Paraplanner Manager Lead and Inspire at a Highly Regarded Independent IFA
Are you an experienced paraplanner ready to take your career to the next level?
Join a respected regional IFA as a Paraplanner Manager, where you'll lead a talented team and contribute to the delivery of exceptional, independent financial advice.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Posted by Blakemore Recruitment • £32K/yr to £35K/yr
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
Posted by Financial Divisions • £30K/yr to £40K/yr
Due to expansion and internal promotions, the Managing Director is now looking to take on a Junior Paraplanner within their team and offer them a clear career path.
Plus (Bonus, Study Support & Career Progression Plan)
An excellent opportunity has risen for a very well-established Wealth Management firm with offices in Hemel Hempstead, Hertfordshire.
Posted by Blakemore Recruitment • £45K/yr to £50K/yr
They require someone with previous previous paraplanning experience within an IFA or Wealth Management environment.
We have an excellent opportunity for this well regarding financial planning practice in Hertfordshire and they are looking for a new Paraplanner to join the team.
You must be experienced in Investments, IHT and Trusts and ideally also knowledgeable about pension transfers.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
The purpose of this role is to act as a Paraplanner within the business.
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.