Foundation Resourcing Jobs RSS FeedNewest Paraplanner Jobs
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Paraplanner To £28k Basic - Stockport
Reference: 8699NK This is your opportunity to join a well established firm of IFAs with fantastic career progression opportunities. This firm is fast expanding with a high volume of personal recommendations from existing clients, in turn developing the client bank. As a Paraplanner you will be working alongside Tw.. |
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Financial Administrator To £25k b maidstne
Reference: 8680 J B A fantastic opportunity to join with an experienced IFA firm who have been established for 25 years. The firms principal alone has £30m in funds under management and a renewal stream of £150,000 per year mainly working with accountants and solicitors. You will be working as a Financial Administrat.. |
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Paraplanner To £35k Basic - Birmingham
Reference: 8684DC This is the opportunity to move your Paraplanning career to the next step. My client is a leading whole of market firm enjoying growth at 40% p.a. and having doubled the number of support staff in the last 2 years. They have built an outstanding infrastructure which is centred on Paraplanning as t.. |
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Paraplanner Jobs
Paraplanner jobs are technical support role usually found in a firm involved in Independent Financial Planning. Paraplanner recruitment is found within IFA practices across the UK and paraplanners usually come from a financial services administration role or from a technical financial advising environment.
The term paraplanning can mean many different things in many organisations, but essentially it is a non-sales activity, primarily involved in assisting the independent financial adviser in the job of providing financial advice.
This support to the IFA involves constructing complex reports outlining why the advice has been given and what the major implications are. A Para planner would also be involved in fund and product research, ensuring that the products recommended by the IFA are the best on the market. Para-planners often get involved with client management software and client contact, as well as constructing “reasons why” letters.
A paraplanner will some times sit in on a client meeting to take and prepare notes for the IFA which will then form part of the report and reasons why letters.
Paraplanning jobs require a very high degree of computer literacy as a paraplanner tends to use complex financial planning software such as First Office or Aequos. These software packages are unique and take some mastering to utilise their full potential.
A paraplanner is a very technical role and requires a high degree of qualification. A paraplanner is usually qualified to at least full FPC standard but usually to AFPC diploma or even chartered IFA status.
The retail distribution review (RDR) will change the significance of the paraplanner as more regulation of these technical people may blur the distinction between what constitutes a Paraplanner and what constitutes a fee based Independent Financial Adviser
Paraplanner jobs are relatively new roles and have been developing over the last decade into what is now seen as a fairly significant niche profession within the larger IFA community.