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TEMPLEGATE 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 LIMITEDReed
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: ReedKate+Co
Coventry
This is a full time permanent role, offering hybrid working (3 days in 2 days from home), training and progression opportunities, free parking and a salary ranging from £25-28k. We have partnered with a finance organisation who are recruiting a Paraplanner to join their growing team based at their modern purpose built offices In the Berkswell area.
Job Source: Kate+CoRecruit 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: ReedNJR Recruitment
Birmingham
NJR are proud to be partnered with a marketing leading Financial Planning firm based in Edgabston, Birmingham. The company is directly authorised and specialises in providing comprehensive cashflow planning, pension, investment and protection advice. Our client want to appoint an experienced Paraplanner to join their well-established team. The suc
Job Source: NJR RecruitmentBruin
Birmingham
Job Description My client is a Global Firm of Wealth Managers. As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre. Actively supporting the Wealth Planners your duties will include; Carrying out high quality research on a full range of financial planning products and services
Job Source: BruinReed
Birmingham
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.As a Paraplanner, you will provide technical planning support to their financial advisers. This will include researching, preparing suitability letters and annual reports and making recomm
Job Source: ReedUnited 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 with advisers, providers, administrators and directors. Role Responsibilities
Produce Suitability reports as required by the Managing Director /Practice & Compliance Director
Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
Checking client Valuations and Summaries as required by the Administration Manager
Obtaining life, investment and pension quotations using research tools
Presenting quotations to advisers along with relevant data and documents required for the advice to be provided
Understand and produce reports for the research software used in the business
Have a comprehensive understanding of the IO back office system and how it is integral to the business
Have working knowledge of submission of online applications and processing of “paper based” applications for life, investment and pensions business
Running comprehensive diary and notes system for each piece of business whether it is new business, increments or any policy variations
Have working knowledge of platform and non-platform based investment and pension products including SIPPs and SSASs
Have a working knowledge of the products and services provided by the firm
Monitor the performance of the DFM’s as directed by the Practice & Compliance Director
Undertake project / client work as directed by the Managing Director/ Operations and Compliance Managers.
Key Skills & Experience
Experience of working for an IFA in a similar role would be preferred.
QCF Level 4 Financial Services qualification as a minimum
Be working to / maintaining basic administration and technical knowledge
Detailed knowledge and understanding of the firm’s administration and client service requirements
Understanding of the provision of advice to clients in a compliant manner as detailed in the firm’s compliance manual and procedures
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
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