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Salary/Rate
£45000 - £52000/annum Benefits 
Location
City of London  
Posted
20/07/2015 (10:17) 
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
£55000 - £65000/annum Benefits 
Location
City of London  
Posted
14/07/2015 (15:55) 
Agency
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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Salary/Rate
£28000 - £32000/annum 
Location
London, Moorgate  
Posted
24/07/2015 (11:47) 
Company
Job Type
Permanent 
Description

We are recruiting for a Business Administrator / Processor, with Suitability letter report writing skills within successful Wealth Management (SJP) on a full-time permanent basis.

The individual shall be working in a very busy and successful Wealth Management office, working on New Business submission processing.

Please note, specific previous experience in completing New Business Submissions and experience of Suitability letter report writing is required.

Dealing with internal customers / Partner only, no external Client contact.

Overall Role Purpose:

As part of a team, manage process to completion business submissions on behalf…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£30000 - £35000/annum 
Location
Posted
16/07/2015 (10:54) 
Agency
Job Type
Permanent 
Description

Paraplanner
Nottingham, Nottinghamshire
Salary up to £35,000 plus benefits

We are partnered with a high quality financial planning practice that work with wealthy private clients and investors on a fee-basis, providing advice from the independent market they're one of the regions financial planning power-houses.

The practice is looking to appoint a well qualified and technically astute Paraplanner 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.

Operating a cash…

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Salary/Rate
£28000 - £32000/annum 
Location
London  
Posted
10/07/2015 (14:33) 
Agency
Job Type
Permanent 
Description

A Financial Services organisation in London has an excellent opportunity for an Operations Manager/Paraplanner.

The successful candidate will take on a hybrid role that will comprise of paraplanning , operations management & office management duties, operations management.

Key duties will include:

- Prepare and maintain client files

- Liaising with advisor to collect all collate all qualitative client information (planning objectives, personal circumstances, general attitudes, attitude to risk etc) that will underpin advice process

- Complete research, analysis and calculations using financial planning tools

- Prepare accurate…

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Salary/Rate
£20000 - £25000/annum 
Location
Leamington Spa, Warwickshire  
Posted
07/07/2015 (14:25) 
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;
•…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£25000 - £32000/annum +bens 
Location
Leeds  
Posted
Just Added!
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.

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…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£30000 - £45000/annum 
Location
Stratford-upon-Avon, Warwickshire Also in 1 other location 
Posted
03/07/2015 (12:18) 
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…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Location
Posted
14/07/2015 (16:02) 
Agency
Job Type
Permanent 
Description

Paraplanner, competitive base salary plus a good benefit package based London

My client one of the UK's largest and most successful, independently owned, corporate solutions and wealth management consultancies are currently recruiting for a Senior Advisor Support to join their team.

Essential
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products, identifying where…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£30000 - £40000/annum NEG. Excellent benefits 
Location
Banbury  
Posted
10/07/2015 (17:58) 
Agency
Job Type
Permanent 
Description

Cameo Consultancy (Recruitment) Limited has a fantastic opportunity for a Paraplanner to join our client based on the outskirts of Banbury. You will be joining a successful and growing organisation, based in a beautifully rural location.

You will be responsible for:

Managing the Paraplanning team, alongside Financial Planners
Working with Financial Planners, administrators and other paraplanners in delivery of service to clients
Analysising client circumstances, objectives, requirements, current financial arrangements etc., drawing on advisor fact finding and administrators' and own research
Preparating documents/materials for client…

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Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£50000 - £55000/annum Benefits 
Location
City of London Also in 1 other location 
Posted
14/07/2015 (16:17) 
Agency
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  
 
Salary/Rate
£28000 - £32000/annum bonus, company benefits 
Location
Leamington Spa, Warwickshire  
Posted
17/07/2015 (17:43) 
Agency
Job Type
Permanent 
Description

My client a firm of Independent Financial Advisors seeks a Paraplanner.

The company will provide all the relevant training that you require and will support you through your qualifications; be it you are going to study for the Certificate in Paraplanning or a Certificate in Financial Administration.

They are looking for a driven, professional and bubbly candidate.

Based at the Leamington Spa office, you will be working in a team environment. Key elements of the role will be to carry out product and fund research. You will write investment reports.

If you do not have much relevant experience this is not an issue as the company will train…

More
Job Type
Permanent 
Applications
More than 10  
 

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Job Title
Salary/Rate
£30000 - £35000/annum 
Location
Poole  
Posted
28/07/2015 (10:02) 
Agency
Job Type
Permanent 
Description

Paraplanner- Salary of £30,000- £35,000- Poole

Our client a Wealth Management company based in Poole are looking for an experienced Paraplanner to join their existing and growing team. You will be required to deliver high quality paraplanning support to advisers, clients and prospects. Previous paraplanning experience is essential for this role.

Duties:

·To liaise with advisers, product providers, clients and prospects by telephone, letter and email on administration and technical matters.
·Attend weekly case owner meetings to discuss and review new business opportunities with advisor
·Discuss clients objectives with advisor in order…

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Job Type
Permanent 
Applications
 
Job Title
Salary/Rate
£60000 - £65000/annum £60k+bonus_mileage 
Location
Posted
06/07/2015 (18:52) 
Agency
Job Type
Permanent 
Description

Experienced Financial Advisor
Southampton
Salary £60,000 per annum + performance + Mileage

Remarkable Jobs are working with an outstanding financial services company with new offices in Southampton.

This organisation is expanding and looking to recruit a Qualified Financial Advisors to join an existing team. Ideal candidates will be qualified with their Level 4 Diploma for Financial Advisors

The Financial Advisors will visit potential clients in their homes to advise and offer expert advice on pensions, investments and Bonds.

The role is a salaried role offering £60,000 per annum + performance bonus+ mileage.

These Financial Advisors…

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Job Type
Permanent 
Applications
More than 10  
 
Job Title
Salary/Rate
£30000 - £35000/annum Excellent Benefits 
Location
Posted
21/07/2015 (12:11) 
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 Cardiff 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
More than 10  
 
Salary/Rate
£22000 - £32000/annum Benefits 
Location
Posted
21/07/2015 (12:11) 
Agency
Job Type
Permanent 
Description

Our client is a Chartered Financial Planning practice with a presence across the UK and a longstanding reputation across the North West. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional Paraplanner to join their successful, award winning team.

The role itself will focus on providing technical support to the organisation's consultants 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
Less than 10  
 
Salary/Rate
£30000 - £36000/annum Excellent benefits 
Location
Haywards Heath  
Posted
20/07/2015 (10:19) 
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
£30000 - £35000/annum Competitive + Benefits 
Location
Knutsford  
Posted
12/07/2015 (20:10) 
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…

More
Job Type
Permanent 
Applications
 
Salary/Rate
£25000 - £35000/annum 
Location
Warwickshire  
Posted
03/07/2015 (12:28) 
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
£25000 - £30000/annum 
Location
Leeds, West Yorkshire  
Posted
14/07/2015 (09:08) 
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…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£28000 - £33000/annum 
Location
Oxted, Surrey  
Posted
02/07/2015 (17:14) 
Agency
Job Type
Permanent 
Description

Lloyd Recruitment Services is looking for an experienced Paraplanner to join a very well established Financial Services company.

The position involves the following:

Providing technical support to a team of highly qualified Financial Planners
Providing compliance assistance is beneficial
Understanding current legislation relating to financial products
Understanding pension and investment products to a high level along with tax implications
Liaising with product providers efficiently
Research, report writing and production of compliant suitability letters
Client portfolio reviews
Providing compliance support and office management for full…

More
Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£200 - £250/day 
Location
Posted
11/07/2015 (06:00) 
Agency
Job Type
Contract 
Description

Huntswood are looking for a Paraplanner to provide financial planning advisory support in our established paraplanning function, based in our head office in Reading.

Your responsibilities would be to:

Compose, review and deliver draft financial reports for the advisers
Make discretionary decisions in relation to specialist financial planning arrangements
Identify, recommend and implement improvements to the advice proposition in line with the organisations policy and industry guidelines
Inform, guide and provide technical advice to financial advisers on the relevant systems
Essential experience and skills:

Level 3 qualified and willing…

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Job Type
Contract 
Applications
 
Job Title
Salary/Rate
£35000 - £45000/annum 
Location
Chipping Norton, Oxfordshire  
Posted
10/07/2015 (16:33) 
Agency
Job Type
Permanent 
Description

An opportunity has arisen for an experienced Paraplanner to join a successful and growing financial planning and wealth management firm in Oxfordshire.

The firm is employee-owned, and all staff members qualify for a profit share after a full year of permanent employment.

Main responsibilities:

- Management of Paraplanning team, alongside Financial Planners
- Work with Financial Planners, administrators and other paraplanners in delivery of service to clients
- Analysis of client circumstances, objectives, requirements, current financial arrangements, ATR etc, drawing on advisor factfinding and administrators’ and own research…

More
Salary/Rate
£25000 - £30000/annum Excellent Package 
Location
Wilmslow, Cheshire  
Posted
14/07/2015 (11:12) 
Agency
Job Type
Permanent 
Description

An exciting opportunity has arisen for an Experienced Paraplanner to join a leading Financial Advice Network based in Wilmslow.

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.

The Role:

You will undertake 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 challenges…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£30000/annum £30,000 pro rata 
Location
Weybridge  
Posted
21/07/2015 (09:16) 
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.

The successful…

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Job Type
Permanent 
Applications
 

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