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Date: 4 days ago
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Deal, Kent
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£23,000 - £23,500 per annum
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0 applications
£23k Our client a highly successful investment focused IFA based in Deal are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered. The successf...
Extended Advert. £35k - £45k .. Our client a highly successful investment focused IFA based in Dorking are now seeking an experienced Paraplanner / Pension Technician to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature The role will involve producing a comprehensive report for the client giving a full summary of the client ...
Rapidily growing RDR ready Chartered Financial Planning practice are looking for Diploma qualified Financial Advisors They currently have a number of large affinity groups that need Financial Planning advice. You will be working from their new offices, with back office assistance and research tools such as Synaptics, SelectaPension, The Exchange and trigold. Remuneration model is based on paying advisers a fair percentag...
We have an urgent need for an experienced commercial account handler who has experience of property, combined, liability, small property owners and contractors liability insurance products, with premiums from £500.00-£5000.00 You will be supporting the account executives and producing renewals, mid terms and new business policies/ quotations. Ideally you will have at least 2 years experience of working within a ...
Our Client is looking for a driven Commercial Account Handler to join their successful schemes department. The role will be customer focused but will also involve dealing with insurance renewals and mid-term adjustments in addition to quoting on new business. Ideally you will have at least 2 years commercial insurance brokerage experience. Responsibilities Provide first class information and advice to cl...
A chartered IFA practice/ Wealth Manager is looking for 2 private client brokers who have exposure to dealing with UHNW individuals, their current IFAs are all producing 300K plus new business income per years plus trail. Based in Herts they boast a highly acclaimed client base including TV personalities and Ladies and Lords. The Private client broker/ IFA will be well presented, well educated and articulate. It is essential th...
A chartered IFA practice/ Wealth Manager is looking for 2 private client brokers who have exposure to dealing with UHNW individuals, their current IFAs are all producing 300K plus new business income per years plus trail. Based in the the desirable and affluent West End they boast a highly acclaimed client base including TV personalities and Ladies and Lords. The Private client broker/ IFA will be well presented, well educated ...
Manchester based IFA practice are looking for a CAS status experienced IFA to join their existing team. Plush offices and access to clients the IFA we are looking to speak with will hold full Diploma level qualification in line with RDR and have at least 3 years practical experience of managing private clients. The IFA will be offering holistic financial advice on pension, investments and protection to an existing client ...
City based IFA practice are looking for a CAS status experienced IFA to join their existing team. Plush offices and access to clients the IFA we are looking to speak with will hold full Diploma level qualification in line with RDR and have at least 3 years practical experience of managing private clients. The IFA will be offering holistic financial advice on pension, investments and protection to an existing client base althoug...
A very successful IFA group requires a Sales Manager to run a team of 14 Financial Advisors. A great salary. Our client has an independent firm in every sense. They offer whole of market advice in an impartial way and are wholly owned by the partners of the firm. They have trail blazed ahead of RDR charging fees and employing highly qualified IFA's for years and are fully complaint and ready for 2013. ...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and charit...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and charit...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and charit...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and charit...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and charit...
Are you looking for a new opportunity, away from the distraction of big company politics or do you spend the majority of your day adherring to endless micro management proforma's. Is it impacting on your ability to write business or see new clients. My client is looking for experienced planners / advisers to join their expanding wealth management team looking after private and corporate clients, trusts, pension funds and charit...
Our client is looking for a diploma qualified IFA to join their advice team and manage the introduction and referrals from the accountancy introducer. As an experienced IFA you will currently hold competent advisor status (CAS) You will be a rounded investment advisor with experience in Protection, Investment and Pension products and will be able to demonstrate a successful track record in your field. You will get full pa...
We are keen to speak with financial planners/ financial advisers who are looking to develop a career within a lively and successful practice. Ideally you will diploma or close to obtain the relevant exams, you will given an active client bank of 200 individuals and you will be expected to maintain and develop the relationships. You will be advising on mortgage, protection, equity release, investment and pensions products. <...
£33 - £50k. Our client a highly successful investment focused IFA based in the West End are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered. ...
We are looking to speak with experienced and professional IFAs. Our client is looking to recruit a Financial adviser who is a minimum of diploma qualified, ideally on way to chartered. You will managing clients who are classed as UHNW/ HNW and a majority of the business referrals you will get are IHT, Investments, Trusts and Draw downs. The ideal candidate will be well presented and articulate and be able to communicate ...
We are looking to speak with diploma qualified technical paraplanners. Our client who deal with UHNW individuals, this position is for an ambitious individual who is looking to develop a career. Starting as a paraplanner you will want to develop in to an adviser, you will working closely with the managing Director who is looking at retiring and this will be the client bank that you will be managing post the MD's retirement. ...
Life and pensions administrator, to provide support to one IFA assisting in research and processing of new business. Ideally you will be CF qualified or study professional exams, and a good understanding of investment, life and pension products. On a day day basis you will be involved in New business processing Client correspondence Filing Research of products Data updating</li...
£28000 - £30000 with progression to an Adviser role Our client a highly successful Accountancy practice are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being ...
Are you an experienced Financial planner? Our client a successful accountancy practice is looking for a diploma qualified advisor, to handle their new clients/referals. Good product knowledge and proven sales record. You will cover Savings, pension, protection and investment advice. No initial Client bank required as leads provided. Diploma qualified in Financial planning (Level 4) with plans to ...
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Date: 3 days ago
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Deal, Kent
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£23,000 per annum
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0 applications
A hugely successful IFA practice are looking for a senior sales support administrator/ Paraplanner to join their admin team at head office based in Deal. Ideally you will be studying towards diploma level 4 qualifications Requirements Analyse information gathered by Financial Adviser and undertake sufficient research to make suitable recommendations. Complete all supporting documentati...
