Paraplanner – Wealth Management recruitment
Primary tasks:* Assist the Financial Planners in preparing and administering advice proposals or suitability letters.* Prepare case files and illustrations for client meetings/annual reviews.* Act as the point of liaison between the Financial Planner and the Financial Planning Support team.* Preparation of Pension Consolidation Schedule including analysis.* Potentially attend or review client meetings with the Financial Planner to allow for follow up research based on agreed actions with the client. Drafting of meeting notes and call reports.* Provide the Financial Planner with pre-populated new Read more […]
Paraplanner/Client Advisor recruitment
Successful recognisable Accountancy GroupSalary $65,000 package + discretionary bonus6-12 month’s paraplanning experience requiredMy client is an established brand name in Accounting and Advisory services in Australasia, and are part of an ASX listed International Group consisting over over 150 independent firms. They currently have an opening in their Wealth Management/Financial Services team due to an internal promotion. The role has a dual function across paraplanning and client advising. The key duties of the role include: – Supporting Senior Financial Planners in maintaining a high level Read more […]
Paraplanner – HNW Boutique recruitment
HNW ClientsImmediate StartLong Term CareerThis organisation has a strong belief in high-end financial advice they operate an advice model geared towards quality and long term relationships with clients. Located in beautiful offices in the inner northern suburb of Melbourne, this successful team is looking for an ambitious team member to assist the financial planning team.As the successful candidate you will be involved with advisors on a daily basis that includes attending meeting. You will be a point of contact for a diverse HNW portfolio of clients, as you produce high quality SOA’s and maintaining Read more […]
Paraplanner – North Shore recruitment
Permanent RolesSalary $55,000 to $60,000 base +super +bonusBoutique Financial PlanningMultiple Paraplanning opportunities with successful boutique financial planning firms on the North Shore. Both businesses have been in operation for 10 years + and specialise in holistic financial planning. You will join a small non-centralised paraplanning team and will support a team of experienced financial advisors. Both Xplan and COIN are being used and previous experience in either of these software packages is ideal but not essential. Ideal candidates will have approximately 2 years paraplanning experience Read more […]
Senior Paraplanner – Paraplanner – CBD location
Excellent salary and benefitsRenowned Financial Services OrganisationGreat Career opportunityAre you looking to join a leading organisation in the Financial Services Industry ? A fantastic chance has arisen to join a dynamic centralised Paraplanning team within a Market Leading company.This position will entail all aspects of Paraplanning including preparation of SoA’s using XPlan, administration duties, review of financial strategies, Implementation oversee and client management.To be considered for this role, you must demonstrate Read more […]
Paraplanner
My Client is a HNW national IFA firm based in Guildford, Surrey. They have excellent clients and a sound reputation in the market. Currently they are looking to enhance their administration team by recruiting an experienced Sales Support Administrator with strong technical skills.With at least 1 years’ experience working in an IFA environment, you will have excellent all round product knowledge covering Life, Pensions and Investments, and a good understanding of the administration processes involved i.e. processing applications, chasing outstanding information, dealing with Providers Read more […]
ParaPlanner/ Senior Administrator Job in Droitwich Spa WR9 0QE, Midlands UK
Para Planner / Senior Administrator Job Description Providing vital support to the Director of a dynamic financial planning firm. You will be expected to analyse and research Clients’ existing position and act as the technical interface between the Director/Adviser and his Clients. Job Responsibilities · Data gathering and fact finding for financial planning meetings· Information analysis and research· Preparation of draft recommendations or comprehensive financial plans· Preparation of cash flow forecasts· Read more […]
Paraplanner – Wealth Management Company in Manchester recruitment
The role will include report writing, valuations, meeting packs, preparing client letters, spreadsheets, and offering training to support staff. Extensive IT knowledge is required within the role and a genuine interest in the financial world, a ‘want-to-learn’ as much as possible attitude, a drive to want to improve the standard of personal and company work, and confidence in own ability is also necessary. Financial qualifications are essential (FPC)
Client Service Specialist / Paraplanner / Financial Advisor Assistant Job in West Los Angelse 90025, California Us
There’s no better feeling than helping clients plan to achieve their dreams. We affiliate with leaders in our field with a unique, personalized approach to financial planning that focuses on helping people achieve their long-term goals. The Client Service Specialist provides substantial assistance to a top producing financial advisor in a well established financial planning practice located in West Los Angeles, CA. augustine.d.choi@ampf.com Read more […]
Paraplanner
FPSG are currently working with a respected National IFA to recruit an experienced Paraplanner to support their successful IFA teams based in Glasgow. This prestigious organisation has an RDR ready proposition and provides bespoke financial planning in the HNW private client and Corporate markets.In this role you will work with your team of IFAs providing comprehensive paraplanning support including detailed research, drafting of investment reports and advice recommendations. You will also get involved in dealing with customers via telephone and face to face including attending client meeting with Read more […]