We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients.
With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
Ideally, you will have had some exposure to estates involving Agricultural Business Property Relief from Inheritance Tax.
You will also be able to demonstrate a track record of meeting or surpassing the financial targets set for you or for your wider team and a commercial approach to the work you carry out.
General
You should have upwards of 3 years PQE and trained and gained experience in a noted private wealth team.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
Your responsibilities will include, but are not limited to:
Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.
The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.
Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.