Paraplanning Jobs   Found 4 Jobs, Page 1 of 1 Pages Sort by: Relevance Date

Apprentice Financial Services Administrator

Speaking with product providers to request information Being a point of contact for clients by phone and email Checking and recording information on to back office systems Responding to in bound enquiries Preparation of files and printed items Training:Financial Services Administrator Level 3 Apprenticeship Standard: CII - Financial Services, Regulation and Ethics (R01) qualification Learning will be a combination of remote classroom and digital learning Training will be flexible around the role, but will account for 20% of time at work Training Outcome: There will be the ability to move into a full time administration role immediatately after successful completion Following this, the career routes could include paraplanning, operations or client facing advice roles Employer Description:We are a Financial Planning business based in Gloucester. We serve clients across the South West of the UK. Our advice and services are all centred around clients, their family, their business, and helping them to make their future financial aspirations a reality.Working Hours :Monday - Friday. 9.30am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental ....Read more...

Paraplanner

Job Description:. We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh. This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice. Skills/Experience: CII Diploma in Financial Planning (essential) Chartered status or working towards (desirable) Proven paraplanning experience Strong knowledge of UK tax and pension legislation Core Responsibilities: Prepare suitability reports and client cashflow models Attend client meetings and provide research and follow-up support Assist with annual reviews and ongoing client service Manage your own workflow and ensure timely, accurate output Support the delivery of team income objectives Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy. Job reference: 16106 To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes. By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. INDCAS ....Read more...

Practice Administrator - Wealth Management

Up to £30,000 + Great Benefits An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client’s team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm. Key Responsibilities Manage and update client records, ensuring accuracy and confidentiality. Maintain and organise office files both physical and digital to ensure easy retrieval. Prepare meeting packs, including reports and supporting documentation, ahead of client meetings. Creating client letters/documents following meetings with advisers. Handle correspondence with clients, product providers, and other stakeholders. Support advisers with system navigation, including CRM tools, back-office software, and provider portals. Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows. Manage incoming and outgoing mail, phone calls, and emails. Scan, upload, and categorise incoming client documents and correspondence into the firm’s systems. Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation. Support with company social media pages e.g. Linkedin, Facebook and Instagram. Arrange and confirm client appointments, meetings, and reviews for advisers. Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries. Ad hoc administrative tasks as directed by the Operations Manager. Skills & Experience Basic level of administrative experience. A desire to build a career within the financial industry background. Able to manage multiple tasks efficiently. Ability to prioritise with attention to detail and the ability to problem solve. Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint). Fast learner – ability to learn how to use new systems and processes. Discretion – ability to handle sensitive and confidential information with professionalism and integrity. Time management – aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure. Strong communication skills and eagerness to develop professionally. A positive mindset and ability to thrive in a fast-paced environment. This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now! ....Read more...

Apprentice Administrator

The role of an administrator within a financial advice practice is crucial to ensuring smooth day-to-day operations and supporting financial advisers in delivering a high level of service to clients. Though not client-facing in an advisory capacity, administrators play a key back-office role that helps maintain compliance, efficiency, and organisation. Key Responsibilities of a Financial Advice Administrator: Client Administration Preparing client documentation (fact finds, application forms, review packs). Maintaining accurate client records using CRM systems. Processing new business (e.g., pensions, investments, insurance applications). Chasing providers for updates and liaising with clients for required information. Diary and Meeting Management Booking client appointments and preparing meeting agendas. Following up after meetings with next steps or required paperwork. Compliance and Regulation Ensuring documentation is compliant with FCA regulations and internal policies. Assisting with file checks and audits. Keeping up-to-date records for compliance purposes (e.g., client agreements, ID verification). Provider Liaison Contacting product providers to obtain valuations, statements, and policy information. Submitting and tracking product applications and servicing requests. Reporting and Data Management Producing reports and valuations for adviser/client meetings. Updating systems with new policy details, changes, and performance data. General Office Support Managing correspondence, both digital and paper-based. Ordering supplies, managing files, and helping with ad hoc admin duties. Training:Level 3 Financial Services Administrator apprenticeship standard. The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector. As an entry-level role, this apprenticeship provides the foundation of knowledge, skills and experience for progression along a number of career paths.  Key Learning Outcomes: A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation Professional Qualifications: R01 - awarded by The Chartered Insurance Institute (CII) Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:An administrator may move into: Paraplanning (technical support with suitability reports and research), Or even becoming a qualified financial adviser after completing relevant exams (via the CII) Employer Description:Financial Advice - we help individuals and businesses manage their money and plan for their financial future. We provide advice and services in areas such investments, pensions, savings, insurance, and tax planning.Working Hours :Monday to Friday, times to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Patience ....Read more...