4 Paraplanner jobs

Main responsibilities will be as follows: • Working with the directors of the company to support the onboarding of new clients and ongoing reviews for existing clients to ensure accurate, compliant, timely information and advice is provided • When requested attending client meetings with the directors to record key data and discussions to enable follow up work to be scheduled and completed, working alongside the directors and other team members as necessary to ensure successful delivery • Preparing cashflow modelling scenarios • Preparing client risk reports using output from risk profiling and cashflow modelling • Conducting analysis and research, requesting additional information as necessary to enable detailed presentation and analysis of a client’s financial situation and options • Undertaking charging comparisons and obtain as necessary confirmation of platform deals • Setting up investment platform records and running and collating illustrations and documentation as...

Job Title: Paraplanner Industry:  Financial Services Location: Hertfordshire Salary: up to £55,000 Job reference: 16227 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Hertfordshire. Our client is a successful Independent Financial Advice practice, working with high-net-worth clients across the UK. They also have a highly successful sister company in North London meaning there is lots of room for development and progression. They are looking for an experienced Paraplanner to join their team. Ideally you will have your Level 4 qualification but knowledge and a solid skillset in the role is key. In return, they will offer you a highly competitive salary, hybrid working and a growing and progressive working environment. Your role will include, but not be limited to: Understanding and analyzing new and existing client’s information Creating...