Register CV

124,277 jobs from 10,713 companies

 
Get the latest Jobs by Email

Paraplanning jobs

X

Get the latest Paraplanning jobs with Jobs by Email

Displaying 1-25 of 80 Paraplanning jobs matched

Jobs Per Page:

Order by:

Refine Job Search

The position you are looking for is no longer available, but here are some similar jobs that might interest you

Register CV
Salary/Rate
£45000 - £52000/annum Benefits 
Location
City of London  
Posted
17/08/2015 (11:23) 
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…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£20000 - £25000/annum 
Location
Leamington Spa, Warwickshire  
Posted
06/08/2015 (16:06) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
R401084WJB

Job Title:
IFA Report Writer

Overview:
An excellent opportunity for an experienced Report Writer has arisen to join a well-established reputable IFA practice in Leamington Spa, on a permanent basis.

Main Duties:

Key Accountabilities will be as follows:

• To work closely with Financial Planners in the pre advice administration process;
• Analysing fact find data in relation to existing portfolios incorporating pensions, protection and investments, as well as clients attitude to risk;
• Assessing suitability with advisers’ recommendations and creating suitability reports as per their request;
•…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000 - £45000/annum 
Location
Stratford-upon-Avon, Warwickshire Also in 1 other location 
Posted
06/08/2015 (16:06) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:

P227481MJB

Job Title:

Senior Paraplanner

Salary:

£Competitive

Overview:

An excellent opportunity for a Senior Paraplanner to join a reputable IFA practice in Warwickshire, on a permanent basis.

Main Duties:

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a firm of Independent Financial Advisers based in Warwickshire.

Responsibilities:

- 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…

More
Job Type
Permanent 
Applications
Less 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…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£30000 - £40000/annum + benefits 
Location
Nottingham  
Posted
10/08/2015 (15:49) 
Agency
Job Type
Permanent 
Description

Senior Paraplanner
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.

The role:

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

Assist…

More
Job Title
Salary/Rate
£34000 - £35000/annum 
Location
Reigate  
Posted
11/08/2015 (09:43) 
Agency
Job Type
Permanent 
Description

Your role will be within the Paraplanning Team for an extremely successful and busy IFA practice based in Reigate in Surrey. Your key duties will be to assist the Senior Paraplanner with suitability report writing and research. Other job tasks include analysing data to provide solutions to meet client needs and ensuring all client files are compliant. This opportunity requires someone with at least 1 years' Paraplanning experience from an IFA/Wealth Management background. The successful candidate will be working towards their diploma, posses strong Pension and Investment knowledge, and be able to think fast on their feet. A competitive base…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£20000 - £40000/annum £25,000 - £35,000 DOE 
Location
Halifax, West Yorkshire Also in 2 other locations 
Posted
20/08/2015 (10:51) 
Agency
Job Type
Permanent 
Description

Paraplanner - Wealth Management

Locations: Halifax, West Yorkshire
Salary: £25,000 - £35,000 dependant on experience

Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals.

You could be a part of our exciting Succession Wealth Management (SWM) proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM Investment philosophy.

You will be ably supported by our dynamic administration team enabling you to focus on your planner…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£25000 - £35000/annum Benefits 
Location
Nottinghamshire Also in 2 other locations 
Posted
25/08/2015 (15:18) 
Agency
Job Type
Permanent 
Description

Job Title: Paraplanner - Nottingham - Up to £35,000

Purpose: We are leading the search for a market leading Financial Services Practice who are looking to appoint a well qualified and technically astute Paraplanner in Nottingham, 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.

Key Accountabilities

The job holder will work principally on his/her own initiative, but in close liaison with the Regional Sales Managers, Marketing & Underwriters.
Devise and implement…

More
Job Type
Permanent 
Applications
Less than 10  
 
Location
Maidstone  
Posted
04/08/2015 (15:18) 
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…

More
Salary/Rate
£30000 - £36000/annum Excellent benefits 
Location
Haywards Heath  
Posted
17/08/2015 (11:28) 
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…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£25000 - £35000/annum 
Location
Warwickshire  
Posted
06/08/2015 (16:06) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:

P227481MJB

Job Title:

Paraplanner

Salary:

Market leading salary which is negotiable, fantastic benefits & development.

Overview:

An excellent opportunity for a Paraplanner to join a reputable and high net worth IFA practice in Stratford Upon Avon, on a permanent basis.

Main Duties:

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join an oustanding firm of HNW Independent Financial Advisers based in Stratford.

Responsibilities:

- To work closely with Directors to develop research, report writing, compliance and auditing procedures, systems and tools.

- To continuously audit…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000 - £35000/annum Excellent benefits 
Location
Posted
17/08/2015 (11:23) 
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  
 

Get the latest Paraplanning jobs with Jobs by Email

Salary/Rate
£25000 - £30000/annum 
Location
Leeds, West Yorkshire  
Posted
25/08/2015 (11:48) 
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  
 
Salary/Rate
£35000 - £45000/annum Benefits 
Location
Cheltenham  
Posted
06/08/2015 (14:03) 
Agency
Job Type
Permanent 
Description

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.

Responsibilities:

*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…

More
Job Title
Location
Dundee  
Posted
05/08/2015 (16:10) 
Agency
Job Type
Part Time 
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 to the above…

More
Job Type
Part Time 
Applications
Less than 10  
 
Job Title
Salary/Rate
£35000 - £40000/annum 
Location
London, Middlesex  
Posted
06/08/2015 (15:15) 
Agency
Job Type
Permanent 
Description

Salary £35000 to £40000 plus benefits package

Our well established Independent Advisory Firm are looking for a an experienced Paraplanner to support their team of Advisors due to high levels of business being written.

Your duties as a Paraplanner will include carrying out research, preparing suitability reports, attend client meeting and making and receiving client phone calls, work closely with the practice principle to ensure work on cases are kept up to date.

You will be Diploma level 4 qualified and ideally be working towards the Advances Diploma/Chartered status, have at least 5 years Paraplanning experience gained within a client…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
City of London Also in 5 other locations 
Posted
06/08/2015 (14:59) 
Agency
Job Type
Permanent 
Description

Paraplanner, London, salary up to £35k.

An excellent opportunity has arisen for a Paraplanner to join City based Financial Planning firm in a Paraplanner capacity.

This is a fantastic opportunity for an experienced Paraplanner to join a dynamic and exciting team. With this position, experience in carrying out a Paraplanning role is more important to the client than qualifications, so any Paraplanner with a proven track record will be considered, regardless of Diploma status.

Key duties of this role include:

* Production of suitability reports
* Administering the submission of applications to platform & product providers
* Managing…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£28000 - £38000/annum + benefits 
Location
Lichfield, Staffordshire Also in 3 other locations 
Posted
10/08/2015 (15:48) 
Agency
Job Type
Permanent 
Description

Paraplanner

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.

Key Tasks

· Ownership and management of the data collection, research and advice processes (in conjunction with advisor)

· Client…

More
Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£35000 - £45000/annum 
Location
Surrey  
Posted
24/08/2015 (14:56) 
Agency
Job Type
Permanent 
Description

You will be working for one of Surrey's fastest growing IFA groups, which has an excellent reputation offering comprehensive planning and advice to a wide range of clients. Your role as a Diploma qualified Senior Paraplanner will be to support a key Partner, assuming full responsibility for his administration. You will have a high level of technical knowledge, whilst offering excellent report writing skills... and have a sound understanding of protection, pension and investment products. The ability to work under pressure is critical to this role. Confidence and assertiveness are also necessary qualities. So if you're a Level 4 qualified (or…

More
Job Type
Permanent 
Applications
 
Location
Bishop Auckland  
Posted
25/08/2015 (15:57) 
Agency
Job Type
Permanent 
Description

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 understand their product offering.

As well as the more traditional aspects of paraplanning, you may also be called upon to trouble-shoot for less experienced team members, acting as a technical referral point. Much of the business handling is high net worth in nature, so candidates with a strong knowledge…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£28000 - £35000/annum 
Location
Posted
18/08/2015 (10:38) 
Agency
Job Type
Permanent 
Description

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
Essential experience/skills…

More
Job Type
Permanent 
Applications
Less than 10  
 
Location
Ferndown  
Posted
18/08/2015 (11:05) 
Agency
Job Type
Permanent 
Description

Job Title: FPC Qualified Paraplanner

Location: Ferndown, Dorset

Salary: Dependent on Experience

Due to expansion, our client is currently seeking applications from experienced and tenacious financial planning professionals to join them in the role of Paraplanner.

The main area of work will relate to retired clients but mostly involving investment portfolios rather than taxation and trusts; however expertise in this area would be useful.

Candidate specification:

Applicants must be fully FPC qualified with a solid work history in a Paraplanning capacity within an IFA or Wealth Management environment. You must also be highly organised…

More
Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£30000 - £40000/annum £30-40k +bens +training 
Location
Bishop Auckland  
Posted
24/08/2015 (16:28) 
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, with several offices throughout the North of England.

We are urgently seeking an Experienced Senior Paraplanner who will join a existing team based in the companies Bishop Aukland offices. As a Senior Paraplanner you will be responsible for providing 4 Senior Wealth Management Advisers and Financial Advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£18000 - £25000/annum 
Location
Stone  
Posted
25/08/2015 (14:52) 
Agency
Job Type
Permanent 
Description

A great opportunity has arisen for a Para planner to join a Staffordshire based IFA practice. Looking to join a small privately owned firm that offers flexibility within the work place. This is a superb chance to become part of a highly professional yet friendly team.

Duties include:
*Experience in a comparable IFA paraplanning role.
*Prepare suitability letters, reports and recommendations for all 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…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£25000 - £33000/annum 
Location
Cheltenham  
Posted
27/08/2015 (19:00) 
Agency
Job Type
Permanent 
Description

Paraplanner

Location: Cheltenham

Profile: Permanent role for leading company with excellent benefits

Salary: £26000 -£33000 per annum plus benefits

Hours: Mon-Friday

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…

More

Get the latest Paraplanning jobs with Jobs by Email

Jobs Per Page: