2 Paraplanner jobs

Christie Financial Planning Ltd is a highly reputable and well regarded Chartered IFA firm in Glasgow.  We have a new opportunity for an experienced Sales Support Administrator to join our company. Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanners (mainly individual Life & Pensions). Other duties include maintaining client information using Intelligent Office, commission and fee reconciliations and inputting client data onto various platforms which include Old Mutual Wealth, 7IM and Transact. A high standard of word processing skills is essential. You will also be responsible for front of office, dealing with telephone enquiries and meeting visitors and clients. Ideally you will already have passed some financial exams and you will be encouraged to progress with further exams. Any training will be fully funded by the company.  A competitive package is available to the successful candidate.

Job Title:  Technical Paraplanner Industry:  Financial Services Location:  Guildford Salary:  £40,000 – £50,000 Reference:  13962 Job Description: Recruit UK are working on an excellent opportunity for a Senior paraplanner in Guildford to join one an independent financial planning firm. They are looking for a technical paraplanner to come in and work closely with the paraplanning manager to help lead the team of paraplanners to guarantee the production of high-quality advice. This is a senior position in which you will apply knowledge and a detailed understanding of the advice process.   Responsibilities:   You will be providing paraplanning support to a team of Financial Planners and work alongside them with the advice strategies. Along with this, you will also work closely with both the Managing Director and Paraplanning manager on running the investment committee. The paraplanning manager will be working closely with you and will be requiring assistance in managing the paraplanning team. They are committed to professional development and are more than happy to support you through this journey in getting up to Chartered Fellow.   Skills and experience required: Experience in a technical paraplanning role Excellent knowledge of pensions trusts and investments, Strong investment and fund knowledge Teamworking ethos Excellent written and verbal communication skills Driven to deliver a first-class service to clients Strong personal skills Client-focused Attention to detail     About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an independent financial planning firm based in London on a trainee financial planning role.   Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.