Current Vacancies

DipPFS Senior Financial Paraplanner
Location: Bristol
Salary Indicator: £25,000 - £28,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Duties and Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

FPC or Certificate in Financial Planning
Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Paraplanner
Location: Yeovil
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

FPC or Certificate in Financial Planning
Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Paraplanner
Location: Shepton Mallet
Salary Indicator: £20,000 - £28,000

Our client is seeking a proactive, self motivated experienced and qualified Para Planner, to support one of the senior management team leading a professional, highly qualified team of IFA's.
Key responsibilities include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning.

Key duties include:

Manage and prioritise your Consultant's client work
Carryout technical research to meet the clients needs
Produce compliant suitability reports
Provide technical support to dedicated Consultant
Process client queries
Manage client reviews and maturities
Maintain Consultant's WIP record
Performing any other tasks required as delegated by the Consultant

Qualifications & skills:

Dip PFS or working towards
Worked in a similar role or environment for at least 3 years
Understanding and working knowledge of, Personal taxation & tax fundamentals
Taxation of investments, Investments products
Protection products, Retirement products
Trust & Wills, Excellent organisational skills
Ability to work under pressure and to deadlines
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records

Technical Paraplanner
Location: Bristol
Salary: £28,000 + £35,000

Our respected and high profile client are looking to add a Technical Paraplanner to their team to provide a high level of Paraplanning support to a small team of Financial Planners. The firm is going from strength to strength and have an extensive history of developing employees with professional qualifications and relevant training

Duties & Responsibilities:

Product research and development for Financial Planners
Production of Technical reports on products performance and suitability for clients needs
Administration of reports and client portfolio's
Preparation of Presentations for client meetings
Ensuring all work undertaken is FSA Compliant
Reason why letters including research and recommendations
General client file management
Assisting the Financial Planners as required

Skills:

Experience of dealing with HNW Individuals is key to this role
Previous Planning experience would also be beneficial
Previous experience of Paraplanning and technical report writing
A strong understanding of saving and investment products
Knowledge of current FSA legislation
Technical Research and report writing skills
AFPC (Or Equivalent) qualification is highly desirable

Paraplanner
Location: Yeovil
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Job Description
Paraplanner
Location: Shepton Mallet
Salary Indicator: £25,000 - £30,000

This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team

Responsibilities:

Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes

Skills:

Full AFPC or Diploma in Financial Planning
Certified Financial Planner Licence
Financial Planning with study support towards AFPC or Diploma in Financial Planning
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients

Duties & Responsibilities

Technical Paraplanner
Location: Bristol
Salary: £26,000 + Excellent Benefits

Our respected and high profile client are looking to add a Technical Paraplanner to their team to provide a high level of paraplanning support to a small team of Financial Planners. The firm is going from strength to strength and have an extensive history of developing employees with professional qualifications and relevant training

Duties & Responsibilities:

Product research and development for Financial Planners
Production of Technical reports on products performance and suitability for clients needs
Administration of reports and client portfolio's
Preparation of Presentations for client meetings
Ensuring all work undertaken is FSA Compliant
Reason why letters including research and recommendations
General client file management
Assisting the Financial Planners as required

Skills:

Previous experience of paraplanning and technical report writing
A strong understanding of saving and investment products
Knowledge of current FSA legislation
Technical Research and report writing skills
AFPC (Or Equivalent) qualification is highly desirable

Technical Paraplanner
Location: Somerset
Salary: £29,000 + Excellent Benefits

Our respected and growing client are looking to add a Technical Paraplanner to their team to provide a high level of paraplanning support to a small team of Highly Qualified Financial Planners. The firm is going from strength to strength and have an extensive history of developing employees with professional qualifications and relevant training

Duties & Responsibilities:

Product research and development for Financial Planners
Production of Technical reports on products performance and suitability for clients needs
Administration of reports and client portfolio's
Preparation of Presentations for client meetings
Ensuring all work undertaken is FSA Compliant
Reason why letters including research and recommendations
General client file management
Assisting the Financial Planners as required

Skills:

Previous experience of paraplanning and technical report writing
A strong understanding of saving and investment products
Knowledge of current FSA legislation
Technical Research and report writing skills
AFPC (Or Equivalent) qualification is highly desirable

Duties & Responsibilities