Our client, a well-established IFA practice is seeking a Paraplanner to provide

Sat, 22 Nov 2008 09:01:05 GMT

support services to the Financial Planning Sales Manager, based at their offices in Wolverhampton. You will co-ordinate the collation of client information in accordance with agreed standards and Service Level Agreements and assess client needs by analysing fact find and prepare future actions. You will be required to research products on the market using e commerce tools as appropriate, prepare and document a draft proposal based on consultant requirements, along with preparing quotations and suitability letters for agreement with consultant.

Prospective applicants will be Paraplanners experienced in Life, Pension and Investments products and will possess the full FPC along with part AFPC or equivalent. You will have the ability to maintain CPD records, KPI data and operate in a compliant manner. You will have excellent communication skills both verbal and written, have the ability to prioritise your own workload of be client focused. You will be a self-motivated individual, have good attention to detail and have knowledge of First Software.. £26,000.00 - Contact seller

This is a really outstanding opportunity to become a senior paraplanner for a

Sat, 22 Nov 2008 09:01:04 GMT

top producing Financial Consultant within this reputable national firm of IFAs. With a strong commitment to providing an efficient and wholesome support service to a financial planner you will be competent in all aspects of administration and report generation. Ideally you would have some or all of the AFPC coupled with the drive to develop further into more specialised and technically challenging areas of paraplanning.. £35,000.00 - Contact seller

Would you be interested in becoming a technical specialist? Do you have G10? If

Sat, 22 Nov 2008 09:01:04 GMT

the answer to either of these questions is yes, this could be the opportunity you have been waiting for. My client is a highly respected regional financial services consultancy, providing advice to both individual and corporate clients. As a well established team, they now have a vacancy within the Group for a technically adept individual to provide back up to their team of advisers. They are specifically looking for someone who specialises in taxation and trusts rather than pension issues, hence G10 would be very desirable. Salary will be dependent upon the candidate, but for an experienced person with appropriate qualifications the range will be between £25k to £30k per annum. In addition to salary, the role includes: long term disability, pension, death in service, statutory sick pay, a sabbatical scheme, and 25 days annual leave.. £30,000.00 - Contact seller

One of the UK's leading Independent Financial Advisers who also provide general

Sat, 22 Nov 2008 09:01:04 GMT

insurances to clients nationally who were established over three decades ago. An opportunity has arisen for a Paraplanner to join the Leicester office. The role will involve carrying out predominantly pre sales or sign off administration to support one of the Independent Financial Advisers. A high percentage of the business is pensions and investments with some SIPP work.

It is essential that applicants applying for this vacancy have relevant paraplanning experience, a high degree of technical knowledge with full FPC or equivalent. You will ideally be progressing towards advanced industry qualifications. Applicants will be familiar with working with risk profiling and asset allocation tools and will possess some IHT knowledge as well as general pensions and investment knowledge.. £0.00 - Contact seller

An exciting vacancy has arisen for a Paraplanner/Sales Support Administrator to

Sat, 22 Nov 2008 09:01:04 GMT

join the Corporate department of a financial services organisation based in Warwick. You will oversee all renewals of group risk schemes and provide assistance to the Directors/Financial Consultants. You will assist with research and prepare tender documents for new business leads. To prepare renewal reports for Group schemes and process new business applications. You will assist the Directors/Consultants with both pre and post sale corporate client servicing and all other administration. You will provide administration back up to Directors/Consultants and other members of the team. This will involve contact with insurers, clients, dealing with both incoming and outgoing emails and post.

Applicants must hold the full FPC or equivalent and have required technical knowledge. Experience in the group pensions market (including group personal pension plans and stakeholder pensions) and the group risk market (including group life assurance, group income protection and private medical insurance) would be an advantage. You must also have excellent communication skills and basic IT skills.. £25,000.00 - Contact seller

With clients in over 180 cities and 40 countries, this global leader in the

Sat, 22 Nov 2008 09:01:04 GMT

professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others.

Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget.

To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role.
Competitive salary and an extensive benefits package will be on offer for the successful candidate.

Refer a friend or colleague:
JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website then select refer a friend, for full terms and conditions.. £35,000.00 - Contact seller

The role of the Financial Planning Technical Administrator/Paraplanner is to

Sat, 22 Nov 2008 09:01:04 GMT

provide technical and administrative support to the Financial Planning Consultant. You will manage technical client correspondence/queries by telephone and/or letter/e-mail, deal with preparation of client reviews and analyse the fund performance of existing investments, etc. You will be responsible for the preparation of suitability letters for regulated advice in complex areas such as IHT planning, SIPP's and will ensure suitability letters and client files are compliant to internal/FSA standards. Duties will also include conducting the necessary research to ensure recommendations meet compliance standards, maintaining and developing an existing database of clients with the aim of effectively categorising financial planning clients and pro-actively tracking existing enquiries and submitted business to assist with revenue production and accuracy of revenue information. You will also assist the administrator with new business processing and general administration when required.

It is essential that all applicants applying for this vacancy must have gained or be working toward the FPC or equivalent and have relevant financial services administration experience within Life, Pensions and Investments. Previous exposure to an IFA environment would be an advantage. You will have excellent communication and inter-personal skills and be a team player as well as being able to work on your own initiative.. £26,000.00 - Contact seller

Applicant will be required to produce standard and ad-hoc valuation reports from

Sat, 22 Nov 2008 09:01:04 GMT

the system, including updating holdings, verifying units holdings, and double checking valuation prices. You will also support the directors in their advisory work with private clients, including the collation of information, the obtaining of illustrations, the productions of standards letters and standard and non-standard reports, including the production of suitability reports. The job holder will provide accurate and efficient administration, hands on production of valuation reports, analysis of existing portfolios, production of suitability letters, accurate maintenance of client files and the production of planning reports and product research.

The successful candidate must be fully FPC qualified and hold AFPC paper G60, preferably full AFPC. You will be computer literate and have knowledge of 1st Software, MS Word, Excel, Outlook, Exchange, O&M ?Pensions Profiler' and experience of using life office web/extranet sites. You will have experience of HNW planning including tax and trust, you must be accurate, organized, efficient, be professional in your approach. You must also be proactive and motivated with the ability to work under pressure. You will be articulate with excellent communication skills, professional telephone manner and the ability to prioritise.. £35,000.00 - Contact seller

Organisation DescriptionA well known leading Pension and Investments

Sat, 22 Nov 2008 09:01:04 GMT

organisation has a opportunity to for an Service Account Manager to join the Penison and Investment Teams. Job DescriptionDeal with all calls, emails and queries from High Value Accounts at all levels, their clients and Regional Offices across all product lines to include some first line e-commerce support. Technical pensions background and current legislation knowledge preferred. Act as Lead Contact for a number of pre-agreed accounts Ability to process key work types across all product lines Provide bespoke support in relation to high value accounts on an as required basis. Immediate response to any expressions of dissatisfaction Identify areas of improvement from a sales and marketing perspectivePerson Specification For this role you will need to have a Technical Pensions background, have or be studying towards an CF or IAQ qualification or equivalent. You do not need any account managing knowledge, but is an advantage. If you are interested please apply on line or Call Chloe on 02380 234346.. £28,000.00 - Contact seller

This is a great opportunity to work for this highly reputable and well

Sat, 22 Nov 2008 09:01:04 GMT

established wealth management company. You will be: Researching investment vehicles for clients, i. e. pension products, investment bonds, ISAs etc. Assisting in preparation for reports for presentation to clients Collating relevant paperwork in relation to application forms, compliance documents etc. Assist in the preparation of regular investment news weekly newsletter to clients If you have experience in these areas that would be great but the most important factors are good attention to detail and a tenacity for research. The company will be happy to support you through study for the IFA qualifications.. £23,000.00 - Contact seller

An exciting vacancy has arisen for a Paraplanner/Sales Support Administrator to

Sat, 22 Nov 2008 09:01:04 GMT

Job Title: ParaplannerLocation: BristolSalary: £25,000 - £30,000With a

Sat, 22 Nov 2008 09:01:03 GMT

world-wide presence, this firm are one of the UK's leading providers of pension and benefits services. Within the private client division they specialise in Investment portfolio, Retirement Funding and Inheritance Tax Planning. Providing individual support to Financial Planners, this role will see you conduct research and produce accurate findings for the consultants on a daily basis. As a point of contact for clients, you will be expected to assist with enquiries in a professional manner. In addition this position will see you attend client meetings as required. To apply candidates will be FPC qualified or equivalent with exposure to financial services in a previous position. A competitive salary is on offer with an extensive benefits package including 22 days holiday that rises with length of service, pension scheme, DIS x 4 basic salary and a Flexible Benefits scheme (including additional life cover, childcare vouchers and buy and sell holidays).. £30,000.00 - Contact seller

Paraplanner Pension and SIPP Specialist Leading IFA Bath £22,000 - £29,000

Sat, 22 Nov 2008 09:01:03 GMT

0 + Excellent Package Our client, a leading IFA with an excellent reputation in the market is currently seeking an experienced paraplanner, preferably with a strong background working on SIPPs. Working closely with their Consultants you will be responsible for overseeing restructuring of clients pension planning requirements, writing reports, checking valuations, researching for client presentations & client reviews and attending client meetings. The position will also involve other client responsibilities and project management. You must have significant experience in a Paraplanning/senior technical support role and completed your CF/FPC exams with the intention of progressing with AFPCs. Experience of working with pension and investment products is essential, and exposure to SIPPs would also be a distinct advantage. Above all you should be a motivated, analytical individual who is looking to progress within the Financial Services market. For more information please contact Richard Garbett.. £29,000.00 - Contact seller

A progressive, ambitious firm of Independent Financial Advisers are looking to

Sat, 22 Nov 2008 09:01:03 GMT

recruit a Taxation & Trust Technician to work in the Personal Financial Planning department based in either the Leeds or Pontefract offices. Reporting to the Technical Services Manager, you will provide back up to the team of advisers. You will provide support to advisers both with technical and legislative queries and provide specialist report writing support to senior consultants on trust and taxation matters. You will research life and pension product areas and maintain product panels. To contribute to the growth and development of the wealth management side of the business.

Applicants must have relevant experience specialising in taxation and trusts rather than pensions issues. You must be able to work well within a team but also using own initiative. You must be computer literate and have excellent communication skills. A salary between £25,000 to £30,000 is offered dependent upon experience and in addition to salary the role includes: Long Term Disability, Pension, Death in Service, statutory sick pay, a sabbatical scheme and 25 days annual leave.. £30,000.00 - Contact seller

My client is an independent financial services practice based in South

Sat, 22 Nov 2008 09:01:03 GMT

Birmingham which employs Independent Financial Advisers that deal with predominantly high net worth clients with regards to pensions and investments. They currently have a small but successful sales force which now requires additional support with regards to all pre sales work. A vacancy has therefore arisen for an experienced Paraplanner to come on board and carry out all technical aspects involved when providing holistic financial advice. The successful incumbent will be responsible for carrying product research, writing both basic and complex reports and the processing of new business from conception to completion. You will provide full paraplanning support to an IFA who specialises in wealth management and lifestyle management.

It is essential that applicants have previous experience providing similar levels of support to independent financial advisers, with ideally various parts of the CF qualification. Knowledge of FSA requirements and regulated products including pensions and investments is ESSENTIAL. In return this client will offer a competitive salary and benefits package with subsidised parking.. £25,000.00 - Contact seller

This is an excellent opportunity for an experienced Technical Paraplanner to

Sat, 22 Nov 2008 09:01:03 GMT

join this IFA practice that has been trading since the mid 1990's. Working with and alongside the founder members of the company you will be provide report writing and research support to 6 IFA's in the City office.

An excellent opportunity has arisen for an experienced Technical Paraplanner to join this IFA practice that has been trading since the mid 1990's. Working with and alongside the founder members of the company you will provide report writing and research support to 6 IFA's in the City office. You will be required to work with detailed and very technical business in the financial services industry including pensions and investment business.

Due to the nature of business that you will be required to handle and deal with you must have attained the AFPC qualifications G60 and G20 or equivalent. As well as possessing these two qualifications, you should have a good working knowledge of Aequos, Analytics and 1st software along with excellent Excel and Word skills. The ability to manage your time and deal with 6 successful and professional IFA's is also a must.. £31,000.00 - Contact seller

A new opportunity has arisen for a paraplanner/sales support individual to help

Sat, 22 Nov 2008 09:01:03 GMT

with an ever increasing workload. This small practice are looking for a personable individual to come and work alongside the existing members of the support team. You will be in some instances expected to take up full paraplanning duties this will involve doing product research, making recommendations and completing reason why letters. There will also be less technical duties both chasing the pipeline and looking after post sale issues. This is a busy and friendly office and you will need to communicate well with others as it is quite close nit.

You should be knowledgeable in financial services and preferably in Investment products, ideally you will have experience of 'pure paraplanning' but senior administrators will be considered for this role. You must hold a minimum of the full FPC (or equivalent).. £28,000.00 - Contact seller

With clients in over 180 cities and 40 countries, this global leader in the

Sat, 22 Nov 2008 09:01:03 GMT

professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others

Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget.

To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role.
Competitive salary and an extensive benefits package will be on offer for the successful candidate.

Refer a friend or colleague:
JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website then select refer a friend, for full terms and conditions.. £35,000.00 - Contact seller

With clients in over 180 cities and 40 countries, this global leader in the

Sat, 22 Nov 2008 09:01:03 GMT

professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others.

Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget.

To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role.

Competitive salary and an extensive benefits package will be on offer for the successful candidate.

Refer a friend or colleague:

JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website then select refer a friend, for full terms and conditions.. £35,000.00 - Contact seller

Our client is a large IFA practice located in Blackpool in Lancashire. A new

Sat, 22 Nov 2008 09:01:03 GMT

role has arisen due to growth within the company for a Paraplanner to join their team. You will be responsible for IFA Administration duties as well as liaising with clients and being the first point of contact. This role offers you an excellent basic salary of up to £25,000 plus benefits, you will be expected to hold the FULL FPC/ Cefa qualifications and you can also expect assistance with further training if required. This is an excellent opportunity and one that should not be missed.. £25,000.00 - Contact seller

Advising over 6,000 clients nationwide, this boutique firm of Independent

Sat, 22 Nov 2008 09:01:03 GMT

Financial advisors offer comprehensive services ranging from personal financial reviews, residential & commercial mortgages through to corporate pensions. Established in the 1980's and with careful development over the years, the company now operates from multiple locations and can offer a wealth of experience in all areas of Financial Services.

As a paraplanner your role will be to provide individual support to the Managing Director specialising in Pensions and Investments. The key responsibilities are drafting reports and letters to clients on specific client planning issues while over-seeing changes/ restructures of clients financial planning requirements. The day-to-day work includes supporting consultants with general client work and providing them with proactive recommendations based on the knowledge of clients. If you are looking for a client facing role, this can be adapted for you.

To be considered, previous experience within Financial Services is required and FPC qualifications or equivalent would be a benefit, however not essential. The benefits include a bonus scheme, Group Life Scheme, pension, 20 days holiday rising to a maximum of 25 days and car parking.

Refer a friend or colleague:
JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website then select refer a friend, for full terms and conditions.. £30,000.00 - Contact seller

Professional, this boutique firm of Independent Financial Advisors provide

Sat, 22 Nov 2008 09:01:03 GMT

totally independent financial advice. They are focused on first class integrated and individual solutions for diverse and demanding co-professionals and private clients.

Specialising in saving, investments, pensions, mortgages, protection and tax planning, your role as a paraplanner will be to support and work alongside an advisor currently managing a client portfolio of £250,000. There will be a requirement to write complex reports, reason why letters and recommendations. Dealing with clients on a daily basis you will be highly knowledgeable on all products with previous experience dealing with HNW clients.

You will be DipPFS qualified or equivalent with 1st software experience. An essential part to this role will be to compile reports from scratch so experience in doing this is a must. The benefits on offer include Group PHI, Life assurance x 4 and 20 days holiday along with a competitive salary. Ideally looking for January start.

Refer a friend or colleague:

JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website then select refer a friend, for full terms and conditions.. £30,000.00 - Contact seller

Ref

Sat, 22 Nov 2008 09:01:03 GMT

: 773

Paraplanner

London

to £35,000 Negotiable

This small and innovative IFA based in London is undergoing expansion as a result of continued expansion in their levels of business. ? Gaining clients from professional introductions they are committed to high levels of client service.

Seeking a technical paraplanner to compliment their existing support team?this is a pivotal role in?their continued development.

The role will involve?working closely with the advisers to provide analytical support and suitable recommendations, assist in the marketing of the company, attend client meetings and action relevant decisions and lastly ensure client delivery. The company offers ongoing training and CPD.

The successful candidate will demonstrate a solid product and provider knowledge, knowledge of compliance and be comfortable producing reports and suitability letters, undertake portfolio analysis and performance reporting and be studying for or nearing attainment of CPD qualifications.

A competitive salary and remuneration?package is on offer in relation to experience and qualifications with a competitive bonus structure also on offer.

Established in 1996, James Associates is a small specialist recruitment consultancy dealing specifically with all aspects of technical support, paraplanning and advising functions within the financial services industry. ? Our clients consist of wealth managers and IFAs, accountancy practices, investment banks and stockbrokers.

We recruit for all job disciplines and salary levels and have enjoyed many long term relationships with clients and candidates as a result of our honest and professional approach.

Please visit our website ?for more information. ?

. £35,000.00 - Contact seller

Paraplanner (MNC212)

Birmingham (outskirts)
Sat, 22 Nov 2008 09:01:03 GMT
/>
£30,000 High OTE and benefits.

This is a fantastic opportunity for a capable Planner to work with one of the best IFA's in the business. This is a new opening created by an ever increasing work load. This role is available immediately for the right person.

The successful candidate will be preparing, collating and then completing the case load for a very busy IFA. The role is challenging and requires the chosen applicant to be very thorough, work well to tight deadlines and be able to work in an environment with ever changing priorities.

To be considered, applicants must be able to demonstrate a proven track record in a similar role and career stability.

This is a full time role that will suit an individual who is flexible on working times.

Please email your CV in the first instance to:. £30,000.00 - Contact seller

Ref

Sat, 22 Nov 2008 09:01:03 GMT

: 477

Paraplanner

London

£35,000

One of the long established City firms, this company?offers a high quality service?offering a?range of financial services to High Net Worth individuals. ? They?have specialist teams?of experts and work on a fee based with a focus on quality and ethical advice. ? Having been trading for so long, they have a established client portfolio, a good reputation and strong contacts with other professional firms.

The role of paraplanner is to provide?first class support to enable the advisers to spend more time in front of their clients. ? Duties will include ensuring all relevant facts and client information has been obtained by the Advisers and drafting reports and researching products and funds. ? Responsibilities will include analysis and research, sourcing product information for making recommendations, preparing for client review meetings, investigating and resolving client queries and some administrative issues when they arise. ?

The role would suit an experienced paraplanner with advanced financial planning qualifications with a broad technical knowledge, who can work to prescribed timescales and who is accessible and approachable and can maintain strong relationships. ? This is a great opportunity to join a successful business in a key role.

We recruit for all job disciplines and salary levels and have enjoyed many long term relationships with clients and candidates as a result of our honest and professional approach.

. £35,000.00 - Contact seller

Financial Planner ?" Accountancy PracticeOxfordshire£35,000 - £40,000 bonusBased

Sat, 22 Nov 2008 09:01:02 GMT

ed in a picturesque town in Oxfordshire, this traditional firm of Chartered Accountants have in place a financial services business, which due to client demands, is looking to expand through hiring a competent financial planner. Servicing clients in all areas including, investments, pensions, tax planning and protection, you will provide fully holistic financial planning solutions. Working with the Partners of the accountancy practice, you will be referred clients of whom have portfolios in excess of £200,000. On hand will be administrative support so your time can be spent client facing. Currently working in a similar role within an IFA practice, the successful individual will be FPC/CFP qualified, progressing towards obtaining DipPFS. You will be a key team player and have excellent relationship management skills. In return you will receive a basic salary between £35,000 - £40,000 with an annual performance related bonus. In addition, there is the option to join the company pension scheme. For more information, please call Ryan Packer on 01628 630001.. £40,000.00 - Contact seller

One of the UK's most reputable Wealth Management firms is experiencing rapid

Sat, 22 Nov 2008 09:01:02 GMT

growth throughout the country by acquiring other professional firms. Over 50 years old, they have positioned themselves as one of the most distinctive and respected firms of private wealth managers, financial planners and employee benefit consultants.

We are looking for a Paraplanner to join the team within the London office. The role will see you conduct research and produce accurate findings for the consultants on a daily basis. As a point of contact for clients, you will be expected to assist with enquiries in a professional manner. In addition this position will see you attend client meetings as required.

To apply candidates will be FPC qualified with progression toward AFPC being advantageous. From a professional environment, you will have had exposure to all aspects of holistic Financial Planning and have experience of compiling detailed reports. This is an excellent opportunity for you to join a forward thinking firm with long term career progression, further exams are funded and fully supported. Salary will range from £30,000 to £35,000 plus bonus and an exceptional benefits package.. £35,000.00 - Contact seller

A successful localised IFA practice based in Buckinghamshire are currently

Sat, 22 Nov 2008 09:01:02 GMT

looking to recruit a Sales Support/Paraplanner. The position will be full time and will provide an excellent opportunity for a Senior Administrator or Senior Sales Support professional to make the move towards Paraplanner or for a paraplanner to step towards Advise. Your role will be varied and will involve giving 1-2-1 support to the Director of the firm. The firm is a limited company of Chartered Financial Planners with around 9 advisers each having dedicated support. You will be expected to source products using the appropriate software products then where appropriate make recommendations and compile the reason why letters. You should also be able to assist with updating compliance files and leasing with lenders, solicitors and the compliance manager where necessary. This is a genuine opportunity to join a company and either move in to advice in the future or stay within a paraplanning role within this thriving company with a loyal client base. The majority of the business is Investment biased with much of the work being done using Wrap platforms.

Prospective applicants will currently be working within a Senior Administrator/Sales Support/Paraplanner capacity looking to move into a more technical role with training provided. You will ideally hold the full FPC or equivalent but most importantly you will have the desire to continue with your professional development as funding for further qualifications will be provided. £27,000.00 - Contact seller

A top ten accountancy practice are looking for an experienced paraplanner who is

Sat, 22 Nov 2008 09:01:02 GMT

motivated and excited by the opportunity to take the next step to becoming a Financial Advisor. This superb opportunity will allow the right individual to obtain CAS status and thus presents top level career prospects both in experience and remuneration. Full FPC is essential alongside a determined and hard working attitude.. £38,000.00 - Contact seller

A chartered accountancy based in Berkshire are looking to recruit a paraplanner

Sat, 22 Nov 2008 09:01:02 GMT

supporting the directors.

They are currently looking for an experienced candidate who is used to dealing with HNW individuals, writing complex reports, providing technical research, compiling reason why letters based on product findings. To be considered for this role you will be fully FPC qualified or equivalent, and ideally be working towards DipPFS. Applicants will have studied for G10 and or G20 with previous pensions experience. Furthermore, candidates will have a good knowledge of 1st Software. A competitive salary is on offer.

Refer a friend or colleague:
JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website then select refer a friend, for full terms and conditions.. £35,000.00 - Contact seller

Company information/RoleOur client is an established IFA Practice located in

Sat, 22 Nov 2008 09:01:02 GMT

Merseyside with an outstanding reputation within the Financial Services industry. Due to the success of the company they now are seeking a chartered Financial Adviser and Paraplanner to come on board. The Chartered Paraplanner can expect an outstanding salary and benefits package as well as a bonus structure which the company prides itself on being one of the most competitive within the industry. Qualifications and ExperienceApplicants MUST be fully qualified to Chartered status however if you are working towards this qualification then you can certainly apply for this role. Your main duties will be: 1-2-1 contact with clients and be solely responsible for IFA administration duties. The role involves: 1. Meeting with IFAs to discuss ongoing cases. 2. Product research and report writing; 3. Working with the Practice Manager, IFAs to ensure that the standard of work donecomplies with FSA regulations. 4. Reconcile commission received to commission earned and chase providers for outstanding payments. 5. . Ensure that the programme of reviewing clients existing plans is adhered and that clients are sent statements on a regular basis. 6. Ensure that partners and managers are informed of pensions/investment changes so that information is included on clients tax returns. 7. Monitoring pipeline business. This is an outstanding opportunity to join a company that prides itself on its staff retention and further development. Remuneration/BenefitsSalary is negotiable but would be circa £35,000Benefits include 27 days holiday, bonus scheme, DIS, PHI, Free Parking.. £40,000.00 - Contact seller

Organisation DescriptionThis is an exclusive vacancy for a High Networth para

Fri, 21 Nov 2008 07:12:43 GMT

planner to join our clientwhooffers unprecedented advice fromover10 regional offices throughout the UK. Job DescriptionYour product knowledge will be thorough andinclude on/off sure Investments, SIPPs, SSAS, IHT, Corporate and Personal Pensions. You will be a member of the researchteam,and assess the ongoing performance of the panel of providers. You will make detailed reports and recommendations to clients. You will preferably have knowledge of1st Software, Exchange. Applicants must offer a high level of professionalism both orally and in writing with an excellent ability to rapport build. You will be able to pay close attention to detail. Person SpecificationAn exceelnt benefits packages is on offer with this job.. £0.00 - Contact seller

Organisation DescriptionThis is an exclusive vacancy for a High Networth para

Fri, 21 Nov 2008 07:12:43 GMT

planner to join our clientwhooffers unprecedented advice fromover10 regional offices throughout the UK. Job DescriptionYour product knowledge will be thorough andinclude on/off sure Investments, SIPPs, SSAS, IHT, Corporate and Personal Pensions. You will be a member of the researchteam,and assess the ongoing performance of the panel of providers. You will make detailed reports and recommendations to clients. You will preferably have knowledge of1st Software, Exchange. Applicants must offer a high level of professionalism both orally and in writing with an excellent ability to rapport build. You will be able to pay close attention to detail. Person SpecificationAn excellent benefits packages is on offer with this job.. £0.00 - Contact seller

£30,000 to £40,000 + extensive benefits including shares and bonus. My client

Fri, 21 Nov 2008 07:12:42 GMT

has been providing independent wealth management and financial planning services for many decades. There financial planning service is based on a truly holistic understanding of a client's financial situation, goals and attitude to investment risk. They provide a fee-based service and work closely with clients and their professional representatives. This is combined with effective tax mitigation advice, often in relation to inheritance tax (IHT), to help maximise investment returns in the most cost effective and tax efficient manner. The technical associate role provides support to senior client partners plus two chartered and work closely with C100 clients. The role is pivotal to their success and as such you must have experience as a paraplanner from a similar environment. The company offer a superb employee development programme and there is genuine opportunity to progress. Requirements ? High standards of literacy and numeracy. ? Experience of client contact ? Experience of holistic advice ? Min FPC or the Certificate with Part or full AFPC / Diploma. ? Well educated. Ref: 3754. £40,000.00 - Contact seller

Organisation DescriptionMy client in a leading software company in the UK

Fri, 21 Nov 2008 07:12:42 GMT

Pensions Market. Supplying TVAS Software to leading financial institutions. As an additional service there also supply individual reports to several thousand IFAs around the UK. Due to organic growth within their specialist IFA arm their now have a unique position for a Pensions Transfer Advisor. Job Description Requires you to provide quality, impartial advise to the firms clients. Through Evaluate information gathered by other Team members, and working out what the best Advise for the client is. Produce suitability letters for clients in relation to Occupational Pension Transfer Options Provide telephone advise for customers to call and discuss the report and recommendations issued. Person SpecificationSkill Set Required G60 qualification essential Good Pension Technical knowledge Would suit A Para-planner looking for a new challenge and willing to specialise in Pensions Demonstrate good understanding of Occupational Pensions, Final Salary, Money Purchase and Pensions Schemes. £40,000.00 - Contact seller

Organisation DescriptionLocally based Financial services organisation is looking

Fri, 21 Nov 2008 07:12:42 GMT

for an individual with a background of Para planning to join their expanding officesJob DescriptionThe role itself will involve:Researching various products for clientsPreparing report information for IFAsAssesing client needs and preparing requested informationEnsuring clients are updated on any applications that have been madeArranging meetings with clients to review any investments and financial productsInputting and updating of client informationAssisting clients with any queries they may have in regards to any productsObtaining all policy details and information from product providersGeneral assistance to IFAPerson SpecificationThis is an ongoing assignment, applications should ideally have a knowledge of working within a financial services environment, preferably undertaking a para planning role. A understanding of what is involved with product research and report preparation would be preferable as well as a good level of computer skills. Ideally applicants should be either working towards or have achieved Certificate in Financial Planning or Certificate in Financial Administration. This is an urgent need and those applying should ideally be immediately available for work. £40,000.00 - Contact seller

Organisation DescriptionThis is an exclusive vacancy for a High Networth para

Fri, 21 Nov 2008 07:12:42 GMT

Organisation DescriptionMy client is a Niche IFA practice based near Harpeneden

Fri, 21 Nov 2008 07:12:42 GMT

, due to organic growth their now require a sales support administrator to join a experienced and very successful back office team. Job DescriptionResponsibilities Liaising with Insurance Companies and Product Providers Researching products and composing reason why letters Updating bespoke system Keeping abreast with FSA rules and regulations Person SpecificationRequirements You must have a track record of working in an IFA environment Ideally be FPC qualified Have good communication skills written and verbal Be willing to study toward further qualifications. This is a great opportunity to progress within a forward thinking IFA with genuine plans of expansion. For further information please contact Dhruti Chotai at Reed Insurance 0207 220 4777. £25,000.00 - Contact seller

My client, a leading financial services company are currently recruiting for an

Fri, 21 Nov 2008 07:12:42 GMT

experienced paraplanner to be based within their offices on the outskirts of Birmingham City Centre.

The successful candidate must have relevant industry experience together with at least FPC 1,2, & 3. Candidates without these qualifications cannot be considered.

Paraplanner role

·Prepare client file from fact find to recommendation stage
·Complete suitability reports for each client
·Set up systems for research
·Organise pension research - update excel spreadsheet for comparison. Using O&M
·Create system to take report off 360 and create our own within IO
·Organise annual reviews for clients
·Organise system for mailshots to prospective clients
·Passive vs active investment - & WRAP research. Asset Allocation
·Review fee structures and ensure compliance with Treating Customers Fairly
·Set up and agree systems for associates - eg investment / pensions / life cover
·Planning exhibitions
·Update & maintain technical section of website
·Write & publish articles in the dental press
·Help manage new associates induction programme
·Exchange quotes, comparisons, illustrations & KFDs
·Submit new business to provider & online applications
·Update Intelliflo
·Chasing medicals, insurers & clients - getting cases underwritten
·Delegate work to administrator

Benefits:

·Income Protection
·3 months full maternity
·Parking
·3% matched pension contribution
·£100 per year to spend on alternative health therapies

This role is to start immediately, please email your CV to or call for more information

Elizabeth Hunt Recruitment is acting as an Employment Agency in relation to this vacancy.

Spring Group plc is an Equal Opportunities employer; we welcome applicants from all backgrounds.. £34,000.00 - Contact seller

West Sussex C£ 28,000 + Benefits My client is an extremely reputable and

Fri, 21 Nov 2008 07:12:42 GMT

successful firm of Independent Financial Advisers and is looking to recruit a paraplanner. My client supplies analysis and independent advice on the most appropriate investment, pension and insurance products You should take great care and pride in your work and enjoy the technical aspects of the role. You will be involved in research, report writing, compliance and extensive liaison with clients and product providers Candidates must have full FPC (or equivalent). Ex advisers will also be considered for this role Ref: 3789. £28,000.00 - Contact seller

Are you looking for a new challenge? If so then please read on... As

Fri, 21 Nov 2008 07:12:42 GMT

Paraplanner, you should have knowledge of investments and Life products You will be dealing with information on a client from the IFA and then expected to carry out research and create a report on the findings. Ideally you will be fully FPC qualified and have the ability to work to deadlines and targets Hours: 9. 00am to 5. 30pm Salary: Up to £25,000 doe Excellent benefits. £25,000.00 - Contact seller

Our client is a well respected and very successful Wealth Management company

Thu, 20 Nov 2008 07:13:18 GMT

based in Oxford. The MD is looking for an additional Paraplanner to join the team, to provide a comprehensive Research and Report Writing service to the Consultants who deal, in the main, with HNW clients. Ideally, you should be already FPC/CFP qualified and making progress with the Advanced exams. You should also be experienced with relevant IT applications. This excellent position would give you the opportunity to make a serious career move and enjoy a good basic salary which will reflect your qualifications and experience with an attractive benefits package. We can strongly recommend this company .. £31,000.00 - Contact seller

Job Title: Paraplanner - Accountancy PracticeLocation: LondonSalary: Basic

Thu, 20 Nov 2008 07:13:17 GMT

asic £30,000 - £36,000 benefitsThis top 20 chartered accountancy firm based in London is a leading authority providing tailor-made holistic financial advice. As a company they are recognised for their outstanding level of service, winning numerous awards including the ?~Financial Services Supplier award??. This firm??s culture is reflected in their high partner to staff ratio which is greater than any other firm of their size. The need has arisen for a highly skilled Paraplanner. Duties will be to assist 2 Consultants in preparing detailed reports on investments and all aspects of financial planning to new and prospective clients. You will also assist the processing teams in connection with new business applications and existing business queries. Your responsibilities will be that of a typical Paraplanner, such as conducting research in preparation of financial planning reports, drafting ?~reason-why?? letters, processing new business and preparing client valuations. Candidates will have a proven track record as a Paraplanner within an IFA environment, ideally from an accountancy practice. Progressing towards DipPFS, or similar, is essential. Previous report writing and data research experience is essential. Salary is £30,000 - £36,000 with a competitive benefits package for the successful individual.. £36,000.00 - Contact seller

Paraplanner - Merseyside - £25k-£35k.
Expanding

Thu, 20 Nov 2008 07:13:17 GMT

and respected IFA based in Southport require a Paraplanner to join very successful team.
Your role will be to very closely with the IFA's on Factfinding, client reviews and compliance. You will be working within the financial planning team on pensions and investment planning were you will need technical knowledge of these products.
In return you will receive an excellent salary and benefits package.
You must be fully FPC qualified and have a strong technical knowledge of pensions and investments.
For further information on this outstanding vacancy please call Philip Gordon on .

Req25839/AGY. £35,000.00 - Contact seller

PARAPLANNER CITY £25-30,000 Our client has been established since 1959, and has

Thu, 20 Nov 2008 07:13:17 GMT

provided totally independent financial advice, focussed on first class integrated and individual solutions for their diverse and demanding co-professionals and private clients. The company has built its reputation by delivering thorough financial solutions across a range of specialist wealth management areas, from savings and investments through to pensions, mortgages, protection and tax planning. Above all, their greatest testament lies in the long-term relationships that they have developed with their clients. This fantastic organisation is seeking an experienced Paraplanner to join their team. Candidates must be outstanding and will be expected to have full FPC (or equivalent) and progression towards the advanced diploma. You will be rewarded and supported in all aspects of your career development. You should be eloquent with first class written communication skills and will be asked to give examples of reports that you have written. You should be able to liaise well at all levels and be comfortable communication with UHNW individuals including people with titles. Duties include research, complex reports, working closely alongside highly experienced IFAs and extensively liaising with clients including attending meetings. This firm is friendly and professional and they employ the best people in the business. REF: 3830. £30,000.00 - Contact seller

My Client is looking for to recruit a Paraplanner Immediately to join there busy

Thu, 20 Nov 2008 07:13:17 GMT

office in Bournemouth. Initially this will be a contract, if successful this will be a permanent vacancy. You will have experience as a Paraplannner previously, be well presented, a good communicator and have a good eye for attention to detail. We are looking for someone who can start straight away, and can hit the ground running.. £0.00 - Contact seller

Organisation DescriptionMy client is a well established Top 100 IFA Practice

Wed, 19 Nov 2008 07:14:16 GMT

having been Founded over 25 years ago. Due to current growth and internal progression they are looking to take on an additional advisor to service their additional leads. Job DescriptionAs an Independent Financial Advisor you will be required to control your own diary visiting and serving Private and Corporate clients on a range of financial services products from pensions, investments to life and protection. Working in a professional environment you will benefit from having professional introducers as a source of consistent leads as well as a massive client database. For strong individuals whole client portfolios could be provided. This opportunity offers an excellent chance for an Independent Advisor to move into an organisation of like minded professionals to enhance their career. As you would expect working in an environment with such professionals the package would reflect this and includes. Basics up to £50,000 Competitive bonus structure Continuous Leads Professional Introducers & Massive Client Database Support through further professional examinations Car allowancePerson SpecificationThe successful candidate will be fully FPC/CeFA qualified, with progression to AFPC/Dip qualification an advantage but not essential. Strong ability to deal with Directors and High Networth individuals of benefit as is a strong sales and communications ability. If you possess these skills and are looking to further your career then please apply immediately or call in confidence to find out more on 0118 9500 995.. £45,000.00 - Contact seller

IFA Training & Development Manager, Surrey, £40000 plus

Wed, 19 Nov 2008 07:14:16 GMT

excellent benefits

The Role

To have a good understanding of Industry regulation and qualification requirements for Financial Advisers with an ability to implement the companies needs based on those requirements.
To make sure that senior management are aware of changes in knowledge and competence requirements.
To identify areas of the business that have a need for further training and development.
To define and deliver training programmes for Financial Advisers.
Work closely with other departments to establish certain individuals or teams that require enhanced or further training.
To deliver a programme that will enhance the number of CF8 qualified advisers.
To deliver CF8 training programmes.
To work closely with advisers to help them develop their business particularly in the retirement arena.
To provide a high quality and efficient service that always meets or exceeds customer expectations and helps to maximise profitable sales.
To identify risks to the business by making sure that appropriate controls and processes are in place.
To initiate change that improves the business ability to deliver cost effective distribution support.

Accountabilities

To develop and deliver quality training to IFA's.
To become the main point of reference for the business on regulation and training requirements for staff.
To work with other areas of the business to identify training needs or areas of potential risk to the business.
Organise training time tables and schedules.
Produce MI reports to senior management on training related issues.
To remain compliant at all times adhering to FSA requirements.
Create appropriate business plans in line with company standards and objectives that meet Senior Management guidelines.
Maintain business plans that are cost effective.
Create training and support for key distribution channels.
Deliver training and support for CF examinations including CF8.
Develop appropriate KPI's.
Actively support business improvement projects and initiatives.

Knowledge

Educated to A level standard or equivalent.
Proven training experience.
Computer literate to intermediate level (Microsoft office)
CF exams or equivalent.
Life and Pensions experience.
Equity release experience preferable.
Training qualifications experience preferable.
Proven experience training Financial Advisers.

For further information please contact Graham on .

Req59740/AGY. £40,000.00 - Contact seller

Organisation DescriptionMy client is a well established corporate IFA firm

Wed, 19 Nov 2008 07:14:16 GMT

specialising in Pensions and affiliated with one of the leading European IFA practices. Due to the ever increasing lead and clients, they are now looking for a Pension Consultant. Job DescriptionAs a Pensions Consultant you will be required, using your knowledge of Pensions, to give best advice on Pensions which may require you to release and transfer funds. The successful candidate will advise a variety of clients with leads sourced and passed on from my Clients parent company. As you would imagine, from a well established practice and specialist field they would look to attract strong candidates with a comprehensive package including: Competitive basic salary and bonus structure Assistance through further examinations Car options Excellent career growthPerson SpecificationThe successful candidate will be FPC qualified with progress to AFPC with G60, G10 or the equivalent. The person will have excellent communications, sales and personal skills. If you fit this criteria then please apply immediately through this advert, or directly on 01189 500 995.. £60,000.00 - Contact seller

PARAPLANNER TUNBRIDGE WELLS, KENT £25-30,000 Our client is one of the mort

Wed, 19 Nov 2008 07:14:16 GMT

successful firms of Independent Financial Advisers in the UK. It is formed of a group of small specialist firms into a larger organisation. This forward thinking company has grown quickly and steadily and continues to enjoy great success. They have branches throughout the UK, with the main office being in the City. One of the Directors is based in Tunbridge Wells and requires a highly experienced Paraplanner to work alongside her in a proactive and important role. Our client deals with full business and personal financial planning. Duties include research, report writing, compliance administration, liaising with clients, preparing files for meetings as well as extensively liaising with clients. You must have great experience and be able to work on your own initiative. This is a busy and demanding role. Candidates should have full FPC (or equivalent) and ideally progression towards advanced qualifications. You must have a proven track record of working in a similar role. Paraplanners have an excellent career structure within the company, with training in key areas, a competitive salary and benefits package, including share options given. Our client is looking for an ambitious person looking for a rewarding role. REF: 3828. £30,000.00 - Contact seller

Our client, a well-established IFA practice is seeking a Paraplanner to provide

This is a really outstanding opportunity to become a senior paraplanner for a

Would you be interested in becoming a technical specialist? Do you have G10? If

One of the UK's leading Independent Financial Advisers who also provide general

An exciting vacancy has arisen for a Paraplanner/Sales Support Administrator to

With clients in over 180 cities and 40 countries, this global leader in the

The role of the Financial Planning Technical Administrator/Paraplanner is to

Applicant will be required to produce standard and ad-hoc valuation reports from

Organisation DescriptionA well known leading Pension and Investments

This is a great opportunity to work for this highly reputable and well

An exciting vacancy has arisen for a Paraplanner/Sales Support Administrator to

Job Title: ParaplannerLocation: BristolSalary: £25,000 - £30,000With a

Paraplanner Pension and SIPP Specialist Leading IFA Bath £22,000 - £29,000

A progressive, ambitious firm of Independent Financial Advisers are looking to

My client is an independent financial services practice based in South

This is an excellent opportunity for an experienced Technical Paraplanner to

A new opportunity has arisen for a paraplanner/sales support individual to help

With clients in over 180 cities and 40 countries, this global leader in the

With clients in over 180 cities and 40 countries, this global leader in the

Our client is a large IFA practice located in Blackpool in Lancashire. A new

Advising over 6,000 clients nationwide, this boutique firm of Independent

Professional, this boutique firm of Independent Financial Advisors provide

Ref

Ref

Financial Planner ?" Accountancy PracticeOxfordshire£35,000 - £40,000 bonusBased

One of the UK's most reputable Wealth Management firms is experiencing rapid

A successful localised IFA practice based in Buckinghamshire are currently

A top ten accountancy practice are looking for an experienced paraplanner who is

A chartered accountancy based in Berkshire are looking to recruit a paraplanner

Company information/RoleOur client is an established IFA Practice located in

Organisation DescriptionThis is an exclusive vacancy for a High Networth para

Organisation DescriptionThis is an exclusive vacancy for a High Networth para

£30,000 to £40,000 + extensive benefits including shares and bonus. My client

Organisation DescriptionMy client in a leading software company in the UK

Organisation DescriptionLocally based Financial services organisation is looking

Organisation DescriptionThis is an exclusive vacancy for a High Networth para

Organisation DescriptionMy client is a Niche IFA practice based near Harpeneden

My client, a leading financial services company are currently recruiting for an

West Sussex C£ 28,000 + Benefits My client is an extremely reputable and

Are you looking for a new challenge? If so then please read on... As

Our client is a well respected and very successful Wealth Management company

Job Title: Paraplanner - Accountancy PracticeLocation: LondonSalary: Basic

Paraplanner - Merseyside - £25k-£35k. Expanding

PARAPLANNER CITY £25-30,000 Our client has been established since 1959, and has

My Client is looking for to recruit a Paraplanner Immediately to join there busy

Organisation DescriptionMy client is a well established Top 100 IFA Practice

IFA Training & Development Manager, Surrey, £40000 plus

Organisation DescriptionMy client is a well established corporate IFA firm

PARAPLANNER TUNBRIDGE WELLS, KENT £25-30,000 Our client is one of the mort

Paraplanner - Merseyside - £25k-£35k.
Expanding