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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…
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
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…
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…
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…
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.
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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
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…
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…
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…
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.
- 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…
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…
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…
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…
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…
Leeds - centre
£25,000 - £35,000 (fully negotiable depending on experience and qualifications) plus training, flexi-benefits
An excellent new opportunity has arisen to join a highly successful IFA firm in Leeds 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…
My Client a well-established Sheffield Firm are looking to take on a new head Para planner, after seeing a significant growth in this division in clients.
The ideal candidate will be working very closely 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…
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…
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…
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…
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.
Purpose of role:
To support the PFP Consultants, Associate Directors and Directors in the provision of financial planning advice. The role's key responsibilities will be in technical support, compliance, research and client responsibilities.
· Strong academic history. Educated to Degree level preferably
· Minimum Level 4 Financial Planning Qualification required
· The jobholder must demonstrate a good knowledge of all issues relating to the business of the Financial Planning department
· Previous IFA experience desirable
· Previous paraplanning experience required
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…
£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…