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.
If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that truly values your expertise, we want to hear from you!
Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.
Why you'll love working with our client
Thriving Environment: Our client are a modern and cutting-edge financial planning firm, offering a dynamic and supportive workplace where collaboration and teamwork is at the forefront of their culture and firm.
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.
Posted by Financial Divisions • £47K/yr to £50K/yr
They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qualified client facing paraplanner to join them.
My client is a well-established and highly successful Chartered Wealth Management firm with an outstanding reputation in the Wealth Management industry.
You will work with a well-established team who are friendly and sociable and collaborative.
Posted by Service Service Employment Agency Limited • £35K/yr to £45K/yr
Key responsibilities
The preparation of compliant Financial Planning Reports to meet specific client goals.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
This role can be carried out on a hybrid basis and you will be able to work from home for up to three days per week post probation.
Posted by Financial Divisions • £47K/yr to £55K/yr
They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qualified client facing paraplanner to join them.
My client is a well-established and highly successful Chartered Wealth Management firm with an outstanding reputation in the Wealth Management industry.
You will work with a well-established pod who are friendly and sociable and collaborative.
Posted by Financial Divisions • £48K/yr to £55K/yr
They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qualified client facing paraplanner to join them.
My client is a well-established and highly successful Chartered Wealth Management firm with an outstanding reputation in the Wealth Management industry.
You will work with a well-established pod who are friendly and sociable and collaborative.
Posted by Robinson Financial Careers • £30K/yr to £50K/yr
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
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.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.
Join our client, an exciting Wealth Management Organisation as a Client Manager and become part of a dedicated team committed to building long-term client relationships and providing world-class wealth management services.
Our client is a professional Private Client Wealth Management organisation and Family Office.
Are you passionate about delivering exceptional client service and working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients?