledge and Experience
Understanding financial planning principles, covering investment strategies, retirement and estate planning, tax considerations, and risk management.
Knowledge of regulatory requirements like FCA regulations.
Ability to analyse complex financial data, investment products, and client situations for informed decisions.
Attention to detail vital for accurate and compliant financial plans, reports, and documentation.
Proficiency in financial planning software, spreadsheets, and relevant tools for analysis and modelling.
Effective written and verbal communication skills for client and team interaction.
Building and maintaining positive client relationships, focusing on needs and providing excellent service.
Collaboration with advisors and team members to deliver comprehensive financial solutions.
Possession of relevant professional qualifications such as DipFP or CII Certificate in Paraplanning.
Previous experience in financial services preferred, but entry-level roles available for qualified candidates.
Commitment to ongoing professional development through training and certifications.
Adherence to high ethical standards and integrity in financial planning and client interactions.
To apply for the Paraplanner role, please send your CV and we will review and make contact with you immediately.
Your Talent Solutions is a recruitment company that specialises in projects and programmes
