You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Our client is looking for an additional DB Paraplanner to join their team.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors.
This Paraplanner job is available within an award winning firm that truly cares about their team.
Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
We are looking for a career-Paraplanner with HNW experience.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
The FP&A Analyst will be responsible for analysing and monitoring financial data, encompassing revenue, spending, and expenses.
You will engage with both functional and operational teams to develop a deep understanding of variance to forecast, highlighting risks and opportunities, making an active contribution towards optimizations performance.
Working Pattern: Monday - Friday 8-4.30 and 9 - 5.30 / Alternating Weeks
As a Resource Planner you will be creating medium to long term planning and schedules for all operational service resources whilst making decisions to communicate and deliver service.