ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Capio Recruitment Financial Planning
Coventry
Job Title: Paraplanner Salary: Negotiable Location: Coventry A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice are continuing to grow and is now looking to bolster their back-office team with a technical professional. Providing technical support across a diverse range of case types including P
Job Source: Capio Recruitment Financial PlanningReed
Birmingham
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability repo
Job Source: ReedIDEX Consulting Ltd
Birmingham
A fantastic opportunity has arisen for an experienced paraplanner to join a top tier advice practice. Idex are working with a prestigious client to search for a candidate with previous experience in a Paraplanner role.The primary duties for this role includes research and report writing and as such all candidates must be competent suitability repor
Job Source: IDEX Consulting LtdRecruit UK
Birmingham
Job Title: Paraplanner Industry: Wealth Management Location:Birmingham Salary: £33,000 - £42,000 Reference Number: 9021 Job Description: Recruit UK are proud to be working with a reputable wealth management firm in Edgbaston, seeking a Paraplanner to join their team. The ideal candidate should possess excellent technical administration skills. This
Job Source: Recruit UKReed
Birmingham
Reed Financial Services are representing a Chartered firm of Independent Financial Planners. Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability repo
Job Source: ReedTEMPLEGATE RECRUITMENT LIMITED
Birmingham
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Edgbaston Benefits: Life Cover,Critical Illness cover,Income Protection,Pension contributions, Bonus, Holiday, Hybrid working , Free eye tests. Salary: £33,000 to £42,000 depending on qualifications and experience About the Company:
Job Source: TEMPLEGATE RECRUITMENT LIMITEDMERJE Ltd
United Kingdom
Senior Paraplanner Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising w
Job Source: MERJE LtdRecruit UK | Certified B Corp™
Bromsgrove, England, United Kingdom
Job Title: Paraplanner Industry: Financial Planning Location: Bromsgrove – Predominantly remote Salary: £30,000 – £40,000 Job Reference: 9000 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice. This company ensures their clients are provided with
Job Source: Recruit UK | Certified B Corp™United Kingdom
Paraplanner MERJE, West Midlands, England, United Kingdom (Hybrid)
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services
Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on the knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
Draft and co-ordinate technical documents and research for client presentation.
When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Wealth Planner for them to discuss with the client.
Undertake technical or any other relevant training to maintain and develop technical knowledge
Undertake and record relevant Continuous Professional Development (CPD) to develop personal knowledge and skills.
Demonstrate the Fitness and Propriety requirements for the FCA Certification Function for the role to be able to pass the annual assessment and continue to be Certificated.
Key Skills & Experience
Experience of providing a first-class paraplanning service.
Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice.
Educated to at least A Level/Higher standard (or equivalent).
RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
Commitment to study towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
If you would like this job advertisement in an alternative format, please contact MERJE directly.
Paraplanner jobs in United Kingdom
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.