Posted by IDEX Consulting Ltd • £50K/yr to £55K/yr
I'm currently looking for a Paraplanner Manager to join a growing IFA business based in Gloucestershire.
This role would be ideal for a Paraplanner Manager who would like to take on a new challenge or this would be a fantastic opportunity for an experienced Paraplanner looking to step into a managerial role and drive their career forward in a supportive environment.
The business is in the midst of an exciting growth trajectory due to their continued success.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
Our client, a national wealth management firm, are looking for a Paraplanner to work closely with the Paraplanning Manager and established team of Paraplanners to provide an integral function to the wider team.
Key Responsibilities
Providing accurate, timely and compliant suitability reports from template format.
Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate.
As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.
Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
General
We are currently seeking an experienced Paraplanner, to join an existing team assisting the Financial Advisers in compiling complex technical suitability reports.
My client is a nationwide Financial Planning / Wealth Management firm, providing both individuals and businesses with tailored Financial Solutions that meet their needs.
As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.
Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
Posted by Meraki Talent Limited • £30K/yr to £55K/yr
General
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.