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Paraplanner Team Leader, Sussex, excellent salary and benefits package
Currently seeking an experienced Paraplanner and join and head up an existing team of Paraplanners in a long established and hugely successful Financial Planning firm based in their Sussex office.
My client is seeking a Financial Services professional with an established history working within a Paraplanning role and ideally experience within a management or senior role.
The duties of this role will be split between Paraplanning and Team Leading, with key responsibilities being:
* Managing and distributing workflow of team and ensuring work is completed to standards…
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…
Paraplanning Manager, Surrey, excellent salary and benefits
An exciting opportunity has arisen for an experienced Paraplanner to join a successful IFA in a dynamic role, with duties evenly split between management and Paraplanning. This role requires a versatile individual who has strong technical skills and knowledge to carry out the Paraplanning aspect of the role but also with experience working in a senior capacity for the management duties.
Key responsibilities of this role include but are not limited to:
* Undertaking valuations and valuation summaries
* Undertaking bespoke research and analysis when required
* Managing own client…
The Company: I am currently working on behalf of a highly successful, national firm who are looking to add an experienced Paraplanner to their back-office team. Based in North Leeds you will be joining a progressive, forward thinking firm who are keen to attract a strong technical minded report writer into their already established paraplanning team. Supporting multiple high performing advisers you will be focused on private wealth casework in the main with some corporate exposure supplementing that so is the ideal opportunity for a rounded, technically minded bod who is keen to gain exposure to HNW, complex caseloads.
The Role: The role…
Morris Jones Consulting Ref:
Negotiable, depending on experience.
An excellent opportunity for a Paraplanner to join a reputable Wealth Management practice in Truro, on a permanent basis.
A fantastic opportunity has arisen for an experienced Paraplanning Professional to join a firm of Independent Financial Advisers based in Truro.
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 and Anti-Money Laundering procedures at…
PLS Recruitment are currently looking for an experienced Paraplanner Manager for a client Based In Wolverhampton.
to provide quality paraplanning support.
Relevant Skills and Knowledge
• The requisite technical knowledge and qualification (e.g. QCA Level 4 exams).
• Detailed knowledge and understanding of the firm’s procedures including record keeping requirements.
• Understanding the need to provide advice to clients in a compliant manner as detailed in the firm’s Business Manual and procedures.
• Broad base of compliance knowledge
• Good understanding of other relevant legislation, including that related to financial…
Nottingham (ref AL565)
Salary to c£40,000 + benefits
My client, a professional law firm in Nottingham, due to growth, is looking for an experienced Paraplanner, Level 4 Diploma qualified, to join their Investment Team, who provide a full financial planning service to their clients and also to lead the paraplanning team.
Support an experienced IFA to deliver compliant financial advice to clients
Team Leader for existing paraplanning team
Have involvement in the Investment Committee
Have ‘Operational’ input
Conduct product research
Write recommendation reports
Manage the review service
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…
An exciting opportunity has arisen for an experienced Senior Paraplanner to join a practice in Cheshire.
*To be identified as the firms main point of contact for technical support
*Primary responsibility for complex advice matters
*Carrying out research and analysing products and services that are appropriate to each client's financial circumstances
*Proposing and drafting financial solutions that meet each client's goals, needs and objectives.
*Enhance and improve our client experience by developing better client facing communications and ways of keeping clients well informed
*Provide technical support and oversight to…
Morris Jones Consulting Ref:
An excellent opportunity for a Senior Paraplanner to join a reputable IFA practice in Warwickshire, on a permanent basis.
A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a firm of Independent Financial Advisers based in Warwickshire.
- To work closely with Directors to develop research, report writing, compliance and auditing procedures, systems and tools.
- To continuously audit and review existing departmental systems and processes to improve efficiencies and output…
Corporate Paraplanner, London, £40k
An exciting opportunity has arisen with a London based Independent Financial Advisor for a Corporate Paraplanner. To be considered for this role, you will need to have previous experience of Corporate Paraplanning and ideally Level 4 Diploma qualified, though you will be considered if close to achieving this.
The ideal candidate will:
* Have proven knowledge in the Employee Benefits field, Auto enrolment, PMI, DIS & Pensions
* Strong FS background in Paraplanning
* Level 4 Diploma qualified, or close to
* Ideally GR1 qualified
The duties of this role will include:
* Report writing
* Technical research…
Sales Support/ Paraplanner
Worcester City Centre, Worcester
£28,000 per annum pro rata, 25 days holiday per annum pro rata
Fixed Term 8 months, maternity cover, full time (37 hours per week), commencement November / December 2015.
Due to an existing member of staff going on maternity leave, an exciting opportunity has arisen for a Paraplanner to join a well established wealth management practice in Worcester, for a fixed term of 8 months.
The successful candidate will be based in our Worcester office, working as part of a small team, providing paraplanning and administrative support to one advisor and working alongside…
Job Title: IFA
Salary: Salary of £40,000 with 30% on all business written above threshold level
Threshold likely to be £130k
Plus benefits include: mileage reimbursement (45p per mile), PMI, DIS, Income Protection and 5% employer pension contribution
OTE: OTE £75,000+
Expectations: Diploma qualified
Strong investment knowledge and good pension experience
Ideal Advisor: Ideally have G60 or AF3
Some clients or ability to network with…
Job Title: IFA
Salary: Salary of £30,000 - £45,000 pa plus flexible benefits package including company pension, mileage reimbursement and 20% of commission on all business written
Would consider up to £50,000 for an exceptional candidate
OTE: Realistic OTE of £70,000 - £80,000+
Expectations: Minimum Level 4 Diploma qualified
Experience of all types of pension including transfers, investments and inheritance tax planning
Ideal Advisor: Ideally G60 / AF3 qualified
Our client, a well known wealth management organisation, is seeking an individual to provide paraplanning support to their most senior consultants in their Leeds office.
Your responsibilities would be to:
Prepare suitability letters, reports and recommendations for areas including; investments and pensions
Undertake pension, income drawdown and investment reviews as well as making recommendations across these areas
Product and fund research
Prepare cash flow models
Formulate illustrations and proposals whilst undertaking research to support recommendations
Provide technical support to complex client queries
Diploma qualified Paraplanner required to support the Managing Director of a fast growing IFA firm based in Essex. This will be a varied role and you will be required to write suitability reports for clients of the Managing Director, of which are often technically focussed. In this role you will be required to prepare and attend client meetings with the Managing Director where necessary and will conduct whole of market research.
To be considered, applicants will be Diploma qualified as a minimum and ideally working towards Chartered status. You will have previous experience in a technical Paraplanning role working with High Net Worth…
Paraplanner opportunity has arisen join a National firm of IFAs. The Paraplanner role will expected to support a team of Financial Planners.
Analysing client portfolios and producing technical reports
Liaising with clients and product providers
Dealing with 3rd party administrators and fund managers
Paraplanner required experience:
Preparing all information, reports and notes for client meetings
Producing concise, accurate and compliant suitability reports for clients
Ability to produce product research reports
Ability to produce regular investment review reports…
Salary up to £40,000
Our client, a highly regarded Independent Financial Advice network are seeking an accomplished Paraplanner to provide research, recommendations, reports and technical support to the Financial Planners.
Your key accountabilities would be to:
• Carry out product based research and financial planning
• Compile concise, accurate reports to a professional and timely standard
• Ensure that sufficient client information is obtained and analyse the information gathered
• Ensure that suitable recommendations are made and challenge advice when and where required
• Provide the relevant client information…
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…
A well-established, expanding IFA Practice seeks an experienced Paraplanner, £35K.
Your new company
A well-established IFA Practice based in Folkestone.
Your new role
Senior Paraplanner - this client-facing role has been created due to company expansion. You will be providing a full range of technical support to the company's Directors. Key duties will include: product research, investment fund analysis and the preparation of suitability reports.
What you'll need to succeed
Minimum Level 4 qualified, plus 3 years Paraplanning experience within an IFA firm or equivalent.
What you'll get in return
£35,000 + excellent benefits…
Corporate Paraplanner - Pensions - Surrey
£ high level salary + excellent benefits
High respected national financial services group, with a committed philosophy of promoting continuous learning and development. This is a varied and challenging role, providing an excellent platform for further career development.
Actively supporting Corporate Consultants, providing technical and administrative support in respect of a diverse range of corporate clients. The focus will very much be on:
•Conducting product research, analysing and presenting
•Drafting reports and member communications
•New business proposals
A new model advice firm are looking for a Private Client Paraplanner to join their team in Cheltenham. The successful candidate will provide technical administration support to Financial Planners by providing technical information and regulatory documentation for client meetings. To ensure that new business is processed compliantly, efficiently and accurately.
*To provide Financial Planners with necessary documentation and financial analysis to ensure the firm can satisfy clients' needs in accordance with the firm's regulatory obligations
*Research products available in the market, selecting those that are most…
Profile: Permanent role for leading company with excellent benefits
Salary: £26000 -£33000 per annum plus benefits
Qualifications: Financial Services Diploma qualified with experience, Pensions experience and qualifications desirable
Experience: Experience in the Financial Services industry, working for a financial advisor
Previous paraplanning experience required
Skills: Excellent interpersonal, listening, numerical and IT skills
Strong analytical and research skills
Excellent report writing and written/verbal communication skills
Good organisational, time management skills…
Lichfield (ref AL570)
Salary £32,000 – c£38,000 + benefits
My client is an established Chartered IFA, dealing with all areas of wealth management and specialising in Pensions, Tax and Estate Planning.
They have an exciting new vacancy for an experienced Paraplanner to join their team. The role offers excellent opportunities for personal development, may that be by becoming Chartered yourself or moving into an Advisory position and taking over some of the existing clients.
· Ownership and management of the data collection, research and advice processes (in conjunction with advisor)
Due to continuous expansion our Bury based client is now seeking a qualified and experienced paraplanner to join their current team.
• Receiving instructions during debriefings from advisers following client meetings.
• Interpreting data obtained by advisers during client meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and…