Current Vacancies

Administrator
consultant: James Rendell reference: JR-5877 Location: Somerset, Taunton, Somerset
Salary: £20000 per Annum Contract: Permanent
Paraplanner / Admin Support
Location: Taunton
Salary: £16,000 - £20,000
This is an excellent opportunity to join a company in the financial services industry. Their client base focuses around looking after private clients and the directors of SME's. Fully RDR ready with a fee structure in place, this company brings a refreshing approach to advising upon and dealing with its clients assets
Duties and Responsibilities:
The support of advisors in all aspects of Financial Planning
Writing Suitability Reports and undertaking various research projects on behalf of the IFA
To engender trust and respect from the client by providing high quality technical services, delivering to expectations, responding quickly to client demands and delivering to deadlines
Assist with planning meetings and events
Write reports and proposals based upon gathered research (client or market research) to meet the requirements of delegated client or business assignments
A willingness to undertake ongoing Training and Development
Supervising a small team
Skills and Qualifications:
Excellent Report writer with a strong grasp of the English Language
Extremely pro-active and highly organised
Starting on the route of Financial qualifications
Previous Experience within a Financial Services environment
Add to Folderreference: JR-5877
Paraplanner
consultant: Damien Kelland reference: DK-6456 Location: Bristol
Salary: £25000 per Annum Contract: Permanent
Paraplanner
Location: Bristol
Salary: £19,000 - £25,000
This is a brilliant opportunity for a trainee Paraplanner to make the next step in their career and move into a pure paraplanning position. You will have an understanding of Paraplanning and the role it plays within Financial Services, and be willing to utilise this to move into a more autonomous Paraplanning role.

Duties and Responsibilities:

Report writing
Research
Supporting the fee-earners
To operate within the rules laid down by the Financial Services Authority at all times
To ensure all client files are kept up-to-date at all times, and are compliant with the firm's T&C scheme requirements and FSA requirements
Liasing with clients and product providers

Skills and Qualifications:

Ability and willingness to study for the Certificate / Diploma in Financial Advice
Good IT skills - Word, Excel,Outlook
Previous experience of Financial Planning Software
Can work equally well on own initiative and as part of a team
Numerate
Good communication skills
Add to Folderreference: DK-6456
Paraplanner
consultant: Damien Kelland reference: DK-6553 Location: Hampshire
Salary: £38000 per Annum Contract: Permanent
Paraplanner
Location: Hampshire
Salary: £28,000 - £38,000

This is an excellent chance to join a national IFA in a supporting role. Your role will be Paraplanning and client servicing, looking after both Clients and IFA's nationwide. You must be a keen team player looking to progress within Financial Services

Duties and Responsibilities:

To Review Private Client Fact-finds and all Client Meeting Notes against a defined Compliance approved Fact-find checklist to make sure ALL aspects of the client financial needs are clearly documented
You will be responsible for discussing this with the Consultant where appropriate to enable them to research suitable whole of market advice based on the information provided
Using research tools to ensure independent/whole of market/holistic advice is provided to the client in line as requested by the Consultant
Liaise with consultants for additional information to support the recommendations for the clients, with the ability to discuss requirements to enable the paraplanning activities are performed in a timely and quality manner
To prepare draft suitability reports within an agreed timescale for the client based on the information received, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates and soft facts including justification for advice
To work as a team
To Mentor others in specialised areas where requested
To Contribute to change management initiatives affecting the immediate role to constantly improve and influence efficiencies both in and outside of the team
To Maintain management information to track activity for both themselves and consultants

Skills and Responsibilities:

Full Certificate in Financial Planning essential and working towards FP Diploma is desirable
Excellent analytical and evaluation skills
Good IT skills
Organising & Planning
Excellent Communication skills both written and verbal
Strong analytical skills
Practical knowledge of financial planning, pensions, investments, mortgages, wealth, management, life assurance, tax matters and corporate financial advice
Excellent knowledge of Excel and Word
Previous paraplanning experience essential
Previous experience in a IFA firm is essential
Previous experience in working within a sales-oriented team with interest in researching and analysing information is essential.
Add to Folderreference: DK-6553
Paraplanner
consultant: Damien Kelland reference: DK-6661 Location: Hertfordshire
Salary: £30000 per Annum Contract: Permanent
Paraplanner
Location: Herts
Basic salary: £Negotiable

Our client is a Chartered Wealth Management practice that have been RDR ready for in excess of 5 years. They are now looking for a Paraplanner who is looking to develop their career towards advisor status

Duties and Responsibilities:

To support the Advisors whilst developing yourself towards Advisor status
There is support available however you will be used to ensuring any reports are FSA compliant
you will continue your professional development and be keen to take further exams
To build, grow and develop client relationships
You will be expected to utilise the existing client bank and develop it through referrals and professional connections
Continually seek to help the advancement of the business providing ideas, feedback and opportunities
Attend internal company meetings when requested and provide training to other members of staff
Drive business development campaigns
Liaise closely with the Technical Analyst team when appropriate

Skills and experience

You will hold at least the Diploma in Financial Planning and be prepared to take further exams to become RDR compliant
A high level of professionalism is expected
A team player with the ability to build on and grow client relations
Self motivated with energy, enthusiasm and drive
Computer literate and a clear and concise communicator
Add to Folderreference: DK-6661
Paraplanner
consultant: Damien Kelland reference: DK-6775 Location: Cheltenham, Gloucestershire
Salary: £35000 per Annum Contract: Permanent
Paraplanner
Location: Gloucestershire
Salary: £25,000 - £35,000

An excellent chance for a Paraplanner with a strong pensions and investments background to join a progressive Financial Planning company. The role will entail providing professional administration support to the firm's IFAs. This involves working with IFAs, Administrators, suppliers and clients to ensure that business is processed efficiently and accurately

Duties and Responsibilities:

Work with IFA's to pre complete Client Fact Finds
Support the IFA to implement the recommendations
Liaise with suppliers and other professional advisers to issue business written in a timely manner
Data Gathering - check that all information required has been received from the existing providers
Complete the initial section of Customer Fact Finds with the Client prior to the first IFA meeting when necessary
Analyse information obtained from suppliers and clients
Ad Hoc Research
Obtain relevant quotes from the product providers
Prepare draft recommendations for recommendation letters or comprehensive financial plans as appropriate
Draft Occupational Pension transfer letter together with the Pension Technical Specialist if required
Follow up outstanding details after interviews.
Attend client meetings with the IFA and take meeting notes as required
Keeping up-to-date with new product, technical or legislative changes within the marketplace
Complying at all times with the Compliance and Training and Competence Procedures of the firm
Complying at all times with the requirements of the Financial Services and Markets Act 2000, and the FSA Principles and Code of Practice

Skills and Qualifications:

CF 1-5 CII Exams are necessary
The Diploma in Financial Planning would be highly regarded
Previous history of performing this role within an IFA practice
A strong knowledge of Pensions and Investments
Add to Folderreference: DK-6775
Paraplanner
consultant: Damien Kelland reference: DK-6893 Location: Shepton Mallet, Somerset
Salary: £25000 per Annum Contract: Permanent
Paraplanner / Senior Financial Planning Administrator
Location: Shepton Mallet
Salary: £21,000 - £25,000

Our client is an established professional Financial Planning institution that due to high levels of success is looking for a junior paraplanner / Senior Administrator within financial planning. The majority of duties will depend on your level of experience but will involve support of the Financial Planning department.

Duties and Responsibilities:

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
Performing any other tasks required as delegated by the Consultant

Qualifications & skills:

You must be working towards the diploma in Financial Planning
Previous work history of working in a similar role
Understanding and working knowledge of all products across the Financial Planning spectrum
Excellent organisational skills
Ability to work under pressure and to deadlines
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records
Add to Folderreference: DK-6893
Paraplanner
consultant: Isabelle Madams reference: IM-6870 Location: Norwich, Norfolk
Salary: £20000 per Annum Contract: Permanent
IFA Administrator / Trainee Paraplanner
Location: Norwich
Salary: £17,000 - 20,000

An exciting opportunity for an IFA Administrator / Trainee Paraplanner to join a leading IFA firm. With offices across the country they pride themselves on providing an excellent service to their clients whilst organically growing their business. Seeking an individual they can train within the role to develop their career within the Wealth Management industry.

This is a very rare opportunity for someone who is genuinely interested in developing a career within the Financial Service Industry to join a reputable company that has a strong training scheme.

Responsibilities:

Preparing client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements
Reviewing products available to meet client needs and making appropriate recommendation
Reviewing new contracts and alterations in product providers terms and making recommendations to the Directors
Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors
Ensuring all paperwork is compliant with FSA guidelines

Skills:

You will ideally possess the certificate in Financial Planning
Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business.
Good attention to detail time management skills
Add to Folderreference: IM-6870
Paraplanner
consultant: James Ackland reference: JA-6092 Location: Somerset
Salary: £35000 per Annum Contract: Permanent
Paraplanner - Financial Planning
Location: Somerset
Salary: £25,000 - £35,000

We are seeking a proactive, self motivated experienced and qualified Paraplanner, to support one of the senior management team leading a professional, highly qualified team of IFA's.
Our client is a well respected practice providing genuinely ethical financial planning advice to very high quality clients across the South West.
The key members of this organisation understand the need to invest in quality technical support to allow the Consultants to focus on client facing activities. They are currently looking to recruit an additional Paraplanner to join the existing team. Working with Consultants and Administrators you will be responsible for providing research, report production and all other technical needs.

Responsibilities:

Include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning
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

Skills:

Dip PFS or working towards
Understanding and working knowledge of;
Personal taxation & tax fundamentals
Taxation of investments
Investments products
Protection products
Retirement products
Trust & Wills
Excellent organisational skills
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records
Add to Folderreference: JA-6092
Paraplanner
consultant: James Ackland reference: JA-6093 Location: Wiltshire
Salary: £35000 per Annum Contract: Permanent
Paraplanner - Financial Planning
Location: Wiltshire
Salary: £25,000 - £35,000

We are seeking a proactive, self motivated experienced and qualified Paraplanner, to support one of the senior management team leading a professional, highly qualified team of IFA's.
Our client is a well respected practice providing genuinely ethical financial planning advice to very high quality clients across the South West.
The key members of this organisation understand the need to invest in quality technical support to allow the Consultants to focus on client facing activities. They are currently looking to recruit an additional Paraplanner to join the existing team. Working with Consultants and Administrators you will be responsible for providing research, report production and all other technical needs.

Responsibilities:

Include the preparation of detailed reports and the servicing of prospective, new clients on all aspects of financial planning
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

Skills:

Dip PFS or working towards
Understanding and working knowledge of;
Personal taxation & tax fundamentals
Taxation of investments
Investments products
Protection products
Retirement products
Trust & Wills
Excellent organisational skills
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records
Add to Folderreference: JA-6093
Paraplanner
consultant: James Rendell reference: JR-5597 Location: London
Salary: £30000 per Annum Contract: Permanent
Paraplanner
Location: London
Salary: Negotiable
This is an excellent opportunity to join an RDR ready Fee based Financial Planner, who have been in existence for more than 15 years, in a support role to several advisors as a Paraplanner
Duties and Responsibilities:
Preparation of detailed Reports in accordance with the Firm's standards and compliance guidelines
Experience of talking face to face with new clients regarding all aspects of Financial Planning, and dealing with any queries
Research product details to provide appropriate recommendations to fee earners and/or Assistant Managers
Provide Technical Support to the relevant Consultants
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 and Qualifications:
Diploma qualified and looking to take further exams
Knowledge of SIPPs and Pension Transfers
Offshore Tax knowledge would be an advantage
Works well in a team
Add to Folderreference: JR-5597
Paraplanner
consultant: Isabelle Madams reference: JR-5676 Location: Cheltenham, Gloucestershire
Salary: £32000 per Annum Contract: Permanent
Position: Technical Paraplanner
Location: Cheltenham
Salary: £27,000 - £32,000
Reporting to the Technical Support and Research Team Leader, you will be expected to deliver professional and quality written report documentation for the Financial Advisors and their clients whilst adhering to the corporate standards and requirements
Job Description
You will deliver professional and high quality written report documentation for the Advisers and their clients in accordance with the corporate standards and requirements
You will be responsible for ensuring that all templates and other resources available to the Advisers are well kept, maintained and compliant with FSA standards
Responsibilities
You will produce all technical support material for the advisers and administrators, whilst maintaining templates ensuring they are meeting all corporate and industry standards
You will be first point of contact for the advisers in helping resolve any issues or questions with reference to any technical information
Responsible for undertaking research on other cases and making recommendations as and when appropriate
You will prepare Client Review Packs, insisting of reviews of portfolios and template documentation in alignment with risk to investment portfolios
You will be required to continually update and amend templates and other procedures for use by Advisers ensuring tools are compliant with the company and all industry standards
You will be an acute researcher with regard to the various investments available working closely with the Investment team, whilst keeping the investment process tool updated
Offer support and technical information for sales projects as and when required
You will be expected to keep your knowledge on all related products, funds and providers
Skills and Competencies
Good knowledge of the 1st Software
Excellent IT skills with experience on all Microsoft packages in particular Word and Excel
CII Diploma qualified or close to it
You will have excellent understanding of Pensions and Investments processes
Familiar with the FSA rules and regulations
A good understanding of Financial Services across all sectors
Excellent understanding of all compliance issues with relation to the Financial Services sector
Excellent at writing reports and producing technical support for advisers
Excellent research skills using a variety of resources
A business minded professional who can communicate clearly and concisely
Advisory experience would be advantageous
Benefits
Death in Service
Pension - 3% employer contribution which rises to 5%
Group income protection scheme and Health insurance
23 days holiday and 35 hour weeks
Add to Folderreference: JR-5676
Paraplanner
consultant: James Rendell reference: JR-5691 Location: Bath, Somerset
Salary: £28000 per Annum Contract: Permanent
Paraplanner
Location: Bath
Salary: £23,000 - £28,000
Our client is seeking a near diploma qualified paraplanner to join their busy team in their Bath offices. With a competitive salary offered the ideal candidate will be an experienced paraplanner with PA capabilities for one of the company directors
Job Responsibilities
Have or looking to gain a diploma
Experience as a paraplanner within an IFA practice will allow you to hit the ground running with this exciting role working with a company director
Additionally you will act as the directors PA running their diary and day to day activity
A good pensions and investments knowledge is essential for the role
Be expected to liaise professionally and courteously with fellow wide range o customers and clientele
The candidate will receive 22 days holiday, a pension and support in further examinations
Add to Folderreference: JR-5691
Paraplanner
consultant: James Rendell reference: JR-5693 Location: Bridgwater, Somerset
Salary: £28000 per Annum Contract: Permanent
Paraplanner
Location: Somerset
Salary: £23,000 - £28,000
Our client is seeking a near diploma qualified paraplanner to join their busy team in their Somerset offices. With a competitive salary offered the ideal candidate will be an experienced paraplanner with PA capabilities for one of the company directors
Job Responsibilities
Have or looking to gain a diploma
Experience as a paraplanner within an IFA practice will allow you to hit the ground running with this exciting role working with a company director
Additionally you will act as the directors PA running their diary and day to day activity
A good pensions and investments knowledge is essential for the role
Be expected to liaise professionally and courteously with fellow wide range o customers and clientele
The candidate will receive 22 days holiday, a pension and support in further examinations
Add to Folderreference: JR-5693
Paraplanner
consultant: James Rendell reference: JR-5827 Location: Berkshire, Reading, Berkshire
Salary: £30000 per Annum Contract: Permanent
Job Title: Paraplanner
Location: Reading
Salary: £23,000 - £30,000
Our client is seeking a near diploma qualified paraplanner to join their busy team in their Reading offices. With a competitive salary offered the ideal candidate will be an experienced paraplanner with a strong work ethic comfortable when working under pressure
Job Responsibilities
Have or looking to gain a diploma
Experience as a paraplanner within an IFA practice will allow you to hit the ground running with this exciting role
A good pensions and investments knowledge is essential for the role
Be expected to liaise professionally and courteously with a wide range of customers and clientele
The candidate will receive a competitive salary, a pension and support in further examinations
Add to Folderreference: JR-5827
Paraplanner
consultant: James Rendell reference: JR-5852 Location: Wiltshire
Salary: £30000 per Annum Contract: Permanent
Role: Paraplanner
Location: Wiltshire
Salary: Negotiable
Our well established Financial Services client is looking for an experienced Paraplanner with drive and ambition to offer support to a highly qualified team of IFA's. Duties will include writing detailed reports and servicing prospective new clients, on a variety of aspects of financial planning
Duties and Responsibilities
Write suitability reports in line with compliance regulations
Work closely with your consultant managing and prioritising their workload
Gather technical research to meet your client's needs
Offer technical support to your consultant
Managing client reviews and maturities as well as processing any queries
Perform any additional tasks that may be delegated by the consultant
Skills and Qualifications
3 years experience in a similar role or environment
Hold relevant qualifications and have or working towards Dip PFS status
Sound understanding of Investments - products and taxation , all tax fundamentals, protection products, retirement and trust and wills
Organised with excellent interpersonal skills
Calm and collective under pressure
Experience of using 1st software advantageous not essential
Add to Folderreference: JR-5852
Paraplanner
consultant: James Rendell reference: JR-6005 Location: Bristol
Salary: £26000 per Annum Contract: Permanent
Paraplanner
Location: Bristol
Salary: £19,000 - £26,000
If you are from an IFA support background within Financial Services and looking for a boutique IFA firm to develop your career then this is the job for you. Our client is a fully Independent practice looking to bring in a new staff member to deal with adviser support and office administration
Duties and Responsibilities:
Supporting the IFA through research
Processing client information and completing suitability reports
Ad Hoc Administration in support of the office manager
Skills and Qualifications:
You will be working your way to diploma staus
An understanding of the role of paraplanning including suitability reports and research
Familiarity with tools such as Exchange, Assureweb and Trigold
Previous use of the back office system Intelligent Office would be an advantage
Add to Folderreference: JR-6005
Paraplanner
consultant: James Rendell reference: JR-6138 Location: London
Salary: Contract: Permanent
Position: Paraplanner
Salary: £35,000 - £40,000
Location: London
My client is looking for a new person to join this established well respected IFA in a senior paraplanning role. This position would suit an experienced paraplanner with management experience and at least 3 - 5 years in an IFA environment, looking to take the next step in their career
Duties:
Defining client objectives
Tax calculations
Risk profiling
Creating solutions and strategies
Portfolio research
Product research
Compliance checks
Skills and Qualifications:
You will have good technical knowledge across most areas of the market
You will already have good qualifications and be willing to continue your prfessional development (Chartered and Certified)
Add to Folderreference: JR-6138
Paraplanner
consultant: James Rendell reference: JR-6354 Location: Lincolnshire
Salary: £25000 per Annum Contract: Permanent
Paraplanner
Location: Lincoln
Salary: £22,000 - £25,000 plus benefits
An excellent opportunity has arisen within this established and respected company at their Lincoln offices
Responsibilities
Processing the administration of new business from obtaining quotations through to completion
Preparing client valuations and conducting product research and comparisons
Undertake general administrative duties, including the drafting of correspondence, arranging appointments and ensuring that all client files are compliant
Assist in the preparation of suitability letters for the financial planners
Prepare the files and applications for the financial planners' meetings
Manage the financial planners' diary and appointments
Host of general admin duties from meeting and greeting clients, dealing with daily post and correspondence and scanning documents
Skills and Qualifications
Experience working in a financial services environment
Professional, articulate and confident
An enthusiastic approach to working within a high profile organisation
Able to work both individually and as part of a team
Excellent communications - both verbal and written
Organisational and administration skills
Hold the financial planning certificate and working towards diploma
Have experience using the 1st / Avelo software system
Add to Folderreference: JR-6354
Paraplanner
consultant: James Rendell reference: JR-6512 Location: Solihull, Warwickshire, Warwickshire
Salary: £25000 per Annum Contract: Permanent
Paraplanner - Financial Planning
Location: Birmingham
Salary: £20,000 - £25,000

We are seeking a proactive, self motivated experienced and qualified Paraplanner, to support one of the senior management team leading a professional, highly qualified team of IFA's
Our client is a well respected practice providing ethical financial planning advice to very high quality professionals
The company respect that quality technical support allow the Consultants to focus on client facing activities
They are currently looking to recruit an additional Paraplanner to join the existing team
Working with Consultants and Administrators you will be responsible for providing research, report production and all other technical needs

Responsibilities:

Prepare detailed reports and the servicing of prospective, new clients on all aspects of financial planning
Prioritise your Consultant's client work
Carryout technical research
Produce suitability reports
Provide technical support
Process client queries
Manage client reviews and maturities
Performing any other tasks required by the Consultant

Skills:

Dip PFS or working towards
Understanding and working knowledge of;
Personal taxation & tax fundamentals
Taxation of investments
Investments products
Protection products
Retirement products
Trust & Wills
Excellent organisational skills
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records
Add to Folderreference: JR-6512
Paraplanner
consultant: James Rendell reference: JR-6623 Location: Warwickshire
Salary: £28000 per Annum Contract: Permanent
Paraplanner - Financial Planning
Location: Birmingham
Salary: £22,000 - £28,000
We are seeking a proactive, self motivated experienced and qualified Paraplanner, to support the senior management team
Our client is a well respected practice providing ethical financial planning advice to very high quality professionals
The company respect that quality technical support allow the Consultants to focus on client facing activities
They are currently looking to recruit a Paraplanner to join the existing team
Working with Consultants and Administrators you will be responsible for providing research, report production and all other technical needs
Responsibilities:
Prepare detailed reports and the servicing of prospective, new clients on all aspects of financial planning
Prioritise your Consultant's client work
Carryout technical research
Produce suitability reports
Provide technical support
Process client queries
Manage client reviews and maturities
Performing any other tasks required by the Consultant
Skills:
Dip PFS or working towards
Understanding and working knowledge of;
Personal taxation & tax fundamentals
Taxation of investments
Investments products
Protection products
Retirement products
Trust & Wills
Excellent organisational skills
Excellent interpersonal skills
Experience of using 1st software and maintaining accurate client records
Add to Folderreference: JR-6623
Paraplanner
consultant: James Rendell reference: JR-6796 Location: Cheltenham, Gloucestershire
Salary: £35000 per Annum Contract: Permanent
Title: Paraplanner
Location: Cheltenham
Basic salary: up to £35,000
Our client is an exclusive Wealth Management organisation with an outstanding reputation. They are now looking for a diploma qualified Paraplanner to join the team
Duties and Responsibilities:
To support the Advisors
Support available however you will be used to ensuring any reports are FSA compliant
Continue your professional development and be keen to take further exams
To build, grow and develop client relationships
You will be expected to utilise the existing client bank and develop it through referrals and professional connections
Continually seek to help the advancement of the business providing ideas, feedback and opportunities
Attend internal company meetings when requested and provide training to other members of staff
Drive business development campaigns
Liaise closely with the Technical Analyst team when appropriate
Skills and experience
You will hold at least the Diploma in Financial Planning and be prepared to take further exams to become RDR compliant
A high level of professionalism is expected
A team player with the ability to build on and grow client relations
Self motivated with energy, enthusiasm and drive
Computer literate and a clear and concise communicator
Add to Folderreference: JR-6796
Paraplanner
consultant: James Rendell reference: JR-6845 Location: Monmouthshire
Salary: £30000 per Annum Contract: Permanent
Paraplanner
Location: South Wales
Salary: £22,000 - £30,000
Our client is a well established IFA practice with a respected reputation in the area.
Reporting directly to the Compliance Manager you role is to provide a technical function that supports the advisors in areas including pensions, mortgages, general insurance, tax and investment management
Responsibilities
The processing of the personal information provided by clients during a meeting with their Financial Advisor
Researching the best solutions that meet each clients financial needs
Produce letters, reports and supporting evidence for consideration by the Client
Assist in analytic work, including cash flow forecasting and investment analysis
Prepare the paperwork in readiness for client meetings
Assisting the Financial Adviser in establishing new client relationships
Assessing each clients financial circumstances
Preparing financial statements to support development of each client financial strategy
Use of financial planning software tools
Proposing and drafting solutions that meet each clients goals, needs and objectives
Support the ongoing client relationship
Developing productive working relationships with colleagues and clients
Skills
Excellent interpersonal, listening and numerical attributes
Strong analytical and research skills
Report writing and clear written communication skills
A professional, ethical and discreet manner
Client service skills
Effective time and caseload management
Confidence using IT and database packages
Able and willing to work on own initiative, sometimes for long periods
A flexible approach to business hours would be necessary
Computer literacy - recognising strengths and weaknesses in achieving a compliant audit trail
A good knowledge of all financial products including investments, protections, pensions and tax
Acting ethically, impartially and always in the best interest of the client
Meeting the FSA's Treating Customers Fairly requirements at all times
Be fully conversant at all times with the Societies policies and procedures
Requirements
At least 2 years experience in a similar role working within a Banking or IFA environment
Diploma qualified with a desire to continue personal development
Working hours are 9 to 5 with Saturday shifts on a rota basis
Add to Folderreference: JR-6845
Paraplanner
consultant: James Rendell reference: JR-6897 Location: Bristol
Salary: £35000 per Annum Contract: Permanent
Paraplanner
Location: Bristol
Basic salary: up to £35,000
Our client is an exclusive Wealth Management organisation with an outstanding reputation. They are now looking for a diploma qualified Paraplanner to join the team
Duties and Responsibilities:
To support the Advisors
Support available however you will be used to ensuring any reports are FSA compliant
Continue your professional development and be keen to take further exams
To build, grow and develop client relationships
You will be expected to utilise the existing client bank and develop it through referrals and professional connections
Continually seek to help the advancement of the business providing ideas, feedback and opportunities
Attend internal company meetings when requested and provide training to other members of staff
Drive business development campaigns
Liaise closely with the Technical Analyst team when appropriate
Skills and experience
You will hold at least the Diploma in Financial Planning and be prepared to take further exams to become RDR compliant
A high level of professionalism is expected
A team player with the ability to build on and grow client relations
Self motivated with energy, enthusiasm and drive
Computer literate and a clear and concise communicator
Add to Folderreference: JR-6897
Paraplanner
consultant: Isabelle Madams reference: NL-5940 Location: Oxfordshire
Salary: £28000 per Annum Contract: Permanent
Position: Paraplanner
Salary: £Negotiable
Location: Oxford
My client is looking for a new person to join our small but growing team delivering outsourced paraplanning services to a wide range of IFAs and financial planners. This position would suit a paraplanner, report writer, technical analyst, researcher or even an adviser.
Duties
Defining client objectives
Tax calculations
Risk profiling
Creating solutions and strategies
Portfolio research
Product research
Compliance checks
Skills and Qualifications
You will have good technical knowledge across most areas of the market
You will already have good qualifications and be willing to get more (Chartered and Certified)
Add to Folderreference: NL-5940