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Para Planning Jobs in England

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You are here: Jobs > Insurance / Financial Services > Para Planning > England

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Paraplanning Manager

Salary:
£40-50k
Location:
Leeds
Job Type:
Permanent
Date Posted:
24-May-2012 15:24Add to My Shortlist

The Company: Selection Group is proud to be representing one of the largest independently owned IFA group/network in the UK with over 20 years industry experience. As an award winning firm they have a proven track record in helping financial advisers develop highly successful businesses within a strict framework. The Role: They are currently looking to recruit an experienced Paraplanning...

Practice Manager

Salary:
£30K- £35K
Location:
Taunton
Job Type:
Permanent
Date Posted:
23-May-2012 00:00Add to My Shortlist

A leading wealth management company is looking to recruit a Practise Manager on a full time, permanent basis. This is an exciting opportunity to mould a new role in a growing business. The remit of the role involves managing the administration team of four Administrators and ensuring the efficient use of the back office system Intelliflo as well as managing the business workload. Organising the Managing Directors support team (2 x Paraplanner, 1 x Trainee Advisor, 1 x PA) ensuring suitable support chain structure. The successful candidate will implement and run the annual T&C scheme, the compliance function, staff development plans, generate management information, run and analyse KPIs and conduct file reviews on a quarterly basis. You will be responsible for updating...

Sales Support to Financial Advisor

Salary:
£18000.0 - £24000.0 pa
Location:
Harlow
Job Type:
Permanent
Date Posted:
24-May-2012 14:58Add to My Shortlist

An opportunity has arisen for Sales Support to Financial Advisors in a growing company based in Harlow. Working closely with two Financial Advisors and the business development coach, you will be responsible to provide sales support to enable the Financial Advisor's to exceed their targets. Duties of the role will include research, liaising with product and solution providers, suitability reports, ... a high level of vigilant observation is required and good attention to detail. In return of your hard work and commitment, you will be coached and developed with the view to progress to become an Advisor. The ideal candidates must have previous experience of working within a sales administration and/or paraplanning role. You must have the ability to work to deadlines and be highly organised. It is essential that you can work off of own initiative and are a team player. The right candidate will be career focused with a desire to progress and pass RDR qualifications in the future. *Team...

Paraplanner

Salary:
£23k pa + pension
Location:
Dover
Job Type:
Permanent
Date Posted:
24-May-2012 14:51Add to My Shortlist

Our client are currently recruiting for an experienced Para-Planner to add to the team. The role is to competently provide support to Financial Advisors within FSA rules and the firms procedures. Duties including analysing information gathered by Financial Advisors and undertaking sufficient research to make suitable recommendations, and completing all supporting documentation in the accurate manner. The ideal candidates will...

Research Consultant

Salary:
c. £35,000
Location:
London
Job Type:
Permanent
Date Posted:
24-May-2012 10:09Add to My Shortlist

Ref: 1107 Research Consultant c.£35,000 London Working for a leading financial services organisation, this role will involve carrying out all aspects of client research across the range of financial planning areas. The role is heavily client focused and will involve building research and undertaking project work together with ad hoc project and consultancy work. Candidates will be working in a paraplanning or similar role and will have excellent research skills, be able to put together flowing reports, be highly IT literate and will be a natural communicator and a self starter who is able to produce good quality work in an unsupervised environment. As strong knowledge across the pensions, investment and...

Paraplanner

Salary:
£15k & Bonus
Location:
Plymouth
Job Type:
Permanent
Date Posted:
21-May-2012 15:54Add to My Shortlist

Our client based on the outskirts of Plymouth is looking for a Paraplanner. Your responsibilities will be to provide technical assistance to senior IFA consultants in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client, giving a full summary of the client and the options being considered. Due to the Clients...

Paraplanner

Salary:
£28k - £30k pa + benefits
Location:
Cheltenham, Gloucester, Stroud, Gloucestershire
Job Type:
Permanent
Date Posted:
24-May-2012 19:00Add to My Shortlist

Paraplanner required for a leading company in Gloucestershire Immediate start available! Contract to permanent opportunity. Excellent training and benefits available. Profile: Paraplanner Location: Gloucestershire Salary: £28000 - £30000 per annum per annum plus bonus plus benefits. Work experience required: 3-5 years experience working as a Paraplanner in an IFA environment Education/Qualifications: CF1-5 or equivalent essential. AFPC/ Financial Services Diploma status...

Paraplanner

Salary:
£23,000 + benefits
Location:
Dover, Folkestone, Deal, Canterbury, Ramsgate, Ashford
Job Type:
Permanent
Date Posted:
24-May-2012 10:09Add to My Shortlist

Clark James are working with a firm of Independent Financial Advisers who provide truly impartial advice to high net worth individuals, professionals and companies with regards to personal and corporate financial planning. Due to continued success and reputation, they are seeking an experienced Paraplanner to join their team to provide technical support to the Financial Advisers. Key responsibilities: *Analyse information...

Wealth Manager

Salary:
competitive
Location:
London
Job Type:
Permanent
Date Posted:
25-May-2012 00:00Add to My Shortlist

Would you like to use your hard-won professional qualifications advising as opposed to searching for potential clients? Then this role could be ideal. You will already be Level 4 Diploma qualified and accustomed to working in a transparent manner. Working in a very smart, city centre location you would be advising a HNW client bank on all aspects of investments and pension investment ideas and products. Most of the time would be spent advising over the telephone during normal working hours and you would benefit from administration and paraplanning support. There is no requirement to bring a client base with you as all the clients you would be looking after are existing company clients. This role will be fully open soon - if this appeals, please contact Paul on 0131 557 9668 or email Sonia@keillar.com

Paraplanner

Salary:
up to £30,000 pa
Location:
Knutsford, Northwich, Macclesfield, Cheadle, Stockport, Wilmslow, Altrincham, Warrington, Holmes Chapel
Job Type:
Permanent
Date Posted:
23-May-2012 14:28Add to My Shortlist

Paraplanner Knutsford Up to £30,000 pa Our client is a dynamic and entrepreneurial business in the wealth management market who specialise in pensions, investments and protection. Due to growth they are now seeking a Paraplanner to join their vibrant team. Key duties will include: - Supporting the advisory team in respect of technical client queries - Providing client reports including...

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