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Para-planning Jobs in Insurance / Financial Services

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Senior Paraplanner/ Technical manager / Team Leader

Fram is working with a leading Financial Services firm, which is keen to appoint a Manager/Team Leader to manage a team of paraplanners. The firm... advisors in a paraplanning capacity, whilst managing... a Diploma qualified Paraplanner who has either... held a senior paraplanning position. In addition to management responsibilities the appointee will also prepare reports. Applicants must hold the Diploma...

Salary:
50k plus benefits
Location:
London
Date Posted:
23-Mar-2017
Job Type:
Permanent

Paraplanner Basic To 45, 000 + Attractive Benefits

Clark James Recruitment are working with a reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join their... experience as a Paraplanner with previous report writing experience within an IFA firm - Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning - Is professional, ethical, ...

Salary:
Basic to 45,000 + attractive benefits
Location:
Maidstone
Date Posted:
28-Mar-2017
Job Type:
Permanent

Paraplanner - Leading City Based Consultancy

Great opportunity has arisen within a niche, City-based IFA for a CII Diploma-qualified Paraplanner with sound experience paraplanning experience gained within an IFA. The purpose of the role is to work closely with a team of advisers to prepare documentation for meetings and undertaking technical and product research. Duties to include: - Provide maintaining awareness of regulatory issues affecting the...

Salary:
TO 39K + BENS + BONUS
Location:
City Of London
Date Posted:
25-Mar-2017
Job Type:
Permanent

Wealth Manager IFA

Role:- Wealth management IFA Location:- London Salary:- 60 - 100 000 plus bonus This role is with a very strong, client investment management firm building a wealth planning service. Utilising their existing full paraplanning and administrative support you will use your proven asset-gathering skills whilst working with a network of professionals through whom you could both receive and pass over...

Salary:
60 - 100000 + bonus
Location:
London
Date Posted:
30-Mar-2017
Job Type:
Permanent

Paraplanner / Ifa Support

Clark James are working with a leading firm of Independent Financial Advisers who are based in the Maidstone, Kent area. Due to the ongoing success of the business and further growth they are seeking a Paraplanner/IFA Administrator to join their team to provide support to the Financial Advisers. Key responsibilities - Complete all supporting documentation in an accurate manner -...

Salary:
Basic c35,000 - negotiable
Location:
Maidstone
Date Posted:
28-Mar-2017
Job Type:
Permanent

Senior ParaPlanner - RELOCATION ROLE (PORTUGAL)

Main Purpose of role Provide a full professional support function to Partners. This role would require relocating to Portugal on a permanent basis. Key responsibilities & duties - Prepare and maintain client files - Collect quantitative detailed information required to compile a Financial Plan - Ensure that all compliance paperwork is presen - Ensure that all Know Your Client information...

Salary:
55,000 - 65,000
Location:
Lisbon
Date Posted:
30-Mar-2017
Job Type:
Permanent

Paraplanner Basic 35, 000 - 40, 000 + Attractive Benefits

Clark James Recruitment are working with a reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join their... experience as a Paraplanner with previous report writing experience within an IFA firm - Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning - Is professional, ethical, ...

Salary:
Basic 35,000 - 40,000 + attractive benefits
Location:
Maidstone
Date Posted:
28-Mar-2017
Job Type:
Permanent
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