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Salary/Rate
£40,000 - £47,000/annum Excellent benefits 
Location
City of London
Posted
25/04/2016 (11:30) 
Company
Job Type
Permanent 
Description


We are currently working with one of the UK's leading Wealth Management companies who are looking to recruit an experienced Paraplanning Manager to join their thriving team in London.

The main purpose of the role is to assist with the management, training and development of a team of Paraplanners and Assistant Paraplanners, ensuring compliance standards are met and facilitating the production of management information and the accurate processing of business.

To be considered applicants will be Diploma qualified as a minimum, and have worked within a similar environment. Alongside this candidates will be professional, enthusiastic and extremely…

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Job Type
Permanent 
Applications
Less than 10
 
Job Title
Salary/Rate
£25,000 - £30,000/annum + benefits 
Location
Leeds, West Yorkshire,
Posted
27/04/2016 (09:37) 
Company
Job Type
Permanent 
Description

The Company: I am currently working on behalf of a highly successful, nationally renowned financial advisory firm who are looking to add a senior, qualified Paraplanner to their technical support team. Based in Leeds city centre with strong transport links via the train and bus routes, you will be joining a progressive, expanding firm who model themselves on providing professional independent (whole of market) financial advice with high quality service and support to all clientele.

The Role: The role is a technical paraplanning role providing analysis, detailed research of funds and providers, report writing and product recommendations…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£25,000 - £35,000/annum 
Location
Solihull, West Midlands
Posted
21/04/2016 (12:30) 
Company
Job Type
Permanent 
Description

Overview:
An excellent opportunity for a Paraplanner to join a reputable IFA practice in Solihull, on a permanent basis working in a strong team-focussed environment.

Main Duties:
A fantastic opportunity has arisen for an experienced Paraplanning Professional to join a firm of Independent Financial Advisers based in Solihull.

Key Accountabilities will be as follows:

• Helping Independent Financial Advisers assess clients’ personal circumstances and providing full paraplanning support to ensure suitable financial products are recommended.
• Checking of Fact Find Information to ensure it meets FCA requirements.
• Assisting with the identification…

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Job Type
Permanent 
Applications
More than 10
 
Job Title
Salary/Rate
£25,000 - £32,000/annum +bens 
Location
Leeds
Posted
28/04/2016 (11:04) 
Company
Job Type
Permanent 
Description

My client is a leading Financial Services firm providing a range of expert , integrated Wealth Management and Employee Benefits consultancy services for individuals, families, charities & trusts, business owners and employers.

We are urgently seeking an Experienced Paraplanner who will join a new existing team based in the companies Leeds offices. As Paraplanner you will be responsible for providing advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice, Tax and…

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Job Type
Permanent 
Applications
More than 10
 
Job Title
Salary/Rate
£30,000 - £35,000/annum 
Location
Chester, Cheshire   Also in other locations
    Posted
    20/04/2016 (09:52) 
    Company
    Job Type
    Permanent 
    Description


    •This national advice business is in the process of growing their UK footprint by developing their team of Financial Advisers to service their acquired HNW client banks; therefore, they now require a Paraplanner to provide their Advisers with a first class support. Chester based role.

    Salary: Salary up to £30,000 pa plus bonuses and employee benefits

    Benefits include: 4x DIS, matched pension contribution equalling 6%, discounted Private Health Care, bonuses of up to 15% of salary and 25 days’ holiday plus bank holidays’

    • Your duties as a Paraplanner will include:

    o Liaising with the Financial Advisers on a…

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    Job Title
    Location
    North Surrey
    Posted
    27/04/2016 (10:57) 
    Company
    Job Type
    Permanent 
    Description

    Paraplanner

    £ high market rate

    North Surrey

    Working closely with Senior Advisors, to provide a full Paraplanning service across the full spectrum of Pensions, Transfers, Investment, Protection and Wrap business.

    Supporting new and existing client business; detailed report writing and recommendations, portfolio reviews, modelling and analysis; product/market research and correspondence with providers.

    Skills & experience required:
    ◾CF1-6; ideally progressing with Diploma in Financial Planning and willingness to complete
    ◾Proven track record in an IFA Paraplanning support role.
    ◾High level technical and market knowledge across Pensions, Investments…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £26,000 - £30,000/annum flexible benefits package 
    Location
    Posted
    Just Added!
    Company
    Job Type
    Permanent 
    Description

    My Client is currently looking for an experienced Paraplanner to join their team in Glasgow.

    Working closely with one or two senior Private Client Advisers the role holder will be responsible for researching, analysing and compiling financial planning reports, in conjunction with the Senior Private Client Advisers, ensuring compliance with Business Quality Standards at all times.

    Key Accountabilities:
    * Conduct research on client's financial planning arrangements (existing and recommended)
    * Undertake investment portfolio analysis, including asset allocation analysis
    * Compile investment/pension/protection illustrations, projections and…

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    Salary/Rate
    £18,000 - £28,000/annum £18-28k +bens +training 
    Location
    Sheffield
    Posted
    28/04/2016 (11:02) 
    Company
    Job Type
    Permanent 
    Description

    My client is a leading Financial Planning practice who are responsible for providing Financial Planning and Advice to a range of High Net Worth (HNW) clients. Currently employing 80 staff, with a large Financial Services division, this company is experiencing rapid growth.

    We are urgently seeking a Paraplanner who will join an existing team based in the companies Chesterfield offices. As Paraplanner you will be responsible for providing advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Asset Allocation and Investment Manager advice, Tax and…

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    Job Type
    Permanent 
    Applications
    More than 10
     
    Salary/Rate
    £20,000 - £25,000/annum 
    Location
    Henleyin Arden
    Posted
    15/04/2016 (16:01) 
    Company
    Job Type
    Permanent 
    Description

    A fantastic opportunity has become available for an experienced Administrator to join a well-respected firm of Independent Financial Advisers with a high net worth client portfolio. Based in Henley in Arden, Warwickshire, the successful Administrator will earn a salary of £20,000 to £25,000, depending on experience.

    The company prides itself on providing professional financial planning and the highest quality of service to assist its clients in achieving financial freedom and peace of mind.

    To be considered for this position you must have relevant industry experience including experience working in an IFA environment, building strong…

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    Job Type
    Permanent 
    Applications
    More than 10
     
    Salary/Rate
    £18,000 - £22,000/annum + benefits 
    Location
    Derby, Derbyshire
    Posted
    12/04/2016 (09:15) 
    Company
    Job Type
    Permanent 
    Description

    Trainee Financial Adviser
    Derbyshire (ref AL600)
    £18,000 - £22,000 + benefits

    My client is a very successful wealth management organisation based in Derbyshire and due to further expansion they are looking to appoint a trainee financial adviser. This role would suit an individual who already has experience within the wealth management industry, perhaps in an administrative or paraplanning capacity, and who wishes to take the next step into an advisory role.
    The role
    Working with the administration and paraplanning team, you will carry out administrative support for the existing advisers, dealing with client queries, carrying out valuations…

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    Job Title
    Salary/Rate
    £20,000 - £25,000/annum 
    Location
    Henleyin Arden
    Posted
    20/04/2016 (10:36) 
    Company
    Job Type
    Permanent 
    Description

    A fantastic opportunity has become available for an experienced IFA Administrator to join a well-respected firm of Independent Financial Advisers with a high net worth client portfolio. Based in Henley in Arden, Warwickshire, the successful Administrator will earn a salary of £20,000 to £25,000, depending on experience.

    The company prides itself on providing professional financial planning and the highest quality of service to assist its clients in achieving financial freedom and peace of mind.

    To be considered for this position you must have relevant industry experience including experience working in an IFA environment, building strong…

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    Salary/Rate
    £28,000 - £35,000/annum market leading benefits package 
    Location
    Newcastle upon Tyne
    Posted
    13/04/2016 (15:23) 
    Company
    Job Type
    Permanent 
    Description

    Paraplanner
    Newcastle
    Up to £35,000 plus training, flexi-benefits, exam support

    An excellent new opportunity has arisen to join a highly successful Wealth Management organisation based in central Newcastle in a Paraplanner position supporting the Wealth Management team.

    The role will be providing full technical paraplanning support to the high net worth IFA's working within the practice. The role will include technical research and report writing in respect of HNW investments, pensions and inheritance planning. This will be an extremely varied role with fantastic progression and development potential.

    This is an excellent opportunity for individual…

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    Salary/Rate
    £22,000 - £28,000/annum benefits, exam support, training, pa 
    Location
    Harrogate
    Posted
    15/04/2016 (17:10) 
    Company
    Job Type
    Part Time 
    Description

    Paraplanner / Report Writer - Part-Time (circa 3 days per week)
    Harrogate
    £negotiable plus training, exam support, benefits package

    This is an outstanding PART-TIME opportunity with a top performing IFA firm to join their Harrogate office as a Paraplanner / Report Writer.
    The successful applicant will work alongside an experienced IFA providing a full report writing service
    The role will develop into a more technical position with full support given to achieve Diploma/Chartered status depending on your current qualifications (this progress would be reflected in regular salary reviews)
    To apply you MUST HAVE experience working closely with…

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    Salary/Rate
    £20,000 - £28,000/annum £20-28k +bens 
    Location
    Barnsley, South Yorkshire   Also in other locations
      Posted
      28/04/2016 (11:03) 
      Company
      Job Type
      Permanent 
      Description

      My client is a leading Financial Planning practice who are responsible for providing Financial Planning and Advice to a range of both personal and business clients.

      We are urgently seeking a Paraplanner who will join an existing team based in the companies Barnsley offices. As Paraplanner you will be responsible for providing advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Asset Allocation and Investment Manager advice, Tax and Estate planning, Optimising Company Benefit options and Risk benefits including Life Insurance, Critical Illness,…

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      Job Type
      Permanent 
      Applications
      More than 10
       
      Salary/Rate
      £30,000 - £35,000/annum Excellent benefits 
      Location
      Posted
      18/04/2016 (10:24) 
      Company
      Job Type
      Permanent 
      Description


      Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Paraplanner to join their Cambridge based team.

      The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate.

      The main purpose of the role is to prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and Senior…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Job Title
      Salary/Rate
      £28,000 - £35,000/annum 
      Location
      Headingley   Also in other locations
        Posted
        04/05/2016 (09:46) 
        Company
        Job Type
        Permanent 
        Description

        Our client, a well known wealth management organisation, is seeking an individual to provide paraplanning support to their most senior consultants in their Leeds office.

        Your responsibilities would be to:

        * Prepare suitability letters, reports and recommendations for areas including; investments and pensions
        * Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas
        * Product and fund research
        * Prepare cash flow models
        * Formulate illustrations and proposals whilst undertaking research to support recommendations
        * Provide technical support to complex client queries

        Essential experience…

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        Job Type
        Permanent 
        Applications
        Less than 10
         
        Job Title
        Salary/Rate
        £30,000 - £36,000/annum 
        Location
        Altrincham   Also in other locations
          Posted
          03/05/2016 (11:40) 
          Company
          Job Type
          Permanent 
          Description

          Search Financial Services are looking to recruit an experienced Paraplanner (minimum 2 years) to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature

          The role will involve producing a report for the IFA giving a full summary of the client and the options being considered.

          The successful candidate will be ideally Diploma qualified and will be looking to advance their status in the coming years. The practice is happy to pay for any relevant exam study material.

          Salary between £30,000 - £36,000 plus benefits package.

          You will have energy, enthusiasm and drive,…

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          Job Title
          Salary/Rate
          £42,000 - £45,000/annum 
          Location
          Posted
          12/04/2016 (09:30) 
          Company
          Job Type
          Permanent 
          Description

          Senior Paraplanner - London
          Salary up to £45,000 plus benefits

          We are leading the search for a high quality business that provide true financial planning; the firms clients are wealthy private clients and investors. The Senior Paraplanner will be responsible for providing technical paraplanning to a team of highly qualified Advisers and act as the lead Paraplanner for internal matters, procedures and policy. By working closely with the firms clients and Advisors you will ensure the best financial planning model has been produced based on the clients financial needs.

          Partnering with Chartered Financial Planners to produce high quality…

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          Job Type
          Permanent 
          Applications
           
          Job Title
          Salary/Rate
          £29,000 - £34,000/annum 
          Location
          Farnborough, Hampshire
          Posted
          26/04/2016 (15:53) 
          Company
          Job Type
          Permanent 
          Description

          Salary : £29-34,000 + benefits

          Location : Farnborough

          My client who are based in Farnborough are looking for an experienced Paraplanner to join their team. We are looking for candidates who have got a wealth of experience working with financial products and have excellent reporting skills. Ideally this candidate will have the Financial Planning Diploma or will be studying towards it. The successful candidate with have previous experience in researching, and writing reports across investments, pensions and protection. It is essential that the candidate has excellent computer skills and is able to work in a team environment.

          Reviewing…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Job Title
          Salary/Rate
          £35,000 - £38,000/annum 
          Location
          Reading
          Posted
          08/04/2016 (13:50) 
          Company
          Job Type
          Permanent 
          Description

          Paraplanner
          My client a national wealth management company is looking for a Paraplanner to join their team in their Reading office on a permanent basis.
          You will be working closely with the clients Financial Planners and Financial Planning Administrators, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.
          Key role responsibilities:
          · Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Planners to gain an understanding of the client…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Salary/Rate
          £30,000 - £40,000/annum Benefits 
          Location
          Posted
          19/04/2016 (09:56) 
          Company
          Job Type
          Permanent 
          Description

          Exchange Street is currently working with a highly regarded, Financial Planning practice in Plymouth. In order to provide the best possible technical resource to its fee earners they are now looking to recruit a Paraplanner to join their successful team.

          The role itself will focus on providing technical support to the organisation's consultants and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax mitigation, superb report writing skills and a highly professional approach. This is particularly significant given the quality of client serviced and this is a very hands-on…

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          Job Type
          Permanent 
          Applications
           
          Salary/Rate
          £30,000 - £38,000/annum Excellent benefits 
          Location
          Bristol
          Posted
          13/04/2016 (09:43) 
          Company
          Job Type
          Permanent 
          Description



          We are currently working with one of the UK's leading Wealth Managers who are looking to bolster their technical support function by recruiting a paraplanner in Bristol.

          Offering a genuinely consultative service and focusing on fee based financial planning, this forward thinking organisation has established itself at the forefront of a professional advice driven service in the UK. Through their stature and reputation, they have built an enviable and loyal client base while remaining extremely attractive to new enquiries.

          The firm in question is extremely profitable, continues to attract assets under management at a high rate and has a…

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          Job Type
          Permanent 
          Applications
           
          Job Title
          Salary/Rate
          £33,000 - £40,000/annum + benefits 
          Location
          Cirencester, Gloucestershire
          Posted
          25/04/2016 (14:24) 
          Company
          Job Type
          Permanent 
          Description

          Paraplanner
          Cirencester, Gloucs (Ref AL642)
          Salary c£35,000 - £40,000 + benefits

          My client, a very well established Wealth Management IFA, has an outstanding opportunity for an experienced paraplanner to join their small team.

          The Role

          - You will work closely with one Independent Financial Adviser providing predominantly technical advice to HNW clients with regular reviews and high service levels
          - You will be required to extract information from client files to prepare financial plans and recommendations including relevant research of options both considered and discounted, preparation of sales literature and client summaries
          -…

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          Salary/Rate
          £25,000 - £40,000/annum benefits 
          Location
          Cheltenham
          Posted
          07/04/2016 (21:10) 
          Company
          Job Type
          Permanent 
          Description

          Experienced Paraplanner required to join this friendly firm of independent financial planners in Cheltenham. You will have previous financial planning experience and ideally you will have passed the Diploma in Financial Planning or hold the Certificate in Financial Planning as a minimum.

          This is a great opportunity for someone who is keen to develop their experience and join a company that can offer long term stability. Key responsibilities will include:

          * Data Gathering - checking that all information required has been received from the existing providers and completing the customer fact finds prior to the first IFA meeting
          * Putting…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Location
          West Surrey
          Posted
          14/04/2016 (17:06) 
          Company
          Job Type
          Permanent 
          Description

          Paraplanner - Private Clients, Wealth Management
          £ high level market rate & excellent staff benefits package

          West Surrey

          Working closely with Senior Consultants and Financial Planners within a high profile and expanding Private Client team, providing a holistic service across a wide portfolio of pensions, investment & protection business. Supporting the servicing of existing business as well as new clients and new business.
          Preparing letters and technical reports; researching products and funds; liaising with product providers. Responding to client queries and providing technical information
          Portfolio reviews of existing arrangements…

          More
          Job Type
          Permanent 
          Applications
          Less than 10
           

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