Our client who are a Regional IFA firm based in Chesham are looking to recruit a technical paraplanner. Purpose of Role: Provide Remote Paraplanning support for Financial Advisers. Work with a variety of pension, protection and investment products in order to provide a high quality service to our clients. Duties and Responsibilities: Suitability letters. Pension Reviews and...
A well established IFA in Buckinghamshire has a vacancy for a Trainee Paraplanner. The ideal candidate will currently be working as a Senior Sales Support or a Junior Paraplanner currently. You will initially be working alongside a senior IFA and will be dealing with client reports, meeting clients and planning reports. You will need to be Diploma studying with a view to become a "...
Based in High Wycombe our client is looking for 3 additional paraplanners, due to organic growth of the business. The candidate will have full diploma qualification or studying towards the qualification, you will be experienced in working with 1 adviser on a permanent basis. You will offer full support in terms of managing all research and report writing, working with pension, investment, tax and protection products. Sal...
An opportunity has now opened for an experienced Paraplanner to join the support team of a Regional IFA firm based in Gerrards Cross. Your duties will include: Report writing (Life, Pensions and Investments and Prtoection), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients directl...
Reports to: Partner Purpose of role: To provide extensive technical support to the financial planners Accountabilities: Manage the planning workflow Receive and implement requests from planners Gather and record client data Prepare reports to a professional and timely standard Provide information for annual reviews and identify areas not covered Communica...
A well established IFA in Buckinghamshire has a vacancy for a Trainee IFA/Paraplanner. The ideal candidate will currently be working as an adviser or planner and want to progress within a professional firm and eventually be in a position to take the firm over. You will initially be working alongside a senior IFA and will be dealing with client reports, meeting clients and planning reports. After time you will b...
My client a successful IFA brokerage within a Accoutancy practice. Are looking for candidate that is currently working as an adviser / Paraplanner. Initially you will work along side the MD, report writing, client meetings etc. With the long term view of taking over the brokerage. My client is looking for a candidate that is intelligent, highly motivated, willing to learn and see's an opportunity for eventual management/partne...
Ref: 1412 Job Title Paraplanner Location Buckinghamshire Salary £30,000 + bonus Opportunity: This is a great opportunity to work for a successful IFA practice that has been working on a fee basis for several years. The role would either suit a career paraplanner or someone who is seeking to ultimately move into an adviser role. Environment: Established and professional where doing the right thing f...
Reports to: Partner Purpose of role: To provide extensive technical support to the financial planners Accountabilities: Manage the planning workflow Receive and implement requests from planners Gather and record client data Prepare reports to a professional and timely standard Provide information for annual reviews and identify areas not covered Commu...
A Wealth Management firm based in Buckinghamshire is looking to hire a talented Paraplanner to join its growing team. The company is a very successful business, specialising in Wealth Management, Pensions, Investments and Mortgages. The Paraplanner duties will include producing reports, suitability letters and researching various pension offerings such as QROPS, SIPPS and SASSs. An important part of the role is client facing, with the Parap...
An opportunity has now opened for an experienced Paraplanner to join the Financial Services arm of a highly reputable, boutique IFA in Hertfordshire. Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients direct...
An opportunity has now opened for an experienced Paraplanner to join the Financial Services arm of a highly reputable, boutique IFA in Hertfordshire. Your duties will include: Report writing (Life, Pensions and Investments), Comprehensive research in the market place, Work closely with consultants in preparing relevant work. Meet with product providers as and when required. Liaise with clients direct...
