- Preparing and maintaining the client file.
- Preparing recommendations.
- Implementing recommendations.
- Review.
- Assist the Financial Adviser/Planner in establishing new client relationships.
- Assess clients' financial circumstances.
- Prepare financial statements to support the development of clients' financial strategies.
- Research and analyse products and services that are appropriate to each client's financial circumstances.
- Propose and draft financial solutions that meet clients' goals, needs and objectives.
- Assist with the accurate completion of application and proposal forms.
- Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
- Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
- At least 2 years Paraplanning experience.
- Good knowledge of pensions, investments, and protection products
- Strong report writing skills
- Hard-working and have great attention to detail
- Diploma Level 4 qualified
- Experience using Financial Planning software tolls
- Experience using Intelligent Office
- Experience of producing Annual Reviews
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Paraplanner
1 week 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
4 days 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
4 days 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
12 hours 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
1 week 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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Experienced Paraplanner
4 days ago
Financial Divisions Oxted, United KingdomMy Client is a Chartered Financial Planning firm and is well known in the local area for providing a first-class service to their Clients. Due to their immense success they are looking to expand their bonus by creating a robust structure to support theirexperienced and very bust ...
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Trainee Paraplanner
1 week ago
Reed Insurance Horley, United Kingdom**En Route to becoming a Paraplanner?Just started the journey with Dip 4?This is for you.** · Surrey based Chartered firm looking for a Paraplanner to join their team, they will support you with your qualifications and career journey to fully qualified Paraplanner.Salary dependen ...
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Experienced Paraplanner
3 days ago
Financial Divisions Oxted, United KingdomMy Client, a Chartered Financial Planning firm provides the highest level of advice across London and the southeast and is determined to remain independent into the future. Based now on referrals and recommendations, they are in need of yet another Paraplannerto their Business to ...
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Junior Paraplanner
1 week ago
Finlink Ltd Hailsham, United KingdomAn excellent opportunity to join a well established independent financial advisory firm as a Junior Paraplanner, earning up to £33k plus an annual bonus. The firm are looking for those with financial services experience who are keen to develop within theindustry. · **The Role**: ...
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Paraplanner - - - Dorking -
1 week ago
Financial Divisions Dorking, United KingdomMy client, are a boutique wealth planning practice based near Dorking who have been operating for over 10 years and they have been servicing HNW clients for that entire period. They have 300 clients across the business and an average client has £450k toinvest. A typical client is ...
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Senior Paraplanner
12 hours ago
Coast Specialist Recruitment Surrey, United Kingdom**A great new position has arisen within a boutique Wealth Planning firm based in the City - hybrid working** · **Experience and Qualifications** · - Have 5+ years' experience within the independent sector of the financial services industry in a paraplanning role involving direct ...
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Paraplanner
1 week ago
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 · The Opportunity: · Our client is an established, reputable and continuously growing Independent private client wealth manager who, due ...
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Paraplanner
1 day ago
Financial Divisions Worthing, West Sussex, 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 ...
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Paraplanner
2 days 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
1 week 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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Trainee Paraplanner or Paraplanner
5 days ago
Artemis Recruitment Consultants Ltd Dorking, Surrey, United KingdomType of Position: Junior Paraplanner (2) - Dorking · Junior Paraplanner (2) - Dorking · Our client is looking for a Trainee Paraplanner to join their team. Provide research and analysis of investment funds and financial products, whilst considering the client objectives. · Rev ...
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Paraplanner (Db Pensions)
1 week ago
Artemis Recruitment Consultants Ltd Shoreham-By-Sea, West Sussex, United KingdomType of Position: Senior Paraplanner - Brighton · Senior Paraplanner - Brighton · To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. · Review client objectives ensuring they are clear, concise an ...
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Paraplanner (Db Pensions)
1 week ago
Artemis Recruitment Consultants Ltd Shoreham-By-Sea, West Sussex, United KingdomType of Position: Senior Paraplanner - Shoreham-by-Sea · Senior Paraplanner - Shoreham-by-Sea · To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. · Review client objectives ensuring they are cle ...
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Paraplanner
5 days ago
Antony George Recruitment Banstead, United KingdomJob 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 aims to be a stan ...
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Paraplanner
5 days ago
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 ...
Paraplanner - Hove - Blakemore Recruitment
Description
We are currently recruiting for a Financial Planning practice in Hove who are looking to recruit a Paraplanner.
They are looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove.
The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business. You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.
With a competitive starting salary depending on experience, plus other company benefits, we are looking for a committed, forward thinking and independent candidate to join our team. Knowledge of Intelligent Office would be a distinct advantage.
Role purpose
Paraplanning is a technical function that supports and informs the work of Financial Advisers in all areas of finance, including pensions, mortgages, general insurance, tax and investment management. A Paraplanner's key role is to process the personal information provided by clients during a meeting with their Financial Adviser, before researching the best solutions that meet each client's financial needs.
Paraplanners do not give financial advice, but they do produce letters, reports and supporting evidence for consideration by the client. They can also undertake highly technical analytical work, including cash-flow forecasting and investment analysis. They then process the paperwork with the product providers and follow up with reviews. They have to keep the Financial Adviser and the client up to date with communications from financial product providers.
The Paraplanner role may be broken down into four key parts:
Responsibilities
These duties are not to be regarded as exhaustive and you may be required to perform such other
and/or additional duties within your skill set and competence as the company may require.
Essential Skills & Experience
Desired Skills & Experience
