Paraplanner Work, Jobs in Basildon (with Salaries)

Paraplanner
TrinityBridge —London
- IT
- Communication skills
8h
Paraplanner
Legal & General Investment Management —London
- Employee discount
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
13d
Paraplanner
LegalAndGeneral —London
- Full-time
- Hybrid work
- Employee discount
Quick apply
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
IFA Support/Paraplanner
Cobens —Maidstone
- £30,000 - £45,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
1d
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
PICOP Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Paraplanner
Hoxton Wealth —London
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
7d
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
4d
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
15h
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
7d
Financial Adviser (Maidstone)
Perspective Financial Group —Maidstone
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Platform Service Manager
7IM —London
- Financial services
- Retail management
- Tax experience
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
13d
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Platform Service Manager
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience

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Paraplanner

TrinityBridge -
London

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Job details

Permanent
8 hours ago

Qualifications

Financial planning
Report writing
Business processes
IT
Communication skills
Certificate in Insurance

Full job description

Join TrinityBridge Paraplanning Team where you will support Planners, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

Key Responsibilities

Discuss client objectives with the Planner during debrief. Identify any shortfalls in client information and discuss with the Adviser.
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Planner.
Undertake research to identify suitable solutions to meet the client’s needs.
Request and obtain information/comparisons for analysis by the Planner within agreed timeframes.
Consider current and future allocation of assets for investment strategy with regard to client risk profile.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports to be discussed and signed off by the Planner. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
Request and obtain application forms and other associated paperwork.
Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
On-going servicing of clients, for example withdrawals or fund switches.
Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

About you | Qualifications, skills and strengths

Minimum of Regulated Diploma in Financial Planning (CII) or equivalent
Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
Ability to work within defined business processes and to achieve agreed outcomes without supervision.
Ability to multi-task and to prioritise and plan own workload.
Strong IT skills.
Good report writing and communication skills.
A “can do” approach

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1 #LI-JJ1

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paraplanner jobs in basildon

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IFA Support/Paraplanner

Senior Paraplanner

Paraplanner

PICOP Paraplanner

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Paraplanner FTC 12 month Maternity Cover

IFA Administrator

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Retirement Support Specialist

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