Insurance / Financial Services - Para Planning Jobs in UK

Sales Support Administrator/ Paraplanner

Salary:: Ł20,000 - Ł30,000 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...

Self Employed IFA

Salary:: Ł18k - Ł25k pa + guarante
Location:: Newcastle Upon Tyne
Job Type:: Permanent
Date Posted:: 04-Dec-2008 14:22Add to My Shortlist

My clients pride themselves in being different by offering their clients a range of advice and solutions which are not always readily available from their current advisers. There are 4 parts to their business which includes IFA Consultancy, Tax and Business Consultancy, Tax Planning and Wills and Trusts. They are now in a position to search for 2 new additions...

Self Employed IFA

Salary:: Ł18k - Ł25k pa + guarante
Location:: Newcastle Upon Tyne
Job Type:: Permanent
Date Posted:: 27-Nov-2008 10:58Add to My Shortlist

My clients pride themselves in being different by offering their clients a range of advice and solutions which are not always readily available from their current advisers. There are 4 parts to their business which includes IFA Consultancy, Tax and Business Consultancy, Tax Planning and Wills and Trusts. They are now in a position to search for 2 new additions...

IFA Sales Support Administrator - SURREY

Salary:: Ł28k pa
Location:: Camberley, Croydon, Guildford, Kingston Upon Thames, Richmond Upon Thames, Surrey
Job Type:: Permanent
Date Posted:: 03-Dec-2008 15:35Add to My Shortlist

The IFA arm of a top 20 accountancy practice requires an experienced IFA Sales Support Administrator to join their Surrey office based on the Surrey/South West London boarders near Esher/Kingston. You must have worked in an IFA practice before in a support/administration role and ideally have passed the full FPC or CFP, however application from part qualified candidates will be...

Paraplanner

Salary:: Ł35k pa + benefits and tr
Location:: Basingstoke, Eastleigh, Fareham, Portsmouth, Southampton, Winchester, Hampshire
Job Type:: Permanent
Date Posted:: 04-Dec-2008 17:11Add to My Shortlist

Paraplanners, location Hampshire Salary up to Ł35, 000, plus company benefits and further professional training We are currently seeking experienced Paraplanner to join a team of paraplanners to support Financial Consultants in the preparation / recommendations to provide comprehensive and compliant service to the Financial Consultants. Your will be responsible for the research, fact finding of information and analysing on...

Paraplanner

Salary:: Ł35k pa + benefits and tr
Location:: Basingstoke, Eastleigh, Fareham, Portsmouth, Southampton, Winchester, Hampshire
Job Type:: Permanent
Date Posted:: 28-Nov-2008 17:16Add to My Shortlist

Paraplanners, location Hampshire Salary up to Ł35, 000, plus company benefits and further professional training We are currently seeking experienced Paraplanner to join a team of paraplanners to support Financial Consultants in the preparation / recommendations to provide comprehensive and compliant service to the Financial Consultants. Your will be responsible for the research, fact finding of information and analysing on...

Senior IFA | Boutique Wealth Manager | City

Salary:: Ł70,000 - Ł90,000
Location:: London
Job Type:: Permanent
Date Posted:: 29-Nov-2008 00:00Add to My Shortlist

This boutique Wealth Manager with over Ł250m 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 Paraplanner

Salary:: Ł26k - Ł32k pa + Benefits
Location:: Chester, Crewe, Nantwich, Macclesfield, Stockport, Warrington, Cheshire
Job Type:: Permanent
Date Posted:: 27-Nov-2008 17:29Add to My Shortlist

Our client is one of the largest and most respected in the region with an excellent reputation for the quality of its advice and also the support it provides its financial planning team. This is a particularly exciting time for the company as it prepares itself for unprecedented growth in future years and to that end has asked Exchange Street...

Private Banking Manager

Salary:: Ł40k - Ł60k pa + bonuses
Location:: Kent
Job Type:: Permanent
Date Posted:: 03-Dec-2008 09:39Add to My Shortlist

Description A highly prestigious Private Bank is expanding is dominance in the Wealth Management sector across the UK. They are seeking a high calibre candidate to jointheir Private Bankingteam in the plush areas of Kent . As a Private Banking Manager you will contribute to theon going growth andsuccess of the company by tailoring andmanagingthe investmentbanking services totheir requirements of...

Paraplanner/ Pensions Administrator

Salary:: Ł23k - Ł30k pa + Bonus
Location:: Leeds
Job Type:: Permanent
Date Posted:: 02-Dec-2008 10:48Add to My Shortlist

This established company based in North Leeds, 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 1st software and have...

Sales Support/ Paraplanner

Salary:: Ł17k - Ł25k pa
Location:: Leicester
Job Type:: Permanent
Date Posted:: 02-Dec-2008 17:00Add to My Shortlist

Our client, one of the leading, Independent business support groups within the Leicestershire region have successfully blended their core services of accountancy, tax and business advice carefully marrying with professional advice provided on personal and commercial mortgages, loans, life, pensions and investments. Due to expansion and a new additional IFA our client now have an exciting new vacancy for an...

Senior Sales Support/ Paraplanner

Salary:: Ł28,000 to Ł35,000
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...

Paraplanner (IFA)

Salary:: Ł22k - Ł28k DOE + Bens
Location:: Hampshire, Farnborough
Job Type:: Permanent
Date Posted:: 27-Nov-2008 08:53Add to My Shortlist

Paraplanner (IFA) Farnborough, Hampshire Ł22, 000 - Ł28, 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...

Paraplanner

Salary:: Ł25k - Ł35k pa
Location:: Warwick
Job Type:: Permanent
Date Posted:: 28-Nov-2008 10:32Add 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...