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Recruit UK | Certified B Corp™
chelmsford
Job Description Job Title: Paraplanner Industry: Financial services Location: Chelmsford Salary : £33,000 - £45,000 (higher salary negotiable) Job Reference: 9017 Are you a paraplanner looking for career progression and corporate benefits? Job Description: Recruit UK is working on an excellent opportunity for an experienced Paraplanner to j
Job Source: Recruit UK | Certified B Corp™Capio Recruitment Financial Planning
Chelmsford
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Chelmsford A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the
Job Source: Capio Recruitment Financial PlanningHeat Recruitment
Chelmsford
We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. We are currently seeking a 'career' Paraplanner to join their dynamic team. Working Arrangements: Hybrid role: 2 days remote work, mandatory office presence on Mondays. Benefits: 30 days holiday plus Bank Holi
Job Source: Heat RecruitmentReed
Chelmsford
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum. This individual will be responsible for prov
Job Source: ReedRecruit UK
Chelmsford
Job Title: Paraplanner Industry: Financial services Location: Chelmsford Salary : £33,000 - £45,000 (higher salary negotiable) Job Reference: 9017 Are you a paraplanner looking for career progression and corporate benefits? Job Description: Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join the Chelmsford o
Job Source: Recruit UKIDEX Consulting Ltd
United Kingdom
A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving practice in Essex. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.I am looking for a candidates with previous technical experience in a Paraplanner role. Ideally you will come from an Inde
Job Source: IDEX Consulting LtdRecruit UK | Certified B Corp™
chelmsford, england, United Kingdom
Job Title: Paraplanner Industry: Financial services Location: Chelmsford Salary : £33,000 - £45,000 (higher salary negotiable) Job Reference: 9017 Are you a paraplanner looking for career progression and corporate benefits? Job Description: Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join the Chelmsford
Job Source: Recruit UK | Certified B Corp™Salmon Financial Planning
hertfordshire
Job Description Are you a Level 4 qualified Paraplanner looking to work more closely in-house alongside a dedicated team all focussed on providing first class service and advice to their clients? Do you miss having a team and colleagues? Are you passionate about being able to produce high quality documentation that supports the delivery of exce
Job Source: Salmon Financial PlanningChelmsford
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum. This individual will be responsible for providing excellent service to the Financial Planners by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.
Key Responsibilities
• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.• Conduct fund research using the company panel or FE Analytics where appropriate.• Review asset allocation for any investment/pension holdings• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.• Preparation of fund switch and encashment letters according to advice provided.• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.• Liaise with Product Providers / Third Parties regarding any technical queries• All work to be completed within agreed SLA’s.• Treat all data with complete confidentiality and take reasonable steps to protect this at all times.• Maintain client records and update client information on back-office systems to keep an effective audit trail.
Work Experience:• Previous experience of working in similar role within financial services• Practical application of technical financial knowledge within career.• Previous data research and report writing experience within financial services• Extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
Skills & Qualifications:• Fully Diploma qualified, or one exam away.• Good understanding of the Financial Planning process.• Strong interpersonal skills, both written and verbal communication.• Customer service skills – providing an excellent service to the adviser and client.• Excellent planning and organisational skills.• Ability to work effectively to deadlines.
Competencies:• Organised and efficient, manages their own time effectively and prioritises to maximise productivity.• Adopts and demonstrates a proactive approach at all times.• Self-motivated, works consistently with little supervision and takes a proactive approach to their work.• Promotes cooperation and team working within their team, or with others. Develops a wide variety of successful networks across the whole business and demonstrates interdepartmental working
Paraplanner jobs in Chelmsford
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