Our client is a leading Wealth Management Group that offers investment, pension, ISA and protection products, cross border Investment services including Asset Management, Discretionary Fund Management and Financial Advice to clients all over the UK. Their aim is to generate prosperity for generations today and tomorrow.
Their office in London is looking for a Paraplanner to join their financial planning team. The responsibilities of the role includes providing in-depth reports and analysis to Advisors to enable them to make and present recommendations to clients. The role requires you to have strong communication skills as you will be liaising directly with the Advisors, and it would be important for you to have a good knowledge and understanding of Life and Pension products as well as general industry experience. You will need a good understanding of TCF and general compliance and regulations within the industry.
The ideal candidate will have experience of working within the Financial planning industry, have an understanding of the financial planning process and will have worked alongside financial planners previously.
Whilst it isn’t necessary for you to have gained the Level 4 diploma in financial planning, you will need to demonstrate commitment to achieving this by having taken and passed some of your exams already. Also experienced users of Quay, Avelo and Defaqto will be at particular advantage. They do manage client portfolios on platforms so experience of platform use would also be advantageous.
The benefits of the role include an excellent salary, as well as some excellent benefits including a season ticket loan, the option to buy and sell holiday as well as a bonus and pension scheme.
If you would like to apply for the role please forward your CV. If you have any questions, please contact Louise Sheppard @ Recruit UK Ltd on 0117-9450-450. Quote 11908
16/10/2017
Full time
Our client is a leading Wealth Management Group that offers investment, pension, ISA and protection products, cross border Investment services including Asset Management, Discretionary Fund Management and Financial Advice to clients all over the UK. Their aim is to generate prosperity for generations today and tomorrow.
Their office in London is looking for a Paraplanner to join their financial planning team. The responsibilities of the role includes providing in-depth reports and analysis to Advisors to enable them to make and present recommendations to clients. The role requires you to have strong communication skills as you will be liaising directly with the Advisors, and it would be important for you to have a good knowledge and understanding of Life and Pension products as well as general industry experience. You will need a good understanding of TCF and general compliance and regulations within the industry.
The ideal candidate will have experience of working within the Financial planning industry, have an understanding of the financial planning process and will have worked alongside financial planners previously.
Whilst it isn’t necessary for you to have gained the Level 4 diploma in financial planning, you will need to demonstrate commitment to achieving this by having taken and passed some of your exams already. Also experienced users of Quay, Avelo and Defaqto will be at particular advantage. They do manage client portfolios on platforms so experience of platform use would also be advantageous.
The benefits of the role include an excellent salary, as well as some excellent benefits including a season ticket loan, the option to buy and sell holiday as well as a bonus and pension scheme.
If you would like to apply for the role please forward your CV. If you have any questions, please contact Louise Sheppard @ Recruit UK Ltd on 0117-9450-450. Quote 11908
My Client is offering a fantastic package that could see you earning a salary of £65k in year 2 and total earnings in excess of £100,000 in the third year.
These opportunities do not come around very often. They need someone from a Paraplanning background to come in and support an adviser for a 6-9 month period with an existing client bank before moving across to a full advise role with exceptional earning potential. This is an organisation that has fantastic introducer relationships meaning a constant flow of high quality leads is on tap to make for a very successful career.
Are you a qualified Paraplanner looking for a home-based (office available if preferred) position and a fast tracked route in to advice?
If you are looking for a better work life balance that will allow you the freedom to perform at the very best of your abilities and the opportunity to move to an advisory position within 12 months, then this could be the job for you.
What’s in it for you?
Flexibility around working hours - Core hours would be 10 am - 4pm but with you working remotely if you needed to tweak this either way you could do. Total of 37.5 hours per week.
Fantastic Salary and benefits package.
All exams are paid for in full 1st time around, study leave for exams.
Fantastic support and training structure developed over their 25 years in the business.
Work life balance – Home-based, with full support to set up office or if you would prefer to work from an office to work from they would rent one in a location that suits you.
When you progress in to an advice role the quality of leads and support is exceptional.
With a risk of using all the job hunting clichés, my client is looking for “an ambitious” “go getter” who is “hungry” to develop themselves and their career. My client are an investment advice company with a nationwide presence and a market leader in advising clients who are in receipt of personal injury or clinical negligence awards.
For the past 25 years, they have specialised in providing support and investment advice. They deliver advice across both pre and post settlement and specialise in Personal Injury and Clinical Negligence claims. They deal with the relevant professions to provide information and solutions for clients at critical times of need.
They are looking for an experienced Paraplanner who has a genuine interest in developing their career within the industry to support one of their most successful advisers based in the Birmingham area. This adviser delivers a range of specialist financial planning services.
This role will focus on helping in research and implementing solutions for clients on an ongoing basis. The ideal candidate will be already in a senior Paraplanner position, experienced in the role and eager to use their existing knowledge and skills to help progress and develop the advice given and the process followed.
Due to the nature of the clients you will be dealing with, they require an individual who is empathetic to different needs and able to show diversity in their approach to each client.
The key function of this role consists of the preparation of financial recommendation reports and private / minor trust reports. You will be using a number of research tools to support your work, including Defaqto, Synaptic and Exchange to ensure the most appropriate recommendation is selected appropriate to our customer’s needs.
You will often be the first point of contact for pre and post-sale for clients to ensure their needs are met in an orderly time frame. Due to the increased level of business that is being generated by the company in the West Midlands the plan is to develop this Paraplanner into an adviser over a 6 – 9 month period.
The ideal candidate will be diploma qualified with aspirations to become chartered and have at least five years’ experience. Due to the nature of the role, you can often work with families in sometimes distressing situations, so it is important to have the softer skills to manage these clients. They have a number of professional introducers who pass leads to the Financial Consultants, so there is a good level of support towards building your business.
Part of your role will be to work closely with the business development team to continue the dialogue with solicitors, so it is essential that you have exceptional communication skills.
Please call Russell Davies on 01179-170-418, quoting 11898
09/10/2017
Full time
My Client is offering a fantastic package that could see you earning a salary of £65k in year 2 and total earnings in excess of £100,000 in the third year.
These opportunities do not come around very often. They need someone from a Paraplanning background to come in and support an adviser for a 6-9 month period with an existing client bank before moving across to a full advise role with exceptional earning potential. This is an organisation that has fantastic introducer relationships meaning a constant flow of high quality leads is on tap to make for a very successful career.
Are you a qualified Paraplanner looking for a home-based (office available if preferred) position and a fast tracked route in to advice?
If you are looking for a better work life balance that will allow you the freedom to perform at the very best of your abilities and the opportunity to move to an advisory position within 12 months, then this could be the job for you.
What’s in it for you?
Flexibility around working hours - Core hours would be 10 am - 4pm but with you working remotely if you needed to tweak this either way you could do. Total of 37.5 hours per week.
Fantastic Salary and benefits package.
All exams are paid for in full 1st time around, study leave for exams.
Fantastic support and training structure developed over their 25 years in the business.
Work life balance – Home-based, with full support to set up office or if you would prefer to work from an office to work from they would rent one in a location that suits you.
When you progress in to an advice role the quality of leads and support is exceptional.
With a risk of using all the job hunting clichés, my client is looking for “an ambitious” “go getter” who is “hungry” to develop themselves and their career. My client are an investment advice company with a nationwide presence and a market leader in advising clients who are in receipt of personal injury or clinical negligence awards.
For the past 25 years, they have specialised in providing support and investment advice. They deliver advice across both pre and post settlement and specialise in Personal Injury and Clinical Negligence claims. They deal with the relevant professions to provide information and solutions for clients at critical times of need.
They are looking for an experienced Paraplanner who has a genuine interest in developing their career within the industry to support one of their most successful advisers based in the Birmingham area. This adviser delivers a range of specialist financial planning services.
This role will focus on helping in research and implementing solutions for clients on an ongoing basis. The ideal candidate will be already in a senior Paraplanner position, experienced in the role and eager to use their existing knowledge and skills to help progress and develop the advice given and the process followed.
Due to the nature of the clients you will be dealing with, they require an individual who is empathetic to different needs and able to show diversity in their approach to each client.
The key function of this role consists of the preparation of financial recommendation reports and private / minor trust reports. You will be using a number of research tools to support your work, including Defaqto, Synaptic and Exchange to ensure the most appropriate recommendation is selected appropriate to our customer’s needs.
You will often be the first point of contact for pre and post-sale for clients to ensure their needs are met in an orderly time frame. Due to the increased level of business that is being generated by the company in the West Midlands the plan is to develop this Paraplanner into an adviser over a 6 – 9 month period.
The ideal candidate will be diploma qualified with aspirations to become chartered and have at least five years’ experience. Due to the nature of the role, you can often work with families in sometimes distressing situations, so it is important to have the softer skills to manage these clients. They have a number of professional introducers who pass leads to the Financial Consultants, so there is a good level of support towards building your business.
Part of your role will be to work closely with the business development team to continue the dialogue with solicitors, so it is essential that you have exceptional communication skills.
Please call Russell Davies on 01179-170-418, quoting 11898
We are actively working with a reputable wealth management firm in Cheltenham who are looking to expand their Paraplanning team to work alongside their Investment managers, Technical Advisers and assist their administration team.
For an experienced Paraplanner this will be a great place to expand your skills while working alongside an experienced team that directly contribute to the delivery of holistic financial advice.
To be eligible for this role:
Previous experience of working as a Paraplanner
Good knowledge of Pensions and Investment products
Strong analytical and research skills
Strong report writing and verbal /numerical skills
Hold the level 4 Diploma in Financial Planning
For more information regarding the role please contact Louise Bibb on 01179170416 or email Louise.bibb@recruitukltd.co.uk and quote reference 10736
09/10/2017
Full time
We are actively working with a reputable wealth management firm in Cheltenham who are looking to expand their Paraplanning team to work alongside their Investment managers, Technical Advisers and assist their administration team.
For an experienced Paraplanner this will be a great place to expand your skills while working alongside an experienced team that directly contribute to the delivery of holistic financial advice.
To be eligible for this role:
Previous experience of working as a Paraplanner
Good knowledge of Pensions and Investment products
Strong analytical and research skills
Strong report writing and verbal /numerical skills
Hold the level 4 Diploma in Financial Planning
For more information regarding the role please contact Louise Bibb on 01179170416 or email Louise.bibb@recruitukltd.co.uk and quote reference 10736
We are representing an established firm of Chartered Financial Planners with over £140 million of assets under advice based in a picturesque village just south of Bristol.
Due to recent expansion they are now looking to recruit an experienced Financial Services Administrator/Paraplanner to support their advisers
The ideal candidate will:
Demonstrate working knowledge of investments and pensions
Have or be en route to hold the Level 4 Diploma
Experience of utilising back office systems such as Intelligent Office
Have sound English and numerical skills
The responsibilities of the role include:
Providing technical and administrative support to the advisers
Preparing client valuations and sourcing fund and investment information
Compilation of recommendation paperwork, including writing suitability reports
Preparation of relevant documents ahead of client meetings
Maintaining client and research records in line with procedures and compliance
Submitting new business via online systems where necessary
Undertaking product research
Liaising with clients, providers and professional connections by telephone and in writing
Full support to obtaining your level 4 diploma will be provided with a competitive salary including Bonus, Pension Schemes, Group Life Cover, and PHI
For more information please contact Louise Bibb on 01179170416 or email louise.bibb@recruitukltd.co.uk . Quote reference 11543
02/10/2017
Full time
We are representing an established firm of Chartered Financial Planners with over £140 million of assets under advice based in a picturesque village just south of Bristol.
Due to recent expansion they are now looking to recruit an experienced Financial Services Administrator/Paraplanner to support their advisers
The ideal candidate will:
Demonstrate working knowledge of investments and pensions
Have or be en route to hold the Level 4 Diploma
Experience of utilising back office systems such as Intelligent Office
Have sound English and numerical skills
The responsibilities of the role include:
Providing technical and administrative support to the advisers
Preparing client valuations and sourcing fund and investment information
Compilation of recommendation paperwork, including writing suitability reports
Preparation of relevant documents ahead of client meetings
Maintaining client and research records in line with procedures and compliance
Submitting new business via online systems where necessary
Undertaking product research
Liaising with clients, providers and professional connections by telephone and in writing
Full support to obtaining your level 4 diploma will be provided with a competitive salary including Bonus, Pension Schemes, Group Life Cover, and PHI
For more information please contact Louise Bibb on 01179170416 or email louise.bibb@recruitukltd.co.uk . Quote reference 11543
