- 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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Senior Paraplanner
4 days ago
Howett Thorpe Farnham, United Kingdom Permanent, Full timeA prestigious client based in Farnham has an exciting opportunity for a Senior Paraplanner to join their expanding business. Working with a fantastic portfolio of clients and within a friendly and well-established team, you will be playing a crucial role in supporting the financi ...
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Senior Paraplanner
2 days ago
Reed Farnham, United Kingdom Full timeReed Financial Services are pleased to be representing an established IFA firm who offer Life Centred Financial Planning . They work closely with clients to understand their history, values, and goals and with them, shape a financial plan for clients to believe in, and to follow ...
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Ifa Administrator
3 weeks ago
mbf. Fareham, United KingdomWe are currently working with a National Wealth Management organisation to recruit an additional IFA Administrator to join their Fareham office. · Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an expe ...
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Paraplanner
2 weeks ago
Premier Jobs UK Fareham, United Kingdom Permanent, Full timeThis Paraplanner job in Fareham is suitable if you are looking to join a supportive team · You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Ind ...
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Client Services Administrator
2 days ago
Artemis Recruitment Consultants Ltd Fareham, United KingdomWe are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process · of taking on new cli ...
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IFA Administrator
2 weeks ago
mbf. Fareham, United Kingdom Full timeWe are currently working with a well-known, national financial planning organisation to recruit an experienced IFA Administrator. · Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Su ...
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Chartered Ifa
3 weeks ago
Ortus PSR Southampton, United KingdomAre you a Chartered Financial Adviser that feels like your current firms offering is not allowing you to fully service your clients' needs as you are unable to provide them access to the best products and investment offerings? · We are working with a boutique IFA firm that has bu ...
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Trainee Paraplanner
2 weeks ago
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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Trainee Paraplanner/ Paraplanner
2 weeks ago
Dynamite Recruitment Portsmouth, Hampshire, United Kingdom £25,000 - £28,000We 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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Trainee Paraplanner
2 weeks ago
Dynamite Recruitment Portsmouth, United Kingdom Full timeWe 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 wi ...
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Client Services Administrator
1 week ago
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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Appointed ltd Eastleigh, United Kingdom permanentMy client is a niche financial planning practice, based on the outskirts of Eastleigh who provide an outstanding service to a bank of HNW individuals across the South. Due to expansion they are seeking am ambitious individual with the long term aim of becoming a Paraplanner, to j ...
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Paraplanner
2 weeks ago
Synchronicity Group Hampshire, United Kingdom Full timeOur client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3+ years) Paraplanner to join their team. · We are looking for a career-Paraplanner with HNW experience. You will have experience of providing high level technica ...
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Paraplanner
2 weeks ago
mbf. Southampton, United KingdomMbf are working with one of our very best clients to recruit an experienced Paraplanner. The business are true market leaders with offices across the UK, they are a Chartered & fully independent business that have won multiple industry awards. · The client is now seeking to recru ...
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.
