ASPIRE EXECUTIVE SEARCH

Responsibility

• assisting Paraplanners in order to provide Paraplanning support
• assisting Financial Advisors in order to provide Paraplanning support
• working as part of a team alongside the Financial Advisors in order to provide Paraplanning support
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• assisting in the preparation of suitability reports for Pensions and Investment products
• preparing suitability reports for Pensions and Investment products
• undertaking research to identify potential solutions to meet the client’s needs and objectives
• liaising with a variety of Product Providers, Solicitors and Lenders, obtaining all requested information in a timely and efficient manner
• working collaboratively with both the Financial Planners, and other Financial Support Staff to deliver wider business goals and team objectives
• mentoring and guidance

Requirements

• you should be an experienced within the world of Financial Services and ideally be working towards R0 examinations
• you should be an experienced Paraplanner with the Level 4 Diploma qualification
• ideally some exposure to the financial services industry
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• you should have a minimum of 1 - 2 years experience working in a Paraplanning role
• ideally a minimum of 18 months experience as an IFA Support Administrator or as a Junior Paraplanner
• alternatively a proven interest within Financial Services with the motivation to succeed
• an excellent team who will provide the right on boarding and training experience
• experience in cash-flow planning and producing new reports
• you should be familiar with undertaking, suitability letters and dealing with a variety of financial providers on a daily basis
• excellent telephone manner and the ability to communicate with clients effectively
• knowledge of Tax and ability to carry out basic Tax calculations
• you will have experience of producing illustrations and submitting applications
• excellent organisation, communication skills and the ability to get on well with others
• visit the JobsAware website for information and free expert advice for safer work
• level 4 or higher qualification in financial planning
• experience as a Paraplanner looking to develop as a Financial Advisor
• experience in writing suitability reports
• ability to analyse financial information and comply with regulations
• report this job
• strong ethics, with a customer-oriented attitude
• outstanding communication skills, with the ability to foster long-term relationships
• you should be familiar with completing portfolio valuations, suitability letters and dealing with a variety of financial providers on a daily basis
• diploma in Financial Services
• please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process
• you should have a minimum of 2 years + experience working in a Paraplanning role
• reference: 50061192
• to stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse
• reference: 49982783
• you will ideally be Level 4 Diploma qualified or working towards this status. Alternatively, you will be able to demonstrate a good working knowledge across a range of products and have excellent Paraplanning experience

Earnings for position paraplanner

Responsibility

• working closely with the Financial Adviser to ensure all referrals/appointments are booked within a timely manner
• processing new business applications
• to initiate the on boarding process and manage the process through to the application stage
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• maintaining records on the back office system
• act as the first point of contact for queries from clients
• deal with client queries including valuations, policy information and transfers and client invoicing and chasing aged debtors
• deal with payroll enquires
• undertake new business processing, Letters of authority and valuations
• supporting clients and advisers with queries
• submitting Letters of Authority to providers
• general office administration duties such as scanning, photocopying, and answering the telephone
• producing and analysing data
• helping support and train less experienced team members
• as an Ideal candidate you will have at least 2 years experience in a similar environment as an IFA Support Administrator
• provide full administrative support to the Client Services Manager to deal with ongoing and technical queries as and when they arise, working within the achievable deadlines set out
• provide full administrative support to the Advisors and Paraplanners in order to deal with ongoing and technical queries as and when they arise, working within the achievable deadlines set out

Requirements

• experience within Administration is vital
• benefits Pension Contribution, 25 days holiday, Study support, an element of home working after all training is completed
• excellent telephone manner and the ability to communicate with clients effectively
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• an excellent team who will provide the right on boarding and training experience
• experience within Financial Services administration or Mortgage admin would be desirable
• go to jobc.reed.co.uk
• you will have a working knowledge of core financial products including pensions, ISAs, Investments
• then this could be an excellent career move for you
• vacancy posted 3 days ago
• excellent organisation, communication skills and the ability to get on well with others
• visit the JobsAware website for information and to get free, expert advice for safer work
• visit the JobsAware website for information and free expert advice for safer work
• this company builds strong and long-lasting relationships with their clients
• report this job
• you will get to work within a business who care passionately about clients and who are part of a group who are financially secure and have thrived in Covid 19
• as an individual you will need excellent communication skills and the ability to resolve problems quickly and efficiently, and the ability to pick things up quickly and work as part of a team
• A minimum of 1 year + experience within an IFA Support Admin role
• please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process
• to stay safe in your job search and flexible work, we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse
• bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs. Report this job
• please apply on here or get in touch as soon as possible by phone or email to HELEN SPRIGGS or contact me on Linkedin
• have you previous experience within the Mortgage industry and would like to become an IFA Administrator?
• this is an excellent and interesting opportunity to work for a firm who are West Yorkshire based, who have a client centred approach and are experienced in helping clients with their Pensions, Investment needs
• reference: 50566335
• to stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse
• reference: 50409529
• reference: 49880336
• reference: 49880334
• reference: 49849139
• reference: 49623728
• reference: 49604031
• reference: 49490900
• reference: 49130021
• reference: 49130008
• the role is essentially to provide administrative support to the Financial Advisers ensuring that the Advisers are organised and on top of everything, and that the end-to-end process is adhered to on the client’s behalf

Earnings for position ifa administrator

Responsibility

• providing technical, research and Paraplanning support
• production of compliant and detailed client suitability reports and presentations
• help manage client relationship and taking/making calls in a polite and professional manner
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• liaising with advisers on a regular basis, to work on cases and provide updates
• ensure all client queries are appropriately investigated and accurate responses given

Requirements

• holistic suitability report writing
• if the above sounds like you please do not hesitate to speak to me
• review meeting updates and packs
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• I will be happy to talk in detail in connection with the client and the role
• conducting all required research on pension plans / investments / protection / mortgages
• support also provided by administration function
• A real depth and breadth of experience as a Paraplanner
• please don't hesitate to contact me on here or at HELEN SPRIGGS on LINKEDIN
• prepare and process all necessary documentation for new and existing business as required
• diploma qualified as a minimum although if you are a greatly experienced individual without qualifications you will also be considered
• contact with clients directly for adviser
• you will ideally have Selectapension and O&M Systems experience
• progressing new cases to completion for advisers
• visit the JobsAware website for information and free expert advice for safer work
• report this job
• this is a business who genuinely care for their employees, their brand and who show empathy and the right guidance to their clients

Earnings for position senior paraplanner

Requirements

• ideally some exposure to the financial services industry
• experience in cash-flow planning and producing new reports is a must
• an excellent team who will provide the right on boarding and training experience
  Show more +14
• alternatively a proven interest within Financial Services with the motivation to succeed
• knowledge of Tax and ability to carry out basic Tax calculations
• excellent telephone manner and the ability to communicate with clients effectively
• excellent organisation, communication skills and the ability to get on well with others
• level 4 or higher qualification in financial planning
• visit the JobsAware website for information and free expert advice for safer work
• from an IFA or financial planning background with 2 years of experience
• report this job
• experience in writing suitability reports
• please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process
• reference: 50187253
• to stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse
• reference: 50041040
• reference: 49881488

Earnings for position financial services administrator

Requirements

• currently working as a Financial Planner within an IFA environment dealing with high-net worth clients
• good business development skills and excellent communication, interpersonal and listening skills
• the capability to explain complex information simply and clearly
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• the ability to network and establish relationships with clients
• proven experience as a financial planner
• an ethical and professional approach to work
• ability to analyse financial information and comply with regulations
• competent Adviser Status - essential
• strong ethics, with a customer-oriented attitude
• outstanding communication skills, with the ability to foster long-term relationships
• minimum Level 4 Diploma QCA
• diploma in Financial Services
• chartered Financial Planner or working towards Chartered status ideal
• driving Licence
• research and analytical skills • Negotiation and influencing skills as well as determination and tenacity • The ability to work in a team
• clean CRB

Earnings for position planner