Our client, a high-quality financial planning firm, are looking for a paraplanner to join the team; Following a period of successful business growth, the business is now seeking a highly knowledgeable, skilled, and experienced paraplanner to collaborate with their established team of financial planners.
Key Responsibilities
You will receive and implement requests from the financial planners; You will work closely with the advisers to communicate clearly with the administration team.
You will prepare, complete, and deliver reports and annual reviews to a high professional standard; This will include collating and providing the relevant information to all key individuals.
Our client is a national wealth management firm who are looking for a Paraplanner to support the Financial Advisers 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 Advisers to provide a full holistic advice service to clients, which delivers good outcomes.
The role will involve taking responsibility for the following
Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client's needs and objectives with a good outcome.
Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
Role responsibilities include
Offering input into discussions to assist in the formulation of advice strategy.
Occasional inclusion in project work, assisting in the development of advice and regulatory processes across the business.
General
A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability.
With a small, established team of Financial Planning professionals, they have exciting new expansion plans and as part of their growth, they are seeking an experienced Senior Paraplanner to lead the work of the Technical team at their office.
Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.
This is also a client-facing role, with some responsibility for supporting existing clients in the absence of the Director, but without any business development or sales targets.
Posted by Premier Jobs UK Limited • £45K/yr to £55K/yr
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together.
The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
A working knowledge of pre- and post-retirement planning, investments and taxation is key to this role.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.