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Insurance / Financial Services - Para Planning Jobs in UK

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Paraplanner/ Risk support

Salary:
£23k - £25k pa
Location:
Leeds
Job Type:
Permanent
Date Posted:
15-Oct-2008 11:52Add to My Shortlist

Paraplanner/Risk support Leeds c. £26K negotiable, including benefits As a result of continued expansion, an opportunity has arisen for an experienced financial services practitioner. The position is with a well respected business services company, within their financial services arm. They are looking to strengthen their financial services team and can offer an experienced paraplanner or compliance candidate, an exciting opportunity...


AFPC Qualified Paraplanner - LONDON

Salary:
£32k pa + £10,k bonus + E
Location:
City Of London
Job Type:
Permanent
Date Posted:
14-Oct-2008 15:45Add to My Shortlist

Our client is a leading global Bancassurer and is currently recruiting a number of Financial Advisers to join their team nationally. The Financial Planning Advisor is a key role in giving customers advice on all Savings & Investment products with a large client based portfolio. We have clients who have regular reviews of their savings and investments and will gain...


AFPC Qualified Paraplanner - LONDON

Salary:
£32k pa + £10,k bonus + E
Location:
City Of London
Job Type:
Permanent
Date Posted:
13-Oct-2008 14:51Add to My Shortlist

Our client is a leading global Bancassurer and is currently recruiting a number of Financial Advisers to join their team nationally. The Financial Planning Advisor is a key role in giving customers advice on all Savings & Investment products with a large client based portfolio. We have clients who have regular reviews of their savings and investments and will gain...


Senior IFA | Boutique Wealth Manager | City

Salary:
£70,000 - £90,000
Location:
London
Job Type:
Permanent
Date Posted:
11-Oct-2008 00:00Add to My Shortlist

This boutique Wealth Manager with over £250m of funds under influence, established over twenty years ago has grown to encompass Private Client, Employee Benefits, Private Finance and Socially-motivated investments. They deliver high levels of service to over 7000 clients and 70 corporate clients. Promoting a culture of truth and solidity in a Financial Services Market where mass produced advice, even...


Paraplanner/ Pensions Administrator

Salary:
£25k - £30k pa
Location:
Harrogate
Job Type:
Permanent
Date Posted:
15-Oct-2008 12:03Add to My Shortlist

Paraplanner / Pensions Administrator Harrogate c. £25-£30K This established Harrogate company, provides highly professional advice to both private and corporate clients. They now seek to make an appointment, within their efficient and friendly, administration department. The successful candidate will work alongside the existing administration team, in support of the IFA's and directors. You will ideally have experience of working with...


Paraplanner -Taxation and Trust - Leeds/ Pontefract

Salary:
£27k - £30k pa
Location:
Leeds
Job Type:
Permanent
Date Posted:
15-Oct-2008 11:46Add to My Shortlist

Paraplanner - Taxation and Trusts Leeds / Pontefract £27k to £30k An opportunity has arisen for an experienced taxation and trust paraplanner, to join an ambitious and well respected firm of IFA's. The successful candidate will be based in either the Leeds or Pontefract offices, within the personal financial planning department. The role will involve research within the life and...


Paraplanner

Salary:
£19k - £26k pa + Pension
Location:
Wolverhampton
Job Type:
Permanent
Date Posted:
10-Oct-2008 09:43Add to My Shortlist

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


Paraplanner | Chichester

Salary:
£25000- £32000 / annum
Location:
Chichester
Job Type:
Permanent
Date Posted:
11-Oct-2008 00:00Add to My Shortlist

Our exclusive registered insurance broker and independent financial advisers offering a comprehensive range of services to people and business are seeking an experienced Paraplanner. Their clients range from the motorist to the flying enthusiast, from the corner shop trader to the Internet entrepreneur, from small and medium-sized companies to large professional practices and multi-national organisations. This prestigious organisation, with a...


Sales Support Adminstrator | Oxford

Salary:
£23 -24,000
Location:
Oxford
Job Type:
Permanent
Date Posted:
11-Oct-2008 00:00Add to My Shortlist

Leading IFA practice requires a Trainee Paraplanner to join their Aylesbury office. You will be working directly alongside the Paraplanner (who is striving for chartered status) and will be responsible for: Obtaining relevant key features and illustrations, completing client files and all necessary paperwork and records, undertaking product research using Analytics, O&M, Aequos, Exchange and Trigold, compiling reason why letters...


Paraplanner

Salary:
£25k - £35k pa
Location:
Warwick
Job Type:
Permanent
Date Posted:
10-Oct-2008 09:37Add 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...


Paraplanner

Salary:
£20k - £25k pa
Location:
Birmingham
Job Type:
Permanent
Date Posted:
09-Oct-2008 12:43Add to My Shortlist

My client is an independent financial services practice based in South 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...


Technical Paraplanner -Hitchin

Salary:
£32k - £40k pa
Location:
Hatfield, Hemel Hempstead, St, Albans, Watford, Hertfordshire
Job Type:
Permanent
Date Posted:
14-Oct-2008 17:15Add to My Shortlist

Our client are an accountancy based IFA practice that provide fee based financial advice to its clients in the region. With a highly professional approach and a focus on best advice, our client were voted as one of the best companies to work for in a recent pole. They currently seek an individual to join their practice that holds Full...


Paraplanner

Salary:
£22k - £28k DOE + Bens
Location:
Gu14, Farnborough, Hampshire
Job Type:
Permanent
Date Posted:
13-Oct-2008 14:41Add to My Shortlist

Paraplanner Farnborough, Hampshire £22, 000 - £28, 000 DOE Plus Non-sales Bonus Schemes, Flexible Benefits Package that includes: Non-Contributory Pension Scheme, Private Medical Insurance, Income Protection Scheme, Critical Illness Cover, Life Assurance Our client is a unique company operating within the UK independent financial services and employee benefits market. Offering a range of highly successful advisory businesses, they are reputable for their...


Paraplanner

Salary:
£22k - £28k DOE + Bens
Location:
Gu14, Farnborough, Hampshire
Job Type:
Permanent
Date Posted:
13-Oct-2008 14:22Add to My Shortlist

Paraplanner Farnborough, Hampshire £22, 000 - £28, 000 DOE Plus Non-sales Bonus Schemes, Flexible Benefits Package that includes: Non-Contributory Pension Scheme, Private Medical Insurance, Income Protection Scheme, Critical Illness Cover, Life Assurance Our client is a unique company operating within the UK independent financial services and employee benefits market. Offering a range of highly successful advisory businesses, they are reputable for their...


Paraplanner

Salary:
£19k - £26k pa + Benefits
Location:
England
Job Type:
Permanent
Date Posted:
14-Oct-2008 10:16Add to My Shortlist

Paraplanner - Wolverhampton - up to £26, 000 A new position has become available within this expanding Independent Financial Advisers. Our client is currently seeking an experience Paraplanner to provide pre and post sales paraplanning support to the financial planning team. Role responsibilities include: Conduct fact find analysis Research products and prepare draft proposals for agreement and preparation of suitability letters....


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