Insurance / Financial Services - Para Planning Jobs in London

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Sales support administrator / paraplanner

Salary:
£22k - 28K
Location:
London, The City
Job Type:
Permanent
Date Posted:
20-Nov-2008 00:00Add to My Shortlist

Cumberland Place Financial Management are a leading edge IFA practice, at the wealth management end of the market, who have accumulated significant funds under management... sales support administrator /paraplanner to join our... not fully fledged paraplanning as you will not be left to your own devices to come up with a recommendation based on the clients objectives but you will...


Senior IFA | Boutique Wealth Manager | City

Salary:
£70,000 - £90,000
Location:
London
Job Type:
Permanent
Date Posted:
15-Nov-2008 00:00Add to My Shortlist

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...


Senior Sales Support/ Paraplanner

Salary:
£28,000 to £35,000
Location:
London
Job Type:
Permanent
Date Posted:
21-Nov-2008 00:00Add to My Shortlist

My client is a small boutique IFA based in the heart of the City. They are currently looking to recruit a Senior Administrator/Paraplanner to work alongside... recruit a Senior Administrator/Paraplanner to work alongside two of their top consultants. The role is not fully fledged para-planning as you will not expected to see clients regularly or will uou be left to...


Senior IFA | Private Clients

Salary:
£70000- £90000 / annum
Location:
London, City Of London
Job Type:
Permanent
Date Posted:
15-Nov-2008 00:00Add to My Shortlist

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...


Paraplanner

Salary:
£30,000 to £35,000
Location:
London
Job Type:
Permanent
Date Posted:
21-Nov-2008 00:00Add to My Shortlist

Working for an expanding IFA company based in the City you will be responsible for investigating clients?' needs whilst being responsible for the production of accurate and concise information on behalf of an independent financial advisor. Carrying out research based on information obtained in order for portfolio to be established. Deal with a wide range of business topics such as...


Paraplanner/ Trainee IFA

Salary:
£35,000 to £40,000
Location:
London
Job Type:
Permanent
Date Posted:
21-Nov-2008 00:00Add to My Shortlist

My client is a niche IFA based based in the City of London. They are looking to recruit experienced members of staff who are Diploma qualified or there abouts. Vacancis currently include Technical Paraplanners or paraplanners who are looking to make the step into an advisory role. A stable work history and high level of professional qualifcations are essential. My...


Senior Paraplanner

Salary:
£35,000 to £40,000
Location:
London
Job Type:
Permanent
Date Posted:
21-Nov-2008 00:00Add to My Shortlist

My client is the world's fifth largest accountancy network with more than 600 offices in 100 countries and seek an experienced Paraplanner to join the... of London. The Para Planner analyses Client... signing authority. The Para Planner analyses data... on specific Client planning issues. · Draft... Pensions and Financial Planning. · Available products... of personal financial planning. · Anti Money...


Senior Paraplanner

Salary:
To £40,000+Bonus+Bens
Location:
London, Cuckfield
Job Type:
Permanent
Date Posted:
15-Nov-2008 00:00Add to My Shortlist

Our client, a dynamic IFA with the aim to build long term client relationships by providing a first class service, seeks to recruit a skilled Paraplanner to provide support... least two years paraplanning experience, ideally within... Investments and IHT planning. Knowledge of mortgages would also be beneficial. You will be FPC qualified, with AFPC progress preferred.


Paraplanner

Salary:
£30,000 to £35,000
Location:
London
Job Type:
Permanent
Date Posted:
21-Nov-2008 00:00Add to My Shortlist

Our Client , a leading Wealth Management company are looking for a Paraplanner/Technical Associate to support and help manage the private client team enabling them to achieve branch targets.You will accurately prepare for adviser meetings, client reports, valuations, quotations, paperwork and suitability letter/reports within agreed timescales. You will be required to :- Proactively review Client files and highlight any discussion...


Paraplanner

Salary:
ASAP
Location:
London, Essex, Hertfordshire
Job Type:
Permanent
Date Posted:
21-Nov-2008 00:00Add to My Shortlist

Paraplanner -Investment Management Firm £30-37, 000 + Excellent Package Based in Central London Our client a leading wealth management firm with an excellent reputation in the... seeking an experienced Paraplanner. Working closely with... of clients financial planning requirements, writing reports, ... experience in financial planning and completed your FPC exams and ideally be progressing with AFPC's. Experience of working with Investment products...


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