- Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
- Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
- Undertake research to identify suitable solutions to meet the client's needs.
- Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Check all compliance paperwork and internal sign off documents are present.
- Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
- Request and obtain application forms and other associated paperwork.
- Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
- Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
- On-going servicing of clients, for example withdrawals or fund switches.
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Paraplanner
6 days ago
Aspire Executive Search Bristol, United KingdomParaplanner, Bristol, £30,000 - £50,000 dependent on your experience and level of Financial Serives examinations. A strong element of home working · Excellent benefits and a great working environment and a gold star team within a business who work very closely and provide an exce ...
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Paraplanner
2 days ago
Recruit UK Bristol, United Kingdom**Role: Paraplanner** · **Location: Bristol** · **Salary: Up to £45,000** · **Ref: 7286** · Recruit UK is working with one of the UK's top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Bristol. · Drawing on an impressive history, along ...
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Paraplanner
2 days ago
Search Consultancy Bristol, United KingdomParaplanner based in Bristol · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Level 4 quali ...
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Paraplanner
6 days ago
IDEX Consulting Ltd Bristol, United KingdomWe are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years. · This opportunity would suit someone who has been working within a paraplanning capacity and holds their level 4 dipl ...
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Assitant Paraplanner
1 week ago
Reed Insurance Bristol, United KingdomREED Financial Services are representing a leading national banking and Wealth management firm who have an opportunity in their central Bristol office for an experienced IFA support professional to join their Assistant Paraplanning team. This is a fantasticopportunity if yoru loo ...
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Junior Paraplanner
1 week ago
Cavendish Maine Bristol, United Kingdom Full timeJunior Paraplanner · Progress further in your Wealth Management career with a highly reputable Chartered organisation. · Pathway to step up from providing administration support into becoming a Paraplanner. · Offering full exam, qualification, study and membership support. · Job ...
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Paraplanner - Home Based
1 week ago
mbf. Bristol, United KingdomMbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit an experienced Home Based Paraplanner. Our client holds Chartered status, they are fully independent and have an excellent reputation. · Their current requirement ...
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Paraplanner - Basic Salary to
1 week ago
mbf. Bristol, United KingdomMbf are working with a boutique firm of Chartered Financial Advisers in Bristol to recruit an experienced & qualified Paraplanner. The client is a small but highly professional and successful financial planning practice, they provide specialist high qualityadvice to clients acros ...
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Paraplanner
1 day ago
Partners Employment Trowbridge, United KingdomWe are delighted to be working with our well-established Client based in the Southwest area. · This is a fantastic opportunity for a **Technical Paraplanner** to be welcomed into the team. · This is a full time, **hybrid working role within the financial services.** · **Duties In ...
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Paraplanner
6 days ago
Ortus PSR Cardiff, United KingdomI am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol. · They are looking for a Paraplanner to join their team in the Card ...
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Paraplanner
1 week ago
IDEX Consulting Ltd Bath, United KingdomWe are working with one of the UK's leading financial planning firms who due to a recent promotion are now looking to hire into their Paraplanning team. · This opportunity would suit someone who holds the level 4 diploma, has worked previously within a paraplanning role and someo ...
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Senior Paraplanner
1 week ago
Reed Insurance Cardiff, United KingdomAre you experienced Senior Paraplanner, do you hold full Level 4 Diploma as a minimum and have supervisory experience and seek a fresh new existing opportunity, then look no further I have a perfect fully remote vacancy that my pique your interest. · We are currently working with ...
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Trainee Paraplanner
4 days ago
Ortus PSR Cardiff, United KingdomI am working with a leading financial planning firm with a fantastic local reputation, that host a diverse team of tax, mortgage, investment and pension specialists in their offices in Cardiff, London, & Bristol. · They are looking for a Trainee Paraplanner to join their team in ...
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Trainee Paraplanner
1 week ago
Resource Matters Ltd Cardiff, United KingdomMy client is a hugely successful IFA who are continuing to grow due to the demand for their services. As part of their growth plans they have an opportunity for a Trainee Paraplanner to join their talented team. · Brief description of role and responsibilities: · To provide techn ...
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Trainee Paraplanner
1 week ago
Bruin Bristol, United Kingdom PermanentRef: 37318A market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner. · You will be working within a centralised team based in Bristol that supports Paraplanners and Advisers across the UK and daily duties will inc ...
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Paraplanner (Permanent)
2 weeks ago
Your Talent Solutions Ltd Bristol, United KingdomParaplanner · Bristol – Hybrid Working · Salary up to £50,000 · Pay for parking and Mileage Allowance · About the Company · Our client offers financial planning and wealth management services. Their focus is on providing personalised financial advice tailored to the individual ne ...
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Paraplanner (Homebased)
2 weeks ago
Reed Bristol, United KingdomReed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.In this role you will be responsible for providing excellent service to the Financial ...
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Paraplanner - Flexible Working
1 week ago
mbf. Trowbridge, United KingdomMbf are working with an independently owned, Chartered Financial Planning practice to recruit an experienced/qualified Paraplanner. The business provides holistic advice to a portfolio of specialist HNW & UHNW clients, they are a reputable organisation thathave grown organically ...
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Home Based Paraplanner
3 days ago
Recruit UK Cardiff, United Kingdom**Job Title**: Home based Paraplanner · **Industry**: Financial Services · **Location**:South Wales · **Salary**: up to £35,000 · **Job Reference**: 7443 · Are you fed up with going into the office? · Want a better work life balance and have autonomy over your work? · Duties will ...
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Paraplanner - Basic Salary to
1 week ago
mbf. Cardiff, United KingdomMbf are working with a very successful boutique Financial Advisers just north of Cardiff to recruit an experienced Paraplanner. Our client are well established and have an excellent reputation, they are a growing business that have managed to maintain theirfriendly company feel. ...