Finance jobs in United Kingdom
Client-Facing Paraplanner
Heat Recruitment
HR Operations Analyst
Mitsubishi UFJ Financial Group
Investment Manager Industrial
Aviva Employment Services
Senior Manager, Privacy Advisory & Operations
American Express
Protection Advisor
Premier Jobs UK Limited
Discover more opportunities than anywhere else. Find more jobs nowEarly Years Practitioner P/T (AM shifts)
Bright Horizons UK
Client Audit Manager
London Stock Exchange Group
Connect with headhunters to apply for similar jobsEvents Lead
Boston Consulting Group
Early Years Practitioner - Term Time Only
YMCA England & Wales
ALS Administrator
Merton College
General Manager - FTS - Putney
Mansell Consulting Group Ltd
Cyber Security Engineer
Policy Expert
Engineer - Nuclear System Engineer
SNC-Lavalin
Executive Assistant to the Dean - London, NW1 4SA
London Business School
Assistant Project Manager – Nuclear New Build
SNC-Lavalin
Lloyds Banking Group - Customer Support - Port Talbot
Lloyd's
Client-Facing Paraplanner
Job summary
A financial advisory firm in Fetcham is seeking a qualified Paraplanner to support Financial Advisers while managing a busy client bank. The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2-3 years in a similar role. Responsibilities include supporting clients on complex cases, attending meetings, and conducting cash flow modeling. The position offers a competitive salary of £45,000 - £50,000, along with a hybrid working model, providing flexibility on office days.
Qualifications
- Must have at least 2-3 years of relevant experience in a similar role.
- Proven experience of providing quality support to Financial Planners.
Responsibilities
- Directly support with clients on complex cases.
- Sit in client meetings to gather research.
- Conduct cash flow modelling and presentations.
Skills
Education
Fetcham
£45000 - £50000 TypePermanent WorkplaceHybrid Ref89477
Flexible on hybrid approach, need to be based within a reasonable distance of the office
AgrowingIndependentFinancialAdviceandInvestmentManagementpracticearelookingtogrowtheirteambybringingonaLevel4qualifiedParaplannertodirectlysupportacoupleofFinancialAdvisersandworkastherighthandtothem,sittinginclientmeetingsandlookingafterabusyclientbank.
You will join a long-standing business that is on a growth trajectory and prides themselves on their independent whole of market and people-focused approach to advice.
To be considered for this role you must be Level 4 qualified (ideally viaCII) and have at least 2-3years of relevant experience in a similar role.
- Directly support with clients on complex cases
- Sit in client meetings
- Gatherresearch and analyseinformation
- Product suitability letters and reports
- Conduct cash flow modelling and presentations
- Construct financial plans with the Adviser
- Keep up to date with technical, legislative and regulatory changes
Assist with the work of the Administrators
You are able to progress in this position through guided professional development plans, and the full support to take further Financial Planning exams.
- 2+ years of experience in a Paraplanning position
- Hold Level 4 Diploma in Financial Planning
- Proven experience of providing quality support to Financial Planners
- Have excellent knowledge of investment, life and pensions products and current legislation
- Experience with cashflow modelling is ideal
- Competitive salary circa £50,000
- Hybrid working flexible on amount of days in the office per week
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.