Posted by Taylor James Professional Recruitment • £35K/yr to £46K/yr
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
General
Our client, a prestigious firm of financial planners in Wigan are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Our client is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers.
The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation.
They will compile and recommend comprehensive reports to meet a clients' overall objectives.
Posted by The Eventus Recruitment Group • £25K/yr to £28K/yr
Eventus Recruitment Cheshire are seeking a Financial Planning / IFA Administrator to join a modern and fast-paced team in St Helens.
Working in the Wealth Advisory Team, reporting to the Practice Manager, you will be liaising closely with the firms Paraplanners, IFA's and Financial Planners.
This is a great job opportunity to join a thriving well-established company that continues to grow organically.
NJR are excited to be yet again partnered with dynamic and forward-thinking Financial Advising Practice who are committed to delivering exceptional service and tailored financial advice to clients.
About the Company: Join a dynamic and forward-thinking financial planning firm dedicated to providing exceptional service and tailored financial solutions to our clients.
We value professionalism, ethical standards, and a diverse workplace, and we are looking for an experienced Paraplanner to join our team.
Our client, a highly regarding financial advisory business, are looking for a Paraplanner to provide an integral function to the wider team.
Key Responsibilities
To accurately interpret the advisers client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report.
To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs.
Are you a motivated and detail-oriented Administrator, with some relevant experience of working with Surveyors?
We are looking for a great coordinator who will play a critical administrative role in supporting the claims department by assisting with the surveying process for insurance claims.
You will be responsible for supporting a team of surveyors, ensuring timely and accurate assessments, and liaising with clients, insurance adjusters, and contractors to facilitate smooth and efficient claims processing.