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Paraplanner
6 days ago
Blakemore Recruitment Crawley, United KingdomLocation: Crawley (3 days at home, 2 days in office) · **Salary**: Up to £50,000. · We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client quer ...
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Paraplanner
2 weeks ago
CAPIO RECRUITMENT LIMITED Guildford, United Kingdom**Job Title: Paraplanner** · **Salary: £35,000 - £45,000** · **Location:Guildford** · A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team wi ...
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Paraplanner
1 week ago
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
1 week ago
CAPIO RECRUITMENT LIMITED Eastbourne, United Kingdom**Job Title: Paraplanner** · **Location: Eastbourne** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in East Sussex who are searching to add an additional member to the Paraplanning depar ...
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Paraplanner
1 week ago
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, ...
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Paraplanner
1 week ago
Appointed ltd West Grinstead, United Kingdom**My client is a chartered financial planning firm based on the outskirts of Horsham with a sincerely client focused approach to financial planning, ensuring every client feels confident with their financial future.** · My client is seeking a Experienced Paraplanner to be based i ...
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Paraplanner
2 weeks ago
Blakemore Recruitment Godalming, United KingdomWe are recruiting for this award winning financial planning practice who require a paraplanner to join the team. The key tasks and responsibilities will be: · - Completion of suitability reports in a timely fashion and meeting any targets agreed with the director. · - To analyse ...
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Paraplanner
1 week ago
Reed Insurance Horsham, United KingdomReed have been engaged to support a chartered financial planning firm based in Horsham who pride themselves on providing exceptional service with the aim of developing long term relationships with clients. · They are looking for an IFA Paraplanner to be based in their office. Hav ...
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Paraplanner
3 weeks ago
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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Paraplanner
1 week ago
2i Recruit Ltd Godalming, United Kingdom**Requirements**: · - To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report. · - Understanding the required content of a suitability report and conducting own research into any missing information before compiling it. ...
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Paraplanner
2 weeks ago
mbf. Guildford, United KingdomMbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced Paraplanner. · Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning suppo ...
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Paraplanner
3 weeks ago
Nelson Scott LLP Guildford, United Kingdom**Job Title: Paraplanner** · **Hours**:Full-time · **Working Type**:Hybrid - Office and home working · **Pension**: 4% contributory employer pension contribution · **Holiday**: 23 days holiday (3 days for Christmas close) increasing by a total of 5 days over the first 5 years of ...
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Paraplanner
1 week ago
Financial Divisions Worthing, West Sussex, United KingdomParaplanner – Route to Adviser OR Senior Technical Specialist · The following information aims to provide potential candidates with a better understanding of the requirements for this role. · Worthing, Sussex · £40,000 plus bonus and benefits package + hybrid working · The Opport ...
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Paraplanner
3 days ago
Synchronicity Group Brighton, United KingdomWe are currently working with a leading National Wealth Manager in Brighton who through demand are looking to expand their paraplanning team. · They work with some truly great HNW/UHNW clients including company owners/directors, FTSE 100 company execs, family groups, and affluent ...
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Paraplanner
2 weeks ago
Search Consultancy Surrey, United KingdomParaplanner, based in Surrey, competitive salary and benefits package · Job Purpose · To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. · Job Role · - To draft financial planning reports in o ...
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Paraplanner
2 weeks ago
Financial Divisions Worthing, West Sussex, United KingdomParaplanner – 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 gr ...
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Paraplanner
4 days ago
Artemis Recruitment Consultants Ltd Dorking, United KingdomOur client is looking for a Paraplanner to join their team based in Dorking. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that willenable them to make an ed ...
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Paraplanner - Godalming
2 weeks ago
Blakemore Recruitment Godalming, United KingdomWe are currently recruiting for a Financial Planning practice in Godalming who are looking to recruit a Paraplanner. · **Role purpose** · Paraplanning is a technical function that supports and informs the work of Financial Advisers in all areas of finance, including pensions, mor ...
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Hybrid Paraplanner
6 days ago
Cameron James Wisborough Green, United KingdomOur clients are a highly successful Asset Management firm based in Dorking with other offices in Hertford and York who require a technical Paraplanner to join the team. Ideally you will be client facing to fact find. · Going from strength to strength you will be joining a brillia ...
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Junior Paraplanner
3 days ago
Financial Divisions Brighton, United KingdomMy client is a dynamic and forward-thinking Independent IFA Firm in Sussex, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do. This role will offer full career progression and supportyou in becoming a Pa ...
Paraplanner - West Worthing, United Kingdom - Financial Divisions
Description
Job DescriptionParaplanner – 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 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 Role
As 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 expectations
Dealing with daily client and provider enquiries
Preparing for client meetings including checking that all compliance paperwork is present.
Attending client meetings and taking minutes
Analysing and interpreting data obtained during client meetings
Analysing client's existing products to determine whether they meet the client's current objectives
Undertaking fund performance comparisons
Preparing product comparisons and analysing comparison illustrations
Completing the FCA pension switching and replacement product templates
Preparing cashflow plans using Voyant Software
Preparing draft recommendation reports in line with the Company's compliance procedures
Analysing client's asset allocations and providing recommendations for rebalancing where necessary
Delegating administrative tasks and ensuring work is correctly completed
Maintaining client files in line with Company standards
Liaising with the Compliance department to ensure all compliance procedures have been followed
Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance procedures
Building and maintaining client relationships through face to face and written/telephone communication
About you
As 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 role
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
General knowledge of the products available in the wider market and how to assess the suitability of these products
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products, identifying where more in-depth analysis and questioning of providers is required
An 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 clients
The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client's circumstances
A 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 manner
Ability to work as part of a team as well as on your own initiative
Ability to critically evaluate information, probe and challenge the facts
A flexible and adaptable attitude towards work
Ability to work accurately and in accordance with procedures
Excellent time management, ability to meet deadlines
Experience of Microsoft Word, Excel, Outlook and provider platforms
Previous use of Voyant software an advantage
Previous use of FE Analytics an advantage
In summary
This 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
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