Posted by Blakemore Recruitment • £50K/yr to £60K/yr
Are you a paraplanner with a passion for working with financial planners?
Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you!
They are an award-winning financial services firm based in North West London dedicated to providing comprehensive and personalised financial planning solutions to clients.
Posted by Recruitment Solutions (Folkestone) Limited • £38K/yr to £41K/yr
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.
Posted by Service Service Employment Agency Limited • £35K/yr to £45K/yr
Key responsibilities
The preparation of compliant Financial Planning Reports to meet specific client goals.
General
This role can be carried out on a hybrid basis and you will be able to work from home for up to three days per week post probation.
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
We are looking for an Assistant Paraplanner to support our Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature.
RESPONSIBILITIES
Produce new business illustrations, using either our own or 3rd party software.
Obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing.
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.
NJR are excited to be yet again partnered with a well-established Wealth Management practice who have being helping their clients grow, protect, and pass on their wealth for over two decades.
They pride themselves on being open, approachable, and down to earth.
Posted by Blakemore Recruitment • £40K/yr to £50K/yr
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office.
The role will report to the Head of Paraplanning, and the key areas of the role are as follows: