Paraplanner Work, Jobs in Hendon, Gtl (with Salaries)

Paraplanner
TrinityBridge —London
- IT
- Communication skills
1d
Paraplanner
Legal & General Investment Management —London
- Employee discount
Paraplanner
Octopus Money —London
- £35,000 - £45,000 a year
- Communication skills
- Marketing
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
1d
Paraplanner
LegalAndGeneral —London
- Full-time
- Hybrid work
- Employee discount
Quick apply
Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
2d
PICOP Paraplanner
Swiss Life Global Solutions —London
- Annual leave
- Employee assistance programme
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
5d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Wealth Administrator
Cooper Parry —London
- Full-time
- Analysis skills
8d
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
1d
Compliance Manager (Financial Advice)
Nova Wealth —London
- Full-time
- Hybrid work
- Flexible schedule
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
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

I want to receive the latest job alerts for paraplanner in hendon, gtl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Paraplanner

TrinityBridge -
London

Apply Now

Job details

Permanent
1 day 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

Apply Now

Refine Your Search

paraplanner jobs in hendon, gtl

Paraplanner

Paraplanner

Paraplanner

Paraplanner

IFA Administrative Assistant

Paraplanner

Paraplanner

Senior Paraplanner

PICOP Paraplanner

Wealth Paraplanner

Protection Paraplanner

Senior paraplanner

Wealth Administrator

Paraplanner FTC 12 month Maternity Cover

IFA Administrator

Compliance Manager (Financial Advice)

Financial Planner - Surrey

Retirement Support Specialist

Associate Financial Advisor - Hybrid

Platform Service Manager

I want to receive the latest job alerts for paraplanner in hendon, gtl

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected