Organisation specialising in niche market area of personal injury and clinical negligence litigation, looking for an experienced Paraplanner, to join an existing team supporting senior adviser, providing expert financial advice encompassing, but not limited to, periodical payments, personal injury trusts and bespoke investment planning. Duties within the role include preparing financial planning and investment reports and trust deeds, condu...
One of the UK's leading providers of pension consultancy and wealth management are now seeking experienced SSAS & SIPP individuals to join their Leicestershire base. My client have an enviable position in the market place having grown from a small number of people to employing in excess of 200 staff throughout the UK including London. As an experienced SSAS/SIPP Portfolio Manager you will manage a portfolio of HNW and SME's clients wher...
A leading Accountancy and Business Advisory firm employing over 3,000 people throughout the UK are now seeking an experienced Financial Planning Consultant to join their Midlands team and to provide an advice led Financial Planning service to existing HNW clients of the firm and non clients. You will deliver agreed new business objectives and contribute to the growth of the region as part of an integrated service via an Accountancy IFA. The...
One of the UK's most respected providers of Independent Financial Advice are now seeking an experienced and qualified IFA to join their team and cover the Buckinghamshire region. Due to a recent retirement within the Buckinghamshire area there remains a small client base predominantly Investment bias however as an experienced and successful IFA you will be expected to provide financial services advice on whole of the market regulated produc...
One of the UK's most respected providers of Independent Financial Advice are now seeking an experienced and qualified IFA to join their Leicestershire base. As an experienced and successful IFA you will provide financial services advice on whole of the market regulated products including pensions, investments and protection. The option is available to work from the office or to work from home, however in both cases a lap top, mobile phone a...
A new vacancy has arisen for a Diploma Qualified Paraplanner to join a reputable Wealth Management company based in Leeds. The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice. Key accountabilities will be as follows: Production of accurate, compliant client reports within agreed timescales. Assistance with the production of c...
A fantastic opportunity has arisen for an experienced Paraplanner/ IFA Administrator to join a reputable practice of Independent Financial Advisers in Carlisle. In a team of other administrators and paraplanners, the successful candidate will be responsible for the following duties: - Offering full administrative support to advisers by way of checking all client documentation, business processing and submission to providers;<br...
A new vacancy has arisen for a Diploma Qualified Paraplanner to join a reputable Wealth Management company based in Leeds. The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice. Key accountabilities will be as follows: Production of accurate, compliant client reports within agreed timescales. Assistance with the production of c...
Diploma Qualified Paraplanner required to work for an IFA practice based in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end pen...
Diploma Qualified Paraplanner required to work for an IFA practice based in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end pen...
A North East based Financial Services Practice is now looking to recruit an experienced IFA Sales Support Administrator or Paraplanner. Key job tasks could include the following: - Obtaining illustrations and portfolio valuations; - Inputting client data and information onto in house systems and WRAP; - Fund research, and portfolio analysis, creation of compliance/suitability reports; - Business processing;<br ...
An excellent opportunity has arisen for an experienced Paraplanner to join an IFA practice in County Durham. The successful incumbent's duties will include: Gathering information from life companies, completing product and fund research analysis. Completion and updating of client fact find and suitability letter compilation. Creating portfolio recommendation relating to pensions, investments, life and mortgages...
An excellent opportunity has arisen for an experienced Paraplanner to join an IFA practice in County Durham. The successful incumbent's duties will include: Gathering information from life companies, completing product and fund research analysis. Completion and updating of client fact find and suitability letter compilation. Creating portfolio recommendation relating to pensions, investments, life and mortgages...
3 jobs matching this search were posted in the last week
A North East based Financial Services Practice is now looking to recruit an experienced IFA Sales Support Administrator or Paraplanner. Key job tasks could include the following: - Obtaining illustrations and portfolio valuations; - Inputting client data and information onto in house systems and WRAP; - Fund research, and portfolio analysis, creation of compliance/suitability reports; - Business processing;<br ...
A Pensioneer Trustee house and Discretionary Fund Management Business are now seeking an experienced IFA who has extensive Pension knowledge within SSAS/SIPP and Pension Transfers to join their Cheshire base. With combined expertise and knowledge spanning over 60 years within the Industry my client are highly respected within their field. Having their own SSAS & SIPP products this enables my client to provide a professional and first cl...
Due to company growth, an exciting opportunity has arisen for an experienced Wealth Management Administrator to join a reputable financial services provider in York. Responsibilities will include answering the telephone and professionally dealing with clients and product providers, obtaining quotes and valuations, processing business and generally providing full all round support to a team of Independent Financial Planners. You will...
An opportunity has arisen for an experienced SSAS Administrator to join a small but busy SSAS and SIPP administration team. Main duties will include entering and maintaining data on the computerised SSAS Administration systems. You will be responsible for all administrative duties associated with SSAS including:- Scheme establishment, Contributions/transfers, Loans, Borrowing, Property purchase and sales, Pension payments, Accounts a...
An exciting opportunity has arisen for an experienced Paraplanner to join a reputable wealth manager in York. Key accountabilities will include the following: To maintain expertise in all aspects of personal financial planning enabling the successful candidate to provide guidance to consultants with regards to financial and retirement planning. To support the development of Consultants in the Financial Advice Process...
An opportunity has arisen for an experienced Paraplanner to come on board and join a reputable IFA practice based in Leeds. The role will involve providing full paraplanning support to an IFA on a one to one basis carrying out the following duties: - Collation of information and documents for client portfolios prior to client meetings; - Carrying out product provider and fund research in order to locate the best products to suit ...
Paraplanner required to work for an IFA practice in Harrogate. An excellent opportunity for a highly qualified and technical Paraplanner has arisen to work for a reputable practice of Independent Financial Advisers based in Harrogate. The role will involve providing technical paraplanning support to a team of IFAs who provide bespoke financial advice to an Ultra High Net Worth client base on high end pensions and investments....
An exciting opportunity has arisen for an experienced Employee Benefits Administrator to join a successful and highly regarded practice of IFAs in Newcastle. The successful incumbent will join the administration team providing full support to the Independent Financial Advisers. You will deal with whole of market group benefits and risk including group personal and occupational pensions, group DIS/Life and group critical illnes...
An opportunity has arisen for an experienced Paraplanner to come on board and join a reputable IFA practice based in Leeds. The role will involve providing full paraplanning support to an IFA on a one to one basis carrying out the following duties: - Collation of information and documents for client portfolios prior to client meetings; - Carrying out product provider and fund research in order to locate the best products to suit ...
An opportunity has arisen for an experienced Financial Planning Administrator to join a reputable wealth management practice based in Pontefract to cover a 13 month maternity leave contract. This is a temporary position but it may lead to permanent if the role becomes vacant at the end or the company has other needs. The role will involve the following duties: - Provision of administrative support in the area of personal financial...
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Date: 3 days ago
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Truro, Cornwall
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£18,000 - £24,000 per annum
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4 applications
An experienced IFA Administrator/Paraplanner is now required to work for a reputable IFA practice based near Truro. This will be a fast paced and challenging role which will involve providing full technical back office support to a small team of IFAs. Key duties will include obtaining valuations for existing clients, quotations on new business, writing suitability reports, answering the telephone and offering comprehensive ad...
An exciting opportunity has arisen for an experienced Employee Benefits Administrator to join a successful and highly regarded practice of IFAs in Newcastle. The successful incumbent will join the administration team providing full support to the Independent Financial Advisers. You will deal with whole of market group benefits and risk including group personal and occupational pensions, group DIS/Life and group critical illness...
