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Location
Bath
Posted
12/01/2016 (17:01) 
Agency
Job Type
Permanent 
Description

Wealth Management company looking for a Paraplanning Manager based in the South West, competitive basic salary with excellent benefits.

The key purpose of the role is to manage, motivate and develop a team of Report Writers and Paraplanners to prepare high quality written advice and provide technical research services to the Private Client Advisers, in order to assist them in the achievement of business targets through the delivery of advice and ongoing services to prospective, new and existing clients.

* To train, manage, develop and motivate a team of Report Writers and Paraplanners to ensure the team is delivering an excellent service…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£55000 - £65000/annum Benefits 
Location
City of London
Posted
02/02/2016 (12:47) 
Agency
Job Type
Permanent 
Description

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…

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Salary/Rate
£23000 - £32000/annum 
Location
Halifax, West Yorkshire
Posted
11/01/2016 (15:03) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
P525710PJB

Job Title:
Paraplanner

Salary:
£23,000 - £32,000 depending on experience and performance at interview.
Overview:
An excellent opportunity for a Paraplanner to join a reputable Financial Services practice based in Halifax.

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

Key Accountabilities will be as follows:

• Provision of full technical paraplanning support to a team of Independent Financial Advisers.
• Compliance with the relevant FCA, TCF, T&C, Financial Crime…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£23000 - £32000/annum 
Location
Huddersfield, West Yorkshire
Posted
11/01/2016 (15:05) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
P525710PJB

Job Title:
Paraplanner

Salary:
£23,000 - £32,000 depending on experience and performance at interview.
Overview:
An excellent opportunity for a Paraplanner to join a reputable Financial Services practice based in Huddersfield.

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

Key Accountabilities will be as follows:

• Provision of full technical paraplanning support to a team of Independent Financial Advisers.
• Compliance with the relevant FCA, TCF, T&C, Financial…

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Job Type
Permanent 
Applications
Less than 10
 
Job Title
Salary/Rate
£25000 - £30000/annum 
Location
Chester, Cheshire   Also in other locations
    Posted
    03/02/2016 (08:56) 
    Agency
    Job Type
    Permanent 
    Description

    Job Title: Paraplanner

    Locations: Chester

    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’

    Proposition:
    • 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…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £28000 - £35000/annum + package & study 
    Location
    Posted
    26/01/2016 (17:22) 
    Agency
    Job Type
    Permanent 
    Description

    The Company: I am currently working on behalf of a niche wealth management firm working with HNW/UHNW circles and are looking to add a qualified paraplanner into the technical team. To be based from their Leeds city centre site they require a technical paraplanner who can come into their team of 6 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 service.

    The Role:…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £25000 - £32000/annum +bens 
    Location
    Leeds
    Posted
    14/01/2016 (10:16) 
    Agency
    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
     
    Salary/Rate
    £25000 - £26000/annum benefits package & study support 
    Location
    Manchester, Cheshire
    Posted
    26/01/2016 (15:07) 
    Agency
    Job Type
    Permanent 
    Description

    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.

    Role Overview:

    To deliver high quality regulatory support and guidance Network Firms in relation to case submissions.

    Responsibilities:

    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
    Discuss challenges…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £30000 - £35000/annum 
    Location
    Posted
    29/01/2016 (15:51) 
    Agency
    Job Type
    Permanent 
    Description

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

    THE ROLE
    *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…

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    Job Title
    Salary/Rate
    £30000 - £45000/annum Company Pension,Private health car 
    Location
    Hampshire
    Posted
    01/02/2016 (17:44) 
    Agency
    Job Type
    Permanent 
    Description

    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…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Salary/Rate
    £40000 - £50000/annum Performance Bonus, benefits  
    Location
    London, Middlesex
    Posted
    04/02/2016 (14:31) 
    Agency
    Job Type
    Permanent 
    Description

    Paraplanner

    London Location
    £40,000-£50,000
    Unrivalled performance-related bonus
    Company Benefits
    Career Progression

    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?

    YES?…

    More
    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £26000 - £31000/annum 
    Location
    Posted
    14/01/2016 (17:03) 
    Agency
    Job Type
    Permanent 
    Description

    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…

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    Job Type
    Permanent 
    Applications
    Less than 10
     

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    Salary/Rate
    £18000 - £22000/annum + benefits 
    Location
    Derby, Derbyshire
    Posted
    22/01/2016 (11:35) 
    Agency
    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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    Salary/Rate
    £20000 - £25000/annum  
    Location
    Newark-on-Trent
    Posted
    14/01/2016 (13:47) 
    Agency
    Job Type
    Permanent 
    Description

    Financial Services Administrator
    Full Time, Permanent, Newark based
    £20,000 - £25,000 dependent on experience

    As part of a small but extremely busy team, your overall responsibility will be to provide administrative and organisational support to a specialist holistic financial planner.

    This is a Full Time position, although Part Time could be considered for the right Candidate, if required.

    Main Responsibilities

    - Creating and updating client factfinds, writing suitability letters and financial reports.
    - Maintaining a well organised office, to meet Financial Conduct Authority (FCA) regulations.
    - Managing and processing new business…

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    Job Type
    Permanent 
    Applications
    More than 10
     
    Salary/Rate
    £30000 - £35000/annum + Benefits 
    Location
    Nottingham
    Posted
    21/01/2016 (10:39) 
    Agency
    Job Type
    Permanent 
    Description

    Telephone Based Adviser - Nottingham - £30,000 - £35,000 + Benefits

    Job Purpose

    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…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £35000/annum Benefits and Bonus  
    Location
    Leeds
    Posted
    15/01/2016 (13:40) 
    Agency
    Job Type
    Permanent 
    Description

    My Client is currently looking for a desk based Advisor to join their team in Leeds.

    The successful candidate 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…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £22000 - £30000/annum Professional development & benefit 
    Location
    Croydon, Greater London
    Posted
    26/01/2016 (12:40) 
    Agency
    Job Type
    Permanent 
    Description

    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…

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    Job Title
    Salary/Rate
    £30000 - £36000/annum 
    Location
    Leeds, West Yorkshire   Also in other locations
      Posted
      13/01/2016 (11:05) 
      Agency
      Job Type
      Permanent 
      Description

      My Client a very well-known Leeds based firm, are currently seeking an experienced Paraplanner to support the ongoing growth of the business.

      The ideal candidate will be working in close partnership with the Senior Financial Advisor, in terms of pensions, mortgages and wealth planning.
      The role will be suitable for someone who has a background in Paraplanning.

      To be successful in this role, you will have experience within financial services; strong technical knowledge, and the relevant experience.

      You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Salary/Rate
      £30000 - £33000/annum benefits package 
      Location
      Manchester, Cheshire
      Posted
      26/01/2016 (15:03) 
      Agency
      Job Type
      Permanent 
      Description

      Due to continued growth an opportunity has arisen for an experienced Paraplanner to join this leading Financial Advice Network in Manchester.

      The Role:

      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…

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      Job Title
      Salary/Rate
      £32000 - £36000/annum 
      Location
      Newcastle upon Tyne   Also in other locations
        Posted
        03/02/2016 (16:23) 
        Agency
        Job Type
        Permanent 
        Description

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

        THE ROLE
        *Produce reports that comply with FCA regulatory requirements
        *Liaise with the advisory team and the financial planning assistants to ensure full information has been gathered in order to formulate suitable recommendations with the Financial Planning Directors for clients following on from the initial client meeting
        *Source suitable products for the clients from the centralised product research and recommend findings to the Financial Planning Directors
        *Obtain client specific quotations and other literature from product providers…

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        Job Title
        Salary/Rate
        £25000 - £40000/annum comprehensive benefits and bonus 
        Location
        Posted
        15/01/2016 (15:59) 
        Agency
        Job Type
        Permanent 
        Description

        Paraplanner
        North Leeds
        £30,000 - £40,000 (fully negotiable depending on experience and qualifications) plus training, flexi-benefits, free parking

        An excellent new opportunity has arisen to join a highly successful IFA firm in the North Leeds area 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…

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        Job Type
        Permanent 
        Applications
         
        Job Title
        Salary/Rate
        £28000 - £32000/annum + benefits 
        Location
        Nottingham, Nottinghamshire   Also in other locations
          Posted
          11/01/2016 (14:44) 
          Agency
          Job Type
          Permanent 
          Description

          Paraplanner
          Nottingham (ref AL605)
          Salary £28,000 - £32,000 depending on experience (+ benefits)

          My client is a well known and national IFA, with an exciting new opportunity for an experienced Paraplanner to join their team in Nottingham.
          You will work on a 1:1 basis with the Financial Adviser, collaborating on cases, and providing full technical support. The Adviser in question provides advice on the full range of financial planning products to a wide range of individuals including HNW clients.
          The Person
          • Previous experience providing paraplanning to an IFA
          • Report writing experience
          • Ability to prioritise own workload
          • IT literate…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Salary/Rate
          £25000 - £35000/annum 
          Location
          Liverpool, Merseyside
          Posted
          26/01/2016 (11:09) 
          Agency
          Job Type
          Permanent 
          Description

          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…

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          Salary/Rate
          £30000 - £35000/annum Excellent benefits 
          Location
          Posted
          27/01/2016 (14:28) 
          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 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
           
          Job Title
          Salary/Rate
          £38000 - £41000/annum £38,000 - £41,000 per annum 
          Location
          London
          Posted
          26/01/2016 (10:51) 
          Agency
          Job Type
          Permanent 
          Description

          An award winning city accountancy, tax and financial planning firm offering a depth and breadth of experience usually found only in the top 20 practices is seeking a Paraplanner in London to join its expanding team.

          However, with only 18 partners, this is a business which is small enough to care about your business. It is a highly motivated and talented group of people who enjoy delivering exceptional client experiences which leads to a level of profit that enables us to invest and grow for the benefit of all our stakeholders.

          As the Paraplanner your duties will include:

          • Dealing with high net worth clients both over the telephone and…

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          Job Type
          Permanent 
          Applications
           

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