- Writing suitability reports using templates
- Running and checking Transfer Value Comparators (TVC)
- Completing cashflow modelling
- Communicating with IFAs, schemes and clients to obtain missing information
- Writing suitability reports
- TVC Experience
- Excellent attention to detail and technically minded
- Experience in cashflow modelling
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Paraplanner
1 week ago
Finlink Ltd Harpenden, United KingdomAn excellent opportunity to join a directly authorised independent financial advisory firm as a Paraplanner. · The company are looking for a trustworthy and confident individual who is looking to progress their career by joining their expanding team as a Paraplanner. Ultimately t ...
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Senior Paraplanner
5 days ago
Blakemore Recruitment St. Albans, United KingdomLocation - St Albans · Salary - £60,000 · A Senior Paraplanning job opportunity has arisen for a well established St Albans based Financial Planning firm. · As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibi ...
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Career Paraplanner
2 days ago
Financial Divisions St. Albans, United KingdomMy Client, an independent firm of Financial Advisers, based in the St Albans area are now due to their success looking to offer this opportunity to an experienced Paraplanner either on a full or part time basis to be based in the St Albans Office. · Opportunity Highlights · - Exc ...
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Senior Paraplanner
23 hours ago
Brevere Group St. Albans, United KingdomAre you an accomplished Paraplanner with experience within the IFA sector? Do you have strong technical and client management skills? Are you looking to work for an award winning? If the answer to these questions is yes, we would like to speak to you · Our client is a leading Wea ...
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Paraplanner
23 hours ago
Brevere Group Watford, United KingdomThis energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. · This role will allow you to work within the Advisory team who deal with HNW clients who require holistic solutions. You will conduct ...
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Paraplanner
4 days ago
CAPIO RECRUITMENT LIMITED Watford, United Kingdom**Job Title: Paraplanner** · **Location: St Albans** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in St Albans who are searching to add an additional member to the Paraplanning departme ...
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Paraplanner - Harpenden
4 days ago
Blakemore Recruitment Harpenden, United KingdomWe are currently recruiting for Chartered Financial Planning firm based in Harpenden who are looking for a Paraplanner to join their team. This role can be flexible with home working · They look after over 160 Wealth Management Families and 50 financial planning and Investment st ...
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Career Paraplanner
23 hours ago
Financial Divisions Harpenden, United Kingdom**plus excellent career path, hybrid working and company Benefits** · Our client is a very well-established international IFA firm which due to its success and reputation has developed into one of the leading London financial advisory firms. · As a result of their success, they a ...
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Paraplanner
4 days ago
CAPIO RECRUITMENT LIMITED Luton, United Kingdom**Job Title: Paraplanner** · **Location: Luton** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in Luton who are searching to add an additional member to the Paraplanning department helpi ...
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Paraplanner
3 days ago
Ortus PSR Chesham, United KingdomWe are looking for a motivated and friendly Paraplanner to join a high-growth team at a national IFA firm. You will work closely with the Financial Planners to provide technical support and excellent standards of client service. As a Paraplanner, you willconduct detailed research ...
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Paraplanner
1 week ago
GCB Agency Recruitment Shillington, United KingdomMy clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. ...
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Paraplanner
1 week ago
Burgh Recruitment Ltd City of London, United Kingdom**Paraplanner** · **Location -**London · **Salary -** Up to £55k + Bonus · We are an SJP Partner Practice in London looking to appoint an experienced Paraplanner to join our growing team. · Our Practice is highly successful and prides itself on offering a first-class service to a ...
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Paraplanner
2 days ago
Burgh Recruitment Ltd City of London, United Kingdom**Paraplanner** · **Role: Full time · Location: London, hybrid working** · **Salary: up to £65,000 depending on experience** · A highly successful SJP Partner Practice are seeking an experienced Paraplanner to support their Advisors and Clients with holistic, goal based financial ...
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Paraplanner
4 days ago
Recruit UK Chesham, United Kingdom**_Are you a paraplanner looking for your next opportunity?_** · **_Do you have experience with report writing, exceptional organisational skills & are a skilled communicator?_** · We are currently looking for an Paraplanner to join our client in Chesham. · Our client is a nation ...
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Paraplanner
4 days ago
GCB Recruitment Hitchin, United KingdomMy clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. ...
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Paraplanner
5 days ago
Brevere Group Hitchin, United KingdomAre you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want tobe part of a team deliverin ...
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Paraplanner
4 days ago
Recruit UK London, United Kingdom**Title**: Paraplanner · **Location**: London · **Reference**: 7362 · **The company**: · We're working with a well-established and thriving Investment practice that is seeking a Paraplanner to join their London team. · his client spends time learning about their clients' unique n ...
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Paraplanner
1 week ago
Ortus PSR London, United Kingdom**Paraplanner** · **Location: Crystal Palace** · **Salary: £30,000 - £40,000** · The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibili ...
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Paraplanner
23 hours ago
Advance Search & Selection Ltd Hitchin, United Kingdom**Paraplanner** · **Hitchin** · **Basic to £55,000 dependent on your experience and qualifications.** · We have a fantastic opportunity for a paraplanner in a financial advisory business. The company has a forward thinking approach with real traditional values; they are completel ...
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Paraplanner
1 week ago
Independent Resourcing Consultancy Stokenchurch, United KingdomOur client is a very well established and successful firm of Independent Financial Advisers based in Stokenchurch, Buckinghamshire. They are currently recruiting a number for Paraplanners to join the Paraplanning Team. · The position will be suitable to someone who has a minimum ...
Paraplanner - St Albans, United Kingdom - Independent Resourcing Consultancy Ltd
Description
Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next step in their career with a growing dynamic firm.
They have quickly established itself as one of the fastest growing independent advisory companies. Since inception in 2018 with a team of just 5, they have grown to over 100 employees across 8 global offices.
They now have operations in London, Malta, Sydney, Texax and UAE. From these global hubs they manage a rapidly growing client base of mostly expatriate clients.
Due to their expansion, they are looking to onboard several specialist roles including defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will include duties such as.
The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialists with recent Defined Benefit Pension experience with a proven track record in.
The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent.
A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma.
Attractive remuneration package available.