Current Vacancies
Paraplanner
consultant: James Rendell reference: JR-7289 Location: Cheltenham, Gloucestershire, Gloucestershire
Salary: £50000 per Annum Contract: PermanentPensions Paraplanner
Location: Gloucestershire
Salary Indicator: £40,000 - £50,000This is a superb opportunity to take the lead on a high profile pensions position supporting key partners within a quality IFA Practice through the production of reports and pensions analysis. The right candidate will have an extremely strong Pensions background combined with a history of being in a client facing role
Duties and Responsibilities:
Drafting tender documents and presentations
Conducting research, analysing and presenting the results using the appropriate modelling tools
Responsible for the drawing up of all client communications
The installation of a new Defined Contribution scheme and salary sacrifice arrangements
Excellent Communication skills with both colleagues and clients
A duty to uphold the correct industry Compliance proceduresSkills and Responsibilities:
You will require excellent Pensions knowledge and be from a background where you are already advising clients
Specialist Pension Transfer Credentials such as AF3 or G60 along with J04 J05 advanced pensions qualification
An extremely strong background of tax/trust planning, investments and specialist pensions such as SIPP.
The ability to discuss pension issues within a wider commercial context and to understand the role of developing new solutions to these issues
At least 3 to 5 years experience in a similar role.Add to Folderreference: JR-7289
Paraplanner
consultant: James Rendell reference: JR-7407 Location: Cheshire
Salary: £35000 per Annum Contract: PermanentSenior Paraplanner
Location: Cheshire
Salary: £competitive plus bonus plus benefitsAn exciting opportunity for an experienced Paraplanner looking to join a leading IFA firm. With a profitable and thriving office in the North West they pride themselves on providing an excellent service to their clients whilst organically growing their business.
Responsibilities:
Managing the whole process of reviewing clients needs
Assessing outstanding information required to proceed
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
Preparing asset allocation and appropriate fund selection
Arranging the ordering and checking of Personalised Illustrations from product provider Research
Reviewing new contracts and alterations in product providers terms and making recommendations
Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations
Undertaking assessment of regulatory changes on the company's procedures and implement necessary changes
Ensuring all paperwork is compliant with FSA guidelinesSkills required
You will ideally possess Advanced Diploma in Financial Planning/Chartered Status
Previous experience of using the Adviser Office (1st) client database/back office system
Sound knowledge of Pensions & Trusts
Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the businessAdd to Folderreference: JR-7407
Paraplanner
consultant: James Rendell reference: JR-7435 Location: Bristol, Weston Super Mare, Bristol
Salary: £35000 per Annum Contract: PermanentParaplanner - Pensions Specialist
Location: Weston-Super-Mare
Salary: Up to £35,000 DOEAn exciting opportunity for an experienced Paraplanner looking to join a leading IFA firm. With offices across the South West they pride themselves on providing an excellent service to their clients whilst organically growing their business.
Responsibilities:
Gathering of information from clients and scheme trustees / managers to enable preparation of pensions and divorce and pension transfer analysis reports
Interpretation and modelling of occupational pension and personal pension scheme structures to calculate equalisation of pension benefits on divorce
Identifying errors and omissions in the information provided
Preparation of transfer analysis reports and associated documents
Preparation of draft reason why letters for sign off by Pension Transfer Specialist
Provide progress reports to introducers on agreed frequency
To assist with recording and accounting of fees
Provide a high standard of service to all existing clients
To assist with the development of the Pensions and Divorce service
Maintain and develop the introducer database
Administrative and technical support for the Directors
Maintaining knowledge and awareness of industry related matters and legislation
Fielding calls from clients, solicitors and barristers preparing draft response letters
Assist with project work as required by Directors and Consultants
Skills requiredMinimum of 5 years' experience within financial services industry, with emphasis on pensions.
Financial Planning Certificate / Diploma.
Excellent communication skills and ability to deal with individuals at all levels within and outside the organisation
Computer literate in Microsoft Office with high level of Excel skillsAdd to Folderreference: JR-7435
Paraplanner
consultant: James Rendell reference: JR-7543 Location: Birmingham, West Midlands, West Midlands
Salary: £40000 per Annum Contract: PermanentSenior Paraplanner
Location: Birmingham
Salary: £33,000 - £40,000This is a superb opportunity for a Paraplanner with an Investment bias to move to a market leader within the Financial Services sector. You will be looking to spend a minimum of 2 years as a paraplanner, although future progression is assured
Duties and Responsibilities:
To provide support for the Financial Planning Managers
Manage the paraplanning and administration team
To liaise with internal staff, including investment managers and Financial Planners
To advise clients on technical issues both on the phone and face to face
To monitor compliance across the department
Prepare official documents including writing reports
Responsibility for fee reconciliationSkills and Qualifications:
Diploma in Financial Planning
Experience in a similar roleAdd to Folderreference: JR-7543
Paraplanner
consultant: James Rendell reference: JR-7635 Location: Bristol - North, Bristol
Salary: £32000 per Annum Contract: PermanentIFA Paraplanner
Location: Bristol - North
Salary: £27,000 - £32,000This is an excellent opportunity to join an established company with a strong reputation for excellence in the fnancial services industry. Their client base is wide and varied and concentrates on both personal and corporate clients.
Duties and Responsibilities:
Work alongside Colleagues to ensure delivery of an exceptional client experience
To act as primary point of contact for all technical enquiries
The supporting of advisors in all aspects of Financial Planning
Undertaking various research projects on behalf of the IFA
Obtain quotation illustrations, prepare comparisons, valuations and other documentation and make arrangements ahead of client reviews and maturities
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
A willingness to undertake ongoing Training and Development
Dealing with and understanding Discretionary Fund Managers and other financial products
Ensure all relevant documents, facts and client information are obtained and recorded
Build rapport and maintain professional relationships with clients, insurers, representatives and colleaguesSkills and Qualifications:
Extremely pro-active and highly organised
Starting on the route of Financial qualifications
Previous Experience within a Professional environment
Knowledge of various financial services products including pensions and investmentsBenefits:
Competitive Salary
Benefits include pension, healthcare and 20 days holidayAdd to Folderreference: JR-7635
Paraplanner
consultant: James Rendell reference: JR-7728 Location: Wiltshire
Salary: £28000 per Annum Contract: PermanentParaplanner - Financial Services
Location: Wiltshire
Salary £22,000 - £28,000 per annumThis established wealth management firm is looking to add to its team as they continue to grow from strength to strength. Their vibrant dynamic financial planning practice is situated in Wiltshire and specialises in advising high net worth businesses, its owners and wealthy individuals holistic financial advice. They are seeking an experienced technical paraplanner
The ideal candidate will come in to the organisation looking to continue the company ethos of back office excellence ideally Dip PFS qualified with aspirations to become chartered
Working with a highly successful team of Consultants the ideal candidate will be required to prepare chartered standard reports
The candidate will have excellent opportunities to further their career within the company in various aspects of the business, including compliance, managerial or a consulting role
Job responsibilities
Account manage a number of affluent clients
Work closely with your consultants whilst managing and prioritising your workload
Provide technical research to meet the client's needs
Write compliant suitability reports and reason why letters
Give technical support to your consultant
Assess Investment Portfolios with the consultant and manage client reviewsSkills and Qualifications
To have worked in Financial Services in a similar position for a minimum of 3 years
Qualified to Dip PFS or nearing its completion
Organised, efficient and well organised
Excellent working knowledge of Microsoft Word and Excel
Superb interpersonal skills with a calm work ethic under pressure
Experience in back office systemsAdd to Folderreference: JR-7728
Paraplanner
consultant: James Rendell reference: JR-7740 Location: Devon
Salary: £35000 per Annum Contract: PermanentPosition: Paraplanner
Location: South Devon
Basic salary: up to £35,000Our client is a RDR ready IFA Management practice that are currently enjoying significant business growth. They are now looking for an experienced Paraplanner who is looking to develop their career
Duties and Responsibilities:
To support the 8 Advisors
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
Technically strong a good understanding of Pension Drawdowns, Investments and Inheritance Tax
To build, grow and develop client relationships
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 campaignsSkills and experience:
You will hold the Diploma in Financial Planning and be prepared to take further exams
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
Supervisory experienceBenefits include:
Excellent Salary
Progressive career opportunity
Ideal office locationAdd to Folderreference: JR-7740
Paraplanner
consultant: Will Langdon reference: WL-7475 Location: Northampton, Northamptonshire
Salary: £33000 per Annum Contract: PermanentFinancial Planning Assistant Manager
Location: Northampton
Salary: £26,000 - £33000
Our client is a firm of Accountants in the Northamptonshire area which due to recent developments within the firm are now looking for a Financial PlanningAssistant Manager / Paraplanner to come on board the growing Financial Planning Team
With excellent career progression and with a superb team around you this would be a great opportunity to develop your career further
Duties and Responsibilities:
To research all products across the whole of market and provide recommendations to the financial planning team
To prepare client letters and suitability reports in accordance with FSA requirements and the practice's standards
To maintain and update client details accurately on the firm's software, as well as maintaining client files to an accurate standard
To regularly attend training courses to develop technical skills for CPD purposes
Ad Hoc duties in support of the Financial Planning team
Skills:
A level or equivalent
FPC or Certificate in Financial Planning
Progress towards Diploma in Financial Planning/Diploma in Regulated Financial Planning Degree
Full AFPC or Diploma in Financial Planning/Diploma in Regulated Financial Planning
Certified Financial Planner LicenceAdd to Folderreference: WL-7475
Partner
consultant: Will Langdon reference: WL-6175 Location: Worcestershire
Salary: £70000 per Annum Contract: PermanentSenior Manager / Partner Designate
Location: Worcestershire
Salary: £45,000 - £70,000+Heat Recruitment is currently recruiting for Senior Manager's and Directors for a growing and expanding firm of Chartered Accountants in Worcestershire.
Our client offers genuine career progression within the firm and is offering this unique opportunity for the right individual.
With positions available in general Business Services (Accounts, Tax & Audit) this is the perfect opportunity for a candidate who feels that their career is currently being stunted to develop in to a Partner of this progressive firm.
Working for this Professional Services Firm you will be given all the training needed to develop your self in to a partnership role and help develop and expand the business further.
To be considered for this firm you will be ACCA / ACA / CTA Qualified and have experience of working within a Professional Service firm at a Senior Level.
If you would like to know more about this position or wish to have a discrete and private discussion about this position then please contact Will Langdon at Heat Recruitment
Add to Folderreference: WL-6175
Partner
consultant: Will Langdon reference: WL-7078 Location: Essex
Salary: £120000 per Annum Contract: PermanentBusiness Services Senior Manager / Director - Chartered Accountancy Practice
Location: Essex
Salary: £75,000 - £120,000Our client is a leading Firm of Chartered Accountants in the Essex area, they are currently looking for a Senior Manager / Director to assist and run the Business Services Department
Duties and Responsibilities
As a Senior Manager/ Director you will have responsibility for continuing to grow the business and delivering high quality service and advice to your clients. You will need a proven record of delivering excellence and be committed to your own career development and that of your team. You will manage your own portfolio and be actively representing the practice in the local rural community whilst developing new business opportunities.
Skills
ACA/ACCA qualified ideally from a progressive accountancy practice
Proven experience of forging successful business relationships
Up to date accounting knowledge - including accounting standards
Determine scope and planning for assignments for agreement with business services manager
Experience in audit, accounts preparation, and tax
Experienced people manager, with the ability to coach and develop a team
Innovative approach to problem solving
Pro-active communication style
Be capable of providing strategic leadershipAdd to Folderreference: WL-7078
