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Salary/Rate
£55,000 - £65,000/annum Benefits 
Location
City of London
Posted
13/05/2016 (15:32) 
Company
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…

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Job Type
Permanent 
Applications
Less than 10
 
Featured Jobs
Job Title
Salary/Rate
£40,000/annum 
Location
Reading
Posted
27/05/2016 (16:52) 
Company
Job Type
Permanent 
Description

Our prestigious client is looking for a Senior Paraplanner to join their paraplanning department. In this position you will be the owner of the paraplanning processes and technical content, providing technical expertise and case guidance to the paraplanning department to have overall responsibility for the quality, efficiency and output of paraplanners.

The Role:

* Provide technical expertise on every element of the paraplanning roles with a high level of technical knowledge in writing all types of suitability reports.
* Analysis of the Paraplanning team output and the individuals working within it.
* Provide individual support for paraplanners…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£25,000 - £35,000/annum 
Location
Solihull, West Midlands
Posted
18/05/2016 (10:56) 
Company
Job Type
Permanent 
Description

Overview:
An excellent opportunity for a Paraplanner to join a reputable IFA practice in Solihull, on a permanent basis working in a strong team-focussed environment.

Main Duties:
A fantastic opportunity has arisen for an experienced Paraplanning Professional to join a firm of Independent Financial Advisers based in Solihull.

Key Accountabilities will be as follows:

• Helping Independent Financial Advisers assess clients’ personal circumstances and providing full paraplanning support to ensure suitable financial products are recommended.
• Checking of Fact Find Information to ensure it meets FCA requirements.
• Assisting with the identification…

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Job Type
Permanent 
Applications
More than 10
 
Salary/Rate
£30,000 - £35,000/annum including benefits 
Location
Rutland
Posted
18/05/2016 (10:36) 
Company
Job Type
Permanent 
Description

Senior Compliance Manager / Paraplanner
Rutland (Our Ref AL646)
Salary circa £32,000 + benefits

My client is a prestigious Independent Wealth Management company, specialising in Investments, Tax and Retirement Planning. They now have a fantastic opportunity for an experienced and qualified Compliance Manager / Paraplanner to join their existing team.

Compliance Manager / Paraplanner Job Role: To act as Technical Analyst/ Paraplanner with a heavy focus on the management of compliance. This role includes performing administrative duties, oversight of the team and advisers’ compliance, client research, report construction and client

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Salary/Rate
£36,000 - £40,000/annum 
Location
Cambridge
Posted
12/05/2016 (08:30) 
Company
Job Type
Permanent 
Description

Paraplanner Manager - Cambridge, Cambridgeshire - up to £40,000

A very well respected fee-based financial planning practice are keen to add a Paraplanning Manager to the team, to be based in Cambridge and have 4 direct reports.

Key Skills and Knowledge

Understanding of the Financial Planning process
Able to work within defined business processes
Ability to achieve agreed outcomes without supervision
Prioritise and plan own workload and that of the paraplanning team
Liaise with Advisers to time cost reports and research for individual client work
Detailed and accurate
Articulate
Excellent inter-personal skills, both written and verbal
Good…

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Job Type
Permanent 
Applications
Less than 10
 
Salary/Rate
£26,000 - £30,000/annum 
Location
Leeds, Yorkshire   Also in other locations
    Posted
    13/05/2016 (09:12) 
    Company
    Job Type
    Permanent 
    Description

    Paraplanner / Private Client Paraplanner/ Senior Paraplanner
    Leeds location
    Financial Services Industry
    Do you want to work for one of the UK’s leading Financial Services Company? Would you like to work for a company that encourages training and development within Paraplanning? Do you want to work a Times Top 100 company? Do you want to be rewarded with amazing benefits and a fantastic basic salary?

    £26-30k (Depending on experience) -25days holiday, death in service benefit 4x basic, employees can spend 20% of basic on a range of benefits and free parking – (Great transport links from tram and buses)
    35Hours per week-9am-5pm / Monday…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Salary/Rate
    £35,000 - £45,000/annum excellent benefits package 
    Location
    Croydon
    Posted
    13/05/2016 (10:48) 
    Company
    Job Type
    Permanent 
    Description

    Paraplanner (Diploma Qualified), Croydon, 45K

    Your new company
    Chartered Financial Planner offering its clients access to expert corporate and personal financial planning.

    Your new role
    As a Diploma Qualified Paraplanner, you'll be working within the Paraplanning team, writing reports, dealing with switches, DB transfers, group personal schemes and drawdown.

    What you'll need to succeed
    Level 4 qualified with at least 2 years' Paraplanning experience.

    What you'll get in return
    A competitive salary of up to £45,000 plus a strong benefits package and excellent career prospects within the Group.

    What you need…

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    Job Type
    Permanent 
    Applications
     
    Job Title
    Salary/Rate
    £30,000 - £35,000/annum 
    Location
    Chertsey, Surrey
    Posted
    17/05/2016 (15:29) 
    Company
    Job Type
    Permanent 
    Description

    Job Title: Paraplanner

    Location: Chertsey, Surrey

    Salary of £30,000 - £35,000 pa

    Proposition:

    * Ideal candidate would be 12- 18 months experience and level 4 qualified

    * This long established Wealth Management firm has a client list of over 10,000, entrusting them with assets under management over £250M+ and sums assured of over £500M.

    * They are keen to recruit a Paraplanner to join their successful team of Financial Advisers and support staff to ensure their clients receive first class service.

    * Your role will be to provide pre-advice research, assistance in developing the suitability letter and processing complex cases.

    * You…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £50,000 - £55,000/annum Benefits 
    Location
    City of London   Also in other locations
      Posted
      11/05/2016 (15:42) 
      Company
      Job Type
      Permanent 
      Description

      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…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Job Title
      Salary/Rate
      £26,000 - £30,000/annum flexible benefits package 
      Location
      Posted
      05/05/2016 (09:19) 
      Company
      Job Type
      Permanent 
      Description

      My Client is currently looking for an experienced Paraplanner to join their team in Glasgow.

      Working closely with one or two senior Private Client Advisers the role holder will be responsible for researching, analysing and compiling financial planning reports, in conjunction with the Senior Private Client Advisers, ensuring compliance with Business Quality Standards at all times.

      Key Accountabilities:
      * Conduct research on client's financial planning arrangements (existing and recommended)
      * Undertake investment portfolio analysis, including asset allocation analysis
      * Compile investment/pension/protection illustrations, projections and…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Salary/Rate
      £18,000 - £22,000/annum + benefits 
      Location
      Derby, Derbyshire
      Posted
      09/05/2016 (08:54) 
      Company
      Job Type
      Permanent 
      Description

      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.
      The 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…

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      Salary/Rate
      £20,000/annum 
      Location
      Exeter
      Posted
      19/05/2016 (17:32) 
      Company
      Job Type
      Permanent 
      Description

      Part Time Financial Services Administrator

      Exeter

      £20,000

      An excellent opportunity has arisen to join a very successful IFA practice as an 'IFA Administrator' within their London office. This IFA practice has been operating within independent financial planning for over fifteen years now and its financial heritage stretches back to the 19th century. With this history has come a rich understanding of the financial world and their profit margins in their wealth management division have soared recently and this has been recognised within the financial press.

      The role of 'IFA Administrator' is an excellent stepping stone between the realm of…

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      Job Type
      Permanent 
      Applications
      Less than 10
       

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      Salary/Rate
      £20,000/annum 
      Location
      Exeter
      Posted
      19/05/2016 (17:36) 
      Company
      Job Type
      Part Time 
      Description

      Part Time Financial Services Administrator

      Exeter

      £20,000

      An excellent opportunity has arisen to join a very successful IFA practice as an 'IFA Administrator' within their London office. This IFA practice has been operating within independent financial planning for over fifteen years now and its financial heritage stretches back to the 19th century. With this history has come a rich understanding of the financial world and their profit margins in their wealth management division have soared recently and this has been recognised within the financial press.

      The role of 'IFA Administrator' is an excellent stepping stone between the realm of…

      More
      Job Type
      Part Time 
      Applications
      Less than 10
       
      Job Title
      Salary/Rate
      £25,000 - £32,000/annum 25K plus bonus to 32K plus benefit 
      Location
      Skipton, Lancashire   Also in other locations
        Posted
        21/05/2016 (09:20) 
        Company
        Job Type
        Permanent 
        Description

        We are looking to recruit a Paraplanner to actively support a Financial Adviser within a prestigious national Wealth Management firm.

        You should be enthusiastic, analytical, with attention to detail and have the drive and desire to work to ensure the practice succeeds at a high level.

        Most of the work is office-based and the work can be very pressurised especially at key times of the year, where you will be working to deadlines, so you should enjoy the challenges this brings as well as the rewards.

        Job Summary:

        You will be providing vital support to the Adviser, which includes researching products and different types of funds,…

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        Job Title
        Location
        Nottingham, Nottinghamshire   Also in other locations
          Posted
          27/05/2016 (10:45) 
          Company
          Job Type
          Permanent 
          Description

          Paraplanner - Financial Planning Technician
          Nottingham (Ref AL650)
          Salary – Very competitive + benefits

          My client is a very well regarded boutique style IFA in Nottingham, dealing with high net worth clients. They now have an exciting new vacancy for a Paraplanner / Financial Planning Technician to join their team and support the IFAs.
          The role:
          • To provide technical and research support to clients
          • To provide technical support to the advisory team
          • To produce accurate and comprehensive financial planning reports
          • To produce cashflow analysis
          • Ensure all dealings with clients are carried out in a professional, prompt, accurate and…

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          Salary/Rate
          £30,000 - £35,000/annum Excellent benefits 
          Location
          Posted
          10/05/2016 (11:22) 
          Company
          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…

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          Job Title
          Salary/Rate
          £29,000 - £40,000/annum 
          Location
          Farnborough, Hampshire
          Posted
          17/05/2016 (17:39) 
          Company
          Job Type
          Permanent 
          Description

          Paraplanner
          Salary : £29-40,000 + 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.…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Salary/Rate
          £30,000 - £35,000/annum Excellent benefits 
          Location
          Posted
          16/05/2016 (09:26) 
          Company
          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 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…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Job Title
          Location
          Posted
          26/05/2016 (17:29) 
          Company
          Job Type
          Permanent 
          Description

          Paraplanner, Marlow, £30k-£40k basic

          My client is a long established and successful Independent Financial Adviser based in Marlow. They are currently going through an exciting period of growth and having recently added to their Advisory team, are seeking a Paraplanner to join the business and work alongside he firm's top performing IFA.

          The main duties and responsibilities of this role include:

          * Working closely alongside the Advisory and Administration
          * Assisting the top performing Adviser with fund research
          * Producing compliant suitability reports
          * Attending client meetings with Adviser where required
          * Assisting in putting together…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Job Title
          Salary/Rate
          £23,000 - £24,000/annum 
          Location
          Montrose
          Posted
          09/05/2016 (16:12) 
          Company
          Job Type
          Permanent 
          Description

          Our client based in Montrose are currently recruiting for a Experienced Paraplanner to assist their current team on a permanent basis.

          The successful candidate would be expected to have experience of the following skills:

          -Preparing and Excellent report writing skills
          -Good statistical analysis, strong research skills
          -Knowledge of compliance issues and time management
          -Working to targets and deadlines
          -Diary Management
          -File management and data tracking
          -Excellent interpersonal and IT skills including Word and Excel
          -Knowledge of at least one of the following True potential, Selectapension or Assureweb

          In addition…

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Job Title
          Salary/Rate
          £25,000 - £35,000/annum 
          Location
          Leamington Spa
          Posted
          24/05/2016 (10:36) 
          Company
          Job Type
          Permanent 
          Description

          Title: Paraplanner

          Hours: Full Time

          Salary: £25k - £35k

          Location: Leamington Spa

          Our client, based in a desirable office located in the heart of Leamington Spa, is looking to recruit an experienced Paraplanner. You will join a warm and friendly team who have worked together for a long time and who are excited to welcome a new personality.

          The ideal candidate will hold a Diploma in Financial Planning (or equivalent) and have a strong working knowledge of Pensions. The candidate will be extremely organised, work on their own initiative, have a meticulous eye for detail and be capable of independently handling a fast paced workload.…

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          Job Title
          Salary/Rate
          £35,000 - £50,000/annum excellent benefits package 
          Location
          Guildford
          Posted
          06/05/2016 (11:06) 
          Company
          Job Type
          Permanent 
          Description

          Your new company
          UK Top 40 financial planning firm offering clients independent advice. Excellent modern-day, open-planned offices with free parking, based in Guildford, Surrey.

          Your new role
          The key duties for the Paraplanner role include: sound financial product,taxation and investment knowledge is essential along with excellent mathematical skills as the role will cover reporting, cash flow planning and preparation of CGT and income tax calculations. You will provide support to the team and will have client contact over the phone, with the possibility to attend meetings

          What you'll need to succeed
          At least 2 years' Paraplanning

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          Job Type
          Permanent 
          Applications
          Less than 10
           
          Salary/Rate
          £35,000 - £38,000/annum Bouns 
          Location
          West Midlands
          Posted
          25/05/2016 (14:50) 
          Company
          Job Type
          Permanent 
          Description

          Technical Paraplanner

          Leading ultra-high net worth, cash flow modelling firm currently looking to appoint a Technical Paraplanner to effectively support the Chartered Financial Planners, in order to achieve the agreed business objectives, providing market leading service in a customer focused, efficient, compliant and cost-effective manner

          Main duties:
          - Build strong relationships with clients
          - Answer client technical queries
          - Review investments and clients financial situation for review meetings
          - Research and preparation of client recommendations
          - Preparing a variety of documentation, reports, letters and summaries
          - Submission of…

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          Job Title
          Salary/Rate
          £30,000 - £35,000/annum Excellent benefits 
          Location
          Posted
          10/05/2016 (11:18) 
          Company
          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
           
          Salary/Rate
          £27,000 - £30,000/annum 
          Location
          Birmingham
          Posted
          16/05/2016 (11:16) 
          Company
          Job Type
          Permanent 
          Description

          Trainee Paraplanner

          A presentable graduate is required for a Junior Paraplanner/Administrator for a leading Accountancy practice with an Wealth Planning arm based in Birmingham City Centre.

          You will join a professional team of paraplanners trained in all aspects of the paraplanning function including initial research ,preparing and maintaining client files ,preparing recommendations with input form the advisor , once the recommendations have been agreed implementing them to tight deadlines and then post implementation review . The clients you will deal with will be ultra HNW individuals who require the highest standard of service…

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          Job Type
          Permanent 
          Applications
          More than 10
           

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