Insurance / Financial Services - Para Planning Jobs

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Sales support administrator / paraplanner

Salary:
£22k - 28K
Location:
London, The City
Job Type:
Permanent
Date Posted:
27-Nov-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...

Self Employed IFA

Salary:
£18k - £25k 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...

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...

Paraplanner/ Pensions Administrator

Salary:
£23k - £30k 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:
£17k - £25k 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:
£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...

Paraplanner

Salary:
£25k - £35k 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...

Paraplanner | Chichester

Salary:
£25000- £32000 / annum
Location:
Chichester
Job Type:
Permanent
Date Posted:
29-Nov-2008 00:00Add to My Shortlist

Our exclusive registered insurance broker and independent financial advisers offering a comprehensive range of services to people and business are seeking an experienced Paraplanner. Their clients range from the motorist to the flying enthusiast, from the corner shop trader to the Internet entrepreneur, from small and medium-sized companies to large professional practices and multi-national organisations. This prestigious organisation, with a...

Paraplanner | Excellent Firm

Salary:
£35k plus bonuses
Location:
East Sussex
Job Type:
Permanent
Date Posted:
29-Nov-2008 00:00Add to My Shortlist

National, Sussex based award winning IFA is seeking a Paraplanner to add to their Sussex team. This prestigious organisation, with a well earned reputation dealing with professional clients, has grown both organically and through acquisition. This position has come about due to continued expansion and is part of the organisations strategy to invest in an increasingly efficient support structure. Having...

Independent Financial Adviser

Salary:
£20k - £50k pa
Location:
Nottingham
Job Type:
Permanent
Date Posted:
28-Nov-2008 09:36Add to My Shortlist

A well respected IFA based in the East Midlands is now looking to recruit for a fully competent IFA to expand their thriving sales force. At present this practice deals with all aspects of personal and corporate products on top of providing clients with wrap conversion advice. This opportunity is an employed role where the company will provide the successful...

IFA | Seminar Specialist

Salary:
£28000- £35000 / annum
Location:
South West
Job Type:
Permanent
Date Posted:
29-Nov-2008 00:00Add to My Shortlist

This financial services division of a chartered and successful accountancy practice offer businesses and high net worth individuals the very best advice on their financial and business affairs. They have excellent connections and introducers outside the practice and have developed excellent affinity ties. Due to a new connection an opportunity has arisen for an IFA. The role will involve dealing...

Paraplanner (IFA)

Salary:
£22k - £28k DOE + Bens
Location:
Hampshire, Farnborough
Job Type:
Permanent
Date Posted:
27-Nov-2008 08:53Add to My Shortlist

Paraplanner (IFA) Farnborough, Hampshire £22, 000 - £28, 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 (IFA)

Salary:
£22,000 - £28,000+Bens
Location:
Hampshire, Farnborough
Job Type:
Permanent
Date Posted:
26-Nov-2008 16:36Add to My Shortlist

Paraplanner (IFA) Farnborough, Hampshire £22, 000 - £28, 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:
£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...

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