- Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
- Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
- Draft suitability reports, for final approval by the Financial Advisor
- Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs
- You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors
- Paraplanners with experience of working towards SLA targets would be beneficial
- You should hold full Level 4 Diploma qualification in Financial Planning
- Must have strong attention to detail and able to explain complex information clearly
- Salary of £40,000 - £47,000 dependent upon experience and qualifications
- Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more
- Once a month visit to their office in Farnborough (or more often if you desire)
- Regular charity initiatives, including 1-day annual allowance for charity work
- Normal working hours
-
Paraplanner Team Leader
5 days ago
Premier Jobs UK Limited Farnborough, United Kingdom Full timeThis Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis · As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing case ...
-
Trainee Paraplanner
4 days ago
Robinson Financial Careers Fleet, United KingdomDo you have an affinity with numbers and a genuine interest in developing a career within Financial Services? If so, the following opportunity could be the one for you... · Our Client is a reputable, highly successful and award-winning national financial advisory firm. · They hav ...
-
Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Guildford, United Kingdom**Job Title: Paraplanner** · **Salary: £35,000 - £45,000** · **Location:Guildford** · A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team wi ...
-
Paraplanner
4 days ago
Ortus PSR Bracknell, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic independent financial advisory company whose services provides bespoke financial lifestyle planning designed to help their clients enjoy life to the full · The Paraplanners role is to provide support which involve ...
-
Paraplanner
1 week ago
Nelson Scott LLP Guildford, United Kingdom**Job Title: Paraplanner** · **Hours**:Full-time · **Working Type**:Hybrid - Office and home working · **Pension**: 4% contributory employer pension contribution · **Holiday**: 23 days holiday (3 days for Christmas close) increasing by a total of 5 days over the first 5 years of ...
-
Paraplanner
1 week ago
mbf. Guildford, United KingdomMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. · Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning suppo ...
-
Paraplanner
4 days ago
2i Recruit Ltd Godalming, United Kingdom**Requirements**: · - To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report. · - Understanding the required content of a suitability report and conducting own research into any missing information before compiling it. ...
-
Paraplanner
1 week ago
Blakemore Recruitment Godalming, United KingdomWe are recruiting for this award winning financial planning practice who require a paraplanner to join the team. The key tasks and responsibilities will be: · - Completion of suitability reports in a timely fashion and meeting any targets agreed with the director. · - To analyse ...
-
Graduate Trainee Paraplanner
1 day ago
Robinson Financial Careers Fleet, United KingdomDo you have an affinity with numbers and a genuine interest in developing a career within Financial Services? If so, the following opportunity could be the one for you... · Our Client is a reputable, highly successful and award-winning national financial advisory firm. · They hav ...
-
Graduate Trainee Paraplanner
4 days ago
Robinson Financial Careers Fleet, United KingdomDo you have an affinity with numbers and a genuine interest in developing a career within Financial Services? If so, the following opportunity could be the one for you... · Our Client is a reputable, highly successful and award-winning national financial advisory firm. · They hav ...
-
Paraplanner
1 day ago
Radley Recruitment Hampshire, United Kingdom**Paraplanner, (Diploma 4 Qualified or Part-Qualified) - Salary up to £45,000DOE + £4,000 initial bonus + Excellent Benefits** · **Based: Home Based or office** · We are searching for **experienced** and **professional Holistic and DB Pensions Paraplanners** to join our market le ...
-
Paraplanner
1 week ago
Independent Resourcing Consultancy Stokenchurch, United KingdomOur client is a very well established and successful firm of Independent Financial Advisers based in Stokenchurch, Buckinghamshire. They are currently recruiting a number for Paraplanners to join the Paraplanning Team. · The position will be suitable to someone who has a minimum ...
-
Paraplanner
1 week ago
GCB Recruitment Reading, United Kingdom**For the successful Paraplanner, our clients are offering the following**: · - £30,000 - £45,000 (depending on experience) · - Annual Bonus · - Study support for qualifications · - Increased Pension Contribution · - 25 days holiday + bank holidays · **The Paraplanner duties will ...
-
Paraplanner
4 days ago
Recruit UK London, United Kingdom**Title**: Paraplanner · **Location**: London · **Reference**: 7362 · **The company**: · We're working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. · his client spends time learning about their clients' unique n ...
-
Paraplanner
1 week ago
Ortus PSR London, United Kingdom**Paraplanner** · **Location: Crystal Palace** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibili ...
-
Paraplanner
4 days ago
Ortus PSR South East England, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: · - Technical support to our Adviser Team · - Research the most suitable ...
-
Paraplanner
4 days ago
Ortus PSR Chesham, United KingdomWe are looking for a motivated and friendly Paraplanner to join a high-growth team at a national IFA firm. You will work closely with the Financial Planners to provide technical support and excellent standards of client service. As a Paraplanner, you willconduct detailed research ...
-
Paraplanner
1 day ago
Brevere Group Watford, United KingdomThis energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. · This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct ...
-
Paraplanner
4 days ago
PB Recruitment Consultants Ltd London, United Kingdom**A superb, exciting career opportunity is available, with one of the very best financial planning and wealth management firms, who currently requires an experienced Paraplanner to join its highly successful, friendly, and vibrant team** · **The office is based in the heart of th ...
-
Paraplanner
1 week ago
mbf. London, United KingdomOur client a highly successful investment focused IFA based in London are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The rolewill involve producing ...
Paraplanner - Farnborough, United Kingdom - Premier Jobs UK Limited
Description
This Paraplanner job is available within an award winning firm that truly cares about their team.
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:
Individuals with experience of reviewing DB pension transfer cases would be preferable. Ideal experience would be first hand knowledge of drawdown advice, recommending annuities, scheme pensions, defined contributions with GMP / RST pension plans
Career Progression
As a people focused business, they are committed to supporting and enabling professional development. A lot of their current Financial Advisors have come through the ranks, therefore for the right individual, there would be progression available.
Paraplanner Requirements
The Company
This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.
Paraplanner Benefits
Locations
Remote based with once a month visit to their office in Farnborough
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
