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9 Paraplanner Jobs in Greater London


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IDEX Consulting LLP (7)
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£10,000 - £20,000 (4)
£20,000 - £30,000 (3)




Paraplanner
Paraplanner London Upto ?37,000 We have been retained by successful firm of Independent Financial Advisers who offer impartial, whole of market advice to predominantly High Net Worth clients. They currently have an opportunity for a Paraplanner to join their team. Responsibilities will include: - First point of contact for all clients - Researching and gathering information regarding product terms - Obtaining quotes - Preparing for client meetings including Compliance - Preparing client files prior to the client visit - Attending client meetings alongside the Adviser and taking notes - Analysing and Interpreting data obtained during client meetings - Drafting suitability letters and ensuring client files are compliant. You must have experience in a similar role as well as being Diploma Qualified, or near to. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Senior Paraplanner
Senior Paraplanner Shrewsbury ?35,000 benefits and bonus Leading investment house and wealth management firm currently looking to appoint a Senior Paraplanner to the established team. Responsibilities To build a working knowledge of the business support function, and to manage the teams relations with business support. Complying with the regulatory regime whilst demonstrating an understanding of your responsibility within the regulatory framework. Create and maintain effective working relationships with clients and colleagues. Assist with the supervision of the FS administration unit, monitor its effectiveness and identify improvements. Prepare business generating documentation for the Financial Planning Managers including report writing. Ensure compliance standards are met throughout the FS department To perform all necessary actions required in order to comply with all FCA rules and regulations applicable to the role, while adhering to TCF procedures at all times Follow the BD Principles and Working Ethos and act with integrity and honesty at all times Qualification and exposure CII Diploma in Regulated Financial Planning is a minimum requirement The successful candidate must have a minimum of 3 years within a financial planning firm within ideally a Paraplanning role. And be a self motivated, ambitious, and hard working team player Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Senior Paraplanner
Senior Paraplanner - London, City Salary up to ?35,000 plus benefits A very high quality practice that provides wealth and financial planning to private and corporate clients and offer a service based around quality are looking to appoint a Paraplanner, they carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan to deliver out standing client service they have a vacancy for an experienced Paraplanner to join the Client Services Team. - Take responsibility for a portfolio of clients, managing on going relationships and all enquiries - Produce clear, technically accurate, compliant and concise reports for clients - High level financial plans and detailed suitability reports based on their entire financial position - Regular investment review reports and family balance sheet summaries of assets and liabilities - Prepare all information and reports for client meetings - Work with administration team as required to obtain illustrations and process new business - Keep up to date with technical and professional development - Assist in the continual cycle of improving the advice and review process The individual they are looking to appoint must have experience of dealing with wealthy private clients, you will be a minimum of Diploma qualified but ideally Chartered Status however this isn?t essential, you will be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of the role. Personal attributes are important, you will be able to converse with clients with comfort and be a team player, technically advanced you will have a real desire to learn, improve and strive for perfection. A basic salary is on offer between ?30,000 - ?35,000 plus benefits and bonus dependent upon the individual. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Mon, 20 Oct 2014 14:37:04 GMT



Paraplanner
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require a Senior Paraplanner to join their London based team. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. The main purpose of the role is to prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and Senior partners, ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to on-going professional development to Chartered status (the company funds all exams). Approximately half of the existing paraplanning team is already at Chartered status. On offer is a competitive starting salary, an extensive benefits package and an excellent work environment with genuine scope for progression and exam study support. Our client is a profitable and highly successful firm that continues to grow. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Fri, 10 Oct 2014 13:09:33 GMT



Junior Paraplanner
Our client is a young and innovative wealth management practice who develop and implement tax efficient investments and global wealth strategies for families, trusts and foundations based in the UK, America or abroad. Enjoying an excellent reputation in the marketplace demand for their services continues to grow. A requirement has arisen within their financial planning division for an additional Paraplanner to join their support team. This role will be very hands on, working closely with the firm?s advisers on a range of investment, pension and protection cases. Carrying out research and compiling reports/suitability letters will form the major aspects of the role. Given the demands of the role applicants must currently be operating in a similar capacity as a Paraplanner in a financial planning organisation. Technical knowledge of investments and Pensions is expected. The minimum qualification level demanded by the firm is a suitable Level 4 one. On offer is a very competitive package and an excellent working environment in a very stable company. For more information on this exciting role please contact Leanne Fairhurst on 0161 973 6900 or recruit@exchange-street.co.uk. Other opportunities can be found at www.exchange-street.co.uk.

Wed, 08 Oct 2014 12:08:50 GMT



Technical Paraplanner
Technical Paraplanner Sutton Coldfield Salary up to ?40,000 Our client are an independent firm of wealth managers who use cash flow planning for their ultra high net worth client bank that has been developed in the last 30 years of business. With 8 financial planners and 6 administrators, they now seek a technical paraplanner to join the business and work alongside the 2 managing directors of the firm, with a view to increasing the support provided to the client and the advisors. The role will involve some intricate pension work due to the value of the work that they carry out so strong knowledge in this area would be preferable. The successful candidate will play a key role in the relationship with the client, and some client facing work will also be required. To apply for the role, you will have a minimum of diploma qualification in financial planning and be working towards chartered status. You will also be able to demonstrate a track record of carrying out research and reports, ideally on various pension products. In return you will receive an outstanding basic salary and a market leading benefits package. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:58:43 GMT



Paraplanner/ Support
Paraplanner/ Support Sutton Coldfield 22000 - 28000 My client is a client focused private wealth management firm, looking to grow the technical support team. The role is to provide technical administration support to the 4 IFAs, my client is open minded on the role and can tailor it around the individual so candidates can be given more or less responsibility depending on the individual - If you have leadership experience this would be advantageous as the role could offer managerial responsibility. The successful candidate will also provide cradle to grave administration including new business processing, and product research to report writing The successful candidate will have a proven background of providing IFA support to some Paraplanning exposure this would be ideal. Ideally hold Certificate in Financial Planning - CF1 - 5 You must have whole of market product knowledge. IT literate with experience using Prestwood and Truth Software would be advantageous Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:25:19 GMT



Trainee Paraplanner
Trainee Paraplanner Upto ?28,000 London A Wealth Management practice based in London, are in the market to appoint a Trainee Paraplanner to their growing team. Currently have a team of 20 independent advisers all of whom hold specialist financial planning qualifications, and are able to offer their clients a wide range of advice from IHT planning to equity release and from tax efficient investments to pension drawdown. This practice are appointed representatives of Sense Network Limited, who provide them with compliance guidance and support to ensure that all the advice they give, and the processes they use are fully up to date. Ideally, they are looking for Financial Services professionals who have between 6-12 months experience in a Paraplanning position, who would like to continue with their studies. Ideally you will have full administration experience aswell as having been involved in Research and Report writing. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:09:56 GMT



Paraplanner
Paraplanner Newbury ?25,000-?30,000 My client, a top Accountancy firm in Newbury, are in the market to appoint a trainee Paraplanner. You will be involved with some of the below, but predominately you will be taking on the majority of the Suitability report writing to support an experienced and technical team. You will also gain experience of Investment reviews and Cash Flow Forecasting, aswell as having an experienced Financial Planning professional on hand the majority of the time. ? General day to day administration ensuring all forms of post are dealt with accurately and efficiently. ? Assist with the completion and issue of Private Client reports and annual reviews. ? Undertake client valuations and prepare information in advance of client reviews. ? Liaising with Consultants and insurers for new business quotations. ? Processing of new business applications within service standards. ? Gaining and providing client information when requested. ? Task / Diary Management ? yours and that of client requests. ? Dealing with routine correspondence and annual review notifications. ? Processing of enquiries from clients in writing /on the telephone. ? Ensure compliance requirements are met and anti-money laundering procedures are followed. ? Liaising with administration and technical teams both internally and those of various providers. ? Manage action points from meetings / matters arising. ? Maintaining an awareness of service levels provided to the client and managing work load/costing in reflection of this. ? Ensure that client fact finds and data are recorded accurately. ? Following set procedures with regards to transfer enquiries and processing Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 15:05:07 GMT