- Analyze client information and current investments/policies
- Perform tax calculations
- Create suitable solutions for clients and collaborate with advisors on recommendations
- Prepare detailed suitability reports for cases of various complexities
- Run cash flow models for clients
- Act as a point of contact for technical inquiries from advisors
- Communicate with clients regarding research and report timelines
- Participate in client meetings as needed
- Assist in training other team members
- Potentially engage in project work to enhance our systems and processes
- Lead Pod meetings
- Conduct peer reviews for the paraplanning team
- Showcase a solid technical expertise in financial products
- Hold at least a Level 4 diploma qualification, aspiring towards Chartered status
- Possess a minimum of 3 years' paraplanning experience
- Demonstrate proficiency in IT, preferably with knowledge of Curo, FE Analytics, and Voyant
- Have meticulous attention to detail
- Work well in a team environment
- Have strong verbal and written communication skills
- Comfortable working in a dynamic setting
- Be organized and capable of managing a demanding workload
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Technical IFA Administrator
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IFA Administrator
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Paraplanner
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Paraplanner
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Trainee Paraplanner
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Chartered Ifa
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Trainee Paraplanner
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Dynamite Recruitment Portsmouth, United KingdomWe are currently recruiting a Trainee Paraplanner to join a Financial Planning firm. This is a fantastic opportunity for someone with existing experience within Financial Planning, perhaps as an administrator that is now looking for the next step up · You will be working closely ...
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Client Services Administrator
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Client Services Administrator
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Artemis Recruitment Consultants Ltd Fareham, United KingdomFinancial Services · Fareham · 15/04/2024 · Type of Position: Client Services Administrator - Fareham · Pay: £25k - £32k · **Client Services Administrator - Fareham**: · We are seeking a client services administrator to join a well-established financial services firm based near t ...
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Office / Operations Manager (Financial Services)
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Service Service Winchester, Hampshire, United KingdomMy client is a firm of independent financial advisers with over seventy years of combined experience within the sector; serving clients both nationally and locally, from their offices based just west of the city of Norwich. · The purpose of this new role is to help maintain and ...
Senior Paraplanner - Fareham, United Kingdom - Blakemore Recruitment
Description
We are looking for a skilled Paraplanner to join our team!
About the Role:
The ideal candidate will excel in interacting with High Net Worth clients and professional networks, with a knack for problem-solving. This position could be a great fit for an experienced paraplanner interested in a non-client-facing role yet playing a pivotal part in a successful business.
Join us for an exciting opportunity with competitive salary and benefits!
About the Company:
We are a highly respected employer offering a rewarding work environment. This role also allows for a hybrid work schedule, with 2 days per week in the office.
