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Para-planning Jobs in Insurance / Financial Services

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Paraplanner - Team Leader / Manager

PARAPLANNER - TEAM LEADER / MANAGER Vacancy ID: 2370 Opening date: 16.05.2017 Closing date: 12.06.2017 Location: Edinburgh Employment type: Permanent Specialism: Financial Services / Paraplanning... Financial Services / Paraplanning Job description: Core-Asset... opportunity for a Paraplanner - Team Leader... to strengthen their paraplanning division by bringing... 3rd party outsourced Paraplanning Agency. Essential: -... actively manage the Paraplanning team. - Help...

Salary:
Competitive
Location:
Edinburgh
Date Posted:
24-May-2017
Job Type:
Permanent

Paraplanner

A leading IFA requires an experienced Paraplanner with strong, current knowledge of Pensions, Protection and Investments. Key Responsibilities * Attending client meetings with Advisor * Preparing illustrations and proposals whilst undertaking research to support recommendations * Critical Yield Calculations using in house software * Preparing suitability letters, summary reports and recommendations * Providing technical support to complex client queries *...

Salary:
40k - 50k pa + benefits
Location:
London
Date Posted:
22-May-2017
Job Type:
Permanent

Junior Paraplanner - Chartered Financial Planner

This 25 year well established Chartered Financial Planner are actively seeking an upbeat, motivated individual to join their business. The ideal candidate will be someone who is keen to move into a para planner position in the near future. Responsibilities * New Business processing * Client Reviews - including research & valuations * Use of best advice systems (Voyant/Synaptics) * Preparation...

Salary:
25,000 - 32,000
Location:
Wimbledon
Date Posted:
24-May-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:
25-May-2017
Job Type:
Permanent

Paraplanner

Paraplanner - Basic to 40k + 4K Bonus & Comprehensive Benefits. A successful, high quality and expanding Wealth Management practice is looking for an additional... for an additional Paraplanner to join their... Specific Wealth Planning paraplanning experience and sound technical knowledge is required along with Diploma.

Salary:
35,000 - 40,000
Location:
London
Date Posted:
23-May-2017
Job Type:
Permanent

Senior Paraplanner

Senior Paraplanner - Basic to 47k + 5K Bonus & Comprehensive Benefits. A successful, high quality and expanding Wealth Management practice is looking for an... an additional Senior Paraplanner to join their... Specific Wealth Planning paraplanning experience andfirst ratetechnical knowledge is required along with Diploma and ideally progress towards Chartered status.

Salary:
40,000 - 47,000
Location:
City Of London
Date Posted:
23-May-2017
Job Type:
Permanent
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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:
25-May-2017
Job Type:
Permanent

Paraplanner - Level 4 qualified

Our client is a multi site IFA practice and due to continued growth are now looking to recruit an experienced Paraplanner. The ideal candidate will be fully diploma qualified, have at least 4 experience of "paraplanning". You will be experienced in working on complex cases including occupational pensions, final salary pensions, SSAS pensions, lifetime allowance in practice, trust cases, bonds...

Salary:
33000-37000
Location:
City Of London
Date Posted:
23-May-2017
Job Type:
Permanent

Paraplanner

We are looking to speak with paraplanners, who have at least 3 years experience and hold some professional qualification's.(RO exams) Our client is based in... position for a paraplanner who is looking to develop their skill sets and and their career. All applications are dealt with in confidence

Salary:
27000
Location:
City Of London
Date Posted:
23-May-2017
Job Type:
Permanent

Paraplanner - Basic To 40, 000 + Bonus

Clark James Recruitment are working with a well established and highly professional firm of Independent Financial Advisors based near Tunbridge Wells, Kent. Due to expansion... opportunity for a Paraplanner to join the... as a technical Paraplanner essential - Knowledge and experience of personal Financial Planning, pre and post retirement planning investment funds and asset allocation, tax treatment of different fund...

Salary:
BASIC TO 40,000 + BONUS + BENEFITS
Location:
Tunbridge Wells, Maidstone, Crawley, East Grinstead, East Sussex
Date Posted:
25-May-2017
Job Type:
Permanent

Mortgage Paraplanner

Mortgage Paraplanner - Basic to 35k + Disc Bonus & Benefits. A successful, high quality and expanding Mortgage Advisory practice is looking for an additional... for an additional Paraplanner to join their... provided. Specific Mortgage paraplanning experience and sound technical knowledge is required along with Diploma.

Salary:
30,000 - 35,000
Location:
London
Date Posted:
23-May-2017
Job Type:
Permanent

Wealth Management Administrator

Wealth Management Administrator - Basic to 28k + Bonus & Benefits. A successful, high quality and growing Wealth Management practice is looking for an additional... opportunities (Senior Support, Paraplanning, Management and Advising) plus full support with exams and a personalised development program. Specific Wealth Planning administration experience and sound technical knowledge is required.

Salary:
24,000 - 28,000
Location:
London
Date Posted:
23-May-2017
Job Type:
Permanent
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