Paraplanner

Strategic Vision Wealth Management

Paraplanner - strategic vision wealth management is an ifa firm offering a wide range of high quality wealth management services to private, corporate and trustee...

Job Type: Permanent

22/05/2012 16:00 » CareerBuilder 

Paraplanner

Hillman Saunders

[...] insurance, wealth management and financial planning and are currently recruiting for a wealth management paraplanner. key responsibilities and result areas: prepare and maintain client files: collect quantitative detailed information required to compile a financial plan. ensure that all compliance paperwork is present. confirm client risk profile is determined. discuss client objectives with planner. identify and obtain the information necessary[...]

Job Type: Permanent

21/05/2012 22:00 » CareersAndJobs 

Private client adviser

TheLadders

[...] asset management firm with an excellent reputation for provide private and corporate clients with wealth, investment and financial planning are keen to expand the private client team with a well qualified and experienced adviser. the firm operate a new model advice process and have the ability to offer discretionary management services internally, charging clients on a fee based basis the practice is well ahead in relation to rdr. an experienced technical[...]

Job Type: Permanent

19/05/2012 22:00 » CareersAndJobs 

Paraplanner

London

paraplanner working with a top wealth management firm in the city of london salary upto ?35,000 my client is a top 20 national fee-based ifa firm specialising in insurance, employee benefits, wealth management and financial planning for businesses and individuals. advising over 50,000 clients and currently managing over ?600 million in funds under management, the firm is continuing to grow its wealth business. backed up by one of[...]

08/05/2012 17:00 » Hays » London | Greater London 

Paraplanner

Search Consultancy Ltd — Cheshire

paraplanner - cheshire salary 25,000 - £35,000 depending on experience a specialist wealth management firm are looking to expand their support team with the addition of a paraplanner. they are looking for an experienced paraplanner who must be diploma qualified or actively working towards this. as a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio

08/05/2012 16:00 » Monster » Cheshire | North West 

Paraplanner / trainee wealth management consultant

MANSION HOUSE RECRUITMENT LIMITED — London

Paraplanner / Trainee Wealth Management Consultant - our client, a global wealth management business is currently seeking to appoint a new paraplanner to join their well respected team based in london. the role will be initially focused on paraplanning, attending client meetings and shadowing a top performing consultant with gradual development leading into a wealth management position. this well established department advise[...]

03/05/2012 18:00 » Monster » London | Greater London 

Paraplanner - technical advisor - investment

FPSG

Paraplanner - Technical Advisor - Investment - source team are currently working in partnership with a leading financial services client who are looking for an experienced paraplanner to join their already long established & successful team of advisors in northwhich. you should have experience of working closely with ifa's within an investment or wealth management environment and ideally already worked within a planning capacity. your remit will[...]

Job Type: Permanent

19/04/2012 22:00 » CareersAndJobs 

Paraplanner - part time

Search Consultancy — Leeds

paraplanner leeds part-time (2-3 days per week) â£22,000 - â£28,000 (pro rata) + benefits my client, a national ifa and wealth management company, are looking for an experienced paraplanner to join their team in leeds due increasing business loads and an expansion in their regulated sales team. this role is for part-time only (2-3 days per week) description & key tasks to provide one to one paraplanning support to the top[...]

Job Type: Permanent / Full-time

25/05/2012 19:00 » MyLeedsJobs » West Yorkshire | Yorkshire and the Humber 

Paraplanner

Work Solutions — Altrincham

[...] based wealth management services for individuals and businesses. they are currently recruiting a paraplnner to produce due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants. for this role the successful candidate must be diploma qualified with a track record of working in a similar role for an ifa responsibilities include; provide analysis, detailed research of funds[...]

Job Type: Permanent / Full-time

22/05/2012 20:00 » MyManchesterJobs » Cheshire | North West 

Paraplanner

Work Solutions — Altrincham

[...] based wealth management services for individuals and businesses. they are currently recruiting a paraplnner to produce due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants. for this role the successful candidate must be diploma qualified with a track record of working in a similar role for an ifa responsibilities include; provide analysis, detailed research of funds[...]

Job Type: Permanent / Full-time

22/05/2012 15:00 » MyNorthWestJobs » Cheshire | North West 

Paraplanner

mknrecruitment — Farnborough

[...] a paraplanner to join their expanding team. excellent planning and organisation skills will be required with the ability to analyse and document client needs clearly in a timely manner to meet agreed service level. to meet personal targets. as part of the role you will need to : * work as a team * mentor others in specialised areas where requested * contribute to change management initiatives affecting the immediate role to constantly improve and influence efficiencies[...]

13/05/2012 08:00 » Jobinaclick » Hampshire | South East 

Paraplanner

Search Consultancy - Leicester — Nottingham

paraplanner nottingham â£25k - â£35k plus excellent benefits my client are well known as an insurance broker and ifa who are performing extremely well and due to expansion are looking to add an additional paraplanner in their nottingham office you will work alongside both the administrators and pa's to support the wealth managers who are all writing at least â£150k worth of business a year. duties will be varied and will[...]

Job Type: Permanent / Full-time

12/05/2012 09:00 » MyEastMidlandJobs » Nottinghamshire | East Midlands 

Paraplanner

Search Consultancy Ltd — Halifax

paraplanner halifax £22,000 - £30,000 basic (depending on experience) plus benefits an excellent opportunity has arisen in the halifax area to join a regional wealth management firm working within their private wealth ifa team as an experienced paraplanner. you will be working in a role created purely due to organic growth within the company as the ifa's successfully increase their client portfoli

10/05/2012 19:00 » Monster » West Yorkshire | Yorkshire and the Humber