financial planner assistant

mbf.

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.Responsibilities will include;<ul><li>Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions</li><li>Carry out any necessary technical research</li><li>Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome</li><li>Work with the financial planner to ensure the correct client outcome is achieved</li><li>Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc</li><li>Support the financial planner with tech</li></ul>Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.The package details;<ul><li>Salary to £52,000</li><li>Annual discretionary bonus</li><li>Excellent Pension</li><li>Group Life Assurance</li><li>Group Income Protection</li><li>Private Medical Insurance</li><li>Employee Assistant Programme</li><li>Generous Holiday Allowance</li><li>Flexibens Package</li></ul>This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.You will be joining a well-known and highly respected organisation with excellent career development opportunities.

paraplanner

NJR Recruitment

Paraplanner Leicestershire Salary up to 35,000 2 days hybrid working is available Free Parking available on site Exam funding Death in service & 25 Days Holiday NJR are currently representing a well-established Financial Planning practice who, due to their continued growth are now seeking an experienced Paraplanner to join their team. Our client operates an open and family culture and work from modern state of the art offices. The successful candidate you will be responsible for writing bespoke suitability reports and providing technical research services to the Managing Director. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the achievement of Business targets. Responsibilities " Providing full Paraplanning/Administrative support, to a busy team of Financial Planners, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers. " Regular engagement with clients via telephone, email, and letter " You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents " Collect quantitative detailed information required to compile a Financial Plan. " Ensure that all compliance paperwork is present " Confirm client risk profile is determined " Identify and obtain the information necessary to compile financial cash flow forecast " Establish and build strong relationships with clients and attend client meetings with Planner if required. " Update cash flow models in preparation for review meetings The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with knowledge of Investment and Pension products. Ideally working towards Level 4 Diploma. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills. Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times. For further information please contact one of our specialist consultants quoting REF: NJR15624

Paraplanner

Dynamite Recruitment Solutions Ltd

Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a Paraplanner to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice. Key Responsibilities <ul> <li>Prepare suitability reports and support advisers with research and analysis.</li><li>Assist with cashflow modelling and product research.</li><li>Liaise with clients and providers to gather information.</li><li>Maintain accurate client records and process new business.</li><li>Provide administrative support such as scheduling meetings and handling paperwork.</li></ul> Skills & Experience <ul> <li>1+ year in paraplanning or financial services.</li><li>Working towards or holding Level 4 Diploma (desirable).</li><li>Good technical knowledge of pensions, investments, and protection.</li><li>Strong attention to detail and communication skills.</li><li>Confident using back-office and financial planning software.</li></ul> What We Offer <ul> <li>Competitive salary</li><li>Training and qualification support</li><li>Friendly team and flexible working options</li></ul> £35,000 - £40,000 Full time or Part time For more information please apply or contact Tegan at Dynamite Recruitment

Client Review Administrator - IFA Firm £24,000 - £28,000 Leicester Area Hybrid working Benefits 25 days holiday, plus bank holidays. Generous non-contributory pension scheme, commencing after three months' continuous service. Free death in service, subject to qualifying criteria, commencing after three months' continuous service. Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking. Dress down Fridays. NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review. Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development. Duties of the Client Review Team Administrator: " Make client appointments " Produce valuations " Prepare cash flow modelling (information gathering and understanding) " Prepare portfolio comparison analytics " Action fund switches " Carry out attitude to risk questionnaires " Prepare new and existing client appointment packs " Adviser diary management " Regular engagement with clients and providers via telephone, email and letter " Produce no action and fund switch suitability letters " Maintain clear and compliant records " General admin duties, scanning, photocopying, etc " Carry out other related duties when required " Attend departmental meetings and training Experience and Skills Required: " Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. " An understanding of regulations/compliance would be advantageous. " A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan). " Excellent customer facing interactions, good administration skills/phone manner and IT skills " Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. " Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889

Client Review Administrator

Paraplanner - Wealth Management Location: Milton Keynes Salary: up to £45,000 (Experience dependent)Hybrid working We are representing a very well-established Firm of independent Financial Planners who have built up an excellent reputation within the Industry and as a result of their continues growth are now looking for an experienced Paraplanner to join their dynamic business,This is an exciting opportunity to be part of a professional, collaborative environment where high-quality client service and technical excellence are key priorities.Our Client Manages approximately 450 million of Clients assets which is growing by the day, the successful candidate will be working closely with 2/3 Financial Planners to execute bespoke Suitability reports. Benefits " AE Pension Scheme with 5% matched contributions after probationary period" 3 x DIS after probationary sign off" PHI and PMI after probationary sign off" Free onsite parking and virtual parking permit provided " Finish at 12 noon every Friday " Hybrid flexibility Key Responsibilities" Drafting and packaging high-quality suitability reports for Bonds, Pensions, and Investments" Proofreading and compiling reports, including printing and binding where required" Gathering and preparing illustrations, key features, KIIDs, and application forms" Conducting product and fund research in conjunction with the Portfolio Manager" Supporting technical queries and liaising with advisers, clients, and product providers" Cash Flow Modelling and contributing to client financial planning processes" Keeping technical knowledge of products, platforms, and providers up to date" Ensuring compliance by checking fact finds, AML documents, and client agreements" Updating and maintaining the back-office system (Intelligent Office)" Attending quarterly adviser days and contributing to the firm's CPD structureExperience and Skills Required" Diploma qualified (or working towards it)" Minimum of 2 years' experience in a Paraplanner role" Strong communication and problem-solving skills" Highly organised with excellent time management" Comfortable working independently and collaboratively within a teamSystems Knowledge" Confident with Microsoft Outlook, Word, and Excel (intermediate level)" Experience with back-office systems such as Intelligent Office (or similar)" Familiarity with tools such as ATEB, O&M Profiler, and FE Analytics" Working knowledge of platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirableThis is a great opportunity for someone looking to take the next step in their Paraplanning career within a supportive and forward-thinking environment.If you are an experienced paraplanner, apply today via NJR Recruitment quoting NJR16097

Paraplanner - Wealth Management

Junior Financial Planning Administrator - Glasgow Salary: Up to £28,000 + benefitsLocation: Glasgow (Full-time, office-based initially, hybrid available after probation) An exciting opportunity has arisen for a motivated and ambitious individual to join a highly regarded wealth management firm in Glasgow as a Junior Financial Planning Administrator. This role is ideal for Graduates or candidates with transferable administrative or customer service skills who are looking to build a long-term career within Financial Planning or Financial Services. You'll receive full training, ongoing support, and excellent opportunities to progress as you develop your knowledge and experience. About the role:You'll be working as part of a professional and supportive team, providing administrative assistance to Financial Planners and helping to deliver an exceptional client experience. This will include preparing documentation, updating client records, liaising with providers, and assisting with the smooth running of day-to-day operations. Key responsibilities: <ul> <li> Provide administrative support to Financial Planners and the wider team </li><li> Prepare and maintain accurate client documentation and records </li><li> Communicate with clients and providers in a professional and timely manner </li><li> Assist with processing new business and client review packs </li><li> Learn and develop a strong understanding of the financial planning process </li></ul> What's on offer: <ul> <li> Salary up to £28,000 plus benefits </li><li> Full-time, office-based initially (hybrid working available after probation) </li><li> Full training and support provided </li><li> Excellent opportunities for professional development and progression </li><li> Friendly, collaborative working environment </li></ul> What we're looking for: <ul> <li> A degree or relevant transferable experience (administration, customer service, office support) </li><li> Strong organisational skills and attention to detail </li><li> Excellent communication skills, both written and verbal </li><li> A genuine interest in developing a career within Financial Planning or Financial Services </li><li> A proactive attitude and willingness to learn </li></ul> This is a fantastic opportunity to begin your career in the financial services industry with a firm that values development, teamwork, and progression. To apply or find out more, please get in touch.

Junior Financial Planning Administrator

Synchronicity Group

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Southampton office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

Financial Planner - Director/Partner

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paraplanner

Paraplanner

Paraplanner

Client Review Administrator

Paraplanner - Wealth Management

Junior Financial Planning Administrator

Financial Planner - Director/Partner