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Para Planning Jobs in Insurance / Financial Services

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Paraplanner

Salary:
£25k - £32k pa + comprehensive Benefits package
Location:
Edinburgh
Job Type:
Permanent
Date Posted:
08-Feb-2012 18:51Add to My Shortlist

FPSG are currently working with a respected National IFA to recruit an experienced Paraplanner to support their successful IFA teams based in Scotland. This prestigious organisation has an RDR ready proposition and provides bespoke financial planning in the HNW private client market. The position has the flexibility to be based in either theirEdinburghorGlasgowoffices. In this role you will work with your team of IFAs...

Independent Financial Adviser/ Advisor

Salary:
Basic Salary to £45,000 w
Location:
Fareham
Job Type:
Permanent
Date Posted:
10-Feb-2012 00:00Add to My Shortlist

A new Financial Planning role created within an expanding Independent Advice Firm specialising in Investment and Pension advice to High Net Worth clients. Financial Advice experience is essential so please do not apply without this. We would expect the candidate to be Diploma qualified or very close to achieving this qualification. This is a great opportunity for an individual to...

Pension Transfer Specialist

Salary:
£30,000 - £35,000
Location:
Altrincham
Job Type:
Permanent
Date Posted:
11-Feb-2012 00:00Add to My Shortlist

A new vacancy has arisen within this newly formed company for a G60/AF3 Pension Transfer Specialist in Altrincham. The role will involve keeping up-to-date with new product, technical or legislative changes within the marketplace. Keeping up-to-date with technical and regulatory developments in relation to pension transfer and opt out business. Advising senior management and training staff on relevant changes. Complying... firm and of any pension transfer and opt out business written on an execution-only, insistent customer or correspondence only basis. Providing the firm with sufficient information to enable the appropriate notifications to be made to FSA on a timely basis. Prospective applicants must hold an appropriate qualification eg., Full Financial Planning Certificate and G60/AF3. Must have detailed knowledge of FSA and the firm's record keeping requirements. It is extremely desirable that candidates hold CAS for Pensions Transfer business although for the right individual this role may be able to be more akin to a paraplanner and in this instance the CAS...

Paraplanner - Guildford - £31, 000 - Fixed Term Contract

Salary:
£28k - £31k pa
Location:
Guildford
Job Type:
Contract/Interim
Date Posted:
09-Feb-2012 09:54Add to My Shortlist

Paraplanner Guildford £31,000 Fixed term contract, Maternity Cover Our Client is looking for an experienced Paraplanner to provide cover for an existing team member during maternity leave absence. Joining their Private Client team in Guildford, you will be expected to make an immediate contribution in supporting the consultant. You will be working closely with the Private Client Consultants and be...

Paraplanner

Salary:
£28k - £35k pa + excellent benefits
Location:
Croydon
Job Type:
Permanent
Date Posted:
13-Feb-2012 09:57Add to My Shortlist

Job Purpose To provide research, report writing and administrative support to the Wealth Management Team. Key Tasks and Responsibilities - Suitability letter writing for Investment, Pension and Protection related recommendations. - Ensuring product recommendations are followed though to completion especially with regards to protection cases. - Some client interaction will be required and good verbal and written skills will be essential. - Ad hoc administration tasks including writing up meeting notes, conducting fund switches and setting up new client files. - Working closely with Wealth Management Team in planning diaries and prioritising workloads. - Work as part of a team to achieve overall team target. - Ensure that all business is conducted in a compliant fashion with consideration given to treating customers fairly at all times. - Ensure back office system is kept up to date and accurately reflects...

Senior Financial Planning Administrator/ Admin Team Leader

Salary:
£26-27, 000
Location:
Harrogate
Job Type:
Permanent
Date Posted:
09-Feb-2012 14:50Add to My Shortlist

A role has now become available for a senior financial planning administrator within a business in Harrogate. The successful candidate will be responsible for providing administration support including valuation production and portfolio reviews along with ancillary client management services for a selection of the managing director's key high net worth clients. Administration Key Responsibilities; To act as an initial point of...

New Business Verification

Salary:
£175 - £200 p day
Location:
Leeds
Job Type:
Contract/Interim
Date Posted:
09-Feb-2012 15:10Add to My Shortlist

We are currently recruiting experienced New Business Checkers for an exciting new project to be based in Leeds: - The work will involve the verification of new business written from the clients full product range which will include protection, savings, investments and retirement planning - To be considered you will be FPC qualified (or equivalent) - You will have strong product knowledge as well as exposure to the regulated sales process - You will have experience of checking new business, Paraplanning, past business review or working with regulated products - The project will initially...

New Business Checking

Salary:
£200 - £250 p day
Location:
Leeds
Job Type:
Contract/Interim
Date Posted:
10-Feb-2012 10:13Add to My Shortlist

We are currently recruiting for a New Business Checking project to be based in Leeds: * The work will involve the verification of new business written by Financial Advisors from the clients full product range which will include protection, savings, investments and retirement planning * To be considered you will be FPC qualified (or equivalent) * You will have good product knowledge as well as exposure to the regulated sales process * You will have experience of checking new business, Paraplanning, past business review, regulated complaint handling or working with regulated products * You...

New Business Checking

Salary:
£200 - £250 p day
Location:
Leeds
Job Type:
Contract/Interim
Date Posted:
11-Feb-2012 18:37Add to My Shortlist

We are currently recruiting for a New Business Checking project to be based in Leeds: * The work will involve the verification of new business written by Financial Advisors from the clients full product range which will include protection, savings, investments and retirement planning * To be considered you will be FPC qualified (or equivalent) * You will have good product knowledge as well as exposure to the regulated sales process * You will have experience of checking new business, Paraplanning, past business review, regulated complaint handling or working with regulated products * You...

Paraplanner - potentially home based

Salary:
Initially £30k
Location:
Uk
Job Type:
Permanent
Date Posted:
14-Feb-2012 00:00Add to My Shortlist

We have worked with this practice for a number of years and as their view of a paraplanner is different to most; they would like you to be different. You will be either Chartered or Diploma (or very near to achieving either) and will act as a critical friend to clients, helping them towards their business goals. You need to...

Paraplanner

Salary:
£24k - £30k pa
Location:
Solihull
Job Type:
Permanent
Date Posted:
07-Feb-2012 11:08Add to My Shortlist

Paraplanner/ Trainee Paraplanner Full or Part Time £25,000 - £30,000 A fantastic opportunity has arisen with my client a leading wealth management provider seeking to appoint an experienced Paraplanner to join their team based in the Solihull area. My client specialises in Investments and tax so a good understanding of these products will be an advantage Job Description A paraplanning...

Paraplanner - Newbury

Salary:
£30k - £31k pa + Benefits
Location:
Newbury
Job Type:
Permanent
Date Posted:
07-Feb-2012 09:50Add to My Shortlist

Paraplanner Newbury £30,000 (Negotiable) + Benefits A Chartered Financial Planning firm who offer financial planning to High Net Worth Clients are recruiting a Paraplanner to join their highly respectable and growing office in Newbury. Our Client is offering a competitive salary alongside a Benefits package. Main Responsibilities include: Technical and Administrative support to the IFA Researching Products, Liaising with Clients, ...

Paraplanner

Salary:
£25k - £26k pa
Location:
Worcester
Job Type:
Permanent
Date Posted:
07-Feb-2012 11:03Add to My Shortlist

Paraplanner This innovative mutual society has grown consistently year after year. They are now looking to recruit a Paraplanner to provide full research, comparison information, report writing, suitability report writing. This will include the following:- Using industry recognised research tools to provide Client focused solutions. To use own experience and compliance knowledge to ensure compliant reports are produced. To write...

Paraplanner - Ipswich

Salary:
£24k - £28k pa
Location:
Ipswich
Job Type:
Permanent
Date Posted:
13-Feb-2012 10:46Add to My Shortlist

Paraplanner - Ipswich, Suffolk Salary between £24,000 + £28,000 A professional practice who in recent times have been making the transition to a fee-based proposition are looking to appoint a Paraplanner or a highly capable technical Administrator to move into a Paraplanning role. You will work closely with the two Financial Planners who are Dip PFS qualified and ensure the...

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...

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