8 paraplanner jobs found

Position : Paraplanner Location : Home based Minimum Requirements : Level 4 qualification, 2 years+ experience as a Paraplanner Salary/package : Up to £38,500 (depending on experience) + bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits YOUR NEW COMPANY Our client is a successful, award-winning UK-wide IFA network with head quarters based in West Sussex. The company has significant plans to grow over the next 6 months and has just started the search for a home-based Paraplanner to join its rapidly-expanding paraplanning team. THE ROLE Reporting to the firm's Paraplanner Manager, the home-based Paraplanners' key duties will include: Undertaking research to reach conclusions and recommendations for clients Preparation of suitability letters Involvement in the company's research processes including platform due diligence Handling some client correspondence on behalf of the Financial Advisers...

Location: Aylesbury (mainly home based after probation days in office) Salary: c£50,000+ Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries The Paraplanner's role is to provide a high level of support to the advisers in their position of advising the clients. The main duties of this role are as follows: As a paraplanner you would: Book client meetings Prepare agendas for meetings, identifying areas the adviser should discuss with the client Could come to meetings on occasion but not common Complete post meeting work, top ups, withdrawals, changes to income whatever is required Yearly bed and ISAs Keep on top of DFM investment rebalances and info clients of these Contacting providers to gain information on policies we then prosed to transfer or switch Creating reports for withdrawals or suitability reports for...

NEW to market Our client is a successful local IFA business and they are currently looking for an experienced Paraplanner to join their team based in Brighton We need part of fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting successful IFA's The client is happy to pay £30-38000 dependent on experience and qualifications After initial training the client will allow remote but you will still need to be accessible to Brighton Feel free to call Jason at Astral for more details

Salary £35k to £40k DOE Remote Flexible Hours - Full or Part time Our client a well-established, independent Asset Management firm are seeking a Paraplanner to join their team based in Cornwall. This can be either a full-time or part-time role, on a remote basis with access to Cornwall on an ad-hoc basis. The ideal candidate will be within a 2-hour driving distance to Cornwall. What will you be doing? Review client files, portfolios, and products Assist with or prepare full suitability reports Research the most suitable product and tax wrapper Prepare research on existing investment and pension funds Maintain client relationships Skills & Qualifications: Part or fully qualified level 4 CII or LIBF candidates considered Experience of working in a similar role in Financial Services Ability to work under your own initiative Excellent Standard of education The Benefits: Remote working Flexible hours Competitive employee benefits package 25 days...

Our client is looking for an experienced Paraplanner to join their team working remotely. This position will require occasional travel into their head office which is based in Horsham, Sussex. Relevant Skills, Experience and Qualifications Essential Qualified to Diploma Level At least one years previous experience in a holistic paraplanning role The ability to work with advisers to extract the information required to prepare financial plans and recommendations General knowledge of the products available in the wider market and how to assess the suitability of these products The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required An understanding of investment risk, capacity for loss and loss tolerance and the ability to...

PARAPLANNER - REMOTE ROLE BI-MONTHLY VISITS TO THE PRESTON OFFICE SALARY UP TO £38,000 Our client is a top 50 leading independent advisor of Accounting, Business Advisory and Wealth Management services. With 8 offices based throughout the UK, our client employer over 300 partners and staff providing trusted advice to clients across the UK click apply for full job details

PARAPLANNER - REMOTE ROLE BI-MONTHLY VISITS TO THE PRESTON OFFICE SALARY UP TO £38,000 Our client is a top 50 leading independent advisor of Accounting, Business Advisory and Wealth Management services. With 8 offices based throughout the UK, our client employer over 300 partners and staff providing trusted advice to clients across the UK. A Paraplanner is now required to join the successful and growing Financial Planning/Wealth Management team. This opportunity will provide the incumbent with an excellent platform to develop a successful career in buoyant industry. With an enviable reputation for training, nurturing and developing all staff and offering unrivalled career development opportunities. Working as part of a team to deliver first class client service, the key elements of the role include: " Liaising with financial planning consultants to understand client objectives " Carrying out research and preparing illustrations " Preparing suitability letters...

Are you looking to further your wealth management administration career, with a company offering flexible working, great benefits and as a business really care for their staff's wellbeing. Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professional and proactive Administrator to provide holistic support to the Financial Advisers and Paraplanning team. Duties for this role will include: Liaise with planners, paraplanners, providers and clients via email, phone or face to dace to ensure a smooth and compliant client process Assisting paraplanners with the creation of suitability letters and reports Complying with the principles of Treating Customers Fairly in all aspects of the Client Services Administrator role Process new and existing business Effectively onboard all new clients Assisting with the client review process The candidate: Experience working within an IFA/Wealth Management environment...