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Head of Paraplanning - Central London
Salary up to £65,000 plus bonus, benefits
We're partnered with a leading financial planning business that provides fee-based advice to private and corporate clients with access to an in house discretionary fund management unit. The firm is keen to appoint an experienced Head of Paraplanning to manage, lead and build the existing team in London.
- Leading a team of 10 qualified Paraplanners
- Encouraging qualifications advancement and CPD training
- Recruitment and attraction of technical Paraplanners
- Continuously reviewing operations processes and procedures
- Ensuring efficient work flow management…
Job Title: Paraplanner
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’
• 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 paraplanning support.
• Your duties as a Paraplanner will include…
The Company: I am currently working on behalf of a niche wealth management firm who
are part of a larger group and are looking to add a qualified paraplanner into
the technical research team. To be based from their Halifax site they require
a technical paraplanner who can come into their team of 2 to support multiple high
performing advises across both private and corporate advice. With an
established workforce and plans to grown across 2016 the firm is expanding the
office so are looking to offer an exciting opportunity for a technically
analytical paraplanner who is motivated by a client-centric, bespoke advisory
My Client is currently looking for an experienced Paraplanner to join their team in Edinburgh.
*Prepare suitability letters, reports and recommendations for holistic and transnational financial planning areas including pensions, investments, IHT, protection and specialist products
*Prepare illustrations/proposals and undertake research to support recommendations
*Undertake pension reviews and recommendations
*Undertake Income draw down reviews and recommendations
*Undertake Investment reviews and recommendations
*Prepare cash flow models using Voyant Software
*Liaise with the financial planning support team to ensure all…
A new opportunity has arisen for a Paraplanner, currently working towards the Diploma in Financial Planning (or equivalent), to join this high successful Financial Advice Networkin Manchester.
To deliver high quality regulatory support and guidance Network Firms in relation to case submissions.
Undertake Paraplanning covering all aspects of business written by the Network Firms
Conduct research for appropriate providers and investments
Prepare cases ready for submission to Business Monitoring Unit
Construct a professional and clear suitability report on each file to document suitable advice
Paraplanner (suitable for former Financial Advisers)
Hampshire based role
Salary up to £35,000
OTE £45,000 pa
CJ Recruitment are very exciting that they are now working with an excellent business in Hampshire who are looking to add to their team. They are looking for a an experienced Paraplanner who can hit the ground running.
As a Paraplanner your role will be to provide a full report writing service to our expanding team of IFAs including reviewing any existing holdings, research, report writing and provision of required key features and illustrations. Meeting compliance requirements and assisting compliance with any queries, you will…
Senior Paraplanner - Central London
Salary up to £55,000 plus benefits
A professional services business that provide financial planning and investment management to wealthy private clients and corporate entities is looking to appoint a Senior Paraplanner to work closely with two of its top producing Chartered Financial Planners. The Senior Paraplanner will initially provide high end technical paraplanning in a client facing role with the view of moving into an authorised role within 12-18 months. Once authorised the Senior Paraplanner will move into a Financial Planners position and clients will be passed over from the existing two Advisers…
Unrivalled performance-related bonus
CJ Recruitment are working with one of the TOP 10 Global Law Firms in London who are working together with us to find an analytical, articulate, energetic individual to join their team!
This is a unique opportunity to join one of the largest, most respected providers of independent financial advice to the Bar. The firm is undergoing significant expansion in order to cope with a growing media arm and introducer relationships with accounting firms, barrister chambers and law firms.
>>>Do you want to be part of this?
One of our key clients is seeking a Paraplanner on a permanent basis to join a newly established team.
Your responsibilities would be to:
Provide effective paraplanning and technical support to advisers
Utilise standard suitability report templates to produce high quality client facing reports, whilst ensuring that quality standards and suitable advice framework have been complied with
Build relationships with business development and distribution teams in order to ensure that the services of the team are understood and promoted positively
Essential skills and experience:
FPC/CeFA or Diploma in Financial Planning
Significant financial services…
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.
Working with the administration and paraplanning team, you will carry out administrative support for the existing advisers, dealing with client queries, carrying out valuations…
Telephone Based Adviser - Nottingham - £30,000 - £35,000 + Benefits
You will be Responsible for providing advice to clients on financial matters making recommendations on ways to best utilise their money in a secure manner. The role involves researching the marketplace and advising clients on products and services available on a whole of market basis whilst ensuring they are aware of and understands those that best meet their needs and then securing a sale. Predominantly office based you will provide advice and service to existing and new clients via the telephone. You will be expected to develop excellent working relationships…
An opportunity has arisen for an experienced IFA Administrator with this highly successful Wealth Management Practice based in London and Croydon. The firm specialises in providing bespoke financial solutions for high-net-worth individuals in London and the South East.
Day to day tasks include processing of new business, proactive client management, research and paraplanning support, maintenance of Intelligent Office, correspondence with both providers and clients, including mailshot.
The fast paced growth of the company will offer an opportunity for career development (Paraplanning and beyond) for the right candidate, who must have previous…
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…
Our client, a respected boutique IFA and wealth development specialist who provides full holistic financial planning, is seeking an experienced Senior Paraplanner to become an integral part of their team
Supporting the Senior IFA’s, you will be liaising with product providers, compiling and providing comprehensive reports, and proactively building relationships with Senior Partners, Advisors and Clients.
Proactive, ambitious, enthusiastic, technically minded and with a keen attention to detail, you will have experience of report writing, preparing and mainlining accurate information, fee and commission processing, and of using MS Office…
Our client, an established Wealth Manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced Administrator to support paraplanners within their financial planning division.
The purpose of the role is to provide support to a number of technical advisers, liaise with third party product providers and insurers to gain policy information, illustrations and valuations and producing research via a number of mediums. The role will encompass working very closely with a paraplanner and this position therefore needs someone capable of working to a…
The Company: I am currently working on behalf of a highly successful, award-winning, nationally renowned firm who are looking to add an experienced, Senior Paraplanner to the wealth management side of the business. Based in North East Leeds you will be joining a progressive, expanding firm with 220 staff currently and strong plans to progress their advisory offering in the next 2-3 years.
The Role: The role itself is a pure paraplanning role providing analysis, detailed research of funds and providers, report writing and product recommendations for private clients services by 2 high performing advisers. Reporting into the Head of Reirement Income…
Due to continued growth an opportunity has arisen for an experienced Paraplanner to join this leading Financial Advice Network in Manchester.
You will be delivering high quality regulatory support and guidance, working with Financial Advisors, to ensure that a first class service is delivered when preparing and administering Financial Reports for clients.
You will be responsible for undertaking paraplanning covering all aspects of business written by the Network by:
Researching for appropriate providers and investments
Preparing cases ready for submission
Delivering high quality suitability reports on each case
Identifying and discuss…
FANTASTIC CAREER OPPORTUNITY
This well-established independent Financial Planning firm near Dover are looking for an experienced Paraplanner to join their team. You will work closely with the Senior Financial Planners providing support and assistance on a daily basis.
Your key responsibilities as Paraplanner will include analysing client information, conducting research to enable Financial Advisors to make suitable recommendations and formulating portfolios consistent with the client's budget. You will also create suitability letters, provide a point of contact for clients, liaise with product providers and comply with FCA and Mayfield…
Paraplanner, Chartered IFA firm, Bromley, 45K
Your new company
A flourishing Chartered IFA firm with an excellent reputation boasting prestigious clientele and excellent facilities.
Your new role
Reporting to the MD, the Paraplanner's key duties will include writing reports, conducting fact-finds and liaising with clients.
What you'll need to succeed
Diploma qualified with at least 2 years' Paraplanning experience within an IFA or Wealth Management firm. Strong report writing skills are essential.
What you'll get in return
A salary of up to £45,000, a comprehensive benefits package, study support plus career progression…
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.
Reporting to the the IFA, the successful applicant will be working with two financial planners and a team of administrators.
Detailed List of Responsibilities
• Dealing with high net worth clients both over the telephone and in meetings, the role includes Dealing in all areas of financial advice especially, pensions investment and tax planning Preparation for client meetings.
• Technical research & report writing
• Assisting with periodic reviews
• Ensuring all work complies with both regulatory and internal compliance procedures Miscellaneous
• Adhere to all of company Financial Planning…
£38,000 - £41,000
We are recruiting for a Paraplanner to join our clients growing team in London. The successful Paraplanner will be joining a team of financial planners and administrators.
The role of the successful Paraplanner will include the following:
Dealing with clients both over the telephone and in meetings
Dealing in all areas of financial advice, pensions investment and tax planning
Technical research & report writing
Assisting with periodic reviews
Ensuring all work complies with both regulatory and internal compliance proceduresIn order to be successful, the Paraplanner will need to have:
Full Diploma or…
My client based in The City is looking for a Paraplanner to join their team.
This position sits alongside two Financial Planners and a team of Administrators.
The role involves, but not limited to:
- Liaising with clients both over the phone and face to face
- Dealing with all areas of financial advice
- Technical report writing
- Adhere to all of CBW Financial Planning policies and procedures
- To promote the company core values
The candidate must:
- Possess full diploma
- A minimum of 3 years` Paraplanning experience
- Possess excellent communication skills, both written and oral
- Computer literate - especially Microsoft Office
- Be highly…
Paraplanner based in London, competitive basic salary, good benefits plus a performance-related bonus
A unique opportunity to join one of the largest, most respected providers of independent financial advice.
The firm embraces a collaborative approach to financial planning between the advisers and the highly skilled team of young, dynamic paraplanners and financial planning assistants
You will be an analytical, articulate, energetic individual with at least two years experience in a paraplanning role who is passionate about delivering a professional service with a client centric approach. You must be experienced in researching and report…
Senior Paraplanner, 45K, Kingston in Surrey
Your new company
You will be working for one of Surrey's fastest growing IFA groups, which has an excellent reputation offering comprehensive planning and advice to a wide range of clients.
Your new role
Your role as a Diploma qualified Senior Paraplanner will be to support a key Partner, assuming full responsibility for his administration. You will have a high level of technical knowledge, whilst offering excellent report writing skills... and have a sound understanding of protection, pension and investment products. The ability to work under pressure is critical to this role.…