Insurance / Financial Services - Para Planning Jobs

Paraplanner - Bournemouth

Salary:: Ł24k - Ł30k pa
Location:: Bournemouth
Job Type:: Permanent
Date Posted:: 02-Jan-2009 09:16Add to My Shortlist

An excellent opportunity has arisen for a Paraplanner to join this well-established company who provide discretionary management services and independent financial advice for private individuals and pension schemes, employing over 60 staff throughout Southern England. You will be responsible for efficiently collating reports and providing technical support for to IFAs within ethical, legal and compliance parameters, contributing towards sales analysis...

Self Employed IFA

Salary:: Ł18k - Ł25k pa + guarante
Location:: Newcastle Upon Tyne
Job Type:: Permanent
Date Posted:: 02-Jan-2009 08:57Add to My Shortlist

My clients pride themselves in being different by offering their clients a range of advice and solutions which are not always readily available from their current advisers. There are 4 parts to their business which includes IFA Consultancy, Tax and Business Consultancy, Tax Planning and Wills and Trusts. They are now in a position to search for 2 new additions...

Corporate Paraplanner, London

Salary:: Ł22k - Ł25k pa + Excellen
Location:: City Of London
Job Type:: Permanent
Date Posted:: 03-Jan-2009 12:01Add to My Shortlist

The Organisation: One of the financial services sectors leading providers who just keep on going from strength to strength both in terms of new business and reputation. The Opportunity: You will be responsible for supporting both a Consultancy Account Manager (CAM) & Scheme Design & Implementation Manager (SDIM). This will include: Providing new business & administration support to consultancies for...

Diploma Qualified Paraplanner

Salary:: Ł28k - Ł32k pa
Location:: Nottingham
Job Type:: Permanent
Date Posted:: 05-Jan-2009 17:52Add to My Shortlist

As a leading provider of independent whole of market advice to their clients up and down the country, our client pride themselves on the quality, speed and efficiency of their financial advisory service. With a dedicated team of sales and non sales staff they provide a bespoke financial planning service that meets the needs of each individual client, offering each...

Paraplanner/ Pensions Administrator

Salary:: Ł30k - Ł35k pa + Bonus
Location:: Leeds
Job Type:: Permanent
Date Posted:: 05-Jan-2009 15:43Add to My Shortlist

This established company based in North Leeds, provides highly professional advice to both private and corporate clients. They now seek to make an appointment, within their efficient and friendly, administration department. The successful candidate will work alongside the existing administration team, in support of the IFA's and directors. You will ideally have experience of working with 1st software and have...

Self Employed Financial Consultant

Salary:: Ł30k - Ł60k pa
Location:: Derby
Job Type:: Permanent
Date Posted:: 05-Jan-2009 17:51Add to My Shortlist

Our client are a leading firm of chartered financial planners with an emphasis on ethical financial planning for HNW clients upto ISO2002 standards. Due to their continued success they currently seek a financial advisor to join their company and work alongside the certified financial planning managers who head up the company and maximise leads from accountants and solicitors that have...

Paraplanner

Salary:: Ł25k - Ł35k pa
Location:: Warwick
Job Type:: Permanent
Date Posted:: 02-Jan-2009 09:38Add to My Shortlist

Applicant will be required to produce standard and ad-hoc valuation reports from the system, including updating holdings, verifying units holdings, and double checking valuation prices. You will also support the directors in their advisory work with private clients, including the collation of information, the obtaining of illustrations, the productions of standards letters and standard and non-standard reports, including the production...

Financial Analyst / Paraplanner

Salary:: Ł25k - Ł35k pa + Excellen
Location:: Solihull
Job Type:: Permanent
Date Posted:: 07-Jan-2009 17:47Add to My Shortlist

Our client is a Prestigious, high net worth, Holistic Financial Planners based in the picturesque village of Berkswell. With continued expansion and growth they are now looking for a Financial Analyst/Paraplanner to work from these offices. Your main responsibilities will be to obtain and compare investment performance data for clients portfolios. Preparing BMT submissions for pension transfer and investment replacement...

Paraplanner

Salary:: Ł18k - Ł30k pa
Location:: Reading
Job Type:: Permanent
Date Posted:: 06-Jan-2009 10:55Add to My Shortlist

Paraplanner - Reading - Up to Ł30, 000 Excellent opportunity to join a long standing and reputable Independent Financial Advisers. This is a great role for candidates who already have experience within a Paraplanning role. You will be joining a reputable organisation and professional team. You will be supporting consultants by undertaking research and providing technical support in relation to Pensions...

Paraplanner

Salary:: Ł25k - Ł32k pa
Location:: Wolverhampton
Job Type:: Permanent
Date Posted:: 07-Jan-2009 17:52Add to My Shortlist

Paraplanner - Wolverhampton - Up to Ł32, 000 An excellent opportunity to join a stable and respected Independent Financial Advisers. Our client is looking for an experienced Paraplanner who can assist in providing a tailored service to both their Private and Corporate clients. Joining a team of support staff you will be responsible for supporting Senior Advisers with new and existing...

Independent Financial Adviser

Salary:: Ł20k - Ł50k pa
Location:: Nottingham
Job Type:: Permanent
Date Posted:: 02-Jan-2009 09:30Add to My Shortlist

A well respected IFA based in the East Midlands is now looking to recruit for a fully competent IFA to expand their thriving sales force. At present this practice deals with all aspects of personal and corporate products on top of providing clients with wrap conversion advice. This opportunity is an employed role where the company will provide the successful...

Office Manager

Salary:: Ł25k - Ł30k pa
Location:: Wolverhampton
Job Type:: Permanent
Date Posted:: 05-Jan-2009 17:53Add to My Shortlist

Our client are a fast emerging firm of fee based Independent Advisors who have grown their business through mergers and acquisitions. As the sales and back office has grown, an opportunity has now become available for an experienced manager to lead a team of 4 administrators, while also undertaking some paraplanning duties on behalf of the advisor. The successful applicant...

Senior Paraplanner

Salary:: Ł25-27 + bens
Location:: Bristol
Job Type:: Permanent
Date Posted:: 01-Jan-2009 00:00Add to My Shortlist

The company Professional Recruitment seeks an experienced Paraplanner for an IFA firm based in the centre of Bristol, to work alongside two administrators, providing pre and post sales support to the IFA. The seek an experienced professional who will contribute to the development and the prosperity of the firm. The role As well as being able to "hit the ground...

Paraplanner

Salary:: Ł18k - Ł20k pa
Location:: Wellingborough
Job Type:: Permanent
Date Posted:: 02-Jan-2009 09:28Add to My Shortlist

A new vacancy has arisen for a Paraplanner to join a small financial planning practice located in Wellingborough. The firm currently employs 2 advisers, who are supported and provide full financial planning advice to a well-established, but small number of individual clients. You will act as the clients first and main point of contact dealing with queries by phone, email...

Part time Paraplanner

Salary:: Ł28k pa + benefits (salar
Location:: Reading
Job Type:: Permanent
Date Posted:: 07-Jan-2009 10:51Add to My Shortlist

Excellent opportunity for any part-time, experienced paraplanners to join a forward-thinking financial services company searching for someone to join their Reading office An Experienced Paraplanner is required to join a busy, friendly team to support their Financial Advisors in every day duties which will include: Decision Making, problem solving and key relationships with clients. Education and Training needed: * Achievement...