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Salary/Rate
£45000 - £52000/annum Benefits 
Location
City of London  
Posted
Just Added!
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
£28000 - £32000/annum 
Location
London  
Posted
06/05/2015 (17:39) 
Agency
Job Type
Permanent 
Description

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…

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Salary/Rate
£35000 - £45000/annum Benefits 
Location
West Midlands  
Posted
15/05/2015 (15:51) 
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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Salary/Rate
£25000 - £35000/annum 
Location
Huddersfield, West Yorkshire  
Posted
09/05/2015 (10:19) 
Agency
Job Type
Permanent 
Description

Overview:
An excellent opportunity has arisen for a Paraplanner to join a reputable wealth management practice based in Huddersfield on a permanent basis.

Main Duties:

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…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£20000 - £24000/annum Study support plus benefits packag 
Location
Leeds  
Posted
13/05/2015 (17:07) 
Agency
Job Type
Permanent 
Description

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…

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Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£60000/annum £60k basic + bonus + Excpenses 
Location
Posted
21/05/2015 (12:25) 
Agency
Job Type
Permanent 
Description

Financial Advisor - Reading/Newbury (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…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£20000/annum 
Location
Newcastle, Tyne and Wear  
Posted
14/05/2015 (15:55) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
P328953PJB

Job Title:
IFA Administrator

Salary: to £20,000

Overview:
An excellent opportunity has arisen for an IFA Administrator to join a well-established reputable IFA practice in Newcastle, on a permanent basis.

Main Duties:
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…

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Job Title
Salary/Rate
£32000 - £40000/annum Benefits 
Location
Posted
28/04/2015 (15:14) 
Agency
Job Type
Permanent 
Description

They are a 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 successful candidate will be a highly qualified and technically astute Paraplanner who will be responsible for providing 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 the Administration team and ensuring clients are receiving support of the highest quality.

As the firm operate…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
Posted
13/05/2015 (16:10) 
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…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Job Title
Salary/Rate
£30000 - £100000+/annum 
Location
coggeshall essex  
Posted
06/05/2015 (13:21) 
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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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£45000 - £60000/annum 
Location
London  
Posted
20/05/2015 (10:38) 
Agency
Job Type
Permanent 
Description

Job Title: Senior Paraplanner
Location: Moorgate
Salary: Salary of up to £60,000 pa

Proposition:

• 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…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Salary/Rate
£25000 - £30000/annum 
Location
Leeds, West Yorkshire  
Posted
14/05/2015 (15:47) 
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…

More
Job Type
Permanent 
Applications
Less than 10  
 

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Salary/Rate
£30000 - £35000/annum Excellent benefits 
Location
Posted
Just Added!
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  
 
Salary/Rate
£30000 - £35000/annum Competitive + Benefits 
Location
Knutsford  
Posted
19/05/2015 (11:15) 
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
Be First to Apply  
 
Job Title
Salary/Rate
£27000 - £35000/annum Benefits 
Location
Posted
19/05/2015 (11:15) 
Agency
Job Type
Permanent 
Description

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…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£28000 - £30000/annum 
Location
Posted
01/05/2015 (08:53) 
Agency
Job Type
Permanent 
Description


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…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Salary/Rate
£35000 - £50000/annum 
Location
London  
Posted
06/05/2015 (17:33) 
Agency
Job Type
Permanent 
Description

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…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Job Title
Salary/Rate
£0 - £1/annum 
Location
Wellington  
Posted
28/04/2015 (13:59) 
Agency
Job Type
Permanent 
Description

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…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£25000 - £35000/annum Great Package 
Location
Poole, Dorset  
Posted
06/05/2015 (11:43) 
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 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…

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Job Type
Permanent 
Applications
Be First to Apply  
 
Salary/Rate
£30000/annum £30,000 pro rata 
Location
Posted
28/04/2015 (09:21) 
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…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£25000 - £30000/annum excellent 
Location
Surrey  
Posted
12/05/2015 (10:26) 
Agency
Job Type
Permanent 
Description

IFA Support Technical Support/Paraplanner

to £30,000 to experience + benefits

Mid Surrey

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…

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Salary/Rate
£18000 - £23000/annum 
Location
Stafford  
Posted
11/05/2015 (16:28) 
Agency
Job Type
Permanent 
Description

ParaPlanner - IFA

Stafford / Staffordshire

Salary to £23,000 + Benefits

Role Overview

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)

Client:

The successful candidate will join a professional and well established Financial Advisors based in Stafford.

Essential skills:…

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Job Title
Salary/Rate
£32500 - £50000/annum 
Location
Posted
13/05/2015 (08:21) 
Agency
Job Type
Permanent 
Description

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

Proposition…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£50000/annum 
Location
Posted
20/05/2015 (14:31) 
Agency
Job Type
Permanent 
Description

Job Title: Protection Advisor (opportunity to progress to IFA)

Location: M62 Corridor from Manchester / Leeds / Hull / Sheffield / York

OTE of circa £50,000+

Proposition:

* This established family-run IFA firm has developed excellent infrastructure to enable them to grow into a leading IFA network with one of the lowest cost Investment Platforms available to retail clients in the UK and leading IT software.

* They are keen to grow their team of Protection Advisers to write protection and introduce investment business.

* You will receive full support to help grow your business including:

o Subsidised marketing initiatives such as:…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
Posted
15/05/2015 (15:50) 
Agency
Job Type
Permanent 
Description

SELF EMPLOYED IFA - Lancaster

IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed IFA's to be part of their vision and growth.

This is a rare opportunity in the market where successful candidates will be provided with a minimum of 3 high quality pre-qualified leads per week, a technical paraplanning and administration support team and strategic direction from an innovative and technologically…

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Job Type
Permanent 
Applications
Be First to Apply  
 

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