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Salary/Rate
£45000 - £52000/annum Benefits 
Location
City of London  
Posted
22/06/2015 (10:04) 
Agency
Job Type
Permanent 
Description

Our client is the specialist financial planning arm of a large Chartered Accountancy organisation with an exceptional reputation for the quality of advice it provides to its client base that is made up of both high net worth individuals and corporate clients. In order to provide the best possible technical resource to its fee earners it is now looking to recruit a paraplanning manager to their team in London.

The role itself will focus on providing paraplanning support to the organisation's Managing Director and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax…

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Salary/Rate
£35000 - £45000/annum Benefits 
Location
West Midlands  
Posted
16/06/2015 (15:50) 
Agency
Job Type
Permanent 
Description

Investment Assistant - Paraplanning

Leading international Private Bank looking to recruit a Investment Assistant/ Paraplanenr to the busy stockbroking team

Duties/Responsibilities

Duties will include

*Assist CROs with the collation of information from a client in order to complete a compliant and sufficiently detailed Investor Profile Form from which the Firm can give advice.
*Construct a partially or fully completed (depending on experience and the case complexity) and compliant Suitability Letter for the CRO(s) to check and sign.
*To collaborate with colleagues in the checking of other teams' Suitability Letters to maintain compliant…

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Job Title
Salary/Rate
£35000 - £45000/annum 
Location
Nantwich, Cheshire  
Posted
23/06/2015 (15:33) 
Agency
Job Type
Permanent 
Description

and paraplanning

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Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£35000 - £36000/annum benefits 
Location
Posted
02/06/2015 (14:50) 
Agency
Job Type
Permanent 
Description

My Client is currently looking for an experienced Paraplanner to join their team in Manchester City Centre. The role is to provide paraplanning support to financial planners in the North West Region.

THE ROLE
*Prepare suitability letters, reports and recommendations for holistic and transactional 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 drawdown reviews and recommendations
*Undertake Investment reviews and recommendations
*Prepare cashflow…

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Job Title
Salary/Rate
£60000/annum £60k basic + bonus + Exp 
Location
Bournemouth, Dorset  
Posted
17/06/2015 (09:37) 
Agency
Job Type
Permanent 
Description

Financial Advisor - Bournemouth (Home based)

Financial Advisors for New Financial Services company

Remarkable Jobs Ltd is working with a rapidly expanding Financial Planning Practice to recruit Qualified Salaried Financial Advisers to join their team. The organisation provides Financial Planning and Wealth Management advice to their clients.

This organisation is expanding and looking to recruit a number of Financial Advisors to join their team of qualified salaried Financial Advisors. Ideal candidates will be qualified with their Level 4 Diploma for Financial Advisers

This role would suit an advisor that relishes client interaction, is…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£30000 - £45000/annum 
Location
Warwick, Warwickshire  
Posted
02/06/2015 (13:28) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:

P227481MJB

Job Title:

Senior Paraplanner

Salary:

£Competitive

Overview:

An excellent opportunity for a Senior Paraplanner to join a reputable IFA practice in Warwickshire, on a permanent basis.

Main Duties:

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a firm of Independent Financial Advisers based in Warwickshire.

Responsibilities:

- To work closely with Directors to develop research, report writing, compliance and auditing procedures, systems and tools.

- To continuously audit and review existing departmental systems and processes to improve efficiencies and output…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£28000 - £33500/annum bonus 
Location
Posted
10/06/2015 (09:38) 
Agency
Job Type
Permanent 
Description

Our prestigious client is seeking an experienced Paraplanner their Glasgow office.

The main purpose of the role is to provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent.

The Role

Review fact finds,file notes,client risk profile questionnaires etc. as provided by the Financial Planners to gain an understanding of the client requirements discussed and agreed.
Undertake quotes using relevant in-house platforms or request quotes from external providers
Undertake the necessary research and analysis including:Fund analysis,Product comparison,Product analysis,Fund research
Compile…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
Warwickshire Also in 1 other location 
Posted
Just Added!
Agency
Job Type
Permanent 
Description

Senior Paraplanner - Warwickshire
Salary up to £36,000 plus benefits

A professional chartered business that provide financial planning and investment management to wealthy private clients and corporate entities. Now looking to appoint a level 4 Paraplanner to work closely with two of its top producing Chartered Financial Planners. The Paraplanner will initially provide high end technical paraplanning in a client facing role and work closely to design and deliver holistic financial plans to clients.

Applicants must be able to demonstrate a background of providing technical paraplanning for Advisers that work on a fee-basis with wealthy…

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Salary/Rate
£30000 - £35000/annum Excellent benefits 
Location
Posted
22/06/2015 (10:04) 
Agency
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 Senior Paraplanner to join their Cheshire based team.

The firm in question is extremely profitable and 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 partners, ensuring that the preparation of…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£30000 - £35000/annum Excellent Benefits 
Location
Posted
24/06/2015 (09:20) 
Agency
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 Senior Paraplanner to join their Cardiff based team.

The firm in question is extremely profitable, 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 partners, ensuring that the preparation of…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£30000 - £35000/annum Competitive + Benefits 
Location
Knutsford  
Posted
15/06/2015 (10:20) 
Agency
Job Type
Permanent 
Description

Our client is a Chartered Financial Planning practice with an exceptional reputation for the quality of advice it provides to its loyal client base. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional senior paraplanner to join their successful team.

The role itself will focus on providing paraplanning support to the organisation's IFAs 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…

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Job Type
Permanent 
Applications
 
Salary/Rate
£30000 - £36000/annum Excellent benefits 
Location
Haywards Heath  
Posted
23/06/2015 (09:34) 
Agency
Job Type
Permanent 
Description

Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. 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 Senior Paraplanner to join their Haywards Heath 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…

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Job Type
Permanent 
Applications
Less than 10  
 

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Salary/Rate
£25000 - £35000/annum Excellent Package 
Location
Poole, Dorset  
Posted
02/06/2015 (12:03) 
Agency
Job Type
Permanent 
Description

Do you have a Certificate in Financial Planning or are possibly Diploma level qualified? Or perhaps you are looking for a role that will enable you to complete your Diploma qualification? Do you have paraplanning experience and would like to further develop your career in a forward thinking firm?

This small IFA firm specialises in Pensions and Investments, Mortgages and Protection and Independent Financial Advice and are looking for a Paraplanner to join their friendly and dynamic team.

Working with an Advisor you will be involved in collecting qualitative information to complete the financial plan. You'll prepare recommendations and act…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£35000 - £40000/annum bonus (up to 10%) + benefits 
Location
Chelmsford  
Posted
03/06/2015 (11:57) 
Agency
Job Type
Permanent 
Description

We are currently working with an established Financial Planning practice that is looking to recruit an experienced Paraplanner in Essex to support two financial planners.

The firm in question deals with high net worth clients and have an in-house discretionary portfolio management offering bespoke investment planning alongside its holistic financial planning approach. It works with clients across the South East and South West from two regional offices.

Responsibilities of the role include compiling product research, report writing and production of compliant suitability letters. In addition, the role holder will also be a regular point…

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Salary/Rate
£30000/annum £30,000 pro rata 
Location
Weybridge  
Posted
23/06/2015 (09:20) 
Agency
Job Type
Permanent 
Description

Part Time Paraplanner - £30k pro rata

This is a paraplanning role requiring experience of (and confidence in) dealing in the high net worth (HNW) market. The key requirement of this role will be to assist the advisor by producing client reports, life time cash flows and suitability letters in line with the firm`s guidelines and procedures. This will involve use of the Firm`s database and meeting notes to gather information on the client, liaising with members of the team where necessary.

Another key task will be to carry out research by investigating, sourcing and providing information requested as accurately as possible.

The successful…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£25000 - £30000/annum + Private Medical and Pension 
Location
Tarporley  
Posted
04/06/2015 (10:13) 
Agency
Job Type
Permanent 
Description

I am recruiting exclusively for an Independent Financial Advisor based in Tarporley for a G60 Paraplanner, who will be able to do complex pension transactions.

Candidates must be experienced in the UK Financial Services Pension Transfer arena with preferably experience of overseas pension schemes.

Paraplanning duties such as report writing for wealth management clients, complying with FSA guidelines, analysing client portfolios and carrying out product research, will of course form part of your day to day duties, however, you will specifically have responsibility for pension business and in particular, pension transfers.

The company I…

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Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£30000 - £35000/annum 
Location
Lichfield, Staffordshire  
Posted
04/06/2015 (12:31) 
Agency
Job Type
Permanent 
Description

Paraplanner
Lichfield
£30,000 - £35,000 Plus Bonus

Common Sense Financial Planning Ltd, a multi award winning Chartered Financial Planning practice, within walking distance of Lichfield City train station and with ample free parking next to their offices, requires a Paraplanner to join its existing close-knit team.

The successful candidate will have achieved, or be close to achieving, Chartered or Certified qualifications, ideally with AF1 and AF3 examination passes. They will be responsible for providing all round technical support to the advisor and the existing team and will be heavily involved in shaping the advice model going…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£23000 - £28000/annum 
Location
Stockport, Greater Manchester  
Posted
12/06/2015 (16:20) 
Agency
Job Type
Permanent 
Description

Paraplanner (Financial Services Sector) in the Stockport Area Salary £23,000.00. - £28,000.00.

You will be expected to provide a full and comprehensive Paraplanning service to a number of IFA’s in the Cheshire Area.
You will have had experience, dealing with pension transfers, auto enrolment schemes plus you will be expected, to prepare benefit packages for PMI and SIPPs.
For this role you will need to be organised, articulate and numerate. You will need to be able to work as part of a team and be able to prioritise your workload.
Your Duties and Responsibilities will include:
• Research whole of market for advisers on a case by case…

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Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£25000 - £32000/annum 
Location
Posted
12/06/2015 (16:46) 
Agency
Job Type
Permanent 
Description

Our client is a well-established Independent Financial Consultancy, specialising in Investments, Pensions, Protection and Retirement Planning. As a technical resource you will provide proactive sales support, assisting with client letters, proposals, running reports and research documentation.

Applicants must have proven experience as a Paraplanner and withhold or be studying for their Diploma.

The successful candidate should have the following skills and qualifications:

Over 5 years’ experience within an IFA environment
Over 3 years’ experience within a Paraplanning role
Studying for or achieved Diploma in Financial Planning
Knowledge…

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Job Title
Salary/Rate
£25000 - £40000/annum + Private Medical and Pension 
Location
Nantwich  
Posted
15/06/2015 (11:15) 
Agency
Job Type
Permanent 
Description

I am recruiting exclusively for an Independent Financial Advisor based on the outskirts of Nantwich for an experienced Paraplanner, who will be able to do complex pension transactions.

Candidates must be experienced in the UK Financial Services Pension Transfer arena with preferably experience of overseas pension schemes.

Paraplanning duties such as report writing for wealth management clients, complying with FSA guidelines, analysing client portfolios and carrying out product research, will of course form part of your day to day duties, however, you will specifically have responsibility for pension business and in particular, pension…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
Cheltenham  
Posted
26/06/2015 (18:24) 
Agency
Job Type
Permanent 
Description

*Paraplanner, Cheltenham*

Interviews being held immediately

Competitive Salary & Benefits Package

An exciting role has arisen with my client based in Cheltenham who are rapidly expanding within its specialist sector. Working as a Paraplanner you will provide technical administration support to the Financial Planners by providing technical information and regulatory documentation for client meetings to ensure that new business is processed compliantly, efficiently and accurately.
Key Responsibilities:-

Working as a Paraplanner you will provide Financial Planners with necessary documentation and financial analysis to ensure the firm can…

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Job Title
Salary/Rate
£200 - £250/day 
Location
Reading  
Posted
27/06/2015 (06:00) 
Agency
Job Type
Contract 
Description

Huntswood are looking for a Paraplanner to provide financial planning advisory support in our established paraplanning function, based in our head office in Reading.

Your responsibilities would be to:

Compose, review and deliver draft financial reports for the advisers
Make discretionary decisions in relation to specialist financial planning arrangements
Identify, recommend and implement improvements to the advice proposition in line with the organisations policy and industry guidelines
Inform, guide and provide technical advice to financial advisers on the relevant systems
Essential experience and skills:

Level 3 qualified and willing…

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Job Type
Contract 
Applications
 
Location
Surrey  
Posted
26/06/2015 (10:32) 
Agency
Job Type
Permanent 
Description

Paraplanner - West Surrey

£ high level market rate & excellent benefits

West Surrey

Highly respected national financial services group, providing an excellent platform for on-going career development.

Providing technical support for Consultants, in the servicing of new and existing business. This includes for example:
•Assessing client requirements and supporting with appropriate advice solutions, with guidance from Consultants.
•Product research, obtaining illustrations and preparing suitability reports.
•Preparation of draft annual reviews and drawdown letters.
•Reviews of re-balancing portfolios; income forecasts.
•Preparations for…

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Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£35000 - £40000/annum 
Location
Guildford  
Posted
02/06/2015 (11:50) 
Agency
Job Type
Permanent 
Description

One of the UK's most prestigious Professional Services companies has launched its search for an ambitious Paraplanner for its team in Guildford, Surrey. Our client provides investment management, accountancy, tax, corporate and financial advisory services to private clients, corporates, professional practices, and non-profit organisations. The Guildford offices are state-of-the-art with exceptional facilities and more than 80 staff. Reporting to the Partners of the firm, the Paraplanner's key duties will include:

· Research and technical assessment of cases submitted by Consultants and Partners.
· Production of compliant and technically…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£20000 - £25000/annum  
Location
Chesterfield  
Posted
Just Added!
Agency
Job Type
Permanent 
Description


Based North Nottinghamshire / South Yorkshire / Derbyshire Border

Our client, a major independent financial services company, is experiencing a period of growth and is looking to attract the very best employees to join the business. Due to increasing workload levels, this organisation requires an experienced Paraplanner with an excellent work ethic who is looking for a career opportunity to grow and develop with the business.

As directly authorised chartered financial planners, the company is fully RDR compliant and offers `new model` financial advice across investments, pensions, tax planning, mortgages and protection, mainly to…

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