- Technical research in DB schemes – speaking with ceding scheme administrators etc.
- Dealing with clients but not giving advice
- MIFID reporting, annual reviews
- Suitability Report writing assistance
- Preparing for meetings, meeting notes, follow up as required
- Relevant qualifications – 'RO' papers and 'JO' papers
- Cash flow planning admin, experience of this with any software preferred
- Compliance of client files and assist with file audits
- Other general client related tasks
- Excellent report writing skills
- Good technical knowledge of advice and product options.
- Able to analyse statistics
- Able to conduct research for appropriate providers and investments.
- Good understanding of compliance issues.
- Time management skills.
- Interpersonal and IT skills.
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Junior Paraplanner/paraplanner
Found in: Jooble UK O C2 - 4 days ago
Artemis Recruitment Consultants Ltd London, United KingdomType of Position: Junior Paraplanner - London (1) · Junior Paraplanner - London · We are looking for a Junior Paraplanner to join our client's wealth management company in London. · Your role will be to assist Financial Advisers in financial research for their clients, writing ...
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Junior Paraplanner/Associate
Found in: Jooble UK O C2 - 2 days ago
Financial Divisions London, United KingdomJunior Paraplanner/Associate – Route to Adviser Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ...
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Junior Paraplanner/Associate
Found in: Ziprecruiter UK C2 - 13 hours ago
Financial Divisions Greater London, United KingdomJob Description · Junior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · The Opportunity · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client su ...
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Junior Paraplanner/Associate
Found in: Jooble UK O L C2 - 3 days ago
Financial Divisions London, United KingdomJunior Paraplanner/Associate – Route to AdviserCentral London/Hybridc £38,000 and bonuses/Study support/BenefitsThe OpportunityA superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the busi ...
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Junior Paraplanner/Associate
Found in: Appcast UK C C2 - 19 hours ago
Financial Divisions Greater London, United KingdomJunior Paraplanner/Associate – Route to Adviser · Central London/Hybrid · c £38,000 and bonuses/Study support/Benefits · The Opportunity · A superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function wit ...
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Junior Paraplanner/Associate
Found in: Jooble UK O L C2 - 3 days ago
Financial Divisions London, United KingdomJunior Paraplanner/Associate - Route to AdviserCentral London/Hybridc £38,000 and bonuses/Study support/BenefitsThe OpportunityA superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the busi ...
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Financial Administrator to Junior Paraplanner- Boutique IFA firm
Found in: Talent UK 2A C2 - 1 day ago
Financial Divisions London, United Kingdomplus Full study support package + Benefits · My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K. Managing over £200m of clients' assets, they specialise in pension ...
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Paraplanner
Found in: SonicJobs Direct Apply UK - 5 days ago
Templewood Recruitment London, United Kingdom Full timeThis is an exciting opportunity for a Paraplanner, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer. They are highly committed to offerin ...
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Paraplanning Manager
Found in: Appcast UK C C2 - 6 days ago
mbf London, United KingdomWe're currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sector · Company: · A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and experienced individua ...
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Paraplanner
Found in: Appcast UK C C2 - 2 days ago
Financial Divisions Maidenhead, United KingdomChartered Paraplanner – with pathway to directorship · Hybrid Working – Based in Maidenhead, Berkshire · Up to £65k basic salary + revenue related salary increases · My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 13 hours ago
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Administrator - Independent Financial Adviser (Ifa)
Found in: Jooble UK O C2 - 5 days ago
Astral Recruitment United KingdomIf you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply · The role is office based in Horsham · Immediate start · # ...
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Technical IFA Administrator
Found in: Click to Hired UK C2 - 12 hours ago
Heat Recruitment Ltd London, United KingdomA boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. · This would suit an experienced IFA Administrator and ideally someone ...
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Senior IFA administrator
Found in: Jooble UK O C2 - 12 hours ago
Heat Recruitment Ltd London, United KingdomA boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. · This would suit an experienced IFA Administrator and ideally someon ...
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Senior Manager, Quality Management
Found in: Jooble UK O L C2 - 6 days ago
mbf London, United KingdomWe're currently working on a unique vacancy within a one of the UK's most exciting Fintech business with the Financial Advice sectorCompany:A prominent London-based fintech firm, recognised as a leader in the industry, is actively seeking a dynamic and experienced individual to f ...
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Financial Paraplanner
Found in: Jooble UK O C2 - 2 days ago
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Paraplanner
Found in: Jooble UK O L C2 - 3 days ago
Financial Divisions Maidenhead, Berkshire, United KingdomChartered Paraplanner – with pathway to directorshipHybrid Working – Based in Maidenhead, BerkshireUp to £65k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of ...
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Financial Paraplanner
Found in: Jooble UK O L C2 - 6 days ago
Financial Divisions Maidenhead, Berkshire, United KingdomChartered Paraplanner - with pathway to directorshipHybrid Working - Based in Maidenhead, BerkshireUp to £55k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of ...
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Paraplanner
Found in: Jooble UK O L C2 - 6 days ago
Financial Divisions Maidenhead, Berkshire, United KingdomChartered Paraplanner – with pathway to directorshipHybrid Working – Based in Maidenhead, BerkshireUp to £55k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of ...
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Head of Paraplanning
Found in: Jooble UK O C2 - 17 hours ago
Artemis Recruitment Consultants Ltd London, United KingdomOur client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advi ...
Junior Paraplanner - St Albans, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team.
The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards.
Providing vital support to the Consultants, expected to act as the technical interface between the consultants and the clients, have the ability to work independently and as part of a team. Be responsible for providing a professional and holistic financial service to the Consultants and assist them in delivery to the clients.
Key Attributes
Qualifications Required:
Preferred to have Level 4 Diploma in Financial Planning.
