Talent.com
Blakemore Recruitment
Paraplanner - ChertseyBlakemore Recruitment • Chertsey, GB
Paraplanner - Chertsey

Paraplanner - Chertsey

Blakemore Recruitment • Chertsey, GB
30+ days ago
Salary
£35,000.00–£40,000.00 yearly
Job type
  • Full-time
Job description

We are currently recruiting for a very successful Financial Planning practice based in Chertsey who are looking to recruit a Paraplanner. This role would be working with for a high performing adviser in the business.

Responsibilities

  • Provide technical, research and administrative support to develop suitable client recommendations
  • Produce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients.
  • Produce compliant and detailed Client Suitability Reports
  • Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.
  • Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.
  • Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates.

Key responsibilities include:

  • Contacting prospects or clients toarrange meetings and update current information, gather necessary information from client so that a financial analysis can be completed
  • Review the client’s financial statements, legal documents, and other data.
  • Prepare summaries of: the client’s goals and objectives, the client’s present situation, the effect of their current arrangements on future circumstances using relevant financial planning tools
  • Prepare detailed options for the Adviser to consider supporting the client’s financial planning objectives.
  • Prepare calculations summarising the clients’ investment management needs, critical illness, disability and life insurance needs.
  • Prepare proposals for the solution that the Adviser has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.

Competence / Knowledge / Skills required

  • A minimum of two years’ experience in a similar role within Financial Services
  • Diploma level qualified (or be very close to achieving this)
  • Highly detail conscious
  • Strong background in client and product administration
  • Effective communication skills gained within a client facing role
  • Knowledge and experience of the advice process and regulatory requirements
  • Working knowledge of Investment platforms, their operation and processes.
  • Experience of Intelliflo and CRM systems
Create a job alert for this search

Paraplanner - Chertsey • Chertsey, GB

Similar jobs

Senior Planner – Civil & M&E, Primavera P6

MWH Treatment LimitedGuildford, England, GB
Full-time

MWH Treatment Limited is looking for a Senior Planner to join their Thames region Planning team.The role involves ensuring project plans are realistic and monitored effectively.You will be responsi... Show more

 • Promoted

Junior Demand Planner

Randstad Technologies RecruitmentChertsey, England, GB
Temporary

Job Advert: Junior Demand Planner.Job Title: Junior Demand Planner.Location: Chertsey, Surrey (Hybrid / On-site options).Employment Type: 12 months contract.Are you early in your supply chain caree... Show more

 • Promoted

Senior Paraplanner

RGH-Global LtdGuildford, England, GB
Full-time

Guildford (hybrid working available).An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients.This role involves technical researc... Show more

 • Promoted

Lead Planner, Planned Maintenance Team

Lanes Group PLCSlough, England, GB
Full-time +1

Lanes Group PLC in Slough, Berkshire, is seeking a Planned Maintenance Team Manager for Thames Water contract services.This permanent, full-time role leads a small planning team to ensure timely, e... Show more

 • Promoted

Proposal Engineer

ReeVRGuildford, ENG, GB
Full-time

Proposal Engineer Surrey Full-time Hybrid OpportunityTake Your Aerospace Career to New Heights Are you ready to see your engineering expertise make a real impact within the aviation industry?Were p... Show more

 • Promoted

Assistant Trade Planner

Socium Search LtdAmersham, GB
Full-time

Are you analytical, commercially minded and interested in building a career in retail?.We are looking for an Assistant Trade Planner to support the delivery of promotional and trading plans across ... Show more

 • Promoted

Paralegal Conveyancing

ALLAN RECRUITMENTFarnborough, Hampshire, GB
Full-time

ParalegalA position for an experienced residential conveyancing paralegal for an established firm of solicitors to assist in their Conveyancing department.Previous experience working as a Paralegal... Show more

 • Promoted

Part 145 Maintenance Planner

Flexjet EuropeFarnborough, England, GB
Full-time

Flexjet is seeking a proactive and highly organised Part-145 Maintenance Planner based at our Farnborough headquarters to support the maintenance and airworthiness of the private aviation fleet, de... Show more

 • Promoted

Senior Paraplanner

Asset RecruitHigh Wycombe, England, GB
Full-time

Our client, a very well established and successful financial planning firm, is recruiting for Paraplanners at all levels of experience to join their ambitious team that’s passionate about providing... Show more

 • Promoted

Estimator Flat Roofing

Mitchell MaguireHigh Wycombe, ENG, GB
Full-time

Job Title: Estimator Flat Roofing.Job Reference Number: 270018-3925-26139.Industry Sector: Estimator, Estimating, Roofing, Roof.Liquid Applied Waterproofing, Waterproofing Membranes, Liquid Applied... Show more

 • Promoted

P6 Planner

PeoplebankAylesbury, England, GB
Full-time

That’s why we need people like you to help us.People who enjoy finding new ways to do things.We’re looking for an experienced P6 Planner to join our Civils team, supporting the successful delivery ... Show more

 • Promoted

Fulfilment Planner

JdeprofessionalMaidenhead, England, GB
Full-time

Supply Chain Maidenhead Full-time United Kingdom.The Supply Planner is part of the Supply Chain organization supporting the Marketing & Sales Unit, working with other planners and reporting into th... Show more

 • Promoted

Paraplanner - £45,000 - £50,000 A Year

Premier Jobs UKFarnborough, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

Job DescriptionAre you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? Th... Show more

 • Promoted

Paraplanner - £45,000 - £50,000 A Year

Mulberry RecruitmentAldershot, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

Paraplanner needed to support financial consultants by preparing holistic financial advice across pensions, investments, protection, and estate planning. Show more

 • Promoted

Marine Commercial Administrator

Tarmac Trading LimitedChichester, Sussex, GB
Full-time

Marine Commercial Administrator.Are you a highly organised administrator with a flair for data, reporting and coordination? Do you enjoy working across multiple teams, ensuring everything runs smoo... Show more

 • Promoted

Estimator

Resourcing GroupHaslemere, ENG, GB
Full-time

Estimator required to join leadingNew Build & Heritage Renovation Building Contractorsbased in the Fernhurst / Haslemere area.The Estimator will be overseeing variousNew Build & Heritage Re... Show more

 • Promoted

Principal Planner

FutureGen RecruitmentPulborough, England, GB
Full-time

Pulborough, West Sussex | £45,000–£55,000.A respected property and planning business is strengthening its planning capability in Pulborough, West Sussex.Its work is rooted in long‑term relationship... Show more

 • Promoted

Part 145 Maintenance Planner

Flexjet LLCFarnborough, England, GB
Full-time

Flexjet is seeking a proactive and highly organised Part-145 Maintenance Planner based at our Farnborough headquarters to support the maintenance and airworthiness of the private aviation fleet, de... Show more