- Compliance
- Training & Competence
- Team Management responsibilities
- Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
- Complete annual suitability review letters for clients and raising any other potential queries with the Financial Planner.
- Assist Paraplanning Supervisor & Investment Committee with maintaining centrally held research for the firm's Central Investment Proposition.
- Maintain accurate information within the firm's Client Management System.
- Act as a 'point of contact' within the office for nominated Financial Planners.
- Preparing and maintaining client files and preparing compliant suitability reports.
- Conducting research on client specific projects.
- Experience in Paraplanning with particular experience in Suitability report writing for Investments and Pensions
- Diploma Qualified or close to completion via CII, LIBF or equivalent
- High understanding of financial planning topics/practices
- Ability to produce professional financial suitability letters
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Paraplanner
3 weeks ago
Aspire Executive Search Wakefield, United KingdomParaplanner, Wakefield £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. A strong element of hybrid working. · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an ...
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Paraplanner -
2 weeks ago
Oval Recruit Wakefield, United Kingdom Full timeParaplanner - · Wakefield area - £35,000 - £42,000 · An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit a Paraplanner to provide technical support to a small team of Advisors. The role will provide an opportunity to be invo ...
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Paraplanner
2 weeks ago
Medlock Partners Limited Wakefield, United Kingdom Full timeWakefield based. Hybrid working X2 Death in service Medical cashback Exam suppor · Paraplanner salary up to £38,000Wakefield based.Hybrid workingX2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financia ...
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Paraplanner
1 week ago
CB3 Associates Ltd Wakefield, West Yorkshire, United KingdomThe Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. · Location: Wakefield · Hybrid Working: Yes – 50:50 split · Package: £32-37k base D ...
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Paraplanner
2 weeks ago
Reward Recruitment Wakefield, United Kingdom permanentParaplanner · Wakefield · c. £35,000 subject to experience · We are currently looking to recruit experienced Paraplanners to join an expanding Financial Services firm through growth, so the potential to progress to becoming an IFA is available. Our clients main focus is on provid ...
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Paraplanner
1 week ago
Lime People Search & Select Ltd Wakefield, United Kingdom permanentMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning. · Due to team members being promoted to Financial Advis ...
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Paraplanner
4 days ago
CB3 Associates Ltd wakefield, United KingdomJob DescriptionThe Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site. · Location: Wakefield · Hybrid Working: Yes – 50:50 split · Package: £32 ...
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Paraplanner
3 weeks ago
Medlock Partners west yorkshire, United KingdomJob DescriptionParaplanner salary up to £38,000 · Wakefield based. · Hybrid working · X2 Death in service · Medical cashback · Exam support + Funding · Christmas shutdown · We are representing a credible Firm of Independent Financial Planners who have a large presence throughout ...
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Paraplanner
3 weeks ago
Aspire Executive Search Leeds, United KingdomParaplanner, Leeds, £30,000 - £45,000 dependent on your experience and level of Financial Services examinations. A strong element of hybrid working. · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an ex ...
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Paraplanner
13 hours ago
Burgh Recruitment Limited Yorkshire, United KingdomJob Description · Paraplanner · Location -Leeds (West Park) LS16 · Salary -£23,000 - £30,000 + Bonus (Dependent upon experience) · Hours - Full time, In Office · We are an SJP Partner Practice in North Leeds looking to appoint a Paraplanner to join our growing team. · You may h ...
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Paraplanner (Permanent)
3 weeks ago
Lime People Search & Select Ltd Wakefield, United KingdomMy client is a directly authorised Financial Advisory firm based in Wakefield, providing sound Financial Advice to both individuals and businesses surrounding Investments, Pensions, Mortgages, Protection and Estate Planning.Due to team members being promoted to Financial Advisers ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Harrogate, United Kingdom**Job Title**: Paraplanner · **Salary**: £35,000 - £40,000 + Benefits (listed below) · **Location**: Harrogate, Yorkshire**The Company** · A highly prestigious company based in Yorkshire with Clients nationwide, offering a fully independent proposition for nearly 50 years. The co ...
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Paraplanner / Trainee Paraplanner
3 weeks ago
Lime People Search & Select Ltd Harrogate, United Kingdomy client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses. · We urgently require a Paraplanner / Trainee Paraplanner to join an existing team suppor ...
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Paraplanner
4 weeks ago
Search Consultancy Harrogate, United KingdomParaplanner · Harrogate · £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits · A successful IFA based in Harrogate is looking for a Paraplanner to join their technical support team. · Applicants will ideally be a minimum of Diploma level ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd Halifax, United Kingdom**The Company**:Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis. · - **Office Location**:Halifax · - **Hybrid ...
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Paraplanner
3 weeks ago
Tempest Jones Chesterfield, United KingdomParaplanner · A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. · On offer will be a competitive salary and an ...
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Paraplanner
3 weeks ago
CB3 Associates Ltd Sheffield, United Kingdom**The Company**: Nationally recognised and expanding IFA business based looking to recruit a Senior Paraplanner coming from a private wealth advice background. A growing firm with excellent career opportunities on offer medium-term too, as thegroup continues to expand into 2023. ...
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Paraplanner
3 weeks ago
IDEX Consulting Ltd leeds, west yorkshire, United KingdomParaplanner · Hybrid · £35,000 - £45,000 · Leeds · Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working. · They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as ...
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Paraplanner
2 weeks ago
Finlink Ltd Leeds, United Kingdom permanentThis role is best suited for you if you are already within a financial advisory practice, and have exposure to paraplanning, but want to obtain more experience. You will either have started your journey towards attaining your level 4 diploma in financial services, or perhaps have ...
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Developing Paraplanner
3 weeks ago
CB3 Associates Ltd Leeds, United Kingdom**The Company**:Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure parapl ...
Paraplanner - Wakefield, United Kingdom - Ortus PSR
Description
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports. We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.What are the progression routes?
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
For 'career paraplanners', over time, there is potential opportunity to diversify the role:
Investment Management (working alongside our DFM arm)
50/50 hybrid arrangement over a two-week rota; during a 2 week period you can work from home for 5 days.
Paraplanner Salary up to £38,000
Benefits, Death in Service, Medical back plan and access to Private Medical, Study support package including exams and study leave paid for, Bonus scheme. Holiday is 21 days + Bank Holiday and Christmas off as well as the opportunity to buy and sell holiday
Job Responsibilities:
Requirements:
If you would like to join our small, forward-thinking, dynamic and hard-working paraplanning team, we would love to hear from you. This role offers an annual salary of up to £38,000.
