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.
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.
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.
Paraplanner - Solihull, hybrid (1 day per week in office minimum)
MBF Recruitment is delighted to be representing a small but dynamic wealth management business in Solihull, backed by an international Investment Manager.
Around £35,000 plus company benefits and (£3-4K) discretionary bonus.
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.
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.
The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.