Insurance / Financial Services - Para Planning Jobs in London

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Sales Support Administrator/ Paraplanner

Salary:
£20,000 - £30,000 DOE
Location:
South East London
Job Type:
Permanent
Date Posted:
03-Dec-2008 10:17Add to My Shortlist

We are looking for someone that has gained experience working for an IFA firm or within the financial services sector as a Financial Services Administrator or a Sales Support Administrator/Paraplanner. You will be working closely with one of the partners of a successful IFA firm based in South East London, carrying out duties such as: Carrying out product research Preparation...

Sales support administrator / paraplanner

Salary:
£22k - 28K
Location:
London, The City
Job Type:
Permanent
Date Posted:
04-Dec-2008 00:00Add to My Shortlist

Cumberland Place Financial Management are a leading edge IFA practice, at the wealth management end of the market, who have accumulated significant funds under management over recent years through an innovative, client focused approach. It is our expectation that these funds will substantially increase in size over the coming 3 years as a result of the firm moving to discretionary...

Senior IFA | Boutique Wealth Manager | City

Salary:
£70,000 - £90,000
Location:
London
Job Type:
Permanent
Date Posted:
29-Nov-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...

Senior Sales Support/ Paraplanner

Salary:
£28,000 to £35,000
Location:
London
Job Type:
Permanent
Date Posted:
28-Nov-2008 00:00Add to My Shortlist

My client is a small boutique IFA based in the heart of the City. They are currently looking to recruit a Senior Administrator/Paraplanner to work alongside two of their top consultants. The role is not fully fledged para-planning as you will not expected to see clients regularly or will uou be left to their own devices to come up with...

Senior IFA | Private Clients

Salary:
£70000- £90000 / annum
Location:
London, City Of London
Job Type:
Permanent
Date Posted:
29-Nov-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

Salary:
£30,000 to £35,000
Location:
London
Job Type:
Permanent
Date Posted:
28-Nov-2008 00:00Add to My Shortlist

Working for an expanding IFA company based in the City you will be responsible for investigating clients?' needs whilst being responsible for the production of accurate and concise information on behalf of an independent financial advisor. Carrying out research based on information obtained in order for portfolio to be established. Deal with a wide range of business topics such as...

IFA Administrator - LONDON

Salary:
£27k pa + Benefits & Bonu
Location:
City Of London
Job Type:
Permanent
Date Posted:
02-Dec-2008 00:00Add to My Shortlist

A Sales Support Administrator is required to join a top IFA practice based in their London/City Head-Office Working on a one to one basis with a highly successful IFA you will be responsible for providing IFA sales support duties as well as basic paraplanning duties. You will be a central contact point for all administration enquires from clients as well...

Paraplanner/ Trainee IFA

Salary:
£35,000 to £40,000
Location:
London
Job Type:
Permanent
Date Posted:
28-Nov-2008 00:00Add to My Shortlist

My client is a niche IFA based based in the City of London. They are looking to recruit experienced members of staff who are Diploma qualified or there abouts. Vacancis currently include Technical Paraplanners or paraplanners who are looking to make the step into an advisory role. A stable work history and high level of professional qualifcations are essential. My...

Senior Paraplanner

Salary:
£35,000 to £40,000
Location:
London
Job Type:
Permanent
Date Posted:
28-Nov-2008 00:00Add to My Shortlist

My client is the world's fifth largest accountancy network with more than 600 offices in 100 countries and seek an experienced Paraplanner to join the team based in the West End of London. The Para Planner analyses Client portfolios and produces technical reports for Consultants and Directors. As financial advice is regulated by the FSA, this role has limited signing...

Senior Paraplanner

Salary:
To £40,000+Bonus+Bens
Location:
London, Cuckfield
Job Type:
Permanent
Date Posted:
29-Nov-2008 00:00Add to My Shortlist

Our client, a dynamic IFA with the aim to build long term client relationships by providing a first class service, seeks to recruit a skilled Paraplanner to provide support to experienced consultants. You will form part of a national technical team, who share resources and information, which is designed to ensure that all paraplanners are kept up to date with...

Sales Support Administrator / Paraplanner - LONDON

Salary:
£26k - £30k pa
Location:
City Of London
Job Type:
Permanent
Date Posted:
01-Dec-2008 15:29Add to My Shortlist

Working for this international Asset Management firm you will provide administration, report writing and research assistance to the Private Client team. Supporting the Investment Advisers you will assist in preparation for meetings, presales enquiries and ensure the processing, tracking and investment of new business and servicing and administering existing client pensions and investment portfolios. FPC and CFP qualified with good...

Paraplanner

Salary:
£30,000 to £35,000
Location:
London
Job Type:
Permanent
Date Posted:
28-Nov-2008 00:00Add to My Shortlist

Our Client , a leading Wealth Management company are looking for a Paraplanner/Technical Associate to support and help manage the private client team enabling them to achieve branch targets.You will accurately prepare for adviser meetings, client reports, valuations, quotations, paperwork and suitability letter/reports within agreed timescales. You will be required to :- Proactively review Client files and highlight any discussion...

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