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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 - Bournemouth
- Salary:
- £24k - £30k pa
- Location:
- Bournemouth
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 09:44Add 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...
AFPC Qualified Paraplanner - LONDON
- Salary:
- £32k pa + £10,k bonus + E
- Location:
- City Of London
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 15:56Add 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...
Private Clients Director
- Salary:
- £70,000 - £90,000
- Location:
- London
- Job Type:
- Permanent
- Date Posted:
- 21-Aug-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 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, ...
Paraplanner/ Trainee Consultant
- Salary:
- £25k - £30k pa
- Location:
- York
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 09:28Add 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...
Paraplanner
- Salary:
- £20k - £26k pa
- Location:
- Midlands
- Job Type:
- Permanent
- Date Posted:
- 19-Aug-2008 09:49Add 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...
Independent Financial Advisor - Ilkley - up to £30k Basic
- Salary:
- £20,000 - £30,000 Basic
- Location:
- West Yorkshire
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 09:11Add to My Shortlist
An exciting opportunity to join one Yorkshires leading Chartered Financial Services Firm that have tripled their turnover in the last 3 years, have over £170 million in funds under management and are currently looking to expand due to the take-over of another established financial services business in the area. You will be offering whole of market advice to personal and...
Sales Support Adminstrator | Oxford
- Salary:
- £23 -24,000
- Location:
- Oxford
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-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...
Independent Financial Advisor - Otley - up to £30k Basic
- Salary:
- £20,000 - £30,000 Basic
- Location:
- Leeds
- Job Type:
- Permanent
- Date Posted:
- 19-Aug-2008 17:15Add to My Shortlist
An exciting opportunity to join one Yorkshires leading Chartered Financial Services Firm that have tripled their turnover in the last 3 years, have over £170 million in funds under management and are currently looking to expand due to the take-over of another established financial services business in the area. You will be offering whole of market advice to personal and...
Self Employed Financial Consultant
- Salary:
- £30k - £60k pa
- Location:
- Derby
- Job Type:
- Permanent
- Date Posted:
- 18-Aug-2008 09:59Add to My Shortlist
Our client are a leading firm of chartered financial planners with an emphasis on ethical financial planning for HNW clients upto ISO2002 standards. Due to their continued success they currently seek a financial advisor to join their company and work alongside the certified financial planning managers who head up the company and maximise leads from accountants and solicitors that have...
Independent Financial Advisor - Huddersfield - up to £30k Basic
- Salary:
- £20,000 - £30,000 Basic
- Location:
- Huddersfield
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 09:20Add to My Shortlist
An exciting opportunity to join one Yorkshires leading Chartered Financial Services Firm that have tripled their turnover in the last 3 years, have over £170 million in funds under management and are currently looking to expand due to the take-over of another established financial services business in the area. You will be offering whole of market advice to personal and...
Senior Pensions Administrator
- Salary:
- £22k - £28k pa
- Location:
- Bristol
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 11:33Add to My Shortlist
A new exciting role has arisen for an experienced Pension Paraplanner/Administrator to work in a newly developed department within a professional national Pension Consultancy firm. Working within Bristol City centre you will work in team of three with an expansion plan to increase this to 5. You will provide full back office support covering all aspect of Pensions including Income...
Paraplanner
- Salary:
- £25k - £35k pa
- Location:
- Warwick
- Job Type:
- Permanent
- Date Posted:
- 19-Aug-2008 09:32Add 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...
Independent Financial Advisor - Leeds - up to £30k Basic
- Salary:
- £20,000 - £30,000 Basic
- Location:
- Leeds
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 09:09Add to My Shortlist
An exciting opportunity to join one Yorkshires leading Chartered Financial Services Firm that have tripled their turnover in the last 3 years, have over £170 million in funds under management and are currently looking to expand due to the take-over of another established financial services business in the area. You will be offering whole of market advice to personal and...
Independent Financial Advisor - Wakefield - up to £30k Basic
- Salary:
- £20,000 - £30,000 Basic
- Location:
- Wakefield
- Job Type:
- Permanent
- Date Posted:
- 20-Aug-2008 09:13Add to My Shortlist
An exciting opportunity to join one Yorkshires leading Chartered Financial Services Firm that have tripled their turnover in the last 3 years, have over £170 million in funds under management and are currently looking to expand due to the take-over of another established financial services business in the area. You will be offering whole of market advice to personal and...
Paraplanner - Epsom - up to £30k Basic
- Salary:
- £23,000 - £30,000 Basic
- Location:
- Surrey
- Job Type:
- Permanent
- Date Posted:
- 18-Aug-2008 11:11Add to My Shortlist
This rare opportunity to work with a top financial planning firm in Surrey is really second to none. This is one of the few fast growing firms in thew current slowing market, and so will ensure your career is in safe hands. You will enjoy giving back office support to two certified financial planners which means that you will gain...
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