- Ability to ensure that the Financial Planner's requirements are fully understood by effectively question and then articulate understanding.
- Analysing information on a client's existing financial arrangements and conducting a gap analysis.
- Research products, with guidelines from the Financial Planner, the clients' circumstances and objectives, to support recommendations.
- Prepare and compile personalised Suitability and Ongoing Suitability Reports, which are clear to the client, written in plain English and include any compliance requirements. (Training will be provided)
- Prepping cases for client meetings.
- Previous experience of working within an IFA environment, with a good knowledge of all retail investment products.
- Excellent organisational and prioritising skills, with the ability to stay focused under pressure.
- Excellent verbal and written communication skills.
- Highly numerate and analytical with excellent attention to detail.
- Self-motivated and able to work on own initiative.
- Strong PC skills, with good knowledge of MS Word and Excel.
- Experience of Intelligent Office (IO) back office system.
- Salary of £30,000 to £32,000 depending on experience.
- Comprehensive benefits package, including pension scheme.
- Opportunities for professional development and career advancement within a supportive work environment.
- Exposure to a diverse range of clients and investment strategies, offering valuable learning experiences.
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Paraplanner
2 days ago
MERJE Ltd Birmingham, United KingdomMy client operating in the Wealth Management space is looking for a Paraplanner to join the team. · **The role will involve**: · - Developing a thorough understanding of the firm's Advice Guidance, as and when delivered · - Participating in and delivering comprehensive financial ...
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Paraplanner
3 days ago
Ortus PSR Birmingham, United KingdomThe opportunity for an experienced Paraplanner to join a fantastic national Financial Services firm who focus on providing a high quality financial planning and investment management service. · **Responsibilities**: · - Technical support to our Adviser Team · - Research the most ...
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Paraplanner
1 day ago
IDEX Consulting Ltd Birmingham, United KingdomOur client is a national firm of Financial Advisers with offices in central Birmingham who provide high quality financial planning and wealth management. · As part of their ongoing growth plan they are seeking a Paraplanner to join a supportive support team. · Responsibilities in ...
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Paraplanner
1 day ago
Reed Insurance Birmingham, United KingdomMY CLIENT is the UK's leading Wealth management and professional services group and due to growth they seek a Paraplanner to join their Birmingham team however you have the choice to work from the office, be hyriid or home based with 1 or 2 days a monthin the office.Salary depend ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Birmingham, United KingdomCapio recruitment are working with an award winning wealth management firm with growing ambition. They provide a large number of high net worth clients with expert wealth management to help them achieve their objectives. They have successfully grown in theirbusiness and reputatio ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Dudley, United KingdomCapio recruitment are working with an Independent Financial Planning firm who are looking for a Diploma Qualified Paraplanner. They are a comprehensive financial advice firm who provide help and support for medium and long term financial planing requirements.They offer holistic a ...
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Senior Paraplanner
10 hours ago
MERJE Ltd Birmingham, United Kingdom**Salary: £48,000 + benefits** · A fantastic opportunity to join a leading wealth management organisation in their Research team. · **The role will involve**: · - Developing a thorough understanding of the firm's Advice Guidance, as and when delivered · - Participating in and del ...
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Paraplanner
3 days ago
mbf. Solihull, United Kingdom**Paraplanner - Solihull - Traditional Chartered Financial Planning Practice - Salary negotiable to £40K** · Our client, a well established Chartered Financial Planning practice in Solhull is currently looking to recruit a Paraplanner to provide in-house support for their Financi ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Wolverhampton, United KingdomCapio recruitment are working closely with a Wealth Management firm with growing ambition to take on a Paraplanner in Wolverhampton. Our client provides holistic advice and specialises in retirement, tax planning, wealth management, with values of puttingthe client first at every ...
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Paraplanner
1 week ago
Tempest Jones Eckington, United KingdomA fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. · On offer will be a competitive salary and an attractive be ...
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Paraplanner
1 week ago
Recruit UK Telford, United Kingdom**Job Title**:Paraplanner · **Industry**:Financial Services · **Location**:Telford · **Salary**:£32,000 - £35,000 · **Reference Number**:7433 · Recruit UK are working on an excellent opportunity for a Paraplanner in Telford to join a Financial Planning firm. · It's an exciting ti ...
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Paraplanner
1 week ago
mbf. Coventry, United Kingdom**Experienced Paraplanner - Growing Coventry based IFA practice - Salary negotiable depending on experience** · MB Fitgzerald are currently working with a busy Chartered Financial Planning practice in Meriden, Coventry who are looking to add an experienced Paraplanner to their bu ...
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Paraplanner
4 days ago
CB3 Associates Ltd Colton, United Kingdom**The Company**: Regional IFA firm linked to an accountancy group looking to add a Paraplanner to their adviser support team. It's a Colton, East Leeds based head-office and with a hybrid office/home working setup they are looking for someonewith research/report writing experienc ...
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Paraplanner
4 days ago
GCB Recruitment Coventry, United KingdomOur client, a well-established financial planning firm in Coventry is recruiting a Paraplanner to join their successful business. This position is available due to how well our clients are doing, therefore there is room to expand the team in order to continueon that upward trajec ...
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Paraplanner or Trainee Paraplanner
3 days ago
Cameron James Burton-on-Trent, United KingdomAbout the company: · Our Clients were established in the early 1980's and is one of the largest independent financial advisors in the midlands, authorised and regulated by the FCA. · They have an extensive team of highly qualified experienced independent financial advisers, many ...
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Paraplanner
1 week ago
CAPIO RECRUITMENT LIMITED Coventry, United KingdomCapio recruitment are working with an independent Financial Planning firm based in Coventry for an experienced Paraplanner to join their team. The firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs.They provide holistic ...
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Paraplanner
3 days ago
Search Consultancy Staffordshire, United KingdomParaplanner based in Staffordshire · Competitive salary + market leading benefits package, bonus, flexible working · Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus. · - Level 4 ...
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Paraplanner
1 week ago
Bruin Birmingham, United KingdomMy client is a Global Firm of Wealth Managers. As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre. · Actively supporting the Wealth Planners your duties will include; · Carrying out high quality research on a ...
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Paraplanner
5 days ago
Heat Recruitment Ltd Birmingham, United Kingdom Permanent, Full timeJob Title: Paraplanner · Location: Edgbaston (B15), UK · Salary: £28,000-£40,000 per annum · Benefits · * Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote) · * 26 days holiday + bank holidays + increasing entitlement wi ...
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Paraplanner
3 days ago
Openwork Services Limited Birmingham, United Kingdom Permanent, Full timeRole: Paraplanner · Location: Birmingham · Salary: £24,000 to £30,000 (depending on experience) · We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Pra ...
Paraplanner (Permanent) - Harborne, West Midlands, United Kingdom - Heat Recruitment Ltd
Description
Join our dynamic and growing financial services firm dedicated to providing exceptional wealth management solutions to our clients. We pride ourselves on our commitment to delivering personalized financial advice tailored to individual needs. As part of our expansion, we are seeking a skilled technical sales support/paraplanner to join our team and contribute to our mission of empowering clients to achieve their financial goals.
A Technical sales support/Paraplanner, to support a Financial Planner, within a chartered firm. You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports. There will also be a small amount of admin. A working knowledge of pre and post retirement planning, investments and taxation is key to this role.
Responsibilities:
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career
