- Supporting Mortgage and Protection Advisors in the production of client reports.
- Assisting in the researching of appropriate products and solutions.
- Assist the Advisors in the management of cases to completion.
- Production of KFI for the product an adviser has selected.
- Creation of comprehensive and compliant suitability reports.
- Adherence to the service level agreements.
- Ensure compliance guidelines are met with each case.
- Adhering to Anti Money Laundering requirements.
- Liaising with internal contacts to ensure applications are completed accurately.
- Liaising between clients, professional contacts and providers.
- Ensuring correct filing of documents for compliance purposes.
- Excellent organisational skills.
- Strong communication skills.
- Ability to keep knowledge of Financial Services industry up to date.
- Good understanding of Financial Services industry and FCA requirements.
- Qualifications required for this role.
- Desirable CeMAP
-
Trainee Paraplanner
1 week ago
Taylor James Professional Recruitment Warrington, United Kingdom**Our client, an award winning firm of financial planners in Warrington are looking to appoint a Trainee Paraplanner.** · Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. · **Subject to the individuals level of experie ...
-
Mortgage Paraplanner
1 week ago
KFS Recruitment Warrington, United Kingdom**Mortgage Paraplanner** · **Warrington** · We are working with a brokerage who offer personalised mortgage advice that's easy to understand and with the aim of saving you money. Whether you're buying your first home or looking to remortgage, our expert advice for mortgages guide ...
-
Mortgage Paraplanner
1 week ago
KFS Recruitment Warrington, United Kingdom**Mortgage Paraplanner** · **Warrington** · We are working with a brokerage who offer personalised mortgage advice that's easy to understand and with the aim of saving you money. Whether you're buying your first home or looking to remortgage, our expert advice for mortgages guide ...
-
Junior Paraplanner
2 days ago
mbf. Warrington, United Kingdom**Junior Paraplanner - Warrington - Salary negotiable** · Our client is a well established firm of Independent Financial Advisors who specialise in providing whole of market advice to private clients in the North-West. Their current requirement is for a Junior Paraplanner to join ...
-
Paraplanner - Fully Remote
4 days ago
PB Recruitment Consultants Ltd Warrington, United KingdomA highly established, successful**_ Chartered Independent Financial Practice_** currently requires an experienced **_Remote Paraplanner_**, to join its friendly and vibrant team. · **An exceptional opportunity, one in which you will be well rewarded for your commitment with a com ...
-
Paraplanner
3 days ago
mbf. Altrincham, United Kingdom**Experienced Paraplanner - Altrincham - Leading firm of Chartered Financial Planners - Salary negotiable - Flexible working** · We are currently working with a leading, established Wealth Management organisation to recruit an experienced and highly qualified Paraplanner. The org ...
-
Paraplanner
1 week ago
mbf. Newcastle-under-Lyme, United Kingdom**Paraplanner - Newcastle under Lyme, office based - Salary negotiable up to £45,000 plus benefits** · An award winning Independent Financial Planning practice that have multiple offices across the UK currently have the requirement for an experienced Paraplanner to join their fri ...
-
Paraplanner
1 week ago
Finlink Ltd Knutsford, United KingdomAn excellent opportunity to join a well established, directly authorised Independent financial advisory firm. The firm have been running for over 50 years and are looking for a Paraplanner to join their friendly, close knit team, based in East Cheshire. · The salary for this role ...
-
Paraplanner
4 days ago
PB Recruitment Consultants Ltd Knutsford, United Kingdom**A highly established, successful Independent Financial Practice, founded in October 1971, currently requires an experienced Paraplanner, to join its friendly and vibrant team.** · **An exceptional opportunity, one in which you will be well rewarded for your commitment with a ve ...
-
Paraplanner
1 week 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 ...
-
Paraplanner
4 days ago
Recruit UK Liverpool, United Kingdom**Job Title: Paraplanner** · **Industry: Financial Services** · **Location: Liverpool** · **Salary: £40,000** · **Job Ref: 7274** · **Job Description:Paraplanner** · Recruit UK are working on an excellent opportunity for a paraplanner to join a well-established Independent Financ ...
-
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 ...
-
Paraplanner
1 week 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 ...
-
Paraplanner
6 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 ...
-
Paraplanner
3 days ago
Recruit UK | Certified B Corp™ Warrington, United KingdomJob Description · Job Title: Paraplanner · Industry: Financial Services · Location: Warrington · Salary: £33,000 - £36,000 · Job Reference: 9058 · Job Description: Paraplanner · Recruit UK is working on a unique opportunity for a Paraplanner to join a well-established Independent ...
-
Paraplanner
1 week ago
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 ...
-
Paraplanner
1 week 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 ...
-
Paraplanner
5 days 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 ...
-
Paraplanner
1 week 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 ...
-
Paraplanner
1 day ago
Ferguson Dean Limited Preston, United Kingdom Full timeA leading financial planning firm in Preston are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £250k plus space in the main, and have a defined careeer path internally. All paraplanners will receive support to reach Ch ...
Paraplanner - Warrington, United Kingdom - Aimee Willow Connex Limited
Description
The RoleA highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion.Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. You will have the ability to learn about our products and must have the drive and determination to succeed in a target orientated environment. Ensure self and team work in a safe and secure environment.You will need to be able to handle and process large quantities of information on behalf of the customer using various systems and liaising with other members of the team. Attention to detail and a teamwork ethic are essential. To escalate when appropriate customer effecting issues to line managers or directors. To deliver a set of diverse tasks that enable our advisors to focus on sales.Duties for the role includes:Hands on approach for delivering agreed objectives and accountable for delivering the following:Responsibilities