Talent.com
Blakemore Recruitment
Paraplanner - Henley-on-ThamesBlakemore Recruitment • Henley-on-Thames, GB
Paraplanner - Henley-on-Thames

Paraplanner - Henley-on-Thames

Blakemore Recruitment • Henley-on-Thames, GB
30+ days ago
Salary
£35,000.00–£45,000.00 yearly
Job type
  • Full-time
Job description

We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.

Main Purpose of the Role:

  • To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
  • To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
  • To provide support to the adviser team on technical matters

Duties and Responsibilities:

  • Production of new business reports and recommendations
  • Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis
  • Liaise with Business Administration for any additional information required
  • Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
  • Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers

Skills and Knowledge Requirements:

  • Willingness to undertake study
  • Ability to manage own workload and work within a small team
  • Knowledge of business processes, standards, policies and procedures
  • Experience within the Financial Services Industry
  • Exceptional communication skills at all levels
  • Excellent organisational skills
  • Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
  • Ability to work under pressure at times
  • Provide leadership for the team
  • Ideally at least 5 years’ experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers
  • Produce Technical Bulletins for website and client emails
Create a job alert for this search

Paraplanner - Henley-on-Thames • Henley-on-Thames, GB

Similar jobs

Paraplanner

Premier Jobs UK LimitedReading, United Kingdom
Full-time +1

Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning FirmThis Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independen... Show more

 • Promoted

Principal Transport / Development Planner (Development)

WSPBasingstoke, England, GB
Full-time

What if you could do the kind of work the world needs?.At WSP, you can access our global scale, contribute to landmark projects and connect with the brightest minds in your field to do the best wor... Show more

 • Promoted

Planner

GlanuaAldermaston, England, GB
Full-time

Planner – Wastewater Treatment Projects.Understanding the client's project requirements.Understanding NEC contract requirements.Understanding framework agreement requirements.Producing and maintain... Show more

 • Promoted

Senior Project Planner – Data Centres & High-Tech Infra

Laminar ProjectsReading, England, GB
Full-time

Laminar Projects is seeking a Project Planner in Reading, UK.The role focuses on enhancing project delivery and improving project planning strategies.Candidates must have at least 2+ years of exper... Show more

 • Promoted

Replenishment Planner - Reading

Bidfood UKReading, England, GB
Full-time

As a Replenishment Planner you will join our Supply Chain department, responsible for making sure our depots are replenished with the right products at the right time.We support the business from a... Show more

 • Promoted

Planner

Scantec RecruitmentReading, ENG, GB
Full-time

Project Planner (Construction / Interior Fit-Out).Staff - SC eligibility essential.Join a High-Performing Team Delivering Complex, High-Profile Projects.An excellent opportunity has arisen for an e... Show more

 • Promoted

DV Project Planner (P6) – On-Site Reading/Basingstoke

IO AssociatesBasingstoke, England, GB
Full-time

IO Associates is looking for 2 P6 Project Planners to work on a 1-year contract based in Basingstoke, UK, with a possible extension.The ideal candidates will have active DV Clearance and substantia... Show more

 • Promoted

Chartered Paraplanner

Bond RecruitmentStokenchurch, England, GB
Full-time

We are seeking a Chartered Paraplanner with a minimum of five years' experience in a similar environment to join our Paraplanning team located in Stokenchurch, Buckinghamshire.Writing Financial Pla... Show more

 • Promoted

Role Senior or Principal or Associate Planner Hampshire

Bell Cornwell LLPHook, England, GB
Full-time

Job Title: Senior or Principal Planner.Location: Unit 2, Meridian Office Park, Osborn Way, Hook, Hampshire, RG27 9HY.We’re Hiring: Join Bell Cornwell’s Growing Planning Team.Bell Cornwell LLP is ex... Show more

 • Promoted

Senior Planner

Belcan Technical Recruiting (UK) LtdFarley Hill, Berkshire, GB
Full-time

Senior Planner - Reading, UK (On-site).Check out the role overview below If you are confident you have got the right skills and experience, apply today.Our client is currently seeking an experience... Show more

 • Promoted

Senior Planner or Asoociate Planner - Reading

FutureGen RecruitmentReading, England, GB
Full-time

Senior Planner or Asoociate Planner - Reading.Senior Town Planner (Associate-level considered) – Reading.Our client — a leading national planning & property consultancy.Reading (Thames Valley) | Hy... Show more

 • Promoted

Senior Paraplanner - Hybrid, Path to Advisory, £55k Bonus

Eden RoseReading, England, GB
Full-time

A leading financial planning firm in Reading seeks an experienced Senior Paraplanner to manage high-net-worth clients and provide technical support without business development pressure.You'll have... Show more

 • Promoted

Head Chef

Platinum Recruitment ConsultancyHenley on Thames, ENG, GB
Full-time

Platinum Recruitment is working in partnership with a stunning Gastro Pub and Restaurant based near Henley-on-Thames we have a fantastic opportunity for a Head Chef to come on board.This fantastic ... Show more

 • Promoted

P6 Planner

identifi Global ResourcesAldermaston, ENG, GB
Temporary

P6 Planner | Berkshire | 18-Month Contract | £480 per day (Inside IR35).We are currently seeking an experienced.Berkshire on an 18-month contract basis.This is an excellent opportunity for a ... Show more

 • Promoted

P6 Planner

PeoplebankBasingstoke, England, GB
Full-time

Faraday Office Park Basingstoke.That’s why we need people like you to help us.People who enjoy finding new ways to do things!.Do you have planning or construction experience in working with/or for ... Show more

 • Promoted

Principal Transport Planner

Stantec Consulting International Ltd.Reading, England, GB
Permanent

Are you a Transport Planner looking for your next challenge? We are on the hunt for someone to join our busy Transport Planning team in Reading!.We currently have an opportunity for a.Transport Pla... Show more

 • Promoted

Director, Financial Planning

Nigel James Associates LtdReading, ENG, GB
Full-time

Nigel James Associates is excited to partner with a top national wealth manager to secure an experienced Director, Financial Planner for their Berkshire office.Due to succession planning they are l... Show more

 • Promoted

Assistant Planner

UK Atomic Energy AuthoritySouth Oxfordshire, England, GB
Full-time

By 2050, the planet could be using twice as much electricity compared to today.Are you interested in contributing and helping to shape the future of the world’s energy? If so, read on.Fusion, the p... Show more

 • Promoted

Senior Planner

g2 RecruitmentReading, England, GB
Full-time

Recruitment Consultant - UK Engineering at g2 Recruitment.Planner to support a complex engineering programme.Develop and maintain the Integrated Master Schedule (IMS) in Primavera P6.Create and man... Show more

 • Promoted

Civil Engineer

Thames Talent Partners LimitedHenley-on-Thames, South East, UK
Full-time

Were working with a well-regarded civil and structural engineering consultancy who are looking to add a Civil Engineer to their growing infrastructure team.Is your CV ready If so, and you are confi... Show more