Paraplanner

Overview

Paraplanner

Based Northampton

Salary: £37,000 – £42,000 + discretionary bonus

Are you a Diploma qualified Paraplanner who is looking for your next move?

  • Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
  • Do you feel that you are not using your technical skills as much as you should be?
  • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
  • Would you like to work for a larger practice with full admin support provided?

 

If so, we have the opportunity for you…..

The company and role:

  • Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
  • This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
  • There are 16 Advisers, and over 30 on the support side within the company
  • They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.

 

Further information and Benefits:

  • Full time, office-based role – with the option for 1 day from home after 6 month probation period
  • 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
  • DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
  • 25 days Holiday
  • Discretionary staff bonuses paid half yearly in May and October

 

Key Responsibilities:

  • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
  • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
  • Prepare cash flow reports and presentations for client meetings.
  • Research and stay up to date on industry trends, products, and regulations.
  • Collaborate with financial advisors to implement and execute client strategies.
  • Maintain accurate and detailed records of client information and communications.
  • Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.

 

Skills and Qualifications:

  • Level 4 Diploma qualified.
  • Minimum of 3 years of experience in an IFA firm.
  • A detailed understanding of pensions, investments, protection, and tax planning
  • Strong analytical and problem-solving skills
  • Excellent attention to detail and organizational abilities
  • Proficiency in financial planning software and Microsoft Office Suite
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills

 

So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.

Related Jobs

  • Paraplanner (Part or fully qualified considered)

    Job Type: Paraplanners

    Location: London

    Paraplanner

    Overview

    Paraplanner

    Based Northampton

    Salary: £37,000 – £42,000 + discretionary bonus

    Are you a Diploma qualified Paraplanner who is looking for your next move?

    • Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
    • Do you feel that you are not using your technical skills as much as you should be?
    • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
    • Would you like to work for a larger practice with full admin support provided?

     

    If so, we have the opportunity for you…..

    The company and role:

    • Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
    • This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
    • There are 16 Advisers, and over 30 on the support side within the company
    • They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.

     

    Further information and Benefits:

    • Full time, office-based role – with the option for 1 day from home after 6 month probation period
    • 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
    • DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
    • 25 days Holiday
    • Discretionary staff bonuses paid half yearly in May and October

     

    Key Responsibilities:

    • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
    • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
    • Prepare cash flow reports and presentations for client meetings.
    • Research and stay up to date on industry trends, products, and regulations.
    • Collaborate with financial advisors to implement and execute client strategies.
    • Maintain accurate and detailed records of client information and communications.
    • Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.

     

    Skills and Qualifications:

    • Level 4 Diploma qualified.
    • Minimum of 3 years of experience in an IFA firm.
    • A detailed understanding of pensions, investments, protection, and tax planning
    • Strong analytical and problem-solving skills
    • Excellent attention to detail and organizational abilities
    • Proficiency in financial planning software and Microsoft Office Suite
    • Ability to work independently and as part of a team.
    • Excellent communication and interpersonal skills

     

    So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.

    Related Jobs

    • Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered

      Job Type: Paraplanners

      Location: London

      Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered

      Location: London, City Salary: DOE  – Ranging between £36000 and £44000 plus up to 12% bonus

      • Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
      • Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
      • If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.

      Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.

      This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

      They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.

      This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:

      • Hybrid working between home and office – after probationary period – 2 days from home
      • This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
      • Highly Social and supportive team and various team incentives and team events.

      Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.

      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • Paraplanner (Part or fully qualified considered)

      Job Type: Paraplanners

      Location: London

      Paraplanner (Part or fully qualified considered)

      Location: City, London

      Hybrid working – 2 days per week in the office

      Salary: £38,000- £50,000 DOE + Bonus

       

      • Are you an experienced Diploma Qualified Paraplanner looking to join an award winning Chartered financial planning company offering holistic advice, full admin support and a great bonus structure?
      • Or perhaps you are a Junior Paraplanner, looking for development opportunities?

       

      If either of these scenarios ring true, we have the perfect role for you.

      • Our client is an established independent IFA, based in a convenient location in centre of London, just a 5 mins walk to City Thameslink or Chancery Lane tube station
      • Whilst the company has over 80 staff and continues to grow, it offers a great balance of being established in this way but keeping a close collaborative team feel through pod systems. For this role, you will be working in a pod system with 3 x Advisers and 1 x Administrator. However, with over 30 Paraplanners in the company overall, and many who’s role it is to work across pods, there is more than enough support
      • This role is all about collaboration. You will work closely with the Advisers on each client’s financial plan, you will have exposure to the whole process, including full research, bespoke reports and cash flow modelling?
      • This could be a great move for any established paraplanner with some excellent benefits and work life balance, or equally for any junior the role offers the opportunity to be collaborating with a wide range of paraplanners and relishing the chance to join a company with a tried and tested model over the years for developing Junior talent into exceptional paraplanners, or furthermore into Advisers.

       

      Benefits with this role include:

      • 27 days holiday plus bank holidays
      • Great bonus system – dependent on company success – anything between 3£ and 16% with the average for the last 5 years being 7%
      • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than advertised.
      • Regular pay reviews, full study support and pay increases for exams passed.
      • Hybrid working set up with 2 days in the office
      • Dedicated operations manager who is known for planning ahead and ensuring employees are never overwhelmed with work, their process and procedures ensure an excellent working environment for everyone.

       

      So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

      Read More

    Read More

  • Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered

    Job Type: Paraplanners

    Location: London

    Paraplanner

    Overview

    Paraplanner

    Based Northampton

    Salary: £37,000 – £42,000 + discretionary bonus

    Are you a Diploma qualified Paraplanner who is looking for your next move?

    • Are you looking to work closely with an Advisers and to build and develop strong relationships with the clients?
    • Do you feel that you are not using your technical skills as much as you should be?
    • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
    • Would you like to work for a larger practice with full admin support provided?

     

    If so, we have the opportunity for you…..

    The company and role:

    • Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
    • This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
    • There are 16 Advisers, and over 30 on the support side within the company
    • They offer a structured career development and exam plan based around your goals, whether that be working towards an Advisory position or continuing to be Chartered.

     

    Further information and Benefits:

    • Full time, office-based role – with the option for 1 day from home after 6 month probation period
    • 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
    • DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
    • 25 days Holiday
    • Discretionary staff bonuses paid half yearly in May and October

     

    Key Responsibilities:

    • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
    • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
    • Prepare cash flow reports and presentations for client meetings.
    • Research and stay up to date on industry trends, products, and regulations.
    • Collaborate with financial advisors to implement and execute client strategies.
    • Maintain accurate and detailed records of client information and communications.
    • Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.

     

    Skills and Qualifications:

    • Level 4 Diploma qualified.
    • Minimum of 3 years of experience in an IFA firm.
    • A detailed understanding of pensions, investments, protection, and tax planning
    • Strong analytical and problem-solving skills
    • Excellent attention to detail and organizational abilities
    • Proficiency in financial planning software and Microsoft Office Suite
    • Ability to work independently and as part of a team.
    • Excellent communication and interpersonal skills

     

    So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.

    Related Jobs

    • Paraplanner (Part or fully qualified considered)

      Job Type: Paraplanners

      Location: London

      Paraplanner (Part or fully qualified considered)

      Location: City, London

      Hybrid working – 2 days per week in the office

      Salary: £38,000- £50,000 DOE + Bonus

       

      • Are you an experienced Diploma Qualified Paraplanner looking to join an award winning Chartered financial planning company offering holistic advice, full admin support and a great bonus structure?
      • Or perhaps you are a Junior Paraplanner, looking for development opportunities?

       

      If either of these scenarios ring true, we have the perfect role for you.

      • Our client is an established independent IFA, based in a convenient location in centre of London, just a 5 mins walk to City Thameslink or Chancery Lane tube station
      • Whilst the company has over 80 staff and continues to grow, it offers a great balance of being established in this way but keeping a close collaborative team feel through pod systems. For this role, you will be working in a pod system with 3 x Advisers and 1 x Administrator. However, with over 30 Paraplanners in the company overall, and many who’s role it is to work across pods, there is more than enough support
      • This role is all about collaboration. You will work closely with the Advisers on each client’s financial plan, you will have exposure to the whole process, including full research, bespoke reports and cash flow modelling?
      • This could be a great move for any established paraplanner with some excellent benefits and work life balance, or equally for any junior the role offers the opportunity to be collaborating with a wide range of paraplanners and relishing the chance to join a company with a tried and tested model over the years for developing Junior talent into exceptional paraplanners, or furthermore into Advisers.

       

      Benefits with this role include:

      • 27 days holiday plus bank holidays
      • Great bonus system – dependent on company success – anything between 3£ and 16% with the average for the last 5 years being 7%
      • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than advertised.
      • Regular pay reviews, full study support and pay increases for exams passed.
      • Hybrid working set up with 2 days in the office
      • Dedicated operations manager who is known for planning ahead and ensuring employees are never overwhelmed with work, their process and procedures ensure an excellent working environment for everyone.

       

      So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

      Read More

    • Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered

      Job Type: Paraplanners

      Location: London

      Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered

      Location: London, City Salary: DOE  – Ranging between £36000 and £44000 plus up to 12% bonus

      • Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
      • Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
      • If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.

      Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.

      This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

      They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.

      This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:

      • Hybrid working between home and office – after probationary period – 2 days from home
      • This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
      • Highly Social and supportive team and various team incentives and team events.

      Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.

      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    Read More

Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837