You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
These main tasks will be the responsibility of the Paraplanning team.
Cameron James is working with a successful IFA Practice based in Hertfordshire, in the recruitment of an experienced IFA Administrator to join their growing team.
There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Financial Planning company with several offices in the Southeast.
This position is based in St Albans, where you will work closely with Financial Advisers and the paraplanning team.
This company keeps going from strength to strength, with awards won, and further acquisitions and mergers lined up for 2024.
Posted by Penguin Recruitment Ltd • £45K/yr to £55K/yr
Penguin Recruitment is delighted to be supporting an established, national planning consultancy on the hire of a Principal Planner for their team in Harpenden.
This is a full-time and permanent position however candidates seeking alternate arrangements are welcome to express an interest.
Our client is highly regarded in the South and employs Town Planners from a variety of backgrounds to staff their growing and successful teams in the South of England.
Our client based in Sunbury is looking for a dedicated Planner Coordinator to join our team on a permanent basis.
To schedule the work of our service engineers - a mixture of repairs, breakdowns, and planned maintenance.
In this role, you'll play a pivotal part in coordinating the daily jobs for our service engineers across the UK and Ireland, working closely with both internal and external stakeholders to achieve our monthly KPIs.
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:.
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.