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This boutique Wealth Manager with over £250m of funds under influence, established over twenty years ago has grown to encompass Private Client, Employee Benefits, Private... full time, experienced Paraplanner and the back up of a professional infrastructure, you will have all the support needed to deliver results. A market leading package is on offer that will include an excellent basic...
A new and exciting opportunity has arisen within a leading global provider of Life and Pension advice. You will benefit from excellent career progression together... Senior Administrator / Paraplanner roles within the organisation with funded exams such as FPC / CeFa. This is an ideal role for someone looking to start a career within the Financial Services Sector. You will...
Our exclusive registered insurance broker and independent financial advisers offering a comprehensive range of services to people and business are seeking an experienced Paraplanner. Their... seeking an experienced Paraplanner. Their clients range... least two years Paraplanning experience. With AFPC in at least one discipline you will have strong technical knowledge and be highly competent at performing in this role. This...
My client a leading financial services firm who have surpassed all of their growth targets and plan expand again in 2008 now require an experienced... have immediate financial planning needs as well... will receive excellent paraplanning support and have... and business financial planning to the dental... the Advanced Financial Planning Qualifications. You will be fully FPC qualified along with a...
A rare opportunity for a well-educated experienced client focused financial services professional to join an extremely highly focused and predominantly fee-based Financial Planning team based in... and the Financial Planning Consultants within the... aspects of financial planning (pensions, investment and protection). Practical in-depth experience of writing bespoke client reports/suitability letters and preparation of new business proposals. Undertaking product research and...
Paraplanner - Bristol £25, 000 Our client is a fee-based practice and they work very closely with accountants, legal advisers etc to provide the client with... completely holistic financial planning service. Reporting into... with the Financial Planning team you will... provide an all-important paraplanning function. Duties will... but do have paraplanning experience. In depth... will possess well-developed paraplanning skills and be...
A rare and exciting role in Solihull for an experienced Paraplanner or F/A to join a fast growing national IFA and reap the rewards of unrivalled training and exposure to the wealth management arena. Your role will be varied and allow you develop at your speed the abilities required to become a market leading IFA dealing with the firms large...
Paraplanner - Wolverhampton - up to £26, 000 A new position has become available within this expanding Independent Financial Advisers. Our client is currently seeking an... seeking an experience Paraplanner to provide pre... and post sales paraplanning support to the financial planning team. Role responsibilities... working within a Paraplanning role and have working knowledge of the Advisory Sales Process. Ability to...
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... also undertaking some paraplanning duties on behalf... the office, the paraplanning, and administration duties... for an administrator paraplanner with management experience to further their career in a progressive organisation. To apply you should hold FPC...
IFA Sales Support - Bristol £17, 000 - £19, 000 Forming an integral part of the financial planning team for this fee based Financial Advisors; your role will be to provide a comprehensive support to the Paraplanner and Advisors. This will be a varied and challenging role that will enable you to play an integral part of the overall success of the...
This busy, City based firm of IFA's, requires a paraplanner for two of the partners. The role will be varied and requires a numerate and... All the essential paraplanning functions such as comprehensive suitability report writing, research, quotations, technical support, liaison with the IFA's and product providers, client liaison and very infrequently attend client meetings. You will also have compliance...
Our client is a reputable well established Financial Advisory company. They are currently looking for an experienced Paraplanner to join their team to conduct research into various Personal Financial planning products and to write concise suitability letters. The successful candidate must have previously worked within the financial services industry and have strong technical knowledge of Pension, Investment and Protection products....
This financial services division of a chartered and successful accountancy practice offer businesses and high net worth individuals the very best advice on their financial... are given including paraplanner and post sales support. On offer is an excellent package, flexible work patterns and fantastic support as well as first rate bonus structure.
My client, one of the fastest growing and largest privately owned Financial services organisation in the UK are looking to recruit a paraplanner to work from... their success and plan to triple their turnover by 2011. You will be FPC qualified, hold a full driving licence and be experienced within the financial services market. My client needs this position filled...
A new and exciting opportunity has arisen within a leading global provider of Life and Pension advice. You will be responsible for the day-to-day paraplanning support for 2 Financial Advisers specializing in Life and Pension advice in the Birmingham area. Duties include attending client meeting, dealing with and answering client queries and processing applications. You will ideally be FPC qualified...