Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
A working knowledge of pre and post retirement planning, investments and taxation is key to this role.
NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner.
The successful candidate will need to have a working Knowledge of pre- and post- retirement planning, investments, and taxation.
You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/Opportunity spotting and writing suitability reports.
NJR are currently working with a chartered firm who are looking for a Technical sales support to join their team.
The Technical sales support/Paraplanner will be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/opportunity spotting and writing suitability reports.
A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner.
Further responsibilities include...
Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients.
This IFA administrator role is best suited to experienced IFA administrators, who can hit the ground running at a new business, where they feel comfortable completing annual reviews and basic suitability reports, so ideally you will be working towards your level 4 diploma.
A chartered firm of IFA's is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner.
Further responsibilities include...
Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports.
YOU MUST BE RESIDING IN THE UK CURRENTLY, HAVE UK BASED EXPERIENCE AND NOT REQUIRE A SPONSORSHIP TO APPLY FOR THIS POSITION, PLEASE OTHERWISE DO NOT APPLY AS YOUR APPLICATION WON'T BE PROCESSED
You must meet all the essential criteria' also for your application to be considered.
This well-established successful business is a people focused and collaborative organisation; this role comes about due to their increased work levels due to their continued growth.