- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC)
- Completing cashflow modelling
- Communicating with IFAs, schemes and clients to obtain missing information
- Writing suitability reports
- TVC Experience
- Excellent attention to detail and technically minded
- Experience in cashflow modelling
-
Paraplanner
4 days ago
Finlink Ltd Harpenden, United KingdomAn excellent opportunity to join a directly authorised independent financial advisory firm as a Paraplanner. · The company are looking for a trustworthy and confident individual who is looking to progress their career by joining their expanding team as a Paraplanner. Ultimately t ...
-
Paraplanner
4 days ago
GCB Agency Recruitment Shillington, United KingdomMy clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. ...
-
Paraplanner
10 hours ago
Burgh Recruitment Ltd City of London, United Kingdom**Paraplanner** · **Location -**London · **Salary -** Up to £55k + Bonus · We are an SJP Partner Practice in London looking to appoint an experienced Paraplanner to join our growing team. · Our Practice is highly successful and prides itself on offering a first-class service to a ...
-
Paraplanner
10 hours ago
Burgh Recruitment Ltd London, United Kingdom**Paraplanner** · **Location -**Fully Remote · **Salary -** up to £45k + Bonus · We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. · Our Practice is highly successful and prides itself on offering a first-class service to all o ...
-
Paraplanner
2 days ago
Recruit UK London, United Kingdom**Job Title**: Paraplanner · **Industry**: Financial Planning · **Location**: London · **Salary**: up to £55,000 · **Job Reference**: 7220 · Are you an experienced Paraplanner looking to work in one of the best companies in the country? Then look no further · Recruit UK are worki ...
-
Paraplanner
10 hours ago
Cranleigh Personnel London, United Kingdom**Paraplanner** · **Location: City, London** · **Hybrid working - 2 days per week in the office** · **Salary: £40,000- £50,000 + Bonus** · **Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?** · Are you looking to work 1-1 with an Adviser so you ...
-
Paraplanner
4 days 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
4 days 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
2 days ago
Ortus PSR London, United KingdomA Fully Independent Advisory firm in London is looking to hire a Paraplanner who will provide technical and client management support to a team of Financial Advisers. · This role offers the opportunity to support the business with providing high-quality, compliant financial plann ...
-
Paraplanner
3 days ago
Davies Resourcing City of London, United KingdomCALLING ALL PARAPLANNERS · My client, a well-known and established Financial Advisory firm is looking to appoint a Paraplanner to join their London team.An excellent and unrivalled reputation, my client provides advise to individuals and companies on all financial matters. · The ...
-
Paraplanner
3 days ago
CAPIO RECRUITMENT LIMITED Milton Keynes, United Kingdom**Job Title - Paraplanner** · **Location - Milton Keynes** · **Salary - £30,000 - £45,000** · Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Milton Keynes. The firm prid ...
-
Paraplanner
2 days ago
GCB Recruitment Uxbridge, United Kingdom**For the successful Paraplanner, our clients are offering the following**: · - £28,000 - £40,000 (depending on experience & bonus included) · - Uncapped Bonus Scheme · - Study support for qualifications · - Opportunity to develop yourself within the company. · - Hybrid working, ...
-
Paraplanner
10 hours 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
4 days ago
CAPIO RECRUITMENT LIMITED City of London, United Kingdom**_Job Title: Paraplanner_** · **_Location: London_** · **_Salary: £50,000 + discretionary bonus and benefits package_** · **About the firm** · Our client is an award-winning, wealth manager providing financial advice and investment management services to individuals, small busin ...
-
Paraplanner
3 days ago
Search Consultancy London, United KingdomParaplanner · London · Competitive salary + market leading benefits package, bonus, flexible working · Award winning Financial Planning organisation in London are hiring offering a mix of office and home working. · Experience in a Financial Services environment is essential and i ...
-
Paraplanner
1 day ago
Jenson Fisher Consulting Ltd City of London, United KingdomMy client take a modern approach to Wealth Management that prioritises quality, service and simplicity above all else. They are one of the UK's largest and most successful, independently owned, corporate solutions and wealth management consultancies. · Since first consolidating a ...
-
Paraplanner
2 days ago
Rathbones Group Plc London, United Kingdom Full timeCompany description: · A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the s ...
-
Paraplanner
2 hours 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 ...
-
Paraplanner
9 hours ago
Independent Resourcing Consultancy Ltd St Albans, United Kingdom Full timeOur client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportu ...
-
Paraplanner
2 days ago
Click and Connect Online Limited St Albans, United KingdomParaplanner · Ourclient is a borderless independent financial advisory consultancyunrelenting in its commitment to safeguarding its clients financialfuture. Offering a fresh approach with a dynamic energy that setsit apart from its competitors in the offshore marketplace. We have ...
Paraplanner - St Albans, United Kingdom - Click and Connect Online Limited
Description
Paraplanner
Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next step in their career with a growing dynamic firm.
They have quickly established itself as one of the fastest growing independent advisory companies. Since inception in 2018 with a team of just 5, they have grown to over 100 employees across 8 global offices.
They now have operations in London, Malta, Sydney, Texax and UAE. From these global hubs they manage a rapidly growing client base of mostly expatriate clients.
Due to their expansion, they are looking to onboard several specialist roles including defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will include duties such as.
The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialists with recent Defined Benefit Pension experience with a proven track record in.
The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent.
A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma.
Attractive remuneration package available.