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Insurance / Financial Services - Para Planning Jobs
Find Insurance / Financial Services - Para Planning jobs from top employers and recruitment agencies on Jobsite. Search and apply now.
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Paraplanner
- Salary:
- Good
- Location:
- Newton Abbot
- Job Type:
- Permanent
- Date Posted:
- 08-May-2008 15:38Add to My Shortlist
DARNELLS WEALTH MANAGEMENT LIMITED Paraplanner required for busy, friendly IFA firm based in Newton Abbot dealing with HNW and corporate clients. Duties include; administration, conducting research and preparing compliant financial planning reports. Must have at least two years' experience in financial services, good technical knowledge and be computer literate with excellent report writing and organisational skills. FPC/CFP and experience of...
Retirement & IHT Consultant
- Salary:
- £30k - £40k pa
- Location:
- Leeds
- Job Type:
- Permanent
- Date Posted:
- 10-May-2008 00:00Add to My Shortlist
Our client a long established Stockbroking and Investment Management firm who have offices throughout the UK have requested Independent Appointments to recruit an experienced professional Technical Consultant to provide advice to an already and ongoing expanding client base. You will work very closely with the Investment team as their clients are your clients therefore you will also attend client meetings...
Paraplanner
- Salary:
- £16k - £25k pa
- Location:
- Leicester
- Job Type:
- Permanent
- Date Posted:
- 10-May-2008 00:00Add to My Shortlist
A prominent well established National IFA who have extensive experience in providing specialist independent financial advice to corporate and high net worth individuals have a new vacancy for a Life & Pensions Administrator. You will provide comprehensive support to 2 consultants working within a team, on corporate and/or personal clients. You will undertake the day to day scheme administration (leavers, ...
Independent Financial Advisor - Carlisle
- Salary:
- £40k - £50k pa + benefits
- Location:
- Carlisle
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
Independent Financial Adviser Carlisle Independent Financial Adviser / IFA is required by our client (www.kcmb.co.uk), one of the UK's most respected financial services providers. This exceptional opportunity is in the Branch Based Division of the business and we are inviting high calibre, self starting individuals with excellent relationship building skills and a successful track record in financial services sales to...
Independent Financial Advisor - Bradford
- Salary:
- £40k - £50k pa + benefits
- Location:
- Bradford
- Job Type:
- Permanent
- Date Posted:
- 10-May-2008 00:00Add to My Shortlist
Independent Financial Adviser Bradford Independent Financial Adviser / IFA is required by our client (www.kcmb.co.uk), one of the UK's most respected financial services providers. This exceptional opportunity is in the Branch Based Division of the business and we are inviting high calibre, self starting individuals with excellent relationship building skills and a successful track record in financial services sales to...
Independent Financial Advisor - Aberdeen
- Salary:
- £40k - £50k pa + benefits
- Location:
- Aberdeen
- Job Type:
- Permanent
- Date Posted:
- 08-May-2008 19:03Add to My Shortlist
Independent Financial Adviser Aberdeen Independent Financial Adviser / IFA is required by our client (www.kcmb.co.uk), one of the UK's most respected financial services providers. This exceptional opportunity is in the Branch Based Division of the business and we are inviting high calibre, self starting individuals with excellent relationship building skills and a successful track record in financial services sales to...
Paraplanner
- Salary:
- £20k - £26k pa
- Location:
- Midlands
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
The role of the Financial Planning Technical Administrator/Paraplanner is to 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...
Trainee Financial Adviser - Mansfield
- Salary:
- £40,000 OTE
- Location:
- Mansfield
- Job Type:
- Permanent
- Date Posted:
- 08-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee Financial Adviser - Isle of Wight
- Salary:
- £40,000 OTE
- Location:
- Isle Of Wight
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee Financial Adviser - Boston / Corby
- Salary:
- £40,000 OTE
- Location:
- Northamptonshire
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee Financial Adviser - Bedford
- Salary:
- £40,000 OTE
- Location:
- Bedford
- Job Type:
- Permanent
- Date Posted:
- 07-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee Financial Adviser - Huddersfield
- Salary:
- £40,000 OTE
- Location:
- Huddersfield
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Paraplanner
- Salary:
- £25k - £35k pa
- Location:
- Warwick
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
Applicant will be required to produce standard and ad-hoc valuation reports from 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...
Trainee IFA/ Paraplanner - Solihul - up to £28k basic
- Salary:
- up to £28,000
- Location:
- West Midlands
- Job Type:
- Permanent
- Date Posted:
- 10-May-2008 00:00Add to My Shortlist
A rare and exciting role in Solihull for an experienced Paraplanner or F/A to join a fast growing national IFA and reap the rewards of unrivalled training and exposure to the wealth management arena. Your role will be varied and allow you develop at your speed the abilities required to become a market leading IFA dealing with the firms large...
Trainee Financial Adviser - Derby
- Salary:
- £40,000 OTE
- Location:
- Derby
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee Financial Adviser - Swindon
- Salary:
- £40,000 OTE
- Location:
- Swindon
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee Financial Adviser - Bradford
- Salary:
- £40,000 OTE
- Location:
- Bradford
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee Financial Adviser - Burton on Trent
- Salary:
- £40,000 OTE
- Location:
- Derbyshire
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
IFA | City Practice
- Salary:
- £30k + ote emp, flex s/e
- Location:
- London
- Job Type:
- Permanent
- Date Posted:
- 10-May-2008 00:00Add to My Shortlist
A firm of Independent Financial Advisers located in the City where the company ethos is to work as a partnership and ensure that each client receives advice from qualified/specialist advisers. The company environment is one of team not individuals and referral of business between IFA's, who all have a specialist niche area for business, and mortgage advisers is usual practice...
Trainee Financial Adviser - Skipton
- Salary:
- £40,000 OTE
- Location:
- North Yorkshire
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Trainee IFA/ Paraplanner - Solihul - up to £28k basic
- Salary:
- £28, 000
- Location:
- Solihull
- Job Type:
- Permanent
- Date Posted:
- 08-May-2008 11:33Add to My Shortlist
A rare and exciting role in Solihull for an experienced Paraplanner or F/A to join a fast growing national IFA and reap the rewards of unrivalled training and exposure to the wealth management arena. Your role will be varied and allow you develop at your speed the abilities required to become a market leading IFA dealing with the firms large...
Financial Services Administrator - Canterbury - up to £22, 000
- Salary:
- £22,000 basic
- Location:
- Canterbury
- Job Type:
- Permanent
- Date Posted:
- 08-May-2008 11:43Add to My Shortlist
An exciting opportunity to join a leading accountancy practice initially as an administrator with excellent prospects to develop into a Paraplanner or IFA. With a full range of duties including valuations, appointment making, quotations and database management your day will be varied and exciting, ensuring a constant knowledge increase as you prepare to become a paraplanner. Dealing with a business...
Trainee Financial Adviser - Skegness
- Salary:
- £40,000 OTE
- Location:
- Lincolnshire
- Job Type:
- Permanent
- Date Posted:
- 09-May-2008 00:00Add to My Shortlist
A Leading Life Office is on a huge expansion drive and are looking to recruit dynamic and enthuiastic sales people for their already successful sales force. You may be a Mortgage or Customer Service Adviser looking to make the jump into a fully regulated Financial Adviser role, an individual with a sales background outside of Financial Services looking to make...
Independent Financial Advisor - Yorkshire
- Salary:
- £75k - £150k pa + benefit
- Location:
- Kingston Upon Hull
- Job Type:
- Permanent
- Date Posted:
- 10-May-2008 00:00Add to My Shortlist
Independent Financial Advisor Hull Our client is a Top 40 UK based insurance broker that has experienced unprecedented growth during the last 5 years. Due to their continued success, a number of openings have arisen within their financial services division for fully qualified Financial Advisers (IFA's) to join the team. Working from their purpose built offices in (Hull, Sutton Coldfied...
Independent Financial Advisor - York
- Salary:
- £75k - £150k pa + benefit
- Location:
- York
- Job Type:
- Permanent
- Date Posted:
- 10-May-2008 00:00Add to My Shortlist
Independent Financial Advisor York Our client is a Top 40 UK based insurance broker that has experienced unprecedented growth during the last 5 years. Due to their continued success, a number of openings have arisen within their financial services division for fully qualified Financial Advisers (IFA's) to join the team. Working from their purpose built offices in (Hull, Sutton Coldfied...
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