- Preparing and maintaining client files.
- Identify and obtain the information necessary to compile financial planning options
- Undertake research to identify suitable solutions to meet the client's needs
- Prepare information/comparisons for analysis
- Prepare suitability letters
- Complete application forms and proposals
- Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly Review
- Review investment portfolio, asset allocation, risk profile etc
- Send planning figures to client for update and revision in preparation for next meeting
- Prepare post review summary letters for issue to clients
- Will hold certificate in or working towards relevant financial planning qualification
- Experience in a financial planning firm
- Confident customer facing manner
- Good all round financial services experience - ideally gained with an IFA
- IT literate
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Paraplanner -
2 weeks ago
Appointed ltd Poole, United Kingdom contractChartered wealth planning practice in the heart of Poole are recruiting for a Paraplanner. You will be working within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects. · As a package you will receive a basic salary of upto £45k ...
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Paraplanner
2 days ago
Dawn Consulting (Sw) Limited Poole, United KingdomAre you an experienced Paraplanner, looking for a challenging and rewarding role working with a small visionary team that is committed to delivering a life changing financial planning service? · The Person: · We are looking for a Diploma qualified Paraplanner, motivated by provid ...
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Paraplanner
1 day ago
Dawn Consulting (Sw) Limited Poole, United KingdomJob Description · Are you an experienced Paraplanner, looking for a challenging and rewarding role working with a small visionary team that is committed to delivering a life changing financial planning service? · The Person: We are looking for a Diploma qualified Paraplanner, mot ...
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Paraplanner
6 days ago
CV Elite Ltd Poole, United Kingdom permanentAre you an experienced Paraplanner, looking for a challenging and rewarding role working with a small visionary team that is committed to delivering a life changing financial planning service? · The Person: We are looking for a Diploma qualified Paraplanner, motivated by providin ...
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Trainee Paraplanner
3 weeks ago
Ortus PSR Wimborne Minster, United Kingdom**Trainee Paraplanner** · **Location: Bournemouth** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has ...
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Paraplanner
3 days ago
Dynamite Recruitment Bournemouth, United Kingdom Full timeHybrid working* * Flexible start/Finish* *Annual salary review * *Annual bonus* *Private medical insurance* Recruiting for an Paraplanner on a hybrid basis offering flexible working hours, on behalf of my client; a successful Independent Financial Planning company based in Dorset ...
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Paraplanner Senior Paraplanner
2 days ago
CareerBliss Dorset, United KingdomParaplanner / Senior ParaplannerLocation: Sherborne, DorsetSalary: £28,000 - £40,000 per annumOur client is a well-established Accredited Financial Planning Firm based in Sherborne. Over the last 20 years the company has grown by being fantastic at what they do, merging lifestyle ...
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Paraplanner
3 days ago
Dynamite Recruitment Bournemouth, United KingdomHybrid working* * Flexible start/Finish* *Annual salary review * *Annual bonus* *Private medical insurance* Recruiting for an Paraplanner on a hybrid basis offering flexible working hours, on behalf of my client; a successful Independent Financial Planning company based in Dorset ...
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Associate Paraplanner
3 weeks ago
Ortus PSR Poole, United Kingdom Full timeJoin a Boutique Financial Planning Firm as an Associate Paraplanner · Are you an experienced Senior IFA Administrator or Trainee Paraplanner looking to take the next step in your career? Our client's boutique Financial Planning firm, renowned for offering full holistic fee-based ...
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Paraplanner
3 weeks ago
Recruit UK Blandford Forum, United Kingdom**_Are you an experienced paraplanner, who is level 4 qualified & looking for a new challenge within your career?_** · **_Are you Dorset based and wanting to be supported by successful financial services professionals? _** · We are working with an independent chartered financial ...
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Trainee Paraplanner
3 weeks ago
Dynamite Recruitment Solutions Ltd Bournemouth, United Kingdom Full timeExams fully supported · Flexibility offered · The rare opportunity has come up for a Trainee Paraplanner / Senior Administrator to join a client of mine within an independent Financial Planning firm. This is a fantastic opportunity where you will be sat within a small team, suppo ...
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Paraplanner
2 weeks ago
Nelson Scott LLP Broadstone, United KingdomWorking for this Regional Wealth Manager you will ensure the business generated by our Advisors is processed correctly and in a timely manner. The role will include: · - Collating client information while helping maintain an excellent compliance record · - Preparing high quality ...
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Paraplanner
5 days ago
ESD Recruitment Southampton, United KingdomThe Paraplanner will be responsible for various day-to-day tasks including financial planning, conducting thorough research, analysing pensions and investments, recommendation report writing, and liaising with advisers. · Qualifications · Level 4 Diploma Qualified · At least 3 ye ...
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Paraplanner - Hybrid
2 weeks ago
Appointed ltd Romsey, United Kingdom**A Chartered Financial Planners with offices through Hampshire and Dorset are recruiting within their Romsey office to join their experienced and highly qualified team who specialise in providing pensions and investment advice, tax planning servicesand financial planning in divo ...
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Trainee Paraplanner/ifa Administrator
2 weeks ago
Reed Poole, Dorset, United Kingdom £27,000 - £31,000Reed Financial services are pleased to be representing a well-established Financial Advice firm to find an experienced new member of staff for their Poole office. · Due to business growth and demand, our client is looking to employ a new senior administrator / Trainee Paraplanne ...
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Senior Administrator/Trainee Paraplanner
3 weeks ago
Blakemore Recruitment Poole, United KingdomWe are currently recruiting for a boutique financial planning practice in Poole who are looking to recruit a Senior Administrator/Trainee Paraplanner. · The ideal candidate will have: · Working towards relevant financial planning qualification · A good understanding of the fi ...
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Paraplanner - Hybrid - Up to
1 week ago
Bond Williams Wimborne Minster, United Kingdom Full timeParaplanner - Hybrid - Up to £38,000Are you an experienced Paraplanner with a good knowledge of various platforms?Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer What you'll be doing: · Preparing recommendation reports and cl ...
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Paraplanner
1 day ago
Coast Specialist Recruitment Southampton, United Kingdom Full timeOur client is an esteemed IFA wealth management firm who are well known within the industry for their excellent standard of service. · Their growth over the last couple of years has been exponential and as a result they are looking for a experienced paraplanners. · Conducting · P ...
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Paraplanner Senior Paraplanner
1 day ago
CareerBliss Sherborne, United KingdomParaplanner / Senior ParaplannerLocation: Sherborne, DorsetSalary: £28,000 - £40,000 per annumOur client is a well-established Accredited Financial Planning Firm based in Sherborne. Over the last 20 years the company has grown by being fantastic at what they do, merging lifestyle ...
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Paraplanner
5 days ago
ESD Recruitment Southampton, United KingdomJob Description The Paraplanner will be responsible for various day-to-day tasks including financial planning, conducting thorough research, analysing pensions and investments, recommendation report writing, and liaising with advisers. · Qualifications · Level 4 Diploma Qualif ...