If you are an individual looking to kick start your career within Paraplanning then this is an opportunity not to be missed!
If you have just started your journey to obtain your level 4 diploma, have IFA administration or Trainee Paraplanning experience and you are wanting to gain hands on experience and enjoy working within a busy environment then click apply for further details on the role and company!
This Junior Paraplanning opportunity will see you being responsible for supporting the paraplanning team, developing your knowledge and skills in report writing and research!
We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations.
Their mission is to provide financial guidance and support that helps their clients achieve their goals.
Our client is a Chartered Independent Financial advisers based in Chester.
My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
To support 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.
Looking for a new opportunity as a Paraplanner as you feel undervalues?
We are currently seeking a skilled and motivated Paraplanner to join our dynamic team and contribute to their mission of delivering exceptional financial services.
A leading IFA firm committed to providing comprehensive wealth management solutions to our diverse clientele.