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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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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
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
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
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
Premier Jobs UK Limited Marlborough, United Kingdom Full timeThis Paraplanner job in Marlborough is seeking an experienced Paraplanner to join their growing team · You will be providing technical support to assist the financial planning service to clients, through undertaking detailed research and analysis of financial planning solutions. ...
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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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Paraplanner
1 week ago
Idex Bath, United KingdomAn opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...
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Paraplanner
6 days ago
Idex Bath, United KingdomAre you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team? An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplann ...
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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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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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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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Financial Paraplanner
6 days ago
IDEX Consulting Bath, Somerset, United KingdomAn opportunity has become available for a qualified Paraplanner in Bath or Gloucester to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times · They are ...
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Technical Paraplanner
5 days ago
Capio Recruitment Bath, United KingdomJob Description · Job Role: Technical Paraplanner · Location: Bath, UK · Salary: £40,000 to £65,000 + Bonus & Benefits · A leading wealth management firm seeks to find an experienced member to join the Paraplanning team working from the Bath offices supporting the regions weal ...
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Technical Paraplanner
6 days ago
Capio Recruitment Bath, Somerset, United KingdomJob Role: Technical Paraplanner · Location: Bath, UK · Salary: £40,000 to £65,000 + Bonus & Benefits · A leading wealth management firm seeks to find an experienced member to join the Paraplanning team working from the Bath offices supporting the regions wealth planning consul ...
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Junior Paraplanner
1 week ago
Idex Bath, United KingdomIf you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed · This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report ...
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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 (Db Pensions)
6 days ago
Capio Recruitment Bath, Somerset, United KingdomSalary: £40,000 to £65,000 + Bonus & Benefits · A leading wealth management firm seeks to find an experienced member to join the Paraplanning team working from the Bath offices supporting the regions wealth planning consultants. · For further detail please contact Joe Cowell at ...
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Paraplanner
1 day ago
Recruit UK | Certified B Corp™ Marlborough, United KingdomJob Description · Recruit UK are working on an excellent opportunity for a Paraplanner in Marlborough to join a well-established UK Financial Advice firm. · This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing ove ...
Paraplanner - Bath, Somerset, United Kingdom - Clever-HR: Financial Planning Recruitment
Description
ParaplannerBathSalary £33,000 - £45,000 p.a.+ discretionary bonus + excellent benefitsHybrid WorkingWe are delighted to represent this firm of Chartered Financial Planners who have an excellent reputation of investing and developing its team.
They are looking for a passionate Paraplanner to join the firm, someone who is looking for an opportunity to develop professionally, grow technically and become part of an excellent team of paraplanners.
When not delivering first class advice to its personal and corporate clients, the company is busy giving back to its local community.
They are proud to be supporting a number of charitable trusts and foundations.In this role you will be responsible for providing excellent service to the Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives.
The Role:
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.
Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
Conduct fund research using the internal panel or FE Analytics where appropriate.
Review asset allocation for any investment/pension holdingsComplete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
Preparation of fund switch and encashment letters according to advice provided.Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
Liaise with Product Providers / Third Parties regarding any technical queriesBuild strong working relationships with colleagues across the businessProvide support and assistance to other team members to ensure tasks are completed on schedule and deadlines metMaintain client records and update client information on back office systems to keep an effective audit trailAbout You 2 years or more experience of working in a similar role is essentialPractical application of technical financial knowledge Previous data research and report writing experience within a Financial Planning firmExcellent working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar toolsHighly professional mindset with a proven approach to customer service and proud to deliver the best solutions for the clientsFlexible and proactive approach to getting the job doneA strong team player who enjoys learning and developing Be someone who enjoys work and keen play a key role in the business' continued successSkills & Qualifications:Fully Diploma qualifiedGood understanding of the Financial Planning process, including cashflow modellingStrong interpersonal skills, both written and verbal communicationCustomer service skills – providing an excellent service to the adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of roleExperience with FE Analytics, Cashflow Modelling/ DFM's and I/O desireableBenefits:25 working days in addition to the normal Bank Holidays, in addition 1 extra day's holiday for each year of service up to 28 days.
Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year. Group Life AssuranceGroup Pension SchemePrivate medical InsuranceGroup Income ProtectionCash Plan
