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4 jobs found

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Paraplanner
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Recruit UK
27/07/2022
Full time
Paraplanner - Cardiff - £35k-£42k
£35,000 - £42,000 yearly
Recruit UK Cardiff, UK
Job Title: Paraplanner Industry:  Financial Services Location: Cardiff Salary: £35,000 - £42,000 Job reference: 16439 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm. Our client is a fantastic independent advice practice who work closely with private and corporate clients on Investments, Pensions, Savings and more. Due to growth over the last year, they are looking to bring on an experienced Paraplanner who can support the back-office team and advisers. Your duties will include, but not be limited to: ·         Working closely with the Advisers to understand Clients needs and desires ·         Preparing suitability reports, including recommendations ·         Conducting research to ensure the best...
Recruit UK
20/07/2022
Full time
Paraplanner - Derbyshire - £45k-£50k
£45,000 - £50,000 yearly
Recruit UK Derbyshire, UK
Are you an experienced Paraplanner thinking about your next move? Looking for a role with true flexibility around home working?  Like the sound of working for a company that has won multiple awards for being one of the best employers in the industry? If so, then we might have the perfect opportunity for you. We are working with a multi-office Wealth Management firm, which has been recognized with numerous industry awards, for both the excellent service they provide to clients and being one of the best employers to work for in the Financial Advice profession. They have an opportunity for a senior paraplanner to join their team in Derbyshire, to work closely with the Financial Planners to deliver expert advice to clients. Due to the nature of the advice they provide, this will suit someone who thrives on the highly technical aspect of the role. Their Paraplanners also get involved in presentations and ongoing client relationship management so enjoying that...
Recruit UK
20/07/2022
Full time
Paraplanner - Herts - To £55k
£40,000 - £55,000 yearly
Recruit UK Hertfordshire, UK
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...
Penney
20/07/2022
Full time
Senior Paraplanner - £50k-£60k - London
£50,000 - £60,000 yearly
Penney London, UK
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...
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