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Salary/Rate
£55000 - £65000/annum Benefits 
Location
City of London
Posted
02/02/2016 (12:47) 
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 management…

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Job Title
Salary/Rate
£28000/annum 
Location
Poole, Dorset   Also in other locations
    Posted
    20/01/2016 (15:15) 
    Company
    Job Type
    Permanent 
    Description

    Job Title: Paraplanner

    Location: Poole

    Salary: Salary of £28,000 plus benefits:
    • 4x DIS from day one
    • Income Protection equal to 75% salary less benefits from day one
    • 25 days holiday (plus usual bank holidays)
    • Study material and exam sittings paid for relevant qualifications plus two days paid study (once only)
    • 5% pension contribution after 3 months service
    • Allocated parking space

    Expectation: Minimum Diploma qualified
    Experience of financial planning / paraplanning
    Ideally, well-rounded experience

    Proposition…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £28000 - £35000/annum + package & study 
    Location
    Posted
    26/01/2016 (17:22) 
    Company
    Job Type
    Permanent 
    Description

    The Company: I am currently working on behalf of a niche wealth management firm working with HNW/UHNW circles and are looking to add a qualified paraplanner into the technical team. To be based from their Leeds city centre site they require a technical paraplanner who can come into their team of 6 to support multiple high performing advises across both private and corporate advice. With an established workforce and plans to grown across 2016 the firm is expanding the office so are looking to offer an exciting opportunity for a technically analytical paraplanner who is motivated by a client-centric, bespoke advisory service.

    The Role:…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £30000 - £45000/annum Company Pension,Private health car 
    Location
    Hampshire
    Posted
    01/02/2016 (17:44) 
    Company
    Job Type
    Permanent 
    Description

    Paraplanner (suitable for former Financial Advisers)
    Hampshire based role
    Salary up to £35,000
    OTE £45,000 pa

    CJ Recruitment are very exciting that they are now working with an excellent business in Hampshire who are looking to add to their team. They are looking for a an experienced Paraplanner who can hit the ground running.

    As a Paraplanner your role will be to provide a full report writing service to our expanding team of IFAs including reviewing any existing holdings, research, report writing and provision of required key features and illustrations. Meeting compliance requirements and assisting compliance with any queries, you will…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £30000 - £35000/annum 
    Location
    Posted
    29/01/2016 (15:51) 
    Company
    Job Type
    Permanent 
    Description

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

    THE ROLE
    *Prepare suitability letters, reports and recommendations for holistic and transnational 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 Income draw down reviews and recommendations
    *Undertake Investment reviews and recommendations
    *Prepare cash flow models using Voyant Software
    *Liaise with the financial planning support team to ensure all…

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    Salary/Rate
    £40000 - £50000/annum Performance Bonus, benefits  
    Location
    London, Middlesex
    Posted
    04/02/2016 (14:31) 
    Company
    Job Type
    Permanent 
    Description

    Paraplanner

    London Location
    £40,000-£50,000
    Unrivalled performance-related bonus
    Company Benefits
    Career Progression

    CJ Recruitment are working with one of the TOP 10 Global Law Firms in London who are working together with us to find an analytical, articulate, energetic individual to join their team!

    This is a unique opportunity to join one of the largest, most respected providers of independent financial advice to the Bar. The firm is undergoing significant expansion in order to cope with a growing media arm and introducer relationships with accounting firms, barrister chambers and law firms.

    >>>Do you want to be part of this?

    YES?…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Salary/Rate
    £25000 - £26000/annum benefits package & study support 
    Location
    Manchester, Cheshire
    Posted
    26/01/2016 (15:07) 
    Company
    Job Type
    Permanent 
    Description

    A new opportunity has arisen for a Paraplanner, currently working towards the Diploma in Financial Planning (or equivalent), to join this high successful Financial Advice Networkin Manchester.

    Role Overview:

    To deliver high quality regulatory support and guidance Network Firms in relation to case submissions.

    Responsibilities:

    Undertake Paraplanning covering all aspects of business written by the Network Firms

    Conduct research for appropriate providers and investments
    Prepare cases ready for submission to Business Monitoring Unit
    Construct a professional and clear suitability report on each file to document suitable advice
    Discuss challenges…

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    Job Type
    Permanent 
    Applications
    Less than 10
     
    Job Title
    Salary/Rate
    £50000 - £55000/annum Benefits 
    Location
    City of London   Also in other locations
      Posted
      09/02/2016 (16:17) 
      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 Title
      Salary/Rate
      £26000 - £31000/annum 
      Location
      Posted
      10/02/2016 (09:04) 
      Company
      Job Type
      Permanent 
      Description

      One of our key clients is seeking a Paraplanner on a permanent basis to join a newly established team.

      Your responsibilities would be to:

      Provide effective paraplanning and technical support to advisers
      Utilise standard suitability report templates to produce high quality client facing reports, whilst ensuring that quality standards and suitable advice framework have been complied with
      Build relationships with business development and distribution teams in order to ensure that the services of the team are understood and promoted positively
      Essential skills and experience:

      FPC/CeFA or Diploma in Financial Planning
      Significant financial services…

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      Job Type
      Permanent 
      Applications
       
      Job Title
      Salary/Rate
      £22000 - £30000/annum Professional development & benefit 
      Location
      Croydon, Greater London
      Posted
      26/01/2016 (12:40) 
      Company
      Job Type
      Permanent 
      Description

      An opportunity has arisen for an experienced IFA Administrator with this highly successful Wealth Management Practice based in London and Croydon. The firm specialises in providing bespoke financial solutions for high-net-worth individuals in London and the South East.

      Day to day tasks include processing of new business, proactive client management, research and paraplanning support, maintenance of Intelligent Office, correspondence with both providers and clients, including mailshot.

      The fast paced growth of the company will offer an opportunity for career development (Paraplanning and beyond) for the right candidate, who must have previous…

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      Salary/Rate
      £18000 - £22000/annum + benefits 
      Location
      Derby, Derbyshire
      Posted
      22/01/2016 (11:35) 
      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
      £30000 - £35000/annum + Benefits 
      Location
      Nottingham
      Posted
      21/01/2016 (10:39) 
      Company
      Job Type
      Permanent 
      Description

      Telephone Based Adviser - Nottingham - £30,000 - £35,000 + Benefits

      Job Purpose

      You will be Responsible for providing advice to clients on financial matters making recommendations on ways to best utilise their money in a secure manner. The role involves researching the marketplace and advising clients on products and services available on a whole of market basis whilst ensuring they are aware of and understands those that best meet their needs and then securing a sale. Predominantly office based you will provide advice and service to existing and new clients via the telephone. You will be expected to develop excellent working relationships…

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      Job Type
      Permanent 
      Applications
      Less than 10
       

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      Job Title
      Salary/Rate
      £35000/annum Benefits and Bonus  
      Location
      Leeds
      Posted
      15/01/2016 (13:40) 
      Company
      Job Type
      Permanent 
      Description

      My Client is currently looking for a desk based Advisor to join their team in Leeds.

      The successful candidate will be responsible for providing advice to clients on financial matters making recommendations on ways to best utilise their money in a secure manner. The role involves researching the marketplace and advising clients on products and services available on a whole of market basis whilst ensuring they are aware of and understands those that best meet their needs and then securing a sale. Predominantly office based you will provide advice and service to existing and new clients via the telephone. You will be expected to develop…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Job Title
      Salary/Rate
      £29000 - £34000/annum 
      Location
      Farnborough, Hampshire
      Posted
      04/02/2016 (11:14) 
      Company
      Job Type
      Permanent 
      Description

      Salary : £29-34,000 + 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.

      Reviewing…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Job Title
      Location
      Dover
      Posted
      27/01/2016 (17:20) 
      Company
      Job Type
      Permanent 
      Description

      FANTASTIC CAREER OPPORTUNITY

      This well-established independent Financial Planning firm near Dover are looking for an experienced Paraplanner to join their team. You will work closely with the Senior Financial Planners providing support and assistance on a daily basis.

      Your key responsibilities as Paraplanner will include analysing client information, conducting research to enable Financial Advisors to make suitable recommendations and formulating portfolios consistent with the client's budget. You will also create suitability letters, provide a point of contact for clients, liaise with product providers and comply with FCA and Mayfield…

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      Job Type
      Permanent 
      Applications
       
      Job Title
      Salary/Rate
      £38000 - £41000/annum  
      Location
      London
      Posted
      27/01/2016 (12:34) 
      Company
      Job Type
      Permanent 
      Description

      My client based in The City is looking for a Paraplanner to join their team.

      This position sits alongside two Financial Planners and a team of Administrators.

      The role involves, but not limited to:

      - Liaising with clients both over the phone and face to face
      - Dealing with all areas of financial advice
      - Technical report writing
      - Adhere to all of CBW Financial Planning policies and procedures
      - To promote the company core values

      The candidate must:

      - Possess full diploma
      - A minimum of 3 years` Paraplanning experience
      - Possess excellent communication skills, both written and oral
      - Computer literate - especially Microsoft Office
      - Be highly…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Salary/Rate
      £35000 - £42000/annum Excellent benefits 
      Location
      Posted
      15/01/2016 (12:14) 
      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 Senior Paraplanner to join their London 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…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Job Title
      Salary/Rate
      £38000 - £41000/annum 
      Location
      London
      Posted
      26/01/2016 (17:53) 
      Company
      Job Type
      Permanent 
      Description

      Paraplanner

      £38,000 - £41,000

      London

      We are recruiting for a Paraplanner to join our clients growing team in London. The successful Paraplanner will be joining a team of financial planners and administrators.

      The role of the successful Paraplanner will include the following:

      Dealing with clients both over the telephone and in meetings
      Dealing in all areas of financial advice, pensions investment and tax planning
      Technical research & report writing
      Assisting with periodic reviews
      Ensuring all work complies with both regulatory and internal compliance proceduresIn order to be successful, the Paraplanner will need to have:

      Full Diploma or…

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      Job Type
      Permanent 
      Applications
       
      Job Title
      Salary/Rate
      £38000 - £41000/annum 
      Location
      London
      Posted
      27/01/2016 (01:00) 
      Company
      Job Type
      Permanent 
      Description

      Paraplanner (×2)
      London
      £38,000-£41,000
      Overview
      Reporting to the the IFA, the successful applicant will be working with two financial planners and a team of administrators.
      Detailed List of Responsibilities
      • Dealing with high net worth clients both over the telephone and in meetings, the role includes Dealing in all areas of financial advice especially, pensions investment and tax planning Preparation for client meetings.
      • Technical research & report writing
      • Assisting with periodic reviews
      • Ensuring all work complies with both regulatory and internal compliance procedures Miscellaneous
      • Adhere to all of company Financial Planning…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Job Title
      Salary/Rate
      £25000 - £35000/annum benefits, bonus, exam support 
      Location
      Posted
      15/01/2016 (16:06) 
      Company
      Job Type
      Permanent 
      Description

      Paraplanner
      Leeds - centre
      £25,000 - £35,000 (fully negotiable depending on experience and qualifications) plus training, flexi-benefits

      An excellent new opportunity has arisen to join a highly successful IFA firm in Leeds in a Paraplanner position supporting the Wealth Management team.
      The role will be providing full technical paraplanning support to the high net worth IFA's working within the practice. The role will include technical research and report writing in respect of HNW investments, pensions and inheritance planning. This will be an extremely varied role with fantastic progression and development potential.

      This is an excellent opportunity…

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      Job Type
      Permanent 
      Applications
      Less than 10
       
      Salary/Rate
      £30000 - £33000/annum benefits package 
      Location
      Manchester, Cheshire
      Posted
      26/01/2016 (15:03) 
      Company
      Job Type
      Permanent 
      Description

      Due to continued growth an opportunity has arisen for an experienced Paraplanner to join this leading Financial Advice Network in Manchester.

      The Role:

      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.

      You will be responsible for undertaking 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…

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      Salary/Rate
      £25000 - £35000/annum 
      Location
      Liverpool, Merseyside
      Posted
      26/01/2016 (11:09) 
      Company
      Job Type
      Permanent 
      Description

      Our client, a respected boutique IFA and wealth development specialist who provides full holistic financial planning, is seeking an experienced Senior Paraplanner to become an integral part of their team

      Supporting the Senior IFA’s, you will be liaising with product providers, compiling and providing comprehensive reports, and proactively building relationships with Senior Partners, Advisors and Clients.

      Proactive, ambitious, enthusiastic, technically minded and with a keen attention to detail, you will have experience of report writing, preparing and mainlining accurate information, fee and commission processing, and of using MS Office…

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      Salary/Rate
      £30000 - £38000/annum Excellent benefits 
      Location
      Birmingham   Also in other locations
        Posted
        15/01/2016 (12:08) 
        Company
        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 an experienced Paraplanner to join their Birmingham 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…

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        Job Type
        Permanent 
        Applications
        Less than 10
         
        Salary/Rate
        £35000 - £38000/annum 
        Location
        Cardiff
        Posted
        19/01/2016 (13:31) 
        Company
        Job Type
        Contract 
        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 on a 12 month contract basis.
        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,…

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        Job Title
        Salary/Rate
        £40000/annum 
        Location
        Bristol, Bristol
        Posted
        29/01/2016 (12:05) 
        Company
        Job Type
        Permanent 
        Description

        Purpose of role:
        To support the PFP Consultants, Associate Directors and Directors in the provision of financial planning advice. The role's key responsibilities will be in technical support, compliance, research and client responsibilities.

        Candidate Profile
        Education/Qualifications:
        · Strong academic history. Educated to Degree level preferably
        · Minimum Level 4 Financial Planning Qualification required

        Key Experience/Skills:
        · The jobholder must demonstrate a good knowledge of all issues relating to the business of the Financial Planning department
        · Previous IFA experience desirable
        · Previous paraplanning experience required
        · Critical…

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