- 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. 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.
- Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
- 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.
- Undertake annual reviews, where appropriate.
- On-going servicing of clients as and when required.
- Understanding of the Financial Planning/Corporate Advice process, where appropriate
- Ability to work within defined business processes and to achieve agreed outcomes without supervision.
- Ability to multi-task and to prioritise and plan own workload.
- Strong IT skills.
- Good report writing and communication skills.
- Regulated Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning
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Technical Paraplanner
Found in: Talent UK C2 - 8 hours ago
Blakemore Recruitment Chelmsford, United KingdomA fantastic opportunity has arisen for an experienced Paraplanner who is adept at dealing with HNW clients, to join a small, highly professional IFA business in Chelmsford Essex. You will provide technical support to the adviser on a one-on-one basis as well as dealing with any c ...
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Technical Paraplanner- Amersham
Found in: Talent UK C2 - 8 hours ago
Blakemore Recruitment Amersham, United KingdomWe are currently recruiting for a very well established boutique Wealth Management firm in Amersham who are looking for a Technical Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive e ...
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Paraplanner
Found in: SonicJobs Direct Apply UK - 5 days 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 ...
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Financial Paraplanner
Found in: Appcast UK C C2 - 5 days ago
Synchronicity Financial Services England, United KingdomWe are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status. · The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol. · ...
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Head of Client Relationship Management
Found in: SonicJobs Direct Apply UK - 2 days ago
Premier Jobs UK Limited Luton, United Kingdom Full timeThis Head of Client Relationship Management job in Luton provides opportunity to lead a team of 6, consisting of Client Relationship Managers. · This is an exciting, new management opportunity for an individual to lead their dedicated, talented team who provide quality support to ...
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Paraplanner - Hybrid
Found in: Ziprecruiter UK C2 - 1 day ago
mbf London, United KingdomJob Description · A privately owned Independent Financial Planning & Investment Management organisation are seeking to recruit an experienced Paraplanner to join their team in London. The business is a well-established and reputable company that have grown progressively over the ...
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senior paraplanner
Found in: Ziprecruiter UK C2 - 1 day ago
Financial Divisions London, United KingdomJob Description · SENIOR PARAPLANNER · £55/65k, hybrid working pattern · City, excellent list of benefits and exposure to technical cases. · A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportu ...
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Paraplanner (supporting highest achieving adviser)
Found in: Ziprecruiter UK C2 - 18 hours ago
Financial Divisions Greater London, United KingdomJob Description · Ref JM/22349 · Senior Paraplanner (to support highest achieving Adviser) · London (City)/Hybrid · Up to £65,000 plus bonus and excellent benefits package · The Opportunity · Our client is a leading independent financial advisory firm who are highly recognised ...
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Paraplanner (supporting highest achieving adviser)
Found in: Appcast UK C C2 - 2 days ago
Financial Divisions Greater London, United KingdomRef JM/22349 · Senior Paraplanner (to support highest achieving Adviser) · London (City)/Hybrid · Up to £65,000 plus bonus and excellent benefits package · The Opportunity · Our client is a leading independent financial advisory firm who are highly recognised and respected with ...
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senior paraplanner
Found in: Appcast UK C C2 - 23 hours ago
Financial Divisions London, United KingdomSENIOR PARAPLANNER · £55/65k, hybrid working pattern · City, excellent list of benefits and exposure to technical cases. · A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very ...
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Paraplanner
Found in: Appcast UK C C2 - 23 hours ago
Financial Divisions London, United KingdomParaplanner - supporting 2 high billing Advisers · Attend client meetings on a weekly basis · City of London offices - 2 days in the office per week after training · £40,000 - £50,000 basic salary + bonus · Route to be an Adviser in 3 - 5 years · My client is a Chartered independ ...
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Paraplanner
Found in: Appcast UK C C2 - 4 days ago
Nelson Scott England, United KingdomJob Specification · We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis. · Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 1 day ago
Recruit UK | Certified B Corp™ London, United KingdomJob Description · This opportunity if perfect for an experienced Paraplanner, looking to take the next step in their career You will play an integral role in the clients journey, support the Advisers with both new and existing business. They already have a successful Paraplanning ...
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Remote Paraplanner
Found in: Talent UK 2A C2 - 2 days ago
Recruit UK | Certified B Corp™ United KingdomRecruit UK is working on an excellent opportunity for a Paraplanner to join a national Independent Financial Advice practice on a remote basis. While this role is remote, they are looking for someone who is based in the Midlands.This company ensures their clients are provided wit ...
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Technical IFA Administrator
Found in: Click to Hired UK C2 - 16 hours ago
Heat Recruitment Ltd London, United KingdomA boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. · This would suit an experienced IFA Administrator and ideally someone ...
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Senior Financial Planning Administrator
Found in: Ziprecruiter UK C2 - 1 day ago
JJ SEARCH LIMITED London, United KingdomJob Description · 35-45K salary level · The Company · Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects. · The Role · Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning A ...
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Paraplanner
Found in: Talent UK 2A C2 - 1 day ago
mbf. London, United KingdomWe are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they offer hybrid worki ...
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Paraplanner
Found in: Ziprecruiter UK C2 - 1 day ago
Financial Divisions London, United KingdomJob Description · Senior Paraplanner · £55,000 - £65,000 basic salary + bonuses (£70k+ take home) · Work on a 1-2-1 basis with an a high billing adviser · Adviser solely manages c.£200m AUM · Offices in the City of London · 4 days per week in the office · My client is a Chartered ...
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Junior Paraplanner/paraplanner
Found in: Jooble UK O C2 - 4 days ago
Artemis Recruitment Consultants Ltd London, United KingdomType of Position: Junior Paraplanner - London (1) · Junior Paraplanner - London · We are looking for a Junior Paraplanner to join our client's wealth management company in London. · Your role will be to assist Financial Advisers in financial research for their clients, writing ...
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Paraplanner
Found in: Appcast UK C C2 - 23 hours ago
Financial Divisions London, United KingdomSenior Paraplanner · £55,000 - £65,000 basic salary + bonuses (£70k+ take home) · Work on a 1-2-1 basis with an a high billing adviser · Adviser solely manages c.£200m AUM · Offices in the City of London · 4 days per week in the office · My client is a Chartered independent wealt ...
Technical Paraplanner - London, United Kingdom - Blakemore Recruitment
Description
Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives.
Thy offer financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years.
They are looking to hire an experienced Paraplanner and the key duties are as follows:
This an excellent opportunity to work for a major employer with progression and development opportunities on offer.
