paraplanner
15 the last 366 days, recently 2023-12-06
Responsibility
- an excellent opportunity to join a well-established firm of Chartered Financial Planners who are based in Birmingham
- an excellent opportunity to join a well-established firm of Chartered Financial Planners who are based just outside of Bristol
- this company is directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services
Show more +12 - this company is directly authorised and specialise in providing advice on pensions, investments and protection as well as providing corporate services
- the firm are now in a position to appoint a Trainee Paraplanner to join their established team
- the firm is now in the position to appoint an experienced Paraplanner to join their established team
- the firm is now in a position to appoint a Trainee Paraplanner to join their established and growing team
- an excellent opportunity to join a well established independent financial advisory firm as a Paraplanner, earning up to £40k plus an annual bonus. The firm are looking for those with paraplanning experience to join their friendly team
- an excellent opportunity to join an IFA firm as a Paraplanner. Earn up to £45,000, work on a hybrid basis and join the firm in a exciting period of growth. The firm are looking for those with paraplanning experience based in the Liverpool area
- an excellent opportunity to join an IFA firm as a Paraplanner. Earn up to £45,000, work on a hybrid basis and join the firm in a exciting period of growth. The firm are looking for those with proven experience in financial services
- an excellent opportunity to join a well-established firm of Financial Consultants who are based in Oxfordshire. This company is directly authorised and specialises in providing advice in pensions, investments, and tax planning
- this company are fully independent and directly authorised. They provide advice in a wide range of areas such as pensions, investment, retirement and tax planning
- the role will provide the opportunity to work with the paraplanners and financial planners in maintaining existing relationships whilst helping to develop new opportunities
- the role will be centered around providing paraplanning support to the financial consultants within the firm to help maintain existing relationships whilst helping to develop new opportunities
- the role will provide the opportunity to work with the existing administration team, whilst providing the ability to progress your career into a paraplanning role
Requirements
- financial Services
- analysis
- financial Support
Show more +63 - financial Advisory
- applications
- pensions
- financial Planning
- platforms
- paraplanning
- report Writing
- research
- reports
- technical Research
- suitability
- wealth Management
- writing
- dipFA
- level 4 Diploma in financial Planning
- at least level 4 Diploma qualified
- experience of working within the financial services industry within a paraplanning role
- essential
- level 4 Diploma in Financial Planning or working towards it
- ideally level 4 Diploma qualified
- level 4 Diploma qualified
- A minimum of Level 4 Diploma qualified
- level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
- minimum of Level 4 Diploma in Financial Planning through the CISI, CII or LIBF
- experience of working within a similar financial services-based role within a financial advisory / wealth management firm
- ideally Level 4 Diploma qualified
- experience as a paraplanner
- paraplanning experience required
- working towards your Level 4 Diploma in Financial Planning or a relevant Degree
- experience of working within a similar financial services role, preferably within a financial / wealth management practice as an Administrator
- previous experience in a Paraplanning role
- minimum 3 years’ experience of working within a financial services role, preferably within a financial advisory business
- progress towards the Level 6 Chartered qualification in financial services
- demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
- 3 or more years industry experience
- level 6 Chartered qualification in financial services achieved
- some experience of working within a paraplanning role
- the Level 4 diploma of equivalent
- experience of working within a similar role within a financial advisory / wealth management firm
- experience of working within a similar financial services role, preferably within a financial / wealth management practice
- attention to detail and the ability to solve tasks
- ability to manage own workload whilst meeting deadlines
- progress towards achieving the level 4 diploma qualification in financial services
- strong communication and analytical skills
- analytical in solving tasks with a keen attention for detail
- technical knowledge and experience relating to financial products, services and regulations
- level 4 diploma qualification in financial services or working towards it
- strong level of technical knowledge in pensions, investment, IHT planning
- progress towards completing the Diploma qualification in financial services
- excellent organisational skills with the ability to work under pressure and prioritise tasks
- ability to work independently and manage your own workload, whilst meeting deadlines
- excellent organisational skills with strong time management
- excellent understanding of compliance procedures and standards including your responsibilities in relation to these
- attention to detail and the ability to work effectively both individually and as part of a team
- confident communication skills and comfortable dealing with clients, providers and management
- confident communication skills, both written and verbal
- self motivated with attention to detail to ensure all work produced is of a high quality
- excellent understanding and knowledge of company back office procedures and IT systems
- some progress towards completing the diploma qualification in financial services
- level 4 Diploma qualification achieved
- already achieved the Diploma qualification in financial services
- absolute commitment to providing excellent customer service at all times
- comfortable in dealing with clients, providers and management
high salary - 17% higher than the average in this position
Earnings for position paraplanner
paraplanner - How much money do you make working at this position?
Average salary at company FINLINK is 3198£.
The national average salary is 2700£.
1700 £
Lowest
Lowest
3350 £
Average
Average
5000 £
Highest
Highest
Salary in other companies in the position paraplanner
| PIP LEGAL | 12375 £ | 3750 £ 12375 £ |
| TRUESTAR TALENT | 5000 £ | 3750 £ 12375 £ |
| MB FITZGERALD | 4447 £ | 3750 £ 12375 £ |
| PROGENY | 4166 £ | 3750 £ 12375 £ |
| DAVIES RESOURCING | 4111 £ | 3750 £ 12375 £ |
| CANDIDATE SOURCE | 3750 £ | 3750 £ 12375 £ |
| KENNEDY PEARCE CONSULTING | 3750 £ | 3750 £ 12375 £ |
| RESOURCE SOLUTIONS | 3750 £ | 3750 £ 12375 £ |
| ADVANCE SEARCH AND SELECTION | 3750 £ | 3750 £ 12375 £ |
| OAK PRIVATE WEALTH | 3750 £ | 3750 £ 12375 £ |