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Financial Paraplanner
2 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone Financial Paraplanner · Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for the futu ...
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Financial Paraplanner
2 weeks ago
Capstone Financial Altrincham, Greater Manchester, United KingdomCapstone Financial Marketing Assistant Capstone Financial is an award-winning financial advisory firm based in Altrincham. We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for th ...
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Financial Paraplanner
2 days ago
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Financial Paraplanner
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Financial Paraplanner
2 weeks ago
IDEX Consulting Ltd Greater Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. Prepare information for analysis by the adviser.Prepare Cashflow report where relevantHelp mana ...
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Financial Paraplanner
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Financial Paraplanner
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Financial Paraplanner
3 weeks ago
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Financial Paraplanner
3 weeks ago
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Financial Paraplanner
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Aspire Executive Search Preston, United KingdomClient Support Administrator / Paraplanner Preston, Salary up to £35000 (Dependent upon level of experience) Excellent benefits including a bonus and Parking · This is an excellent and interesting opportunity to work for a Preston based IFA firm who have a client centred approach ...
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Financial Paraplanner
3 weeks ago
IDEX Consulting Chester, Cheshire, United KingdomMy client is a chartered financial planning business and they are currently looking to recruit an experienced, high calibre Paraplanner to join their team in Chester. The successful candidate will work closely with their team of financial advisers to design, develop, and implemen ...
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Financial Paraplanner
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Financial Divisions Liverpool, United KingdomParaplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support · My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retir ...
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Financial Paraplanner
3 days ago
Ferguson Dean Preston, Lancashire, United KingdomA Chartered IFA practice in Lancashire are looking for a paraplanner to join their team. They have a ream of 5 paraplanners and additional support staff and they have over £1bn in AUM with advisers across the North West. You will be supporting the advisers on a work flow, not one ...
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Financial Paraplanner
1 week ago
ST Resourcing Ltd Burnley, United Kingdom Full timeA leading, ambitious and welcoming company are seeking a highly experience Paraplanner to join them in their office Based in Burnley. Salary in the region of £40,000 which is negotiable. · In the role you will work closely with a team of Chartered Financial Planners to support th ...
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Financial Paraplanner
3 weeks ago
Financial Divisions Liverpool, United KingdomJob Description Paraplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study support · My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, In ...
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Financial Paraplanner
3 weeks 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 ...
Financial Paraplanner - Altrincham, Greater Manchester, United Kingdom - Capstone Financial
Description
Job Description Capstone Financial ParaplannerCapstone Financial is an award-winning financial advisory firm based in Altrincham.
We advise individuals, families, and business owners on what financial plans they need to put in place to achieve their financial goals and objectives for the future.
Our services range from retirement planning and investment planning to personal and business protection, inheritance tax planning, employee financial wellbeing and NHS Pension Reviews.
We are a large, Senior St.James's Place Practice with 15 Financial Planners and in excess of 2,000 clients and are currently seeking a qualified and experienced Paraplanner to join our existing team.
Reviewing cases and working with our team of Financial Planners to gain an understanding of the recommendation in line with client needs and objectives~ Checking and confirming fact find information with the Financial Planner
~ Writing and tailoring high quality suitability reports based on discussions with the Financial Planner
~ Undertaking research and analysis to identify suitable solutions
~ Preparing cash flow plans with the Financial Planner using the cash flow planning tool Voyant
~ Producing accurate and compliant client records using our back-office system
~ Identifying and discussing any discrepancies of the client file with the Financial Planner
Minimum Level 4 Diploma in Regulated Financial Planning qualified
~Understanding the financial planning process
~ Experience of working with Sales force and SJP related systems would be advantageous
A hybrid working option is available after 3 months of employment, with the flexibility to work from home 2 days per week.
Eligibility to Company Bonus Scheme
Hybrid working option
If you are looking for a new opportunity and want to join an award winning financial planning firm, please apply by sending your CV to joannes.
