Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
We are looking for a career-Paraplanner with HNW experience.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
This Paraplanner job is available within an award winning firm that truly cares about their team.
Your responsibilities will include: Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors.
We are searching for experienced Paraplanners with experience in pensions transfer work (DB schemes) to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME's.
Our client is looking for an additional DB Paraplanner to join their team.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
We are looking for a Paraplanning Team Leader to join our client's expanding firm in Farnborough.
You will need to understand the client needs and objectives, helping to define the appropriate advise route and deliver recommendations in a clear and compliant manner.
You will help manage the team on a day to day basis, ensuring pipleine management and progressing cases in a timely manner, highlighting any potential concerns to the paraplanning manager.
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis
As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front
In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations.