Bond Recruitment

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client s

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Newcastle offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client click apply for full job details

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients existing and potential arrangements. After assessing these against the clients financial objectives, you will produce timely and compliant Financial Planning Reports Specific Responsibilities: The key duties of the role are listed below: ? Writing Financial Planning Reports that Advisers present to clients ? Supporting the Advisers by conducting research on products and helping find the right solutions for our clients ? Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day to day queries ? Arranging for plans to be submitted to provider companies ? Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant ? Preparation of client review packs ? Illustration requests ? Keep up to date with financial products and legislation ? Comply with all company and industry guidelines, rules and regulations ? Due to the nature of the business, the role may also include additional responsibilities considered reasonable Key requirements are: ? Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential ? Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job. ? A reliable individual who has the ability to manage and prioritise workloads ? Outstanding communication skills at all levels ? Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy ? Analytical and problem-solving skills ? Experience of working as part of a team ? Excellent organisational and multi-tasking abilities are essential ? Flexibility/ adaptability to cope with change ? Confident with IT and office software packages Word, Excel, PowerPoint JBRP1_UKTJ

We're looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession. You'll be working closely with our clients Practice Team Leader and supporting advisers across client reviews, new business cases

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Warwick offices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client s click apply for full job details

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract. Our client's prestigious office is located in Didsbury and the opportunity benefits from the support of a well-established client base i click apply for full job details

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien

We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients expectations. Our client is a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner To assist the Technical Services Manager in mitigating and highlighting any risks to the business To provide relevant MI data when requested to the Management Team Responsibilities Research, Technical Support, Written Reports and the Preparation of Advice To provide technical support, highlighting areas of possible business to Advisers To use the approved research tools to provide the adviser with research to support their recommendations To analyse and research options for the advisers including products and providers as necessary To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant Assisting the Technical Services Manager in mitigating and highlighting any risks to the company Provide support to the Technical and Services Manager as required Assist other colleagues with any technical and compliance queries as required Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained Flag any areas or processes where processes are missing or inefficient Provide any MI data requested by the management team in a timely fashion as required Other Duties To Proactively suggest improvements for the continuing progression of the team and the Company Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate Skills required Attention to detail Strong technical knowledge of financial services Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients Effective technical and product research using own initiative where appropriate Ability to manage time and your own workload as well as working in a team Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards In depth understanding of compliance within Financial Services Microsoft Office, including, Excel, Word, PowerPoint and Publisher Qualifications Diploma in Financial Services (or working towards equivalent) Knowledge An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning Experience A minimum of two years experience in Financial Services If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours. JBRP1_UKTJ

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Cheshamoffices. The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client se click apply for full job details

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners(Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners (Quilter Network) based in Cheadle Hulme, Cheshire. Role overview To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners To ensure that the preparation of advice for clien click apply for full job details

We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients expectations. Our client is a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve click apply for full job details

We're looking for a motivated Paraplanner to join our clients busy practice team supporting independent financial advisers. This is a genuine paraplanning role for someone who values the craft of technical financial planning and wants to build a career in the profession. You'll be working closely with our clients Practice Team Leader and supporting advisers across client reviews, new business cases click apply for full job details