Paraplanner Job at 360 Resourcing Solutions (Littlewick Green)

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Paraplanner

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Ea...

Location

United Kingdom

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Have worked within a Financial Advisor/ Wealth management practice for at least 3 years
Knowledge of investments, pensions and protection products
Achieved or working towards Diploma level Financial Services qualifications

Job Responsibility

Provide Administration support to the Financial Advisor
Organising client files for meetings, preparation of valuations and product research
Submission of new business applications, monitoring through to completion
Ability to process Pension transfers and replacement business
Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
Prepare draft suitability reports for clients
Liaising with clients and professional bodies
Managing/updating business pipeline and all client files
Organising appointment diary and advisor meetings
General Administration duties

Fulltime

Paraplanner

AFH Wealth Management is proud to be one of the UK’s leading independent financi...

Location

United Kingdom , Bromsgrove

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Diploma in Financial Planning
Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
Experience in an IFA environment, demonstrating quality communications of constructive feedback
A high standard of written and numerical skills
An ability to demonstrate strong report-writing skills
A high level of accuracy and attention to detail
Aptitude in Microsoft Office

Job Responsibility

Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
Prepare and interpreting complex plan information with a view to completing transfer analysis
Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
Thorough research conducted where necessary and referring to Senior team members, where necessary
Participating in firm research projects, adhering to set deadlines, as and if required

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Fulltime

Paraplanner

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years in financial planning, wealth management
CFP® certification preferred
Series 65 or equivalent preferred
Expertise in investment strategies, financial planning, and compliance
Strong relationship-building skills with high-net-worth clients
Leadership experience with a mentorship mindset

Job Responsibility

Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies
Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management
Mentor & Lead: Support junior advisors and contribute to a strong team culture
Grow the Business: Build relationships, secure referrals, and participate in networking events
Shape the Firm's Future: Collaborate with leadership on strategic growth initiatives

Fulltime

Paraplanner

Robert Half is partnering with a wealth management firm dedicated to helping hig...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management, financial services, or a client-facing advisory support role
Bachelor's degree in Finance, Business, Economics, or related field preferred
One or more of the following required: Series 65, Series 66, CFP®, CPA, or CFA
Strong understanding of financial planning principles and fiduciary standards
Proficiency with Microsoft Office
familiarity with tools such as eMoney, Orion, Practifi, or Schwab Advisor Center strongly preferred
Excellent communication skills with the ability to build trust and manage client relationships
Highly organized with strong attention to detail and ability to manage multiple priorities
Proactive, collaborative, and comfortable working in a fast-paced, team-oriented environment
Demonstrated growth mindset with a desire to develop into a lead advisor role over time

Job Responsibility

Prepare, update, and maintain comprehensive financial plans using planning software
Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions
Foster strong, trusted relationships with clients through consistent communication and responsiveness
Track client progress against financial plans and ensure timely updates and plan reviews
Coordinate account administration including onboarding, account maintenance, and investment-related service requests
Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance
Research and resolve account discrepancies and operational issues
Collaborate with internal specialists to ensure seamless client service delivery across teams
Identify opportunities to improve processes, efficiency, and overall client experience
Participate in ongoing training, education, and firm initiatives to support professional development

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan

Fulltime

Paraplanner

Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienc...

Location

United Kingdom , Armagh

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Minimum Level 4 Diploma in Financial Planning
Proven experience in a paraplanning role
Strong desire to transition into a Financial Advisor position
Excellent communication and relationship-building skills
Proactive approach to business development
Full UK driving licence and access to your own vehicle

Job Responsibility

Provide high-quality paraplanning support to financial advisors
Assist in the preparation of financial plans and client recommendations
Manage and develop relationships with an existing base of warm clients
Proactively identify and pursue new business opportunities
Progress into a fully client-facing Financial Advisor role over time

What we offer

Clear and supported career progression into Financial Advice
Access to an existing client bank
Ongoing professional development and training
Competitive salary and benefits package

Fulltime

Paraplanner

Researching, analysing market trends and report writing, Chase de Vere paraplann...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning
Experience in a paraplanning role for a minimum of 2 years
Teamwork and collaboration
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail

Job Responsibility

Conducting research on clients' financial planning arrangements
Undertaking investment portfolio analysis
Compiling investment, pension and protection illustrations, projections and associated documentation
Writing technical and accurate suitability reports and client service agreement letters
Ensuring client files comply with both FCA regulations and internal policy and procedures

What we offer

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year

Paraplanner

Brook Street Recruitment is working on behalf of a well-established East Belfast...

Location

United Kingdom , Belfast

Salary:

45000.00 GBP / Year

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Experience working within a UK IFA / financial planning environment
Strong understanding of FCA suitability requirements
Proven ability to review, challenge, and enhance suitability reports
Experience across pensions and investments
Level 4 Diploma qualified (or close to completion)

Job Responsibility

Take full ownership of the structure, clarity, and quality of suitability reports
Review and challenge adviser recommendations to ensure they are suitable, consistent, and clearly articulated
Use AI tools to support drafting, summarisation, and quality checks - refining outputs to a high professional standard
Conduct detailed product research across pensions and investment solutions
Act as a key point of contact between advisers and administration teams
Identify gaps, inconsistencies, and opportunities to improve the advice process

What we offer

Ongoing exam support and CPD

Fulltime

Paraplanner

We have a fantastic vacancy for a Paraplanner to join our Stokenchurch Office. T...

Location

United Kingdom , Stokenchurch

Salary:

Not provided

Perspective Financial Group Ltd

Expiration Date

Until further notice

Requirements

Experience in providing high quality support
Motivated
Friendly
Professional at all times
Satisfactory criminal record background checks

Job Responsibility

Provide technical support to Financial Planners in the process of servicing Clients’ Financial Advice needs
Instinctively provide excellent standards of client service
Conduct detailed research on clients’ existing and potential arrangements
Assess clients’ financial objectives
Produce timely and compliant Financial Planning Reports

What we offer

Birthday Leave
Electric Vehicle Scheme
Cycle to Work Scheme
Eyecare Support
Holiday Purchase Scheme
Long Service Awards
Extra Discount Cards
Family Friendly Policy
25 days holiday
Pension

Fulltime

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