Financial Planner Office-Based, Brighton and Hove Would you like: - A salary of up to £55,000 basic Both great monthly and yearly bonuses and benefits package A full client bank provided Paraplanner support. This award winning, wealth management company is ranked one of the most highest rated financial planning and investment companies in the UK click apply for full job details
May 02, 2024
Full time
Financial Planner Office-Based, Brighton and Hove Would you like: - A salary of up to £55,000 basic Both great monthly and yearly bonuses and benefits package A full client bank provided Paraplanner support. This award winning, wealth management company is ranked one of the most highest rated financial planning and investment companies in the UK click apply for full job details
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addit click apply for full job details
May 02, 2024
Full time
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addit click apply for full job details
Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. This is a part time role and hours will be negotiable to fit around work/life balance, family commi click apply for full job details
May 02, 2024
Full time
Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. This is a part time role and hours will be negotiable to fit around work/life balance, family commi click apply for full job details
Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms? Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer! What you'll be doing: Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pens click apply for full job details
May 01, 2024
Full time
Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms? Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer! What you'll be doing: Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pens click apply for full job details
Dawn Consulting (Sw) Limited
Stockton-on-tees, County Durham
Paraplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and professional qualifications, while worki click apply for full job details
May 01, 2024
Full time
Paraplanner, The Role: I am recruiting an experienced Paraplanner to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18). This is a great opportunity for a diploma qualified Paraplanner (DipPFS) to be involved in client meetings and develop their technical expertise and professional qualifications, while worki click apply for full job details
Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients click apply for full job details
May 01, 2024
Full time
Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based team. The Senior Paraplanner will work closely and support a team of financial advisors ensuring the highest of standards are met for clients click apply for full job details
Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an exp click apply for full job details
May 01, 2024
Full time
Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an exp click apply for full job details
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on undertaking the research, analysis and report writing t click apply for full job details
May 01, 2024
Full time
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on undertaking the research, analysis and report writing t click apply for full job details
Chase de Vere Independent Financial Advisers
Liverpool, Merseyside
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role.? For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes. WHAT YOU WILL NEED Experience of working within a financial advisory firm is beneficial. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount. Good time management and organisational skills are vitally important. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our advisers couldn't do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service. Your day-to-day role: Producing and collating client meeting documentation for our advisers - this includes portfolio valuations, application forms and regulatory documents. Processing fees in relation to new and ongoing business and following up for payment Monitoring and updating the progress of all new business Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards Responding to queries and enquiries from advisers, clients and product providers WHAT'S IN IT FOR YOU? By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. A competitive salary with the opportunity to earn an annual bonus 25 days holiday, plus bank holidays A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and company wide events in support of our company charities
May 01, 2024
Full time
Fast paced, varied and demanding. Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients. Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard. The role within client support administration is perfect for experienced administrators and those looking to take their first steps into the industry. With dedicated training courses and funded exam study our client support administrators can develop their skills, knowledge and expertise in the role.? For those looking to progress their careers into paraplanning or advice, our inhouse paraplanner and adviser academy programmes, can support you on your journey, when the time comes. WHAT YOU WILL NEED Experience of working within a financial advisory firm is beneficial. It shows you have an understanding of our business and that you are comfortable working in this demanding yet rewarding industry. Good communication skills, via email and phone, are an essential quality that we would look for when recruiting administrative professionals. From correspondence with product providers to dealing with requests from advisers and clients, confident communication skills are paramount. Good time management and organisational skills are vitally important. You will be supporting numerous advisers and managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical. The ability to work in a fast-paced environment whilst maintaining excellent attention to detail. WHAT YOUR ROLE WILL INVOLVE Our advisers couldn't do the role they do without the assistance of our client support teams. From producing new business packs to being on the end of the phone to answer any questions, our advisers and administration teams work closely to ensure our clients receive the best level of service. Your day-to-day role: Producing and collating client meeting documentation for our advisers - this includes portfolio valuations, application forms and regulatory documents. Processing fees in relation to new and ongoing business and following up for payment Monitoring and updating the progress of all new business Completing anti-money laundering checks and ensuring all client service meets FCA guidelines and company service standards Responding to queries and enquiries from advisers, clients and product providers WHAT'S IN IT FOR YOU? By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special. A competitive salary with the opportunity to earn an annual bonus 25 days holiday, plus bank holidays A day off for your birthday Life assurance - 4 x salary Comprehensive induction and training programme Funded exams and paid study leave A wide range of voluntary flexible benefits to suit your individual needs The option to buy additional holiday days Cycle to work Scheme Two paid volunteering days each year, to support your local community Employee Assistance Programme with access to a 24/7 helpline Access to our free mortgage service, through our internal mortgage team Our Employee Forum and Diversity & Inclusion group Local and company wide events in support of our company charities
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable) We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Minimum 6 months administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £28,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Liverpool
May 01, 2024
Full time
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable) We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Financial Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Financial Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research The successful candidate may demonstrate the following: Minimum 6 months administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £28,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Liverpool
Senior Administrator / Paraplanner Office based in Fleet, Hampshire A negotiable salary of £32,000 - £35,000 plus benefits Growth and Development opportunities available We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's. Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success. Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike. We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue. Key Accountabilities Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships. Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software. Prepare regular Valuation Reports for investment clients. Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices. Submit life /mortgage and investment / pension applications (paper; online) Deal with general (existing) client enquiries (where no advice is required) General administration including setting up and maintaining client files and records. Be confident and have experience of the use of fund platforms. Be familiar and able to build cashflow forecasts for adviser presentation meetings. Skills & Experience At least 2 years in a financial services administrative/paraplanning role Strong technical experience in writing Suitability Letters and Client Reports Working knowledge of office 365 Good organisational skills and interpersonal skills ability to multitask and prioritise effectively. Sound technical knowledge of investments, pensions, and protection Attention to detail is a must; able to work to deadlines; thoroughness. Friendly disposition with clients, work colleagues and business contacts - good telephone manner Honest and reliable, able to maintain client confidentiality. Good working knowledge of Word, Excel, Microsoft Outlook Experience of CRM systems If you want to join a friendly and professional team wanting to grow, please apply below
May 01, 2024
Full time
Senior Administrator / Paraplanner Office based in Fleet, Hampshire A negotiable salary of £32,000 - £35,000 plus benefits Growth and Development opportunities available We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's. Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success. Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike. We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue. Key Accountabilities Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular communication with clients throughout the advice process and build long term relationships. This includes booking meetings and follow up reviews Adhere to a culture that treats clients fairly and focuses on long term sustainability of client relationships. Maintain all back-office systems e.g. Microsoft 360, word, excel, mortgage sourcing software. Prepare regular Valuation Reports for investment clients. Prepare onboarding paperwork for clients including new applications; servicing forms; trusts; fee agreements; invoices. Submit life /mortgage and investment / pension applications (paper; online) Deal with general (existing) client enquiries (where no advice is required) General administration including setting up and maintaining client files and records. Be confident and have experience of the use of fund platforms. Be familiar and able to build cashflow forecasts for adviser presentation meetings. Skills & Experience At least 2 years in a financial services administrative/paraplanning role Strong technical experience in writing Suitability Letters and Client Reports Working knowledge of office 365 Good organisational skills and interpersonal skills ability to multitask and prioritise effectively. Sound technical knowledge of investments, pensions, and protection Attention to detail is a must; able to work to deadlines; thoroughness. Friendly disposition with clients, work colleagues and business contacts - good telephone manner Honest and reliable, able to maintain client confidentiality. Good working knowledge of Word, Excel, Microsoft Outlook Experience of CRM systems If you want to join a friendly and professional team wanting to grow, please apply below
Junior Paraplanner Progress further in your Wealth Management career with a highly reputable Chartered organisation. Pathway to step up from providing administration support into becoming a Paraplanner. Offering full exam, qualification, study and membership support. Job Description: Providing ongoing administrative support to the Advisers and technical support to other staff. Compilation of recommendation paperwork, including writing suitability reports. Producing tax calculations (including inheritance tax, capital gains tax, chargeable gains, annual and lifetime allowance). Preparing client valuations and sourcing fund/investment information. Preparation of relevant documents ahead of client meetings. Maintaining client and research records in line with procedures and compliance policies. Submitting new business via online systems where necessary, chasing as necessary and checking work carried out by providers. Undertaking product research, analysis and due diligence checks. Liaising with clients, providers and professional connections by telephone and in writing. About the Company: My client are a highly reputable independent wealth management company who have been providing advice for just shy of 20 years having grown organically via referrals and word of mouth based on the standard of service and advice they provide. Key Skills/Experience Required: Working knowledge of investments, pensions and tax - evidenced by diploma-level qualifications. Good time management - ability to handle multiple tasks and prioritise appropriately. Ideally have experience with IO, O&M, Selectapension and various provider platforms. Salary/Benefits Information: £25,000 - £35,000 depending on experience and qualifications. 8% non-contributory pension scheme. Performance bonuses. Contact: Jordan Cassell Job Reference: JC/86713 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
May 01, 2024
Full time
Junior Paraplanner Progress further in your Wealth Management career with a highly reputable Chartered organisation. Pathway to step up from providing administration support into becoming a Paraplanner. Offering full exam, qualification, study and membership support. Job Description: Providing ongoing administrative support to the Advisers and technical support to other staff. Compilation of recommendation paperwork, including writing suitability reports. Producing tax calculations (including inheritance tax, capital gains tax, chargeable gains, annual and lifetime allowance). Preparing client valuations and sourcing fund/investment information. Preparation of relevant documents ahead of client meetings. Maintaining client and research records in line with procedures and compliance policies. Submitting new business via online systems where necessary, chasing as necessary and checking work carried out by providers. Undertaking product research, analysis and due diligence checks. Liaising with clients, providers and professional connections by telephone and in writing. About the Company: My client are a highly reputable independent wealth management company who have been providing advice for just shy of 20 years having grown organically via referrals and word of mouth based on the standard of service and advice they provide. Key Skills/Experience Required: Working knowledge of investments, pensions and tax - evidenced by diploma-level qualifications. Good time management - ability to handle multiple tasks and prioritise appropriately. Ideally have experience with IO, O&M, Selectapension and various provider platforms. Salary/Benefits Information: £25,000 - £35,000 depending on experience and qualifications. 8% non-contributory pension scheme. Performance bonuses. Contact: Jordan Cassell Job Reference: JC/86713 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.
Trainee Paraplanner Sheffield £24,000 - £28,000 NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants. Responsibilities will include: To provide efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails Prepare new business and review packs for IFA client meetings Obtain illustrations and valuations Conduct product research Write suitability reports What's in it for you? Competitive salary Free parking Ongoing training and development Study support towards CII Diploma 23 days holiday + bank holidays Closed over Christmas Private Health Insurance Death in Service Annual bonus The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential. For further information please contact one of our specialist consultants quoting REF: NJR14729
May 01, 2024
Full time
Trainee Paraplanner Sheffield £24,000 - £28,000 NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank. Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants. Responsibilities will include: To provide efficient administrative support to a number of IFA's Preparation of correspondence including letters and emails Prepare new business and review packs for IFA client meetings Obtain illustrations and valuations Conduct product research Write suitability reports What's in it for you? Competitive salary Free parking Ongoing training and development Study support towards CII Diploma 23 days holiday + bank holidays Closed over Christmas Private Health Insurance Death in Service Annual bonus The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential. For further information please contact one of our specialist consultants quoting REF: NJR14729
Job Title: Paraplanner Salary: Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice are continuing to grow and is now looking to bolster their back-office team with a technical professional. Providing technical support across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning, this role will be varied and would suit someone who is really looking to utilise their knowledge in an independent firm. The role would involve risk profiling, providing technical recommendations and suitability report writing, product research and working closely with the firms Financial Planners. There is an experienced administrative team who will also take care of some of the back-office work for you. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with experience compiling Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments Systems knowledge of Transact, Advisor Office and Truth would be highly advantageous If you are interested in hearing more about this position, please get in touch with us at Capio.
May 01, 2024
Full time
Job Title: Paraplanner Salary: Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice are continuing to grow and is now looking to bolster their back-office team with a technical professional. Providing technical support across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning, this role will be varied and would suit someone who is really looking to utilise their knowledge in an independent firm. The role would involve risk profiling, providing technical recommendations and suitability report writing, product research and working closely with the firms Financial Planners. There is an experienced administrative team who will also take care of some of the back-office work for you. Due to it being fast paced in a smaller, growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with experience compiling Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments Systems knowledge of Transact, Advisor Office and Truth would be highly advantageous If you are interested in hearing more about this position, please get in touch with us at Capio.
Paraplanner or IFA Administrator Troon (possibility of hybrid working) £Negotiable depending upon experience + Bonuses = OTE £45K A position has arisen at an award winning IFA with offices in Troon, London, Belfast and Glasgow. They are looking to recruit an experienced Paraplanner or possibly an IFA Administrator at their offices in Troon. The role would be working closely with the IFA's and Directors of the firm. You will need to be solution orientated, have a keen eye for detail and be able to use your own initiative. Good keyboard skills and attention to detail and previous experience is essential. This role may suit a Financial Planner who no longer wants to give advice, an experienced Paraplanner looking for the next step in their career or an experienced IFA or Wealth Administrator. DipFA or equivalent, or actively working towards it would also be advantageous. The package is negotiable depending upon experience but would be £28,000 to £36,000 salary plus a incentive package, which should give a realistic income of around £45,000. You can be office based or possibly work on a hybrid basis. For more information please send your CV to Douglas McDougall
May 01, 2024
Full time
Paraplanner or IFA Administrator Troon (possibility of hybrid working) £Negotiable depending upon experience + Bonuses = OTE £45K A position has arisen at an award winning IFA with offices in Troon, London, Belfast and Glasgow. They are looking to recruit an experienced Paraplanner or possibly an IFA Administrator at their offices in Troon. The role would be working closely with the IFA's and Directors of the firm. You will need to be solution orientated, have a keen eye for detail and be able to use your own initiative. Good keyboard skills and attention to detail and previous experience is essential. This role may suit a Financial Planner who no longer wants to give advice, an experienced Paraplanner looking for the next step in their career or an experienced IFA or Wealth Administrator. DipFA or equivalent, or actively working towards it would also be advantageous. The package is negotiable depending upon experience but would be £28,000 to £36,000 salary plus a incentive package, which should give a realistic income of around £45,000. You can be office based or possibly work on a hybrid basis. For more information please send your CV to Douglas McDougall
Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their St Albans office. Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow. The position: The position: Working within a well established paraplanning team, which consists of paraplanners, administration staff and trainee advisers, the successful candidate will be providing the wider team with centralised support. Duties will include; Administration duties including; Answering the phone and dealing with queries as and when they arise Processing post Scanning documents and adding to the tracker Chasing policy information with providers Ongoing management of the tracker Sending out monthly valuations to clients Ensuring compliance documents are in date Processing information requests to providers (sending requests via email and post) Paraplanning duties include; Liaising directly with a dedicated Adviser Daily update meetings for all cases Liaising with clients as and when required by phone, email and post Compiling research for new business cases Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested. Printing and prepopulating any supporting documents required for review meeting Required skills: ? Honest, reliable, trustworthy and must act with discretion and integrity at all times ? Excellent written and verbal communication skills ? Excellent telephone manner ? Microsoft Word, Excel and Outlook knowledge ? Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner ? Ability to prioritise work and manage own workload efficiently ? Attention to detail ? Able to attend and complete exams under exam conditions Benefits offered: 25 days holiday + BH Pension Annual bonus
May 01, 2024
Full time
Kingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their St Albans office. Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow. The position: The position: Working within a well established paraplanning team, which consists of paraplanners, administration staff and trainee advisers, the successful candidate will be providing the wider team with centralised support. Duties will include; Administration duties including; Answering the phone and dealing with queries as and when they arise Processing post Scanning documents and adding to the tracker Chasing policy information with providers Ongoing management of the tracker Sending out monthly valuations to clients Ensuring compliance documents are in date Processing information requests to providers (sending requests via email and post) Paraplanning duties include; Liaising directly with a dedicated Adviser Daily update meetings for all cases Liaising with clients as and when required by phone, email and post Compiling research for new business cases Drafting suitability reports, generating cover letters, one pagers and other client facing documents when requested. Printing and prepopulating any supporting documents required for review meeting Required skills: ? Honest, reliable, trustworthy and must act with discretion and integrity at all times ? Excellent written and verbal communication skills ? Excellent telephone manner ? Microsoft Word, Excel and Outlook knowledge ? Excellent interpersonal skills and the ability to deal with people from clients to other staff members in a respectful manner ? Ability to prioritise work and manage own workload efficiently ? Attention to detail ? Able to attend and complete exams under exam conditions Benefits offered: 25 days holiday + BH Pension Annual bonus
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Junior Paraplanner ( 3 Month Contract) Location: Leatherhead Salary: £30,000 to £35,000 depending on qualifications and experience About the Company: Our clientsare seeking a motivated and detail-oriented individual to join their team as a Junior Paraplanner click apply for full job details
May 01, 2024
Contractor
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Junior Paraplanner ( 3 Month Contract) Location: Leatherhead Salary: £30,000 to £35,000 depending on qualifications and experience About the Company: Our clientsare seeking a motivated and detail-oriented individual to join their team as a Junior Paraplanner click apply for full job details
Junior Paraplanner Progress further in your Wealth Management career with a highly reputable Chartered organisation. Pathway to step up from providing administration support into becoming a Paraplanner. Offering full exam, qualification, study and membership support. Job Description: Providing ongoing administrative support to the Advisers and technical support to other staff click apply for full job details
May 01, 2024
Full time
Junior Paraplanner Progress further in your Wealth Management career with a highly reputable Chartered organisation. Pathway to step up from providing administration support into becoming a Paraplanner. Offering full exam, qualification, study and membership support. Job Description: Providing ongoing administrative support to the Advisers and technical support to other staff click apply for full job details
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated. You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin team who undertake the suitability reports for standard cases such as ISAs. Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold full Level 4 Diploma in Financial Planning or equivalent (or close to achieving this) The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team.They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Paraplanner Benefits Salary of £35,000 to £43,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
May 01, 2024
Full time
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on undertaking the research, analysis and report writing to support the Financial Advisers. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing the suitability report and liaising with the Administrators to ensure business is accurately processed and systems are correctly updated. You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin team who undertake the suitability reports for standard cases such as ISAs. Paraplanner Requirements You should have experience as a Paraplanner You should ideally hold full Level 4 Diploma in Financial Planning or equivalent (or close to achieving this) The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team.They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Paraplanner Benefits Salary of £35,000 to £43,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Financial Planner Office-Based, Brighton and Hove Would you like: - A salary of up to £55,000 basic Both great monthly and yearly bonuses and benefits package A full client bank provided Paraplanner support. This award winning, wealth management company is ranked one of the most highest rated financial planning and investment companies in the UK. They offer high-quality holistic advice and are looking for a telephone/video-based Financial Planner to manage a good client bank, to develop new and maintain existing long-term client relationships. Does this describe you? Do you love building relationships with clients and supporting them with great financial advice? Self-motivated, efficient, thorough and forward thinking Self-organised and able to prioritise workload to meet agreed deadlines Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level Your role as a Financial Planner will involve: - Delivering holistic total investment solutions, via video and telephone calls Providing exceptional service to and nurturing existing clients, organically increasing revenue to support business growth through referrals Developing enduring relationships with clients through regular reviews and delivering exceptional solutions to meet their changing circumstances. This is an amazing opportunity to work for a compassionate, flexible company that wants to invest in your future, providing training if you want to progress and realise your full potential. Interested? If this sounds like the role for you, please forward a copy of your CV for immediate short-listing. If you would like to discuss this role, or any others we may recommend to you, please do get in touch.Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you. JBRP1_UKTJ
May 01, 2024
Full time
Financial Planner Office-Based, Brighton and Hove Would you like: - A salary of up to £55,000 basic Both great monthly and yearly bonuses and benefits package A full client bank provided Paraplanner support. This award winning, wealth management company is ranked one of the most highest rated financial planning and investment companies in the UK. They offer high-quality holistic advice and are looking for a telephone/video-based Financial Planner to manage a good client bank, to develop new and maintain existing long-term client relationships. Does this describe you? Do you love building relationships with clients and supporting them with great financial advice? Self-motivated, efficient, thorough and forward thinking Self-organised and able to prioritise workload to meet agreed deadlines Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level Your role as a Financial Planner will involve: - Delivering holistic total investment solutions, via video and telephone calls Providing exceptional service to and nurturing existing clients, organically increasing revenue to support business growth through referrals Developing enduring relationships with clients through regular reviews and delivering exceptional solutions to meet their changing circumstances. This is an amazing opportunity to work for a compassionate, flexible company that wants to invest in your future, providing training if you want to progress and realise your full potential. Interested? If this sounds like the role for you, please forward a copy of your CV for immediate short-listing. If you would like to discuss this role, or any others we may recommend to you, please do get in touch.Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you. JBRP1_UKTJ