Posted by Blakemore Recruitment • £32K/yr to £35K/yr
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Paraplanning Team Assistant.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As they continue to expand, the business are seeking a motivated and enthusiastic individual to join the team as a Trainee Paraplanner.
This company is a rapidly expanding group of companies, with this role based in the Welwyn office.
They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base.