Jobs 1 - 71 of 71 | RSS

71 Paraplanner Jobs






Homebased Paraplanner
Chartered Senior Paraplanner ? Home based ?30,000 - ?36,000 My client?s view of a Paraplanner is different to most, and so we want your view of the industry to be different to most Paraplanners. The successful candidate will be Chartered or Certified or very near to achieving either and that you will act as critical friends to clients, and to help them towards their business goals. The successful Paraplanners will have the utmost integrity in all they do, and must be a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications. In return, they offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ?work to live not live to work? ethos. 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.

Wed, 22 Oct 2014 07:40:02 GMT



Paraplanner
My Client is currently looking for an experienced Paraplanner to join their business in Cheshire on an initial 12 month contract. THE ROLE ? To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and/or Senior Client Partners ? To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner ? Regularly participate in team meetings, including highlighting issues and owning actions through to resolution ? Assist with any new business initiatives, as required ? Proactive in suggesting improvements for the continuing progression of the team and Company ? Strong technical knowledge and research of Financial Services products ? Relevant experience in a Wealth Management environment ? Effective communication, both verbally and in writing ? Effective drafting of client advice ? Ability to attend client meetings THE CANDIDATE ? Must be Diploma level and looking to work towards Chartered status ? The candidate must have full paraplanning experience ? Experience in a fee based environment ? Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser ? Experience in report writing and research (ideally pre-sale) ? Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge Salary up to ?35k with a excellent benefits package. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com 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 16:37:30 GMT



Paraplanner
My Client is currently looking for a Paraplanner to join their team in Manchester. THE ROLE ? Provide analysis, detailed research of funds and providers, report writing and product recommendations to clients. ? Provide support to RIs and support staff on a technical, legislative and procedural basis. ? Preparing client reports and suitability letters Preparing pension transfer analysis reports Analysis of investment portfolio composition and performance ? Handling technical client queries ? Research and preparation for client meetings Aid adherence with FSA and internal compliance procedures Maintain work logs and pro-actively manage workload to ensure deadlines are met THE CANDIDATE ? Experience in Tax and Trusts ? Experience in Pensions including SSAS and Corporate schemes ? Attention to detail is essential. ? An articulate manner and ability to communicate effectively in verbal and written form with HNW clients and colleagues alike. ? Flexible in your approach to work. For more information please contact Graeme Hyland on 07896 933622 or email me at graeme.hyland@idexconsulting.com 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



HNW Paraplanner
My Client is a highly regarded Wealth Management practice in Leeds and they are currently looking for an experienced HNW Paraplanner to join their team. THE ROLE The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice ? Produce accurate, compliant client reports within agreed timescales. ? Assist in the production of client portfolio reviews. ? Provide response to client technical queries. ? Produce client cash flow models. ? Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice. ? Assist in the training to other members of staff on all area?s of advice ? Produce technical bulletins to be sent to clients and introducers when appropriate. THE CANDIDATE ? Minimum CII Diploma or equivalent. THE BENEFITS ? Excellent Salary Bonus Comprehensive Benefits Comprehensive Study Support 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



Trainee Paraplanner
My Client is currently looking for a Trainee Paraplanner to join their team in Cheshire. The successful candidate will be diploma qualified individual (or equivalent) and will suit someone who is looking to take the next step in their career to become more technical. THE ROLE ? Work with the financial planner to develop strategy and specific recommendations ? Composition of initial strategy and suitability reports ? Set up proposed portfolio, migrate assets and establish discretionary management ? Undertaking quarterly valuations for our clients ? Manage the prospective client relationship during the initial process being the first point of contact ? Supply management information as required and ensure fees are set up correctly and collected ? Migration of non-platform assets and new funds ? Composition of bespoke suitability reports ? General administration ? Facilitate discretionary management of client investments ? Responsible for maintaining client files and meeting compliance requirements ? Supply management information as required ? Prioritisation of work to meet client expectations ? Obtain information and analyse existing portfolio THE CANDIDATE You will ideally possess the following skills and experience: ? Diploma in Financial Planning (or equivalent) ? A high level of attention to detail and accuracy ? Confidence in dealing with high net worth clients ? Ability to work in a fast paced dynamic environment ? Self-motivated with strong prioritisation and organisational skills ? Excellent communication skills and ability to work within a team exhibiting strong collaborative skills supporting colleagues where appropriate Salary c?25,000 They recognise the importance of staff and as such reward them with a highly competitive salary along with some of the best benefits in the business, such as bonus, pension, healthcare and a very generous holiday entitlement. 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



Paraplanner
My client is currently looking for a Paraplanner to join their team in Manchester. Job Description ? Identify and obtain the information necessary to compile reports ? Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client?s needs ? Prepare information/comparisons for analysis by planner ? Liaise with client?s legal and tax advisers (if applicable) ? Consider current and future allocation of assets for investment strategy with regard to client risk profile ? Prepare draft recommendation reports to be discussed/signed off by planner ? Act as a point of contact and deal effectively with queries from clients and other parties through effective communication ? Establish and build strong relationships with clients, colleagues and other parties ? Review investment portfolio, asset allocation, risk profile as part of an investment committee ? Keep up to date with technical, market and consulting issues ? Strict adherence to all internal and regulatory compliance requirements, including Treating Customers Fairly principles. Key skills/Experience required ? Experience in a comparable IFA paraplanning role ? Conversant with and demonstrably able to provide compliant advice across the range of corporate and personal financial planning products and services. ? Excellent communication and organisational skills ? Ability to work under pressure and prioritise workload; meeting agreed deadlines ? Ability to update knowledge and keep up with market/product changes ? Ability to work independently and in a team ? IT literate: Microsoft Office and 1st Software experience essential, experience of Analytics preferred ? High level of technical knowledge ? Certificate in Financial Planning (CF1-5) or FPC equivalent (Mandatory) ? Diploma in Financial Planning/Regulated Financial Planning (or close to completion) Company Benefits ? 24 days holiday statutory ? 4 x Death in Service ? Free car parking ? Annual Bonus ? Assistance with studying for Professional Qualifications ? Salary ?25k to ?30k depending on experience and qualifications ? Planned Group Pension and Private Medical Insurance Candidates who arent currently Paraplanners will be considered if they hold Diploma Status. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com 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
My client is currently looking for a chartered or almost chartered Paraplanner to join their rapidly expanding team in Cheshire. THE ROLE o Working with the financial planner to manage client portfolios under our discretionary management service o Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner o Ongoing review of client portfolios on a quarterly basis providing a high level of service to the clients and financial planner o Undertaking general administration and completing financial planning reports meeting our compliance standards o Involvement in new client portfolios and migration of assets to our preferred wrap platforms THE CANDIDATE o A high level of attention to detail and accuracy o Confidence in dealing with high net worth clients with portfolios of ?1m o Ability to work in a fast paced dynamic environment o Self motivated with strong prioritisation and organisational skills o Excellent communication skills and ability to work within a team exhibiting strong collaborative skills supporting colleagues where appropriate Circa ?35,000 plus outstanding benefits and bonus They recognise the importance of our staff and as such reward them with a highly competitive salary along with some of the best benefits in the business, such as bonus, pension, healthcare and a very generous holiday entitlement. 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



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



Paraplanner
Senior Paraplanner Salary up to ?40,000 Weybridge A high quality wealth & asset manager are looking to appoint a well qualififed Paraplanner to join their Weybridge - Able to prepare holistic overview reports with strategic recommendations and a step by step plan of action for clients. - Research and prepare comprehensive financial planning reports, with the assistance of some technical input and resources for high net worth clients, often entrepreneurs, single or divorced women, delegators who expect high standards. - Attending client meetings - Taking and writing up notes (both for the adviser team and the client) - Preparing the advice following technical research - Producing a comprehensive step by step written plan of action for each client - Producing suitability reports - Ensure the processes are kept up to date. - Ensure the processes are correctly documented and followed by all members of the team. - There are 3 meetings per client per year. At the stage when there are 60 meetings every year, (each needing around 12 documents and 55 checkpoints) a new Admin Manager will be recruited and those responsibilities will be handed over. - All information from the experts required for the client meetings is ready 7 days before each 4 monthly meeting. - Ensure clients attend meetings punctually with their partners and all the information they need to bring. - Ensure the report recommendations from all the experts that will be given to the client in language that the client can understand and act on. - As the business develops, and when a new Admin Manager is recruited, you will train the new recruit into the role allowing you to focus on the Paraplanning role. - Ensure clients have the information they need when it is required. - Ensure all client queries are dealt with so their needs are met whether by phone, email or face to face. - Compose professional but friendly emails for those situations that are not covered by the prepared and templated emails. Candidate must be highly qualified with a minimum of level 4 and preferably have made progress towards Chartered / Certified Status. You will have an excellent knowledge of wealth & financial planning with strong leadership skills. Salary will be up to ?40,000 plus a ?5,000 bonus & benefits. 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



Paraplanner - Homebased
Paraplanner ? Home-based (East Midlands, Buckinghamshire, Buckinghamshire, South East) Salary up to ?36,000 An outsourced technical paraplanning services that have a strong presence within the wealth and IFA community are looking to appoint a Paraplanner to assist with the increasing work loads they are receiving. They carry an image and reputation around professionalism and trust with the client which is paramount. The firm are the longest servicing outsource service within the market place and possess strong relationships with practices that utilise their services. The role is to provide a high quality paraplanning service to the client which includes; - Producing clear, technically accurate, compliant and concise reports for clients and producing 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 and work with administration team to ensure they have obtained all documentation for you to produce reports and cash-flow plan s - Keep up to date with technical and professional development Candidates must possess a strong paraplanning background ideally from an independent and at a very minimum possess Level 4 / Diploma, you will also 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 and intermediaries with comfort and be a disciplined individuals, technically advanced you will have a real desire to learn, improve and strive for perfection. 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



Trainee Paraplanner ? Surrey ? up to ?30,000
Trainee Paraplanner ? Surrey ? up to ?30,000 A trainee Paraplanner position has become available with a Chartered firm in Surrey. The job will entail research, meeting preparation, asset allocation & rebalancing, report writing and attending client meetings with the Adviser. Key Responsibilities ? Online switching within strict timescales and the follow up. ? Requests for quotations. ? Valuations to be prepared, providing full client reporting ? Preparation for client meetings and/or internal meetings which should be attended promptly. ? Assisting with rebalancing portfolio?s and asset allocation for new advisory client investments ? Assisting with the preparation of phased and full pension drawdown reviews ? Communicating urgent Property and Tax updates to clients and liaison with Providers as necessary ? Preparing or assisting the consultant with the preparation of reason why letters and reports. Key Requirements ? Part or studying for Diploma ? Full FPC ? Good general knowledge of all investment, life and pensions products and legislation ? Strong technical knowledge of all pension products and pension drawdown ? Experience of Technical research and preparation for client meetings 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



Paraplanner
Senior Paraplanner Birmingham ?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 experience 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



Paraplanner
Paraplanner ?30,000 - ?50,000 About us Leading general insurance and financial services firm looking to expand the Technical team. The Role Provide specialist Financial Planning advice, systems and technical support to Financial Advisers and expedite completion of the Financial report adhering to advice standards in order to deliver a cost effective, compliant and efficient sales and advice process. Job Specification ? Interpret, evaluate and provide feedback on the quality of Financial Planning advice provided ? Compose, review and deliver draft Financial reports for the Adviser, making discretionary decisions in relation to specialist Financial Planning arrangements ? Identify, recommend and implement improvements to the advice proposition in line with policy, industry practice and regulatory requirements designed to deliver efficiency, quality and cost benefits ? Build and maintain effective working relationships with Financial Advisers to prioritise and manage overall workload within agreed SLAs ? Inform, guide and provide technical advice to Financial Advisers on the systems, tools and processes at their disposal so that they have the knowledge they need to utilise them efficiently and effectively ? Liaise with third party providers of legal, and other financial services, to meet business and customer requirements and SLAs ? Research, develop and maintain an in depth knowledge of propositions as well as a broader awareness of the Financial Services market including taxation, trusts, investment, pensions, regulation in line with industry practice and regulatory changes to ensure up to date and compliant advice is provided and to meet ongoing customer requirements ? Deliver short term / one-off projects and activities as required by and to the standards and outcomes agreed with Line Manager Person Specification ? Significant knowledge of tax and Financial Planning solutions ? Good knowledge of end to end sales processes, systems and tools ? Strong knowledge and understanding of the financial services regulatory and compliance framework ? Experience of dealing with customers from a sales perspective would be an advantage ? Able to work within defined business processes and meet SLAs ? Excellent communication skills, both written and verbal ? Good IT and report writing skills Qualifications/Other QCF Level 4 qualified (Diploma in Financial Planning) 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



Paraplanner
Senior Paraplanner Up to ?35,000 (negotiable on experience) Solihull Independent firm of chartered accountants that also incorporates a wealth management practice, is recruiting for a level 4 qualified Paraplanner to join their growing Wealth Management team in Solihull. This prestigious organisation has a track record of success serving their vast network of fee based High Net Worth clients with holistic financial planning advice. Reporting directly in to the lead IFA/Director, your primary role will be to research, produce high quality suitability reports and recommend pensions, investments and protection for high net worth clients. The client provides holistic financial planning advice to their clients. This is why they are looking for someone who has a broad knowledge of researching and recommending tax lead investment products, ISA?s, Self invested Personal Pensions (SIPPs), Offshore Bonds, Collectives, IHT efficient solutions and non-investment lead insurance products. The standard of the suitability reports produced needs to be high and you will be utilising a range of information sources. The IFA produces a high level of new business each month, therefore your day will be balanced between processing both new and existing business for clients. The ideal candidate ? Self-motivated and highly proactive ? Smart and well presented ? Ability to meet tight deadlines ? Systems knowledge of First Software, O&M Pensions Profiler, Analytics, Synaptics will be an advantage. 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


Page: 1 | 2 | 3 | 4 | 5 | >>