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Salary/Rate
£45000 - £52000/annum Benefits 
Location
City of London  
Posted
20/07/2015 (10:17) 
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
£55000 - £65000/annum Benefits 
Location
City of London  
Posted
14/07/2015 (15:55) 
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
£28000 - £32000/annum 
Location
London, Moorgate  
Posted
24/07/2015 (11:47) 
Company
Job Type
Permanent 
Description

We are recruiting for a Business Administrator / Processor, with Suitability letter report writing skills within successful Wealth Management (SJP) on a full-time permanent basis.

The individual shall be working in a very busy and successful Wealth Management office, working on New Business submission processing.

Please note, specific previous experience in completing New Business Submissions and experience of Suitability letter report writing is required.

Dealing with internal customers / Partner only, no external Client contact.

Overall Role Purpose:

As part of a team, manage process to completion business submissions on behalf…

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Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£30000 - £35000/annum 
Location
Posted
16/07/2015 (10:54) 
Agency
Job Type
Permanent 
Description

Paraplanner
Nottingham, Nottinghamshire
Salary up to £35,000 plus benefits

We are partnered with a high quality financial planning practice that work with wealthy private clients and investors on a fee-basis, providing advice from the independent market they're one of the regions financial planning power-houses.

The practice is looking to appoint a well qualified and technically astute Paraplanner 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.

Operating a cash…

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Salary/Rate
£30000 - £40000/annum 
Location
Chipping Norton  
Posted
31/07/2015 (17:03) 
Agency
Job Type
Permanent 
Description

The successful candidate will be working with an established team of financial planners and support staff and form part of a new Paraplanning team. As such, the role will involve the development of the Paraplanning function within the firm, including management of the team, as well as carrying out the day-to-day servicing of clients. Therefore the role would suit someone with at least three years' relevant experience and the willingness to share their skills and experience with others.

The firm is employee-owned, and all staff members qualify for a profit share after a full year of permanent employment.

Main responsibilities

*Management…

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Salary/Rate
£28000 - £32000/annum 
Location
London  
Posted
10/07/2015 (14:33) 
Agency
Job Type
Permanent 
Description

A Financial Services organisation in London has an excellent opportunity for an Operations Manager/Paraplanner.

The successful candidate will take on a hybrid role that will comprise of paraplanning , operations management & office management duties, operations management.

Key duties will include:

- Prepare and maintain client files

- Liaising with advisor to collect all collate all qualitative client information (planning objectives, personal circumstances, general attitudes, attitude to risk etc) that will underpin advice process

- Complete research, analysis and calculations using financial planning tools

- Prepare accurate…

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Job Title
Salary/Rate
£25000 - £32000/annum +bens 
Location
Leeds  
Posted
28/07/2015 (14:53) 
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  
 
Job Title
Salary/Rate
£30000 - £40000/annum NEG. Excellent benefits 
Location
Banbury  
Posted
10/07/2015 (17:58) 
Agency
Job Type
Permanent 
Description

Cameo Consultancy (Recruitment) Limited has a fantastic opportunity for a Paraplanner to join our client based on the outskirts of Banbury. You will be joining a successful and growing organisation, based in a beautifully rural location.

You will be responsible for:

Managing the Paraplanning team, alongside Financial Planners
Working with Financial Planners, administrators and other paraplanners in delivery of service to clients
Analysising client circumstances, objectives, requirements, current financial arrangements etc., drawing on advisor fact finding and administrators' and own research
Preparating documents/materials for client…

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Job Type
Permanent 
Applications
 
Job Title
Location
Posted
21/07/2015 (16:17) 
Agency
Job Type
Permanent 
Description

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 with…

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Job Type
Permanent 
Applications
 
Job Title
Location
Posted
17/07/2015 (16:08) 
Agency
Job Type
Permanent 
Description

Paraplanner, competitive base salary plus a good benefit package based in Buckinghamshire

My client one of the UK's largest and most successful, independently owned, corporate solutions and wealth management consultancies are currently recruiting for a Senior Advisor Support to join their team.

Essential
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products,…

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Job Type
Permanent 
Applications
 
Salary/Rate
£28000 - £32000/annum bonus, company benefits 
Location
Leamington Spa, Warwickshire  
Posted
17/07/2015 (17:43) 
Agency
Job Type
Permanent 
Description

My client a firm of Independent Financial Advisors seeks a Paraplanner.

The company will provide all the relevant training that you require and will support you through your qualifications; be it you are going to study for the Certificate in Paraplanning or a Certificate in Financial Administration.

They are looking for a driven, professional and bubbly candidate.

Based at the Leamington Spa office, you will be working in a team environment. Key elements of the role will be to carry out product and fund research. You will write investment reports.

If you do not have much relevant experience this is not an issue as the company will train…

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Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£21000 - £25000/annum 
Location
Coggeshall, Suffolk  
Posted
03/08/2015 (15:12) 
Agency
Job Type
Permanent 
Description

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…

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Location
Maidstone  
Posted
Just Added!
Agency
Job Type
Permanent 
Description

Paraplanner/Sales Support position, Kent, 25-30 hours per week, Salary up to £35k pro rata, excellent benefits package included
An excellent opportunity has arisen for an experienced Financial Services professional to join a successful Financial Planning firm based in their Kent office in a role supporting the Financial Advisors with both Paraplanning and Financial Services Administration duties.
The successful candidate for this role will have:
* Minimum of 2 years experience working within a Financial Services environment
* In depth understanding of the Financial Planning process
* Experience in carrying out a Paraplanning role…

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Salary/Rate
£25000 - £30000/annum 
Location
Leeds, West Yorkshire  
Posted
14/07/2015 (09:08) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
P555589PJB
Job Title:
Paraplanner Opportunity
Overview:
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.
Main Duties:
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…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000 - £36000/annum Excellent benefits 
Location
Haywards Heath  
Posted
20/07/2015 (10:19) 
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  
 
Salary/Rate
£30000 - £35000/annum Excellent benefits 
Location
Posted
20/07/2015 (10:18) 
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…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£30000 - £35000/annum Excellent Benefits 
Location
Posted
21/07/2015 (12:11) 
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…

More
Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£30000 - £35000/annum Competitive + Benefits 
Location
Knutsford  
Posted
12/07/2015 (20:10) 
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
 
Job Title
Salary/Rate
£200 - £250/day 
Location
Reading  
Posted
11/07/2015 (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
Less than 10  
 
Job Title
Salary/Rate
£35000 - £45000/annum 
Location
Chipping Norton, Oxfordshire  
Posted
10/07/2015 (16:33) 
Agency
Job Type
Permanent 
Description

An opportunity has arisen for an experienced Paraplanner to join a successful and growing financial planning and wealth management firm in Oxfordshire.

The firm is employee-owned, and all staff members qualify for a profit share after a full year of permanent employment.

Main responsibilities:

- Management of Paraplanning team, alongside Financial Planners
- Work with Financial Planners, administrators and other paraplanners in delivery of service to clients
- Analysis of client circumstances, objectives, requirements, current financial arrangements, ATR etc, drawing on advisor factfinding and administrators’ and own research…

More
Salary/Rate
£25000 - £30000/annum Excellent Package 
Location
Wilmslow, Cheshire  
Posted
14/07/2015 (11:12) 
Agency
Job Type
Permanent 
Description

An exciting opportunity has arisen for an Experienced Paraplanner to join a leading Financial Advice Network based in Wilmslow.

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.

The Role:

You will undertake 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 challenges…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000/annum £30,000 pro rata 
Location
Weybridge  
Posted
21/07/2015 (09:16) 
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  
 
Salary/Rate
£35000 - £40000/annum Flexible Benefits 
Location
Croydon  
Posted
31/07/2015 (11:05) 
Agency
Job Type
Permanent 
Description

An experienced Paraplanner is required to join a highly reputable IFA Consultancy based within walking distance of East Croydon mainline station. Your role will support a team of 3 IFA's in all areas of Paraplanning.

Key Competencies and Typical Tasks:

Undertake technical product research from a 'Whole of Market' perspective and report writing.
Experience in preparing financial plans coupled with cash-flow modeling tools.
Undertake client related administration, review work and implementation, in order to assist the Financial Planners/Wealth Managers in the provision of independent financial services to clients.
Foresight not to undertake…

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Job Type
Permanent 
Applications
 
Salary/Rate
£32000 - £42000/annum Benefits 
Location
City of London  
Posted
14/07/2015 (16:24) 
Agency
Job Type
Permanent 
Description

Senior Paraplanner - Home Based
Salary up to £42,000 plus benefits, bonus

A financial services practice with national coverage that provides true financial planning to private clients is looking to appoint a Senior Paraplanner. The Senior Paraplanner will be responsible for providing technical paraplanning to a team of highly qualified Financial Planners and offer technical support to members of the business. By working closely with the firms clients and Advisers you will ensure the best financial planning model has been produced based on the clients financial needs.

You will be based form home with VPN access to the online portal…

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Salary/Rate
£16000 - £21000/annum 
Location
Penrith, Cumbria  
Posted
24/07/2015 (14:18) 
Agency
Job Type
Permanent 
Description

Job Title:

Financial Planning Administrator

Salary:

£16,000 - £21000

Overview:

An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established reputable IFA practice in their Penrith office, on a permanent basis.
Main Duties:

A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Penrith.

Key Accountabilities will be as follows:

Providing full technical administration and paraplanning support to IFAs.
Processing investments, pensions and protection on behalf of consultants, obtaining quotations and illustrations…

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