This Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and drafting suitability reports.
NJR Recruitment are partnered with a well establish Chartered financial planning firm who are currently looking for a Technical Sales Support /Paraplanner to assist their Financial Planner in providing expert guidance to their clients.
The Paraplanner will need to have a strong understanding of pre and post-retirement planning, investments, and taxation.
Posted by Tallgrass Recruitment Limited • £35K/yr to £40K/yr
General
We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services.
The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.
Responsibilities
Conduct thorough research on financial products and strategies.
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 Financial Divisions • £40K/yr to £45K/yr
We are recruiting a Paraplanner for our client who is a boutique financial advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on, investments, retirement planning, trusts, mortgages tax planning and pensions.
This will be a great move for you as a Paraplanner if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.
The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions.
Paraplanner - Birmingham - National Wealth Management Organisation
We are currently working with an international Wealth and Investment Management business to recruit for an experienced Paraplanner to join their team in the busy Birmingham office.
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
General
This is an excellent opportunity for a Paraplanner, or someone who's looking to upskill as a Paraplanner, to join a well-established financial planning company that offer holistic independent financial advice.
Posted by Robinson Financial Careers • £28K/yr to £40K/yr
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
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.
Report writing will be an essential part of the role.