Para Planning Jobs in London
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Paraplanner
- Salary:
- Negotiable
- Location:
- London
- Job Type:
- Permanent
- Date Posted:
- 08-Feb-2012 12:06Add to My Shortlist
Our client, a renowned Independent Financial Advisory Group is looking to recruit a skilled Paraplanner to join their Private Client team. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. You role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client needs, acting...
Paraplanner
- Salary:
- £32-35, 000
- Location:
- London
- Job Type:
- Permanent
- Date Posted:
- 10-Feb-2012 09:44Add to My Shortlist
Ref: 10252 Paraplanner £32,000 - £35,000 London A large and successful financial advisory firm is seeking a high calibre paraplanner to join their private client team in London. You will be providing support to consultants in delivering a high quality service to clients. Your main responsibilities will include preparing technical letters and reports, researching products and funds as well as...
Independent Financial Advisor
- Salary:
- Negotiable
- Location:
- London, Birmingham
- Job Type:
- Permanent
- Date Posted:
- 11-Feb-2012 00:00Add to My Shortlist
Our client, a Top 50 company in the 2010 "Financial Adviser" UK league is seeking high-performing IFA's for their London and Birmingham offices. With a workforce incorporating both Chartered and Diploma-qualified advisers, you will enjoy working with some of the best in the business. We also provide market-leading levels of support to our partners both via comprehensive back-office resources and... regional offices from Newcastle to Portsmouth. * Top Commission terms with product providers through arrangements with Bankhall and PMS. * Unparalleled support and development via Forums and technical workshops. Support * RDR compliant regulatory support and dedicated programme for achieving qualifications required under the Retail Distribution Review. * Optional centralised paraplanning function, providing scalable resource to support you whilst freeing up face time with your clients. * Dedicated support/paraplanning also available, allowing you to manage your own support whilst we take on the HR and payroll responsibilities. * Post sales admin support included, including online applications. Ownership and Culture * Owned...
Paraplanner
- Salary:
- Basic of circa £35k
- Location:
- London
- Job Type:
- Permanent
- Date Posted:
- 11-Feb-2012 00:00Add to My Shortlist
Our client is a well established and successful Wealth Management practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending client meetings and taking minutes - Preparing client reports and suitability letters - Preparing pension transfer analysis reports - Handling technical client queries - Assisting with creation/evolution of client portfolios - Ensuring team complies...
Senior Paraplanner
- Salary:
- £35-42k Basic
- Location:
- London, Altrincham
- Job Type:
- Permanent
- Date Posted:
- 11-Feb-2012 00:00Add to My Shortlist
Our client is a well established and successful Wealth Management / Chartered IFA practice. Due to continued expansion our client is looking to recruit an experienced and highly technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending client meetings and taking minutes - Preparing client reports and suitability letters - Preparing pension transfer analysis reports - Handling technical client queries - Assisting with creation/evolution of client portfolios - Ensuring team complies...
Private Client Paraplanner
- Salary:
- £30k - £35k pa
- Location:
- London
- Job Type:
- Permanent
- Date Posted:
- 08-Feb-2012 11:42Add to My Shortlist
Private Client Paraplanner London Salary £35,000 A leading Financial Services Group with an excellent reputation in the market are currently seeking an experienced Paraplanner to join their Private Client Division. The position will involve working alongside Consultants managing a diverse Private Client portfolio across a range of Investment, Saving, Pension and Retirement products. Working closely with consultants you will be...
Private Client Paraplanner
- Salary:
- £30k - £35k pa
- Location:
- City Of London, East London, North London, North West London, South East London, South West London, West End, West London, London
- Job Type:
- Permanent
- Date Posted:
- 08-Feb-2012 11:42Add to My Shortlist
Private Client Paraplanner London Salary £35,000 A leading Financial Services Group with an excellent reputation in the market are currently seeking an experienced Paraplanner to join their Private Client Division. The position will involve working alongside Consultants managing a diverse Private Client portfolio across a range of Investment, Saving, Pension and Retirement products. Working closely with consultants you will be...