Go to Jobsite homepage
My Jobsite My Shortlist Contact us

Insurance / Financial Services - Para Planning Jobs in UK

Find Insurance / Financial Services - Para Planning jobs in UK from top employers and recruitment agencies on Jobsite. Search and apply now.

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

1 - 15 of 58 matches.
Advanced Search
Jobs by Email Enter your email address

Sort by:

Paraplanner - Bournemouth

Salary:
£24k - £30k pa
Location:
Bournemouth
Job Type:
Permanent
Date Posted:
04-Sep-2008 11:24Add to My Shortlist

An excellent opportunity has arisen for a Paraplanner to join this well-established company who provide discretionary management services and independent financial advice for private individuals and pension schemes, employing over 60 staff throughout Southern England. You will be responsible for efficiently collating reports and providing technical support for to IFAs within ethical, legal and compliance parameters, contributing towards sales analysis...

Paraplanner/ Trainee Consultant

Salary:
£25k - £30k pa
Location:
York
Job Type:
Permanent
Date Posted:
04-Sep-2008 10:56Add to My Shortlist

Our client has grown to become one of the largest and most respected Financial Services businesses within the North Yorkshire region and has vast expertise in Pensions, Investments and related areas. Due to success our client are now seeking an experienced Paraplanner/Trainee Consultant to work within a busy department dealing with High Net Worth and Individual clients. You will cover...

Private Clients Director

Salary:
£70,000 - £90,000
Location:
London
Job Type:
Permanent
Date Posted:
29-Aug-2008 17:47Add 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 proudly 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, ...

Para Planner

Salary:
£25k - £27k pa + bonus, 2
Location:
Southampton
Job Type:
Permanent
Date Posted:
02-Sep-2008 12:21Add to My Shortlist

Para Planner - Southampton £25, 000 My client, an established Large Regional IFA specialising in pensions and investments, is currently seeking an experienced Para Planner to join the existing team. Candidates will ideally come from a Para Planning background and be competent in offering technical and advisory support to IFA's. The role will involve reviewing existing arrangements and making recommendations using...

Paraplanner | Chicheste

Salary:
£25000- £32000 / annum
Location:
Chichester
Job Type:
Permanent
Date Posted:
30-Aug-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...

Paraplanner

Salary:
£19k - £26k pa + Pension
Location:
Wolverhampton
Job Type:
Permanent
Date Posted:
05-Sep-2008 10:40Add 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...

Independent Financial Advisor - Leeds - £35k basic

Salary:
£35,000 basic
Location:
Leeds
Job Type:
Permanent
Date Posted:
04-Sep-2008 00:00Add to My Shortlist

My client a leading financial services firm who have surpassed all of their growth targets and plan expand again in 2008 now require an experienced financial advisor to join their already successful team. You will benefit from an existing client base that has over 200 warm clients all from a professional background that have immediate financial planning needs as well...

Junior Administrator - Birmingham - up to £18k Basic

Salary:
Up to £18,000 Basic
Location:
Birmingham
Job Type:
Permanent
Date Posted:
02-Sep-2008 15:34Add to My Shortlist

A new and exciting opportunity has arisen within a leading global provider of Life and Pension advice. You will benefit from excellent career progression together with a long-term career within a professional organisation. You will be responsible for the day-to-day support for a team of Paraplanners who each look after Financial Advisers specialising in Life and Pension advice in the...

Paraplanner

Salary:
£19k - £26k pa + Pension
Location:
Wolverhampton
Job Type:
Permanent
Date Posted:
29-Aug-2008 14:42Add 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...

Sales Support Adminstrator | Oxford

Salary:
£23 -24,000
Location:
Oxford
Job Type:
Permanent
Date Posted:
29-Aug-2008 17:47Add 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...

Independent Financial Advisor - York - up to £25k basic

Salary:
£20,000 - £25,000
Location:
York
Job Type:
Permanent
Date Posted:
29-Aug-2008 17:27Add to My Shortlist

An exciting and rare opportunity to join a long established and well respected Financial Services business who have grown their company through excellent advice and their ability to build long term relationships with new and existing clients. This is a genuine opportunity to inherit an existing and established client base that generated commissions in excess of £120, 000 in 2007, you...

Paraplanner

Salary:
£20k - £25k pa
Location:
Bristol
Job Type:
Permanent
Date Posted:
01-Sep-2008 09:40Add to My Shortlist

Paraplanner - Bristol £25, 000 Our client is a fee-based practice and they work very closely with accountants, legal advisers etc to provide the client with a completely holistic financial planning service. Reporting into the Operations Director and working closely with the Financial Planning team you will provide an all-important paraplanning function. Duties will include: Research, preparing reason why letters and...

Paraplanner

Salary:
£25k - £35k pa
Location:
Warwick
Job Type:
Permanent
Date Posted:
03-Sep-2008 10:31Add 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:
£40k pa + Benefits
Location:
Maidenhead, Reading, Slough, Windsor, Berkshire
Job Type:
Permanent
Date Posted:
01-Sep-2008 14:26Add to My Shortlist

FEB0808-122 Fantastic opportunity to join one the most professional and highly successful IFA/insurance brokers in the UK. They are looking for a professional to provide client servicing and technical support to Practice Manager (PM), Principals Consultants (PCs) and Consultants (Cs) within the Employee Benefits Practice, enabling the achievement of Practice strategy, business targets and client service delivery objectives against core...

Paraplanner

Salary:
£19k - £26k pa + Benefits
Location:
England
Job Type:
Permanent
Date Posted:
03-Sep-2008 18:11Add 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....

Jobs by Email Enter your email address
Page:   1   2   3   4   Next
Jobsite UK - The best people for the job Copyright © Jobsite UK (Worldwide) Limited. All rights reserved.
Terms and Conditions, Disclaimer and Privacy Statement.

About Us | Site Map | Help | Contact Us | FREE Courses | Recruitment Products/Services | International Partners

Construction and Building Jobs | Engineering Jobs | IT and Internet Jobs | Sales Jobs

Jobsite - Job search and recruitment for UK jobs

Jobsite are proud to be part of the Associated Northcliffe Digital group of companies:

  • Mail Online
  • PrimeLocation.com
  • LoopyLove.com
  • Motors.co.uk
  • FindAProperty.com