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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
Role: Paraplanner
Location: Birmingham
Salary: £24,000 to £30,000 (depending on experience)
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham. This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deli
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
This role is best suited to those with 2 years paraplanning experience who also have their level 4 qualification. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
Business
This is a
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
A fantastic opportunity has arisen for an experienced Paraplanner to join a top tier advice practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opportunity. The primary duties for this role includes research and report writing and as such all candida
Job Title: Paraplanner
Location: Edgbaston (B15), UK
Salary: £28,000-£40,000 per annum
Benefits
* Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote)
* 26 days holiday + bank holidays + increasing entitlement with LOS
* Matched pension + NI employer contributions
* Critical Illness & L
Job Source: Heat Recruitment Ltd
Paraplanner
Birmingham
£ 30,000 - 36,000 per annum, Inc benefits
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 reports. A working knowledge of pre and post retirement planning, investments and taxation is key to this role. In return you'll be be receive an annual salary up to £36k.
Main Responsibilities:
Develop a professional working relationship with the Financial Planner(s) by communicating regularly to understand their key requirements and priorities in order to plan the workload/meet service level agreements.
To have a thorough understanding of the company Financial Services advice process, including suitability report format, regulatory requirements imposed by the FCA and be able to deliver these within a reasonable timescale.
To understand each client’s circumstances, objectives, attitude to risk, knowledge and experience to ensure advice is appropriate and to be able to find an alternative solution for the Financial Planner where needed.
Prepare analysis of client’s existing portfolio / holdings for client meetings and updates.
Conducting research and quotations for client meetings.
Submit a compliant file to the Compliance Director, where requested, ...