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 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.
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.
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.
As a Paraplanner, you will play a key role in supporting a team of financial planners in delivering comprehensive financial planning and investment advice to their clients.
About
This is an opportunity to become part of a leading financial services company specialising in providing personalised investment solutions to individuals and businesses.
With a strong commitment to delivering exceptional client service and a focus on long-term financial planning, this business has established a reputation for excellence in the industry.
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.
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.
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.