Purpose: The Paraplanner supports advisors in creating and delivering exceptional advice, managing client reporting, analysis, and post-review actions, ensuring regulatory compliance.
Company Overview: Our client is a leading Chartered Financial Planner and independent advisory firm with over 40 years of experience, recognized as Professional Service Firm of the Year 2022.
They provide high-quality personal service to clients across the UK.
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.
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.
My client is a well-established Independent Financial Advice firm with offices based in Northwest London is looking for a Paraplanner to join their team.
(Hybrid Working, & Study support)
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.
Our client is looking for a paraplanner to be responsible for supporting financial planners by conducting research, preparing financial plans, and handling various administrative tasks.
Responsibilities
Providing a smooth and efficient process for clients.
Ensuring clients receive accurate and professional financial advice.
Providing technical support and recommendations to Financial Advisers
A highly professional team, with many home grown advisers, with years of technical experience between them.
Chartered financial planners dealing with high net worth clients with a fantastic reputation for the honest and professional advice they provide to the South.