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Reset Recruitment Ltd Burgess Hill, United Kingdom**Paraplanner** · **Salary: £35k - £38k + great benefit package** · **Location: Burgess Hill - office-based role** · Do you want to work for a highly reputable organisation that offers a supportive and progressive working environment, career progression, and the opportunity to de ...
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Financial Divisions Worthing, United KingdomParaplanner – Route to Adviser OR Senior Technical Specialist · Worthing, Sussex · £40,000 plus bonus and benefits package + hybrid working · The Opportunity: · Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to ...
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Paraplanner
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Financial Divisions Worthing, United KingdomJob Description · Paraplanner – Route to Adviser OR Senior Technical Specialist · Worthing, Sussex · £40,000 plus bonus and benefits package + hybrid working · The Opportunity: · Our client is an established, reputable and continuously growing Independent private client wealth ma ...
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Paraplanner
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Junior Paraplanner
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Financial Paraplanner
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Financial Divisions Worthing, West Sussex, United KingdomParaplanner – Route to Adviser OR Senior Technical Specialist Worthing, Sussex · £40,000 plus bonus and benefits package + hybrid working · Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth ne ...
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Paraplanner (Db Pensions)
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Paraplanner
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mbf Guildford, Surrey, United KingdomParaplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £45,000 (potentially negotiable) - plus benefitsMBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Manage ...
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Paraplanner
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Paraplanner
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Antony George Recruitment Banstead, Surrey, United KingdomJob DescriptionMLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.The business aims to be a standout b ...
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Paraplanner
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Antony George Recruitment Banstead, United KingdomJob Description · Job Description · MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. · The business ...
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Paraplanner - Hove
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Senior Paraplanner
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Senior Paraplanner
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Capio Recruitment Horsham, United KingdomJob Title: Senior Paraplanner · Location: Horsham area · Salary: £50,000 - £60,000 (based on qualifications and experience) · About the company: · An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients ...
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Paraplanner (Remote)
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Reset Recruitment Ltd Horsham, United KingdomParaplanner - Level 4 (RO1-RO6) essential · Salary: £36k - £38,500k + bonus + great benefit package · Location: Horsham (Fully remote if required but will need to come into the office for the 1st week and then come into the office every 3 months) · Hours: Mon-Fri - 9am - 5pm · Ha ...
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Financial Paraplanner
1 day ago
mbf Guildford, Surrey, United KingdomParaplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £45,000 (potentially negotiable) - plus benefitsMBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Manage ...
Paraplanner - Worthing, West Sussex, United Kingdom - Financial Divisions
Description
Paraplanner – Route to Adviser OR Senior Technical SpecialistWorthing, Sussex£40,000 plus bonus and benefits package + hybrid workingThe Opportunity:
Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand.
As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.
The RoleAs an experienced Paraplanner supporting the Advisors, duties to include (but not limited to):Assisting in providing solutions to client's needs and providing a service which exceeds their expectationsDealing with daily client and provider enquiriesPreparing for client meetings including checking that all compliance paperwork is present.
Attending client meetings and taking minutesAnalysing and interpreting data obtained during client meetingsAnalysing client's existing products to determine whether they meet the client's current objectivesUndertaking fund performance comparisonsPreparing product comparisons and analysing comparison illustrationsCompleting the FCA pension switching and replacement product templatesPreparing cashflow plans using Voyant SoftwarePreparing draft recommendation reports in line with the Company's compliance proceduresAnalysing client's asset allocations and providing recommendations for rebalancing where necessaryDelegating administrative tasks and ensuring work is correctly completedMaintaining client files in line with Company standardsLiaising with the Compliance department to ensure all compliance procedures have been followedCreating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance proceduresBuilding and maintaining client relationships through face to face and written/telephone communicationAbout youAs an experienced Paraplanner you will possess most of the following:Qualified to Diploma Level (or one paper off qualification)At least one year's previous experience in a holistic paraplanning roleThe ability to work with advisers to extract the information required to prepare financial plans and recommendationsGeneral knowledge of the products available in the wider market and how to assess the suitability of these productsThe ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendationThe ability to undertake detailed research on legacy products, identifying where more in-depth analysis and questioning of providers is requiredAn understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
Excellent report writing skills.The ability to present recommendations in a clear and logical format using language which can be easily understood by clientsThe skills and knowledge needed to create and adapt a cash flow plan appropriate to the client's circumstancesA good understanding of compliance issues and how these affect the advice and suitability process.
Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional mannerAbility to work as part of a team as well as on your own initiativeAbility to critically evaluate information, probe and challenge the factsA flexible and adaptable attitude towards workAbility to work accurately and in accordance with proceduresExcellent time management, ability to meet deadlinesExperience of Microsoft Word, Excel, Outlook and provider platformsPrevious use of Voyant software an advantagePrevious use of FE Analytics an advantageIn summaryThis represents an excellent opportunity to join an established, entrepreneurial firm where you will be able to develop a fundamental role in the business, and who will genuinely support your career advancement and development, allowing you to build strongly on your existing skills, knowledge and experience.
The routes open to you are transparent and are part of the their defined growth plan so this is an opportunity that rarely presents itself and will suit a truly ambitious individual who is looking to progress.
If this is opportunity is of interest, please either call Ryan Wootten on or send a copy of your CV to #paraplanningjobs #wealthmanagementjobs
