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- Financial Services
- Actuarial - Financial Services
- Business Development Manager - Financial Services
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…
Our client, a highly successful and forward thinking Chartered IFA practice, based in between The City and West End of London is looking for a well spoken, confident and ambitious financial service professional to join their team, working alongside two experienced Advisers.
Duties will involve processing new business cases, research, report writing.
There will be opportunity for your career to grow and your knowledge to develop.
You will be exposed to interesting and complicated pension and investment cases.
You must have a great knowledge of Word and Excel and be fully conversant with Advisor Office. This is a great career…
Investment Assistant - Paraplanning
Leading international Private Bank looking to recruit a Investment Assistant/ Paraplanenr to the busy stockbroking team
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…
The Company: I am currently working on behalf of a developing IFA firm who following a recent internal promotion are looking to add a Business Support Manager/Trainee Paraplanner to their technical support team. Based in South Leeds, you will be joining a truly independent wealth management/investment services firm consisting of 15 advisers (circa 35staff total) and with expansion plans for the remainder of 2015. They specialise in both private and corporate fields and offer professional, client-centric approach to advice.
The Role: The role itself is effectively a senior admin/trainee paraplanning role working from new business processing…
An excellent opportunity has arisen for a Paraplanner to join a reputable wealth management practice based in Huddersfield on a permanent basis.
Key Accountabilities will be as follows:
• To work collaboratively with the wider support and paraplanning team to ensure an excellent level of service is provided to clients and Financial Planners.
• To undertake thorough fund research on financial offerings in the market taking into account client’s fact find information, circumstances and attitude to risk.
• Creation of detailed bespoke suitability reports justifying the rationale behind the portfolio recommendations…
Morris Jones Consulting Ref:
Salary: to £20,000
An excellent opportunity has arisen for an IFA Administrator to join a well-established reputable IFA practice in Newcastle, on a permanent basis.
A fantastic opportunity has arisen for an experienced IFA Administrator to join a firm of Independent Financial Advisers based in Newcastle.
Key Accountabilities will be as follows:
• Providing technical administrative and paraplanning support to IFAs based in the North East.
• Researching products including pensions, investments and protection, obtaining quotes and existing…
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…
Job Title: Paraplanner - Nottingham - Up to £35,000
Purpose: We are leading the search for a market leading Financial Services Practice who are looking to appoint a well qualified and technically astute Paraplanner in Nottingham, who will be responsible for delivering comprehensive and technical paraplanning to a Director IFA, the individual will drive agreed performance standards and provide a compliant, quality paraplanning service to the Advisor.
The job holder will work principally on his/her own initiative, but in close liaison with the Regional Sales Managers, Marketing & Underwriters.
Devise and implement…
Job Title: Senior Paraplanner
Salary: Salary of up to £60,000 pa
• This highly renowned boutique wealth management practice is keen to recruit an experienced Paraplanner to join their remarkably successful team.
• Your role will focus on and include the following:
o To provide paraplanning support to 2 Wealth Managers by assisting in all aspects of their advice; helping prepare transfer paperwork; entering pension and investment bond data into proprietary software; conducting analysis of prospective clients’ existing holdings; formatting…
My Client is currently looking for an experienced team to join the team in Cheshire.
Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques to a range of wealthy private clients and investors.
The firm are looking to appoint a highly qualified and technically astute Senior Paraplanner who will be responsible for providing one-on-one, comprehensive support to a Director & Chartered Financial Planner. The individual will drive agreed performance standards and provide a compliant, quality paraplanning service to the Advisor, working closely…
An exciting new opportunity has arisen for our client as a Paraplanner.
The main purpose of this role is to provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided pro actively, in line with our clients values.
Main responsibilities will be to review fact finds, files note, client risk profile questionnaires etc. as provided by the financial planners to gain an understanding of the client requirements discussed and agreed. Undertake the necessary research and analysis, including fund analysis. product comparison, product analysis and charges analysis…
Our client is a Chartered Financial Planning practice with a presence across the UK and a longstanding reputation across the North West. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional Paraplanner to join their successful, award winning 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…
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 Paraplanner to support their fee earners.
Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work.
This is a fantastic opportunity for an experienced individual looking to join a forward thinking…
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…
Are you an ambitious Kent based Paraplanner looking to take the next step in your career? If so, this could be the ideal job opportunity for you. A well known Wealth Management firm is keen to take on board a Paraplanner for its offices based close to Bromley. Reporting to an Advisor, the Paraplanner's key duties will include:
- Reviewing products available to meet client needs and making appropriate recommendation
- Reviewing new contracts and alterations in product providers terms
- Compile and provide comprehensive reports and suitability letters
- Ensure workload is completed within agreed time-scales
- Deliver completed reports to…
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 IFA firm specialises in Pensions and Investments, Mortgages and Protection and Independent Financial Advice and are looking for an Experienced 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…
Morris Jones Consulting Ref:
This is an opportunity for an experienced Paraplanner to work closely with a highly successful Financial Planner assisting with all aspects of technical pre advice work including find research and report writing.
You will be responsible for the provision of a high level of sales support and report writing. You will engage in analysis of existing portfolios, fund comparisons and creation of new investment portfolios.
Fund and provider/fund house research will make up a large portion of the role liaising with representatives to fully…
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…
Our client, a highly successful, reputable and busy Chartered IFA practice is looking for a highly experienced, qualified and professional Paraplanner to fully support the MD of the company who is one of the industry’s most influential people.
This is a true Paraplanning role including research, report writing, client liaison etc.
You must be fully conversant with Advisor Office and have experience with Voyant or similar cashflow tools.
You must be Chartered or very nearly, with a minimum of 2 AF passes (or equivalent).
This is a friendly organisation. You must be a hardworking individual – you will be rewarded with a competitive…
Paraplanner - London
to £40,000 + benefits.
•Exciting opportunity for an experienced forward thinking Paraplanner, who enjoys working independently.
•This role calls for specific experience of dealing with the HNW market, fully confident to build strong pro-active relationships with clients.
•The product portfolio can be complex and specialist, with a focus on tax efficient investment strategies.
•A small but busy team, part of a larger group, where team work, open communication and a strong client focus is key. Working alongside Consultants/Advisors to provide a holistic service for existing and new client.
Paraplanner required for a financial services company based in Wellington, Somerset.
This is a full time role working Monday to Friday with a salary dependant on experience.
The role will involve;
- Obtaining valuations of pension, ISA and protection policies
- Liaising with insurance companies regarding administration matters.
- Client servicing.
- Drafting and amending suitability letters.
- Typing emails and correspondence.
- Producing quotes for protection products, annuities and Bonds.
- Investment fund research based on sector, quartile performance and asset allocation.
- Fund switching online, over the phone and via paper…
IFA Support Technical Support/Paraplanner
to £30,000 to experience + benefits
Long established and respected independent provincial IFA, with an excellent reputation founded on the consistent delivery of a first class service for existing and new clients.
Overview of the company and role:
•The team of Directors, Advisors, Paraplanners and IFA Support Administrators work closely together to support new and existing client business. Responsibilities include for example:
•Undertaking client portfolio reviews, product research, report writing and recommendations pre and post client visits.
•Responding to day to day…
My client is a very successful and established Financial Services and Wealth Management firm with offices throughout London and the UK.
Based in Mayfair this is a 1-2-1 PA and Paraplanning role providing a secretarial service to a senior Partner and highly regarded Financial Advisor to include dealing with mail, filing, intercepting calls, diary management, organising meetings, liaising with the Partnership, audio/copy typing and completion of supervision and development logs.
Paraplanning responsibilites include completing the non-client facing tasks in preparing and administering the financial plans, reports and business submissions…
ParaPlanner - IFA
Stafford / Staffordshire
Salary to £23,000 + Benefits
A Paraplanner is required by a leading IFA based in Stafford / Staffordshire. The successful candidate will be responsible for working with the Financial Consultants on a number of non client facing tasks such as preparing a financial plan or report.
In this varied role, you will be given the opportunity to go from certificate level qualifications through to obtaining your Certificate of Financial Planning / CFP)
The successful candidate will join a professional and well established Financial Advisors based in Stafford.
Financial Advisor required on an employed basis .Home based role with mileage allowance and excellent bonus scheme.
• £32.5k - £35k salary
• Full benefits including DIS, pension, mileage / train fare reimbursement
• OTE of £45k - £65k+
• Existing client bank for servicing 300 clients in Bournemouth 200 in Epsom.
These are "Active" clients and not orphans.
• Full paraplanning and admin
• Marketing campaigns
• Exit strategy available
The client need is for an Advisor to cover the Bournemouth to Epsom area. Full travel re-imbursement
LOCATION IS RELATIVELY FLEXIBLE AS LONG AS THE CANDIDATE IS WITHIN THE PATCH