Found ? profiles matching your search criteria (paraplanner)

Financial Services Administrator and Paraplanner

I am a Financial Planning Certificate holder with 10 years experience in the finance Industry.I am a quick learner, flexible, excellent at relationship development, and I am able to adapt to challenging ...situations quickly.I am a freelance paraplanner, writing suitability reports covering pension, investment and protection recommendations. I became a freelance Paraplanner... in an effort to remain an active member of the work force and to keep my skills current whilst balancing the demands of being a mum to a young child. As a freelancer I have built up strong and trusting relationships with a small number of professionals. In one role with a remote IFA, I am primarily responsible for the fund research and portfolio building, which is performed on a monthly basis. I have become extremely familiar with the Intelligent Office Back office system, Synaptics, Salary Exchange and Selectapension systems. I am adept in utilising the Elevate and Novia wrap platforms for producing pre sales illustrations and following applications through to new business. I have become a key asset in overseeing administrators and seeing business through to completion. I am able to assist with the compliance side of the business and have helped IFA’s with their Treating Customers Fairly Records.
Skills: Technical Writing Skills

Virtual Assistant / IFA Administrator / Paraplanner

I have over 13 years office experience covering all areas for example, administration, PA, Office Management, Event Organising, Copy &... Audio Typing, Invoicing, Chasing Payments and so on. I have spent the last 11 years working within the Financial Services Industry, and offer specialist IFA services such as new business processing and chasing, research and report/suitability writing (using your templates). I am currently working for a number of IFA's on an ongoing basis and can provide good references.
Skills: Copy Writing | Customer Service | Human Resource | ... Management Skills | Managing People | MS Excel | MS Power Point | MS Power Point presentations | MS Word | Office Management | Project Management | Sales/ Marketing letters | Speed typing > 50 WPM | Training | Valuations

Freelance Paraplanner

I work as a full-time freelance paraplanner, helping IFA's by writing their suitability reports and carrying out any research that... they require in order to assist with their business. I also offer a file checking service and can also provide administrative support if required.
Skills: Technical Writing Skills

Wealth Management Paraplanner

I am an experienced financial services professional and am able to assist with the following: Research Technical Reports
Skills: English | Technical Writing Skills | Telesales

Freelance Copywriter & Editor

I am an experienced freelance writer, and have been self employed now for 2 years. I have experience in various writing projects and have worked on many projects including copywriting, article writing and research, eBooks, marketing and SEO writing, brochure text & product ...description and creative writing. Before becoming a freelance writer, which has always been my dream, I worked as a Paraplanner... in Financial Services in various locations in the UK, and so I also have an extensive knowledge of the industry. Creativity is my drive, and I enjoy working on projects where my creative flair can shine through, and where my imagination can run wild to generate thought provoking and engaging copy.
Skills: Article Writing | Copy Writing | Editing Skills | ... English | Journalistic writing | Sales/ Marketing letters | Search Engine Optimization | Spanish

Paraplanner (Financial Services)

I am flexible, committed, used to working to deadlines and enjoy a challenge!
Skills: Financial Reporting | Office Administration | Paraplanner

Paraplanner

Dear Sir/ Madam Firstly I would like to introduce myself. My name is Shiggy and I am a Paraplanner based... in Oxford. I have worked for IFA’s for over 9 years either on an employed basis or on a contract. I have recently started working on a “Pay as You Use Service”. The way I see a Paraplanning service is that it should be positive, professional, cost effective and efficient. By effective I mean Paraplanning should release financial advisers to concentrate their efforts on seeing clients and writing business. Ultimately, effective Paraplanning should increase turnover, profitability and business value. My role as a paraplanner includes some of the following; •Receive and implement requests from financial advisers. •Gather and record client data. •Prepare reports to a professional and timely standard. •Provide information for regular client reviews and identify areas not covered. •Communicate with clients and Insurance Companies. •Develop and maintain all processes relevant to technical support. •Undertake financial planning and product-based research for Pensions, Life Assurance, Investments and Corporate. •Managing workflows. •Remain up-to-date with the latest products. •Over-looking the administration of the New Business Team and ensured the business was concluded as soon as possible.

Freelance Paraplanner

The way I see a Paraplanning service is that it should be effective. By effective I mean Paraplanning should release financial advisers to concentrate their efforts on 'value-added' activities; fact-finding, advice delivery, client reviews, relationship management, CPD, client and introducer development. Ultimately, effective Paraplanning should increase turnover, profitability and business value. In addition to the above, I would be available to discuss cases with you. A number of IFAs use this service particularly those who work on their own. This allows IFAs to discuss a case which involves an area they may not normally deal with to ensure they ...are not missing anything and their advice is compliant. Financial Advisers, especially small businesses, can find recruiting the right paraplanner... difficult, expensive and time consuming. Outsourcing can be the preferred solution to many developing businesses, which then have the advantage of paying for what they require rather than bearing the ongoing costs of a full time employee. I believe I can offer better value for money than employing a full time para-planner, or para-planners. Apart from the obvious costs like salary, national insurance etc there are none of the hidden costs associated with employment, such as, holiday pay or days off through illness. In essence freelance paraplanning is a 'Pay as You Use Service'. My costs and charges can be a driving force for firms to demonstrate to their client the professionalism and skills required to offer suitable advice. This then can help justify the fees charged to the client. All reports are sent as a MS Word document • many companies send you their reports as a pdf file, I send your reports to you as a word document, the responsibility for the advice rests with you (the IFA) and you have to be able to change your documents should you wish to.
Skills: Technical Writing Skills

Paraplanner

I offer a full paraplanning and report writing service for IFAS and other professionals. I am a Certified financial planner... working towards diploma and currently 15 points from completion. I am completing R0 exams for gap fill. I am available for any work no matter how small or large. I have been certified since 1999. I drive and can collect data if need be and work to very quick time lines. Fully compliant. for examples of reports please contact me.
Skills: Customer Service | Face to face selling | ... Financial Modelling | Human Resource | Lead generation | Management Skills | Managing People | Organizational Behavior | Sales/ Marketing letters | Technical Writing Skills | Training | Valuations

Administrator/paraplanner

I'm a financial services administrator, I have passed CF1, CF6 and ER1. I have experience of writing reason why letters... for MPP, LTA, PHI, CI, ISA, GPP to PP transfers and vice versa, Lifetime mortgages and mortgages. I have experience of The Exchange, Trigold and 1st.
Skills: English | MS Excel | MS Word | Technical... Writing Skills

Paraplanner

I currently work as support for Financial Advisors at one of Britains largest Financial Advice companies. I am competent at... the following: -Very good command of English and the written word. Skilled at typing letters and documents quickly and accurately -Proof reading of documents making any amendments to punctuation or grammar as required. -Knowledgable on various areas of personal finance including Investments, Pensions, Mortgages and Protection
Skills: English | MS Excel | MS Word | Sales/... Marketing letters | Speed typing > 60 WPM | Technical Writing Skills

Freelance / Outsourced Paraplanner

I am a diploma qualified paraplanner with 6 years experience (financial services experience 13 years). I offer a bespoke paraplanning... service to UK advisers. The service is: *Flexible *Highly personalised *Accurate *Fast Services include: *Suitability Report Writing *Replacement Business Analysis *Tax Calculations *Product, Provider & Fund Research Please contact me with your requirements.
Skills: Fund Research | Paraplanning | Product Research | Provider... Research | Suitability Report Writing | Tax Calculations

Freelance Outsourced Paraplanner

I am a Diploma qualified paraplanner offering a range of services such as research (both product research and fund research),... suitability reports, gathering client information, general administration, commission chasing and more. I cover most areas of financial services including mortgages, protection, investments and pensions (including SIPP and SSAS) in a professional and compliant manner. I believe in providing a personalised, efficient service and building long lasting working relationships. Services can be purchased on a retainer basis or on an ad-hoc basis, whichever suits you. Interested? Please call me on 0781 215 3037 or 0845 527 7021.

Freelance Paraplanner / Compliance / IFA Support

I have worked in the financial services industry for over 10 years providing paraplanning and compliance support for 7 years... to various national and local Independent Financial Advisers. From college, I moved straight into Financial Services having identified a strong interest in the area and continued to develop a passion for the industry. Progression to paraplanning increased my appetite for the technical side of financial advice and working towards creating compliant and accurate reports which were understandable and clear to people with all levels of industry knowledge. I have achieved the Ifs level 4 Diploma for Financial Advisers qualification, Financial Planning Certificate, Investment & Risk CF2 and full CeMap. I am currently working towards Pension Specialist status. Whilst recognising that qualifications are a fantastic base, I make sure I keep up-to-date in the ever changing world of financial services by attending industry seminars held by both financial publications and product providers.

Paraplanner. (Financial Planner)

Skills: Copy Writing | English | Management Skills | MS... Excel | MS Word | Organizational Behavior | Project Management | Speed typing > 70 WPM | Technical Writing Skills | Training | Valuations

Paraplanner/Office Manager/Administrator

I am fast and flexible, enthusiastic and reliable. I have 15 years experience in financial services administration, office management and... paraplanning, have an excellent eye for detail and first class presentation skills. I love talking to people and have great written and spoken language skills.
Skills: Access | Editing Skills | English | Management Skills | ... MS Access | MS Excel | MS Word | Office Management | Speed typing > 70 WPM

Freelance Paraplanner & Administration Services

I'm FPC & MAQ qualified with a secretarial background and 20+ years in the industry, having previously worked as both... an IFA (with a licence to carry out pension transfers) and a mortgage broker. I can offer IFA's and mortgage brokers a paraplanning outsourcing service so that they can concentrate on the sales side of the business, helping them to work smarter and be more profitable. The services I offer are:- Pension transfer paraplanning Suitability letters Financial services administration Financial service telemarketing Business processing Obtaining quotes Business tracking Pre-compliance file checking Product research File compilation Using my services will help you to work ON the business, not so much IN the business.
Skills: Editing Skills | English | Face to face... selling | Financial Planning Certificate | Mortgage Broking | MS Excel | MS Word | Shorthand writing | Speed typing > 60 WPM

Paraplanner, Administrator and Experienced Sales Profes...

A fully CeMap qualified Mortgage Adviser, with a good understanding of the prime, self cert, sub prime and buy to... let sectors of the mortgage market, and some experience of bridging and commercial sectors. A passion for life assurance sales, with experience in income protection, accident, sickness and unemployment benefit and family protection. Extensive administration and mortgage packaging experience, up to date knowledge of the compliance issues affecting the presentation of a client file, and effective time and diary management skills.
Skills: Cold calling | Copy Writing | Face to... face selling | MS Access | MS Excel | MS Power Point | MS Word | Power Point Formatting | Sales/ Marketing letters | Speed typing > 70 WPM | Telesales

PA & Paraplanner

Money-Penny, Positive PA & Parplanning Solutions provides a bespoke, made to measure service to support IFAâ��s with their individual day... to day business needs and requirements. If you, as an IFA, are feeling restricted by the ever increasing compliance and administrative burden which goes hand in hand with all financial service business, why not let Money-Penny take this pain and manage the associated distractions for you? You will benefit from a professional, efficient and personal service without the ties of permanent employment contracts. Perhaps you need assistance reviewing your existing client base and maximising opportunities with them? Almost certainly your time would have greater value if you could entrust someone competent with your back office work allowing you to focus on generating and attending more client meetings plus networking with Solicitors and Accountants for example? Take a positive business minded approach, instruct Money-Penny to assist you, and your business can only prosper. Free yourself from the desk and stick to what you do best. You really canâ��t lose. Service Elements include: â�’¢ Data Collection â�’¢ Technical Research â�’¢ Report preparation â�’¢ Discussing case viability with providers / lenders â�’¢ Completion of Applications â�’¢ Business Submissions to providers â�’¢ Diary Management â�’¢ True Potential File Construction, fact find completion & Submission â�’¢ Suitability Letter Composition â�’¢ Case progression including updates to clients and Adviser â�’¢ Creation of Client Review Systems â�’¢ Marketing Campaigns â�’¢ Client and Provider Fee Chasing The above list is not exhaustive. Gemma Cox, founder of Money-Penny will be pleased to discuss your individual business needs with you and agree a service package to suit your individual requirements.
Skills: Customer Service | English | Management Skills | MS... Excel | MS Power Point | Office Management | Organizational Behavior | Public Relations Skill | Sage Line 50 | Sales/ Marketing letters | Technical Writing Skills | Training

Senior Paraplanner

All aspects of financial advice (i.e. taxation, pension, investments and protection)
Skills: English | MS Excel | MS Word