As Paraplanner you will actively support Wealth Planners 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 Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry.
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
We are looking for a Paraplanner with a minimum of 2 years on the job experience that is Diploma qualified.
Bond Recruitment is currently recruiting for an experienced freelance/ self-employed Paraplanner on behalf of our client, our privately owned outsourced Paraplanning firm based in Birmingham.
As a Paraplanner, you will provide technical planning support to their financial advisers.
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.
This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.
A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner.
Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients.
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.
Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports.
A chartered firm of IFA's is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner.