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Financial Paraplanner
16 hours ago
IDEX Consulting Ltd Greater Manchester, United KingdomJob Description Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · Prepare information for analysis by the adviser. · Help manage client relat ...
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Financial Paraplanner
4 days ago
IDEX Consulting Ltd Greater Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. Prepare information for analysis by the adviser.Prepare Cashflow report where relevantHelp mana ...
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Financial Paraplanner
1 week ago
mbf Manchester, United KingdomJob Description Paraplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW cl ...
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Financial Paraplanner
1 week ago
mbf Manchester, United KingdomParaplanner - Leading Wealth Management Organisation - Manchester/ hybrid - Salary to £50,000 plus first class benefits package · The Wealth Advisors work with clients across multiple sites, delivering high level Financial Planning advice, tailored to each HNW client. While heav ...
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Trainee Paraplanner
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Paraplanner
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mbf. Manchester, United Kingdom**Paraplanner - Top National Financial Planners - Manchester & Flexible Working** · **up to £45,000 + Bonus + Benefits** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Manchester ...
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Paraplanning Team Leader
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Paraplanner - Hybrid Role
6 days ago
Resource Matters Ltd Manchester, United KingdomMy client is one of the country's top Independent Financial Adviser firms. They are looking for paraplanners who thrive on making a positive impact on people's lives. · The Role · You will provide holistic paraplanning support to Financial Advisers, aiding in the delivery of advi ...
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Paraplanner - Manchester
1 week ago
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Paraplanner
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Compliance File Reviewer
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MERJE Ltd Manchester, United Kingdom**£44,000 + Benefits** · My client operating in the Wealth Management space is looking for a File Reviewer to join the team. · **The role will involve**: · - To check the suitability of advice provided by Group Advisers to a high standard in line with the Regulator's expectations ...
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Paraplanner
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CAPIO RECRUITMENT LIMITED Manchester, United Kingdom**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Manchester** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand ...
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Development Manager
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Reed Insurance Manchester, United KingdomWe are delighted to be supporting a successful, well-known Wealth Management company with a strong client following and offices Nationwide. · They would like a Development Manager who can provide a high level of training in an engaging and supportive manner. You will be working w ...
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Financial Planner
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Servicing Adviser
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Independent Resourcing Consultancy Manchester, United Kingdom**Servicing Adviser**: · - Job Reference: 1420 · - Date Posted: 15 June 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Manchester · - Salary: £37,000 to £40,000 · - Sector: Other Financial Services Jobs · - Job Type: Permanent · - Contact: Justin Dewey · Our ...
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Independent Financial Adviser
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Ifa Administrator
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Ifa Administrator
1 week ago
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Financial Advisor
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Employee Benefits Administrator
3 days ago
Recruit UK Manchester, United KingdomRecruit UK are working on an excellent opportunity for an Employee Benefits Administrator position in Manchester to join a leading Independent Financial Advice firm. This company is a well-established, award winning, financial advisory business, based Manchester. This firm is peo ...
Experienced Financial Paraplanner - Manchester, United Kingdom - KBA FS Ltd
Description
Financial Planning Paraplanner requiredAn exciting opportunity has arisen for a fully qualified and experienced paraplanner to work within a successful, forward-thinking financial planning business with offices in Greater Manchester, Lancashire, Cheshire, and now Spinningfields, Manchester city centre.
They will have an appetite for working in a fast-paced environment and be capable of working under their own steam as well as in a team.
KBA's ethos is that we want to help people have better lives. That includes our team members, clients, and causes that are close to our hearts.So why not be part of this exciting, growing team that genuinely cares about your future and the impact we have on you, the customers, and the communities in which we operate?We are about to embark on the next stage of the company's growth, having doubled in size in the last few years and growing our turnover by over 25% per year consistently.
This is a really exciting time to get onboard and be an integral part of the story.The role involves working in a fast-paced, close-knit team to ensure the efficient and effective completion of tasks in support of our advisers and their clients.
This is a busy, collaborative working environment where team members need to be positive, proactive, and combine high attention to detail with a flexible approach to dealing with a varied and interesting range of clients and tasks.
The responsibilities are to collate information to create financial plans and specialist reports, keep knowledge up to date and do fund and product research, sit in client meetings where appropriate, tax year planning and also support the admin team with client support where required.
We will welcome somebody who enjoys working as part of a friendly team and will use their enthusiasm to reinforce what we already do well and contribute ideas about how we can keep improving our service.
This position is full time Monday - Friday 9:00 – 17:00 initially but then flexible working/home working may be available.
The person we appoint to this new role will possess:At least 2 years experience in a Financial Services administration/paraplanning role.
Have the level 4 CII diplomaExcellent literacy and numeracy skillsStrong interpersonal and organisational skillsWorking knowledge of Office 365Working knowledge of Platforms.
Benefits:
Life insuranceIncome Protection/Long term sick payBonus schemePension 5% employer payment
Job Types:
Full-time, PermanentSalary: Qualified £31,500 - £40,000 per yearChartered Paraplanners £40,000 to £45,000 Accountabilities/ResponsibilitiesProvide technical, research and administrative support to the planners to develop suitable client recommendationsProduce all relevant paperwork and regulatory requirements for the planner to present potential solutions to clients.
Create financial plans and cash flow forecasts.Keep knowledge up-to-date on fund research.
Assist with fund and product recommendations.
Assist with tax-year planning.
Sit in client meetings and deal with any follow-up for the planners.
Produce compliant and detailed client suitability reports where required.
Assist in the management of client relationships, including attendance at client meetings, receiving client phone calls, and providing information of a technical nature if requested.
Produce regular client portfolio reviews and technical and industry updates with relevant additional commentary to support the client proposition.Liaise on a proactive basis with the planner on a regular and structured basis to work on cases and provide updates.
Key responsibilities include:
Contacting prospects or clients to:arrange meetings and update current informationanswer general questions about financial planning or technical elements of the clients arrangementsgather necessary information from client so that a financial analysis can be completedReview the client's financial statements, legal documents, and other data
Prepare summaries of:
the client's goals and objectivesthe client's present situationthe effect of their current arrangements on future circumstances using relevant financial planning toolsPrepare detailed options for the planner to consider in supporting the client's financial planning objectives.
Prepare proposals for the solution that the planner has selected for the client, including approved product illustrations and literature, and establish details on the chosen investment platform where applicable.
Act as point of technical expertise for the practice, updating the Planner on any relevant information or changes that may impact on client management or recommendationsManage the delivery of ongoing service requirements, maintaining accurate OWS and CRM records.
Produce client-facing material in preparation for ongoing service meetings.Additional responsibilities, if requiredProcess new business applications, establish, and maintain CRM and platform records for new clients.
Update client CRM, platform, and provider records where appropriate to ensure correlation with the internal CRM.Provide efficient resolution to client queries and ensure clients receive effective communication regarding case processing.
Manage proactive client communications, ensuring the practice delivers service requirements in line with the practice client proposition.Liaise with Openwork and key providers to ensure all practice material is relevant and up-to-date and all practice members are aware of changes and updates.
Act as the primary point of contact with providers and Openwork for issue resolution and disputes.Lead and develop proactive marketing to new and existing clients, recognizing opportunities and marketing to clients accordingly.
Manage the role in line with practice budgets and work proactively with the planner to improve efficiencies in client management and the practice process to improve practice profitability.
Research and evaluate external developments in their own specialist area and recommend ways in which the practice may benefit from their implementation.
Deliver projects within your own specialist area to meet defined business objectives.Compliance:
understand and adhere to the practice and Openwork's systems and regulatory requirements, and, where appropriate, comply with all relevant regulatory policies.
This includes the completion of any mandatory training requirements.Financial Controls:
Ensure all expenditure commitments (orders, contracts, budgets, etc.) and all payments are properly authorised, controlled, and monitored in accordance with delegated authority requirements.
