The Paraplanner is responsible for assessing client's requirements and researching, identifying and presenting solutions in support of Adviser recommendations.
Our client is looking to recruit an experienced Paraplanner, reporting to the Paraplanning Team Leader.
We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations.
Our client is a Chartered Independent Financial advisers based in Chester.
Their mission is to provide financial guidance and support that helps their clients achieve their goals.
The team is made up of paraplanners and administrators:
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with a Diploma.
With monthly team meetings and sporadic training sessions in the City of London, this Independent Financial Advisory business will conduct all of its operations remotely for this post.
Our client is looking for an additional DB Paraplanner to join their team.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
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.
Your responsibilities will include, but are not limited to:
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
An Oxfordshire based financial advisory firm who strongly believe in providing the best bespoke advice to clients and looking to recruit an experienced paraplanner.
North Oxford - £40-50K depending on experience.
The company who are passionate about what they do, and have a close knit stable team are looking for someone who places a high value on working culture and environment.
My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients.
This represents an excellent opportunity for an established and confident Paraplanner to work autonomously and provide an excellent service to the practice's clients.
As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London.