The Senior Marketing Manager - Intermediary will be responsible for leading the development, planning, and execution of targeted marketing campaigns to engage intermediary audiences, including Independent Financial Planners and Paraplanners. This role requires close collaboration with senior stakeholders within the Intermediary businesses, business development teams, the wider marketing team, and external agencies to drive strategic marketing initiatives and enhance 7IM's brand visibility (with a strong focus on our Platform business) within the intermediary market. Key Responsibilities: Campaign Development, Planning & Execution: Develop and implement integrated marketing campaigns that effectively target intermediary audiences. Collaborate closely with business development teams to align marketing campaigns with growth objectives. Ensure campaign messaging, tactics, and execution are consistent with 7IM's overall marketing strategy. Work with external agencies and internal teams to ensure campaigns are delivered on time and within budget. Monitor campaign performance and optimise strategies to maximise engagement and effectiveness. Strategic Planning & Insights: Work closely with the Marketing Insights Manager to define and refine campaign plans based on market intelligence and data insights. Utilise insights to shape campaign messaging, channels, and targeting strategies. Stay informed of industry trends and developments to ensure campaigns remain relevant and competitive. Content Supervision & Management: Oversee the development of marketing materials in collaboration with the wider marketing team and external agencies. Ensure all content aligns with brand guidelines and is tailored to intermediary audiences. Provide strategic direction and feedback on content creation to ensure messaging consistency. Overseeing and ensuring Financial Promotion rules are adhered to. Event Marketing & Coordination: Support the planning and execution of events such as seminars, webinars, and conferences aimed at intermediary clients. Collaborate with internal teams and external vendors to ensure event success. Integrate event marketing efforts with broader campaign strategies. Stakeholder Engagement & Collaboration: Act as a key liaison between the marketing team, senior stakeholders from the intermediary businesses, business development teams, and external agencies. Ensure marketing initiatives are cohesive and support overall business objectives. Maintain strong relationships with key internal and external stakeholders. About You Qualifications & Experience: Proven experience in marketing within the in a role focusing on intermediary audiences. Understanding and expertise in the intermediary platform space will be a significant advantage. Strong expertise in developing and executing multi-channel marketing campaigns. Experience working with external agencies to deliver high-quality marketing initiatives. Ability to work with data insights teams to refine marketing plans. Excellent communication and interpersonal skills, with the ability to influence and collaborate effectively. Proficiency in digital marketing tools and platforms. Strong project management skills with the ability to manage multiple initiatives simultaneously. Desirable Qualifications: Marketing qualification, such as those from the Chartered Institute of Marketing (CIM). Experience in event marketing and coordination. Familiarity with regulatory considerations in financial services marketing. Strategic thinking and planning. Creativity and innovation in campaign execution. Strong organisational skills and attention to detail. Adaptability and resilience in a fast-paced environment. Collaborative mindset with a team-oriented approach. Other relevant information: Reports to Head of Corporate Communications Occasional travel to the Edinburgh office may be required. The successful candidate will be a team player, self-motivated,adaptableand resilient. The candidate will need to understand and subscribe to 7IM's mission and tenets and in particular, the Code of Conduct. This role offers an exciting opportunity for an experienced marketing professional to lead high-impact campaigns and drive engagement within the intermediary market segment at 7IM.
Aug 15, 2025
Full time
The Senior Marketing Manager - Intermediary will be responsible for leading the development, planning, and execution of targeted marketing campaigns to engage intermediary audiences, including Independent Financial Planners and Paraplanners. This role requires close collaboration with senior stakeholders within the Intermediary businesses, business development teams, the wider marketing team, and external agencies to drive strategic marketing initiatives and enhance 7IM's brand visibility (with a strong focus on our Platform business) within the intermediary market. Key Responsibilities: Campaign Development, Planning & Execution: Develop and implement integrated marketing campaigns that effectively target intermediary audiences. Collaborate closely with business development teams to align marketing campaigns with growth objectives. Ensure campaign messaging, tactics, and execution are consistent with 7IM's overall marketing strategy. Work with external agencies and internal teams to ensure campaigns are delivered on time and within budget. Monitor campaign performance and optimise strategies to maximise engagement and effectiveness. Strategic Planning & Insights: Work closely with the Marketing Insights Manager to define and refine campaign plans based on market intelligence and data insights. Utilise insights to shape campaign messaging, channels, and targeting strategies. Stay informed of industry trends and developments to ensure campaigns remain relevant and competitive. Content Supervision & Management: Oversee the development of marketing materials in collaboration with the wider marketing team and external agencies. Ensure all content aligns with brand guidelines and is tailored to intermediary audiences. Provide strategic direction and feedback on content creation to ensure messaging consistency. Overseeing and ensuring Financial Promotion rules are adhered to. Event Marketing & Coordination: Support the planning and execution of events such as seminars, webinars, and conferences aimed at intermediary clients. Collaborate with internal teams and external vendors to ensure event success. Integrate event marketing efforts with broader campaign strategies. Stakeholder Engagement & Collaboration: Act as a key liaison between the marketing team, senior stakeholders from the intermediary businesses, business development teams, and external agencies. Ensure marketing initiatives are cohesive and support overall business objectives. Maintain strong relationships with key internal and external stakeholders. About You Qualifications & Experience: Proven experience in marketing within the in a role focusing on intermediary audiences. Understanding and expertise in the intermediary platform space will be a significant advantage. Strong expertise in developing and executing multi-channel marketing campaigns. Experience working with external agencies to deliver high-quality marketing initiatives. Ability to work with data insights teams to refine marketing plans. Excellent communication and interpersonal skills, with the ability to influence and collaborate effectively. Proficiency in digital marketing tools and platforms. Strong project management skills with the ability to manage multiple initiatives simultaneously. Desirable Qualifications: Marketing qualification, such as those from the Chartered Institute of Marketing (CIM). Experience in event marketing and coordination. Familiarity with regulatory considerations in financial services marketing. Strategic thinking and planning. Creativity and innovation in campaign execution. Strong organisational skills and attention to detail. Adaptability and resilience in a fast-paced environment. Collaborative mindset with a team-oriented approach. Other relevant information: Reports to Head of Corporate Communications Occasional travel to the Edinburgh office may be required. The successful candidate will be a team player, self-motivated,adaptableand resilient. The candidate will need to understand and subscribe to 7IM's mission and tenets and in particular, the Code of Conduct. This role offers an exciting opportunity for an experienced marketing professional to lead high-impact campaigns and drive engagement within the intermediary market segment at 7IM.
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and click apply for full job details
Aug 14, 2025
Full time
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and click apply for full job details
Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
Aug 14, 2025
Full time
Type of Position: Head of Paraplanning - London, Holborn Pay: £70k - £80k Reference: Holborn1 Head of Paraplanning - London, Holborn Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning. This position will allow hybrid working from their office in Holborn, London. Responsibilities: - Managing the delegation of work to the paraplanning team who report to you directly - Maintaining open dialogue with the Head of Administration to ensure smooth operations between the paraplanning and administration teams - Liaising directly with the Operations Director to feed back any relevant information or issues affecting the paraplanning team as necessary. Identify resource gaps - Liaise as the point of contact with our outsourced paraplanner (used for overflow of department workload) - Involvement in Monthly Operations Meetings and (as needed) with Quarterly Management Meetings - Manage the central investment proposition - Interpret data obtained by advisers during client meetings - Conduct research, complex calculations and cashflow forecasting to provide solutions to meet client needs and recommend an appropriate course of action through suitability reports (both bespoke and templated) presented to the adviser for sign off - Participate in project work for example central research projects - Become a member of our Investment Committee and contribute to the same - Support the development of client relationships by attending meetings when required and becoming another point of contact for clients - Assist with technical issues including input into the communication of technical developments, Budget updates and legislative changes to planners and clients - Establish strong relationships with advisers and senior management - Regularly participate in team meetings, highlighting issues and owning actions through to resolution - Proactively identify improvements for the efficiency of the team including recommending the change or introduction of external software - Proactively enhance industry and company knowledge, through external and internal sources What you will need: - At least 4 years' experience in a paraplanning role with management exposure within IFA firms - Chartered (or near chartered) ideally via CII - To be ideally educated to graduate level - An ability to quickly and independently make sound decisions Ideally have experience of: - Third party research projects including platforms, SIPPs and fund research - IT solutions such as FE Analytics, Voyant, CashCalc and Xplan - A proven track record of delivering written financial advice - To be effective at technical and product whole of market researching - Experience with training and development of paraplanners including development plans, appraisals and if required, performance improvement plans If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, click apply for full job details
Aug 13, 2025
Full time
A fantastic opportunity to join an established and Financial Management company in Cardiff as Technical Paraplanning Manager on a permanent basis. In this key role, you will support, develop and manage the paraplanning team, overseeing their workload, and managing their development. You will also provide technical and research support to Financial Planners in the delivery of their advice to clients, click apply for full job details
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Cons click apply for full job details
Aug 13, 2025
Full time
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis. What you will be doing : Supporting the Consultants ahead of client meetings Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Cons click apply for full job details
Trainee Paraplanner £28-35K depending on experience and qualifications South Manchester Hybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving A growing South Manchester based IFA firm are looking to add to their Admin / Trainee Paraplanning team, with opportunities for experienced staff to take the next step up to fully fledged Paraplanning. Their preference is little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Georgia at Integro.
Aug 13, 2025
Full time
Trainee Paraplanner £28-35K depending on experience and qualifications South Manchester Hybrid working Frustrated with a lack of progression opportunities in your current company? Feeling like you are being promised growth and support but not receiving it? If either of the above are true, then this should be the opportunity you have been craving A growing South Manchester based IFA firm are looking to add to their Admin / Trainee Paraplanning team, with opportunities for experienced staff to take the next step up to fully fledged Paraplanning. Their preference is little / no Paraplanning experience and instead a chance for an IFA Admin to finally take that step forward in their career. Working with senior Paraplanners and directly with Financial Advisers, this will offer the hands on experience as well as support and training. The role will naturally progress into Paraplanning without feeling like you are being restricted on your responsibilities. Benefits: - Hybrid working 3 days a week in the office - Flexible working hours to allow for school runs / missing rush hour traffic - Salary banding based on experience and qualifications (Diploma or RO exams) - 25 days holiday + bank holidays. Birthday off work and opportunity to buy additional holidays over the year - Free on-site parking If you are interested in taking the next step in your career, and are already and IFA Admin or Trainee Paraplanner, reach out to Georgia at Integro.
Location Esher Salary Competitive salary plus a generous benefits package Application Deadline Sunday, August 31, 2025 Job Summary To provide financial planning services to new and existing clients of Killik & Co and to take an active role in business development activities for the firm. Key Accountabilities Deliver technically excellent financial planning advice to clients using Killik & Co Wealth Planning processes Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients Actively refer clients and prospects to other services and specialisms offered by Killik & Co Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator Work effectively with other members of the team (Paraplanners and Product Liaison) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team Additional responsibility for one of the following areas in agreement with line manager subject to business/team requirements: Technical Areas Oversee CPD for the team in this area Provide regular legislative and regulatory updates on the area Produce proposals on how to adjust process for any changes, if appropriate Produce and keep up to date collateral on this topic Attend forums on behalf of Killik & Co to ensure up to date knowledge Business Development Provide internal training or coaching on Business Development Champion Killik Wealth Planning both internally within the wider business and externally to other third parties Develop a network of professional advisers to refer business between and obtain reciprocal work Compliance/Supervision Continually review up to date legislation and provide team with updates, as appropriate Provide coaching to other advisers on complaints or compliance/certification issues Participation in internal compliance or professional third-party technical forum(s) Assist Management with undertaking of Certification reviews Key Competencies Getting Things Done; Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure. Communication & Sharing Knowledge; Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology. Customer Service; Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service. Effectiveness & Adaptability; Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change. Team Working; Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. Candidate Profile Will be a CII Chartered Financial Planner Will have a minimum 3years of industry experience in providing advice Proven expernence of Business Development Contractual Hours 9.00am to 5.30pm, Monday to Friday Job Profile Job Profile document
Aug 13, 2025
Full time
Location Esher Salary Competitive salary plus a generous benefits package Application Deadline Sunday, August 31, 2025 Job Summary To provide financial planning services to new and existing clients of Killik & Co and to take an active role in business development activities for the firm. Key Accountabilities Deliver technically excellent financial planning advice to clients using Killik & Co Wealth Planning processes Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients Actively refer clients and prospects to other services and specialisms offered by Killik & Co Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator Work effectively with other members of the team (Paraplanners and Product Liaison) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team Additional responsibility for one of the following areas in agreement with line manager subject to business/team requirements: Technical Areas Oversee CPD for the team in this area Provide regular legislative and regulatory updates on the area Produce proposals on how to adjust process for any changes, if appropriate Produce and keep up to date collateral on this topic Attend forums on behalf of Killik & Co to ensure up to date knowledge Business Development Provide internal training or coaching on Business Development Champion Killik Wealth Planning both internally within the wider business and externally to other third parties Develop a network of professional advisers to refer business between and obtain reciprocal work Compliance/Supervision Continually review up to date legislation and provide team with updates, as appropriate Provide coaching to other advisers on complaints or compliance/certification issues Participation in internal compliance or professional third-party technical forum(s) Assist Management with undertaking of Certification reviews Key Competencies Getting Things Done; Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure. Communication & Sharing Knowledge; Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology. Customer Service; Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service. Effectiveness & Adaptability; Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change. Team Working; Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. Candidate Profile Will be a CII Chartered Financial Planner Will have a minimum 3years of industry experience in providing advice Proven expernence of Business Development Contractual Hours 9.00am to 5.30pm, Monday to Friday Job Profile Job Profile document
My client is a reputable, award-winning Financial practice with a successful history of providing independent financial advice to clients. They have built a growing client base, and due to further expansion, they have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In this role, you will provide full administrative support to advisers within the office. You will be the first point of contact for mainly private clients when contacting the company and act as an ambassador by providing first-class service to existing customers. Your responsibilities include organizing documents, research, and coordination prior to meetings. You will ensure all work is carried out promptly and smoothly for your IFA and act as the primary support to the IFA you are supporting. My client is flexible regarding skills and experience; however, a proven background in Financial Services Administration is essential, ideally with experience within an IFA practice. Financial qualifications such as a diploma, FPC, or similar are preferred, along with experience in an Adviser office. You should demonstrate exceptional organizational skills and the ability to multi-task in a dynamic environment. As part of a close-knit team, you will be a committed, enthusiastic individual with a flexible approach to your work. In return, my client offers a highly competitive salary and benefits. You will have the opportunity to work in a friendly, professional environment alongside highly experienced professionals from whom you can learn. To be considered, please upload your CV as soon as possible to discuss this opportunity in more detail or to have a confidential discussion about your skills and background with Alison Curran.
Aug 11, 2025
Full time
My client is a reputable, award-winning Financial practice with a successful history of providing independent financial advice to clients. They have built a growing client base, and due to further expansion, they have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh. In this role, you will provide full administrative support to advisers within the office. You will be the first point of contact for mainly private clients when contacting the company and act as an ambassador by providing first-class service to existing customers. Your responsibilities include organizing documents, research, and coordination prior to meetings. You will ensure all work is carried out promptly and smoothly for your IFA and act as the primary support to the IFA you are supporting. My client is flexible regarding skills and experience; however, a proven background in Financial Services Administration is essential, ideally with experience within an IFA practice. Financial qualifications such as a diploma, FPC, or similar are preferred, along with experience in an Adviser office. You should demonstrate exceptional organizational skills and the ability to multi-task in a dynamic environment. As part of a close-knit team, you will be a committed, enthusiastic individual with a flexible approach to your work. In return, my client offers a highly competitive salary and benefits. You will have the opportunity to work in a friendly, professional environment alongside highly experienced professionals from whom you can learn. To be considered, please upload your CV as soon as possible to discuss this opportunity in more detail or to have a confidential discussion about your skills and background with Alison Curran.
Paraplanner Leicester Outskirts (Our Ref AL1376) Hybrid role - x2 days working from home (not obligatory), after successful completion of the 6-month probationary period. Salary £30,000 - £35,000 dep on exp + excellent benefits A well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to join the Paraplanning department within the company. Your main duties will be to provide Paraplanning support to the company s advisers, including provider and product research, analysis, portfolio analysis, and suitability report writing. This is a friendly, family orientated company, full of hardworking people and they are looking for a like-minded individual. You must have experience of working in a similar role, undertaking similar tasks and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues. Duties and responsibilities include: Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision. You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience - the ideal candidate will have: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. First class time management skills with the ability to prioritise and organise own workload. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Aug 08, 2025
Full time
Paraplanner Leicester Outskirts (Our Ref AL1376) Hybrid role - x2 days working from home (not obligatory), after successful completion of the 6-month probationary period. Salary £30,000 - £35,000 dep on exp + excellent benefits A well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to join the Paraplanning department within the company. Your main duties will be to provide Paraplanning support to the company s advisers, including provider and product research, analysis, portfolio analysis, and suitability report writing. This is a friendly, family orientated company, full of hardworking people and they are looking for a like-minded individual. You must have experience of working in a similar role, undertaking similar tasks and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues. Duties and responsibilities include: Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision. You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering. Excellent organisational and communication skills. Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service. Skills and experience - the ideal candidate will have: Experience of producing bespoke technical suitability reports. An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems. Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports. Fund performance and risk analysis Cash flow modelling. Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given. Manage complex cases, from inception to completion and find solutions to technical problems. Manage queries and provide suitable remedies. Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence. First class time management skills with the ability to prioritise and organise own workload. You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Premier Jobs UK Limited
Bromsgrove, Worcestershire
This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Advisors click apply for full job details
Aug 07, 2025
Full time
This Senior Paraplanner job in Bromsgrove provides hybrid working and opportunity to join an established technical research team. As a Senior Paraplanner, you will be focused on delivering comprehensive financial research across a wide range of advice types, including plenty of complex cases. In addition, you will be undertaking tax and other complex calculations on behalf of the Financial Advisors click apply for full job details
Alexander Lloyd are partnered with a FTSE250 Financial Services organisation on the permanent hire of a Trustee Director to join their London office on a hybrid working model 3 days per week in the office. As a Trustee Director, you will play a key role in delivering peace of mind and outstanding service to clients, while working alongside some of the brightest minds in the pensions and professional services sectors. What You'll Be Doing Delivering Pension Trustee Services: Managing a portfolio of pension scheme trusteeships with day-to-day responsibility. Supporting schemes as needed, ensuring smooth collaboration across multiple trustee roles. Engaging in project work on areas such as buy-ins, funding discussions, and corporate restructurings. Contributing expertise to technical areas of pension trusteeship. Driving Business Development and Client Care: Building and growing client relationships, leveraging your personal network to secure opportunities. Representing the business at external events, conferences, and industry forums. Creating compelling marketing content and responding to client proposals. Leadership and Team Development: Supporting the growth and best practices of the Pension Trustee Team. Sharing knowledge and contributing to innovative service delivery. General Duties: Driving continuous improvements within the company culture. Maintaining the highest standards of professionalism, confidentiality, and regulatory compliance. About You We're looking for a highly motivated individual with a passion for pensions and trusteeship. You'll have: Relevant professional qualifications (e.g., APMI, actuarial, or legal). Strong experience with occupational pension schemes and the pensions market. Trustee experience or senior-level exposure in the pensions industry. Excellent communication skills and the ability to lead Board-level discussions. A collaborative approach with a focus on client care and business development. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Jul 11, 2025
Full time
Alexander Lloyd are partnered with a FTSE250 Financial Services organisation on the permanent hire of a Trustee Director to join their London office on a hybrid working model 3 days per week in the office. As a Trustee Director, you will play a key role in delivering peace of mind and outstanding service to clients, while working alongside some of the brightest minds in the pensions and professional services sectors. What You'll Be Doing Delivering Pension Trustee Services: Managing a portfolio of pension scheme trusteeships with day-to-day responsibility. Supporting schemes as needed, ensuring smooth collaboration across multiple trustee roles. Engaging in project work on areas such as buy-ins, funding discussions, and corporate restructurings. Contributing expertise to technical areas of pension trusteeship. Driving Business Development and Client Care: Building and growing client relationships, leveraging your personal network to secure opportunities. Representing the business at external events, conferences, and industry forums. Creating compelling marketing content and responding to client proposals. Leadership and Team Development: Supporting the growth and best practices of the Pension Trustee Team. Sharing knowledge and contributing to innovative service delivery. General Duties: Driving continuous improvements within the company culture. Maintaining the highest standards of professionalism, confidentiality, and regulatory compliance. About You We're looking for a highly motivated individual with a passion for pensions and trusteeship. You'll have: Relevant professional qualifications (e.g., APMI, actuarial, or legal). Strong experience with occupational pension schemes and the pensions market. Trustee experience or senior-level exposure in the pensions industry. Excellent communication skills and the ability to lead Board-level discussions. A collaborative approach with a focus on client care and business development. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.
Position: Senior Paraplanner Location: Meriden, Coventry Salary: Up to £45,000 (depending on experience and qualifications) Benefits: Hybrid working Exam support Performance-based bonus 5% matched pension Life assurance 28 days holiday + bank holidays Free on-site parking About the Company: We are working with a well-established and highly regarded financial planning firm based in Meriden, Coventry, with a prese click apply for full job details
Jul 11, 2025
Full time
Position: Senior Paraplanner Location: Meriden, Coventry Salary: Up to £45,000 (depending on experience and qualifications) Benefits: Hybrid working Exam support Performance-based bonus 5% matched pension Life assurance 28 days holiday + bank holidays Free on-site parking About the Company: We are working with a well-established and highly regarded financial planning firm based in Meriden, Coventry, with a prese click apply for full job details
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Jul 09, 2025
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Senior Paraplanner role is located for their Milton Keynes regional hub, one of 40+ national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry. Responsibilities Writing financial planning reports that planners present to clients. Supporting the planners by conducting research on products and helping find the right solutions for clients. Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. Role Requirements Experienced in a financial advice firm and Paraplanning skills are essential. Minimum Diploma qualified. Experienced in using IO/Intelligent Office A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Paraplanning quarterly bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
Mar 09, 2025
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Senior Paraplanner role is located for their Milton Keynes regional hub, one of 40+ national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry. Responsibilities Writing financial planning reports that planners present to clients. Supporting the planners by conducting research on products and helping find the right solutions for clients. Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. Role Requirements Experienced in a financial advice firm and Paraplanning skills are essential. Minimum Diploma qualified. Experienced in using IO/Intelligent Office A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Paraplanning quarterly bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Feb 21, 2025
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Location: Droitwich, UK Company: Boutique and Highly Successful Financial Planning Firm About Us: Our client are a boutique financial planning firm based in Droitwich, renowned for their personalised service and commitment to excellence. Their success is built on the trust and satisfaction of their clients, and due to an internal promotion are now looking to expand the team with a passionate and dedicated Senior Administrator / Junior Paraplanner. Role Overview: As a Finance Administrator you will play a crucial role in supporting the Financial Planners by preparing detailed research, reports, and client recommendations. This is an excellent opportunity for someone looking to grow their career in financial planning, with the potential to advance within a highly successful firm. Key Responsibilities: Assist Financial Planners in the preparation of financial plans, reports, and client reviews. Conduct research on financial products and investment options to support client recommendations. Prepare suitability letters and other documentation required for client meetings. Ensure all client records are accurate and up-to-date within our CRM system. Liaise with clients to gather necessary information and provide exceptional customer service. Stay updated on industry regulations and best practices to ensure compliance. Skills and Qualifications: A passion for financial planning and a desire to build a career in the industry. Strong attention to detail and the ability to work methodically. Excellent written and verbal communication skills. Proficiency in Microsoft Office, particularly Excel and Word. Experience with financial planning software or CRM systems is an advantage but not essential. What We Offer: A supportive and friendly work environment in a boutique firm where your contributions are valued. Opportunities for professional development and progression within the firm. Competitive salary and benefits package. The chance to work closely with experienced Financial Planners and learn from the best in the industry Apply today and build a rewarding career in a firm that values your growth and success!
Feb 21, 2025
Full time
Location: Droitwich, UK Company: Boutique and Highly Successful Financial Planning Firm About Us: Our client are a boutique financial planning firm based in Droitwich, renowned for their personalised service and commitment to excellence. Their success is built on the trust and satisfaction of their clients, and due to an internal promotion are now looking to expand the team with a passionate and dedicated Senior Administrator / Junior Paraplanner. Role Overview: As a Finance Administrator you will play a crucial role in supporting the Financial Planners by preparing detailed research, reports, and client recommendations. This is an excellent opportunity for someone looking to grow their career in financial planning, with the potential to advance within a highly successful firm. Key Responsibilities: Assist Financial Planners in the preparation of financial plans, reports, and client reviews. Conduct research on financial products and investment options to support client recommendations. Prepare suitability letters and other documentation required for client meetings. Ensure all client records are accurate and up-to-date within our CRM system. Liaise with clients to gather necessary information and provide exceptional customer service. Stay updated on industry regulations and best practices to ensure compliance. Skills and Qualifications: A passion for financial planning and a desire to build a career in the industry. Strong attention to detail and the ability to work methodically. Excellent written and verbal communication skills. Proficiency in Microsoft Office, particularly Excel and Word. Experience with financial planning software or CRM systems is an advantage but not essential. What We Offer: A supportive and friendly work environment in a boutique firm where your contributions are valued. Opportunities for professional development and progression within the firm. Competitive salary and benefits package. The chance to work closely with experienced Financial Planners and learn from the best in the industry Apply today and build a rewarding career in a firm that values your growth and success!
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Feb 21, 2025
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Senior/Technical Paraplanner SJP Remote or Hybrid in Leeds Salary: Up to £42,000 Location: Remote or hybrid (Leeds) Contract: 1-year fixed term (potential to become permanent) Are you an experienced Senior/Technical Paraplanner looking for a role where you can truly make an impact? This is an exciting opportunity to join a leading wealth management firm, working alongside senior leadership and supporting complex, high-net-worth cases. As part of a growing team, youll play a key role in mentoring paraplanners, contributing to technical excellence, and shaping best-in-class financial planning solutions. Whats in it for you? Work with a fast-growing, highly respected wealth management firm Opportunity to take on leadership & mentoring responsibilities Exposure to HNW & complex financial planning cases Potential for long-term career progression What Youll Be Doing: Conducting advanced financial analysis, cash flow modelling, estate planning & pension research Managing complex cases involving trusts, taxation & inheritance planning Technical report writing to deliver high-quality financial solutions Ensuring compliance & risk management aligns with regulatory standards Mentoring & supporting paraplanners within the team What Were Looking For: 5+ years of experience in a paraplanning role A Diploma in Financial Planning (Chartered status or working towards it preferred) Strong knowledge of pensions, investments, taxation & estate planning Experience in mentoring & team development Meticulous attention to detail with a proactive, solutions-focused mindset This is a 1-year fixed-term contract to cover maternity leave, with the potential to become permanent based on business needs. JBRP1_UKTJ
Feb 21, 2025
Full time
Senior/Technical Paraplanner SJP Remote or Hybrid in Leeds Salary: Up to £42,000 Location: Remote or hybrid (Leeds) Contract: 1-year fixed term (potential to become permanent) Are you an experienced Senior/Technical Paraplanner looking for a role where you can truly make an impact? This is an exciting opportunity to join a leading wealth management firm, working alongside senior leadership and supporting complex, high-net-worth cases. As part of a growing team, youll play a key role in mentoring paraplanners, contributing to technical excellence, and shaping best-in-class financial planning solutions. Whats in it for you? Work with a fast-growing, highly respected wealth management firm Opportunity to take on leadership & mentoring responsibilities Exposure to HNW & complex financial planning cases Potential for long-term career progression What Youll Be Doing: Conducting advanced financial analysis, cash flow modelling, estate planning & pension research Managing complex cases involving trusts, taxation & inheritance planning Technical report writing to deliver high-quality financial solutions Ensuring compliance & risk management aligns with regulatory standards Mentoring & supporting paraplanners within the team What Were Looking For: 5+ years of experience in a paraplanning role A Diploma in Financial Planning (Chartered status or working towards it preferred) Strong knowledge of pensions, investments, taxation & estate planning Experience in mentoring & team development Meticulous attention to detail with a proactive, solutions-focused mindset This is a 1-year fixed-term contract to cover maternity leave, with the potential to become permanent based on business needs. JBRP1_UKTJ
Technical Paraplanner £40,000 - £55,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Paraplanner to join the team. The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business' recent and ongoing growth. You will have the opportunity to attend client meetings with the Planners and provide client support. Benefits: Flexible hours, standard are 9am - 5pm Ongoing professional development and training Free onsite parking Support with exams to CII Level 4 and then Chartered 28 days holiday Pension: 5% ee & 5% er Discretionary bonus After the probation period: DIS, a group PHI scheme and Private Medical Insurance Progression within the company What s needed to be considered for this Paraplanner position? Several years of experience in a Paraplanning position & strong technical knowledge Level 4 Diploma qualified as a minimum - CII OR CISI Excellent compliance knowledge Experienced with cashflow modelling What's next? Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Report Writing, Technical Support, Financial Planning, Paraplanner, Para planning, Paraplanning
Feb 20, 2025
Full time
Technical Paraplanner £40,000 - £55,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Paraplanner to join the team. The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business' recent and ongoing growth. You will have the opportunity to attend client meetings with the Planners and provide client support. Benefits: Flexible hours, standard are 9am - 5pm Ongoing professional development and training Free onsite parking Support with exams to CII Level 4 and then Chartered 28 days holiday Pension: 5% ee & 5% er Discretionary bonus After the probation period: DIS, a group PHI scheme and Private Medical Insurance Progression within the company What s needed to be considered for this Paraplanner position? Several years of experience in a Paraplanning position & strong technical knowledge Level 4 Diploma qualified as a minimum - CII OR CISI Excellent compliance knowledge Experienced with cashflow modelling What's next? Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Report Writing, Technical Support, Financial Planning, Paraplanner, Para planning, Paraplanning
Senior Paraplanner Location: City of London, hybrid working pattern Salary: circa £60,000- £65,000 (negotiable) + benefits A unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London. You will be supporting the Head of Wealth Management, working within an exciting and challenging environment providing technical expertise in all aspects of the financial planning and review process for Private Clients. The Person: Senior Paraplanner This is the perfect role for a confident, numerate, professional Paraplanner, who enjoys working in a fast-paced dynamic environment You will have an excellent track record as a Paraplanner within SJP, an IFA or Wealth Management business with broad technical experience With an engaging manner, and excellent people skills, you will enjoy building relationships adding value, and have the ability to think laterally and strive to find ways to continually improve the service to Clients You will hold CII Level 4 Diploma in Regulated Financial Planning and desirably be studying towards supplemental Level 6 exams. The Role: Senior Paraplanner Supporting the Partner with reviewing the Client file ahead of meetings, identifying opportunities and/or efficiencies to follow up Analysing clients existing planning and portfolios, undertaking calculations, producing highly focused strategy and suitability reports Attending client meetings when required, and liaising with the Client Services team Preparing Lifetime allowance calculations, Cash Flow analysis and Voyant Modelling Preparation of Suitability Reports, including but not exclusively; new investment and IHT business, transfer/replacement protection and drawdowns Creating advice sets, illustrations, and documentation using appropriate checklists in collaboration with Client Services Team and supporting on any technical queries from Client enquiries Liaising directly with clients where appropriate, and contacting providers for any additional technical information required Working closely with all team members to ensure smooth business submission within serviced levels standards Keeping up to date with latest Risk Briefing notes and relevant legislation. If you feel you that this role could be the challenge you are looking for please apply without delay, interviews will be taking place in February with an ideal start date of late March. Please note standard Financial, Identity and professional character reference checks will be conducted on any candidates who are offered a role with the Office. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. JBRP1_UKTJ
Feb 19, 2025
Full time
Senior Paraplanner Location: City of London, hybrid working pattern Salary: circa £60,000- £65,000 (negotiable) + benefits A unique opportunity has arisen for a Senior Paraplanner to join a highly successful Multi-Family Office based in central London. You will be supporting the Head of Wealth Management, working within an exciting and challenging environment providing technical expertise in all aspects of the financial planning and review process for Private Clients. The Person: Senior Paraplanner This is the perfect role for a confident, numerate, professional Paraplanner, who enjoys working in a fast-paced dynamic environment You will have an excellent track record as a Paraplanner within SJP, an IFA or Wealth Management business with broad technical experience With an engaging manner, and excellent people skills, you will enjoy building relationships adding value, and have the ability to think laterally and strive to find ways to continually improve the service to Clients You will hold CII Level 4 Diploma in Regulated Financial Planning and desirably be studying towards supplemental Level 6 exams. The Role: Senior Paraplanner Supporting the Partner with reviewing the Client file ahead of meetings, identifying opportunities and/or efficiencies to follow up Analysing clients existing planning and portfolios, undertaking calculations, producing highly focused strategy and suitability reports Attending client meetings when required, and liaising with the Client Services team Preparing Lifetime allowance calculations, Cash Flow analysis and Voyant Modelling Preparation of Suitability Reports, including but not exclusively; new investment and IHT business, transfer/replacement protection and drawdowns Creating advice sets, illustrations, and documentation using appropriate checklists in collaboration with Client Services Team and supporting on any technical queries from Client enquiries Liaising directly with clients where appropriate, and contacting providers for any additional technical information required Working closely with all team members to ensure smooth business submission within serviced levels standards Keeping up to date with latest Risk Briefing notes and relevant legislation. If you feel you that this role could be the challenge you are looking for please apply without delay, interviews will be taking place in February with an ideal start date of late March. Please note standard Financial, Identity and professional character reference checks will be conducted on any candidates who are offered a role with the Office. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment. JBRP1_UKTJ
