Paraplanner ID-1828 – Amazon Store

[ad_1] Paraplanner Location: Taunton Salary: £40k plus discretionary bonus and benefits. A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment. If you’re a paraplanner looking to gain a huge amount of experience working for a fast paced chartered financial planning company, then this is your opportunity. Other Jobs You May Be Interested In Remote Data Entry, No Experience, $40/hr, Part-TimeVirtual Assistant, $45/hr, Remote, No Experience, Night JobEntry-Level Remote Data Entry, $50/hr, Evening JobCustomer Support, No Degree, $40/hr, Remote, Weekend JobRemote Phone Job, $42/hr, Part-Time, College Student FriendlyVirtual Assistant, $40/hr, Remote, No Degree, Night JobPart-Time Data Entry, $45/hr, Remote, College Student FriendlyRemote Moderator, No Degree, $50/hr, Evening, Weekend JobRemote Customer Support, $42/hr, Night Job, No ExperienceLive Chat Support, $40/hr, Remote, Entry Level, Part-TimeVirtual Assistant, Remote, $42/hr, Weekend, No ExperienceRemote Data Entry, $45/hr, No Degree, Night ShiftPart-Time Customer Support, $40/hr, Remote, College StudentRemote Live Chat, $50/hr, Part-Time, Evening/Night JobEntry Level Phone Job, $42/hr, Remote, No Degree RequiredWeekend Data Entry, $45/hr, Remote, No ExperienceRemote Virtual Assistant, $40/hr, Evening, Part-Time JobRemote Moderator, $42/hr, Part-Time, Weekend, No DegreeData Entry, $45/hr, Remote, Night Shift, College Student JobPhone Support, Remote, $50/hr, No Experience, Part-TimeVirtual Assistant, No Experience, $42/hr, Remote, WeekendRemote Customer Support, $45/hr, Part-Time, College StudentData Entry, Remote, $40/hr, Night Shift, No DegreeEvening Virtual Assistant, Remote, $45/hr, No ExperienceWeekend Customer Support, $42/hr, Remote, College StudentRemote Data Entry, $50/hr, No Experience, Evening/Night JobRemote Live Chat, $40/hr, Part-Time, No Degree RequiredVirtual Assistant, $42/hr, Remote, Weekend, Entry LevelRemote Phone Support, $45/hr, Evening, No Experience RequiredData Entry, No Experience, $50/hr, Remote, College StudentRemote Moderator, $40/hr, Weekend, No Degree, Part-TimeLive Chat Support, Remote, $42/hr, Night Shift, College StudentPhone Job, $50/hr, Remote, No Degree, Part-Time, WeekendData Entry, $45/hr, Remote, Evening, No Experience RequiredVirtual Assistant, No Experience, $42/hr, Remote, Part-TimeRemote Customer Support, $50/hr, Night Shift, No DegreeRemote Data Entry, $40/hr, College Student Friendly, Part-Time Key Responsibilities as Paraplanner : • Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish. • Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection. • Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention. • Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks. • CRM & Workflow Management: Maintain accurate client records and case notes in Enable. • Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met. Key experience and skills as Paraplanner: Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team. Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed. Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency. Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead. Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations. Why Join our client: Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions. [ad_2] apply to this job