Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and click apply for full job details
Aug 01, 2025
Full time
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy The business is independently owned and has a team of 7, growing to 8, who all enjoy working together. The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and click apply for full job details
Senior/Technical Paraplanner SJP Remote or Hybrid in Leeds Salary: Up to £42,000 Location: Remote or hybrid (Leeds) Contract: 1-year fixed term (potential to become permanent) Are you an experienced Senior/Technical Paraplanner looking for a role where you can truly make an impact? This is an exciting opportunity to join a leading wealth management firm, working alongside senior leadership and supporting complex, high-net-worth cases. As part of a growing team, youll play a key role in mentoring paraplanners, contributing to technical excellence, and shaping best-in-class financial planning solutions. Whats in it for you? Work with a fast-growing, highly respected wealth management firm Opportunity to take on leadership & mentoring responsibilities Exposure to HNW & complex financial planning cases Potential for long-term career progression What Youll Be Doing: Conducting advanced financial analysis, cash flow modelling, estate planning & pension research Managing complex cases involving trusts, taxation & inheritance planning Technical report writing to deliver high-quality financial solutions Ensuring compliance & risk management aligns with regulatory standards Mentoring & supporting paraplanners within the team What Were Looking For: 5+ years of experience in a paraplanning role A Diploma in Financial Planning (Chartered status or working towards it preferred) Strong knowledge of pensions, investments, taxation & estate planning Experience in mentoring & team development Meticulous attention to detail with a proactive, solutions-focused mindset This is a 1-year fixed-term contract to cover maternity leave, with the potential to become permanent based on business needs. JBRP1_UKTJ
Feb 21, 2025
Full time
Senior/Technical Paraplanner SJP Remote or Hybrid in Leeds Salary: Up to £42,000 Location: Remote or hybrid (Leeds) Contract: 1-year fixed term (potential to become permanent) Are you an experienced Senior/Technical Paraplanner looking for a role where you can truly make an impact? This is an exciting opportunity to join a leading wealth management firm, working alongside senior leadership and supporting complex, high-net-worth cases. As part of a growing team, youll play a key role in mentoring paraplanners, contributing to technical excellence, and shaping best-in-class financial planning solutions. Whats in it for you? Work with a fast-growing, highly respected wealth management firm Opportunity to take on leadership & mentoring responsibilities Exposure to HNW & complex financial planning cases Potential for long-term career progression What Youll Be Doing: Conducting advanced financial analysis, cash flow modelling, estate planning & pension research Managing complex cases involving trusts, taxation & inheritance planning Technical report writing to deliver high-quality financial solutions Ensuring compliance & risk management aligns with regulatory standards Mentoring & supporting paraplanners within the team What Were Looking For: 5+ years of experience in a paraplanning role A Diploma in Financial Planning (Chartered status or working towards it preferred) Strong knowledge of pensions, investments, taxation & estate planning Experience in mentoring & team development Meticulous attention to detail with a proactive, solutions-focused mindset This is a 1-year fixed-term contract to cover maternity leave, with the potential to become permanent based on business needs. JBRP1_UKTJ
Technical Paraplanner £40,000 - £55,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Paraplanner to join the team. The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business' recent and ongoing growth. You will have the opportunity to attend client meetings with the Planners and provide client support. Benefits: Flexible hours, standard are 9am - 5pm Ongoing professional development and training Free onsite parking Support with exams to CII Level 4 and then Chartered 28 days holiday Pension: 5% ee & 5% er Discretionary bonus After the probation period: DIS, a group PHI scheme and Private Medical Insurance Progression within the company What s needed to be considered for this Paraplanner position? Several years of experience in a Paraplanning position & strong technical knowledge Level 4 Diploma qualified as a minimum - CII OR CISI Excellent compliance knowledge Experienced with cashflow modelling What's next? Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Report Writing, Technical Support, Financial Planning, Paraplanner, Para planning, Paraplanning
Feb 20, 2025
Full time
Technical Paraplanner £40,000 - £55,000 - open depending on experience We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Paraplanner to join the team. The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT with processes, technical cases, and overall team improvements. This is a really exciting time to join the company due to the business' recent and ongoing growth. You will have the opportunity to attend client meetings with the Planners and provide client support. Benefits: Flexible hours, standard are 9am - 5pm Ongoing professional development and training Free onsite parking Support with exams to CII Level 4 and then Chartered 28 days holiday Pension: 5% ee & 5% er Discretionary bonus After the probation period: DIS, a group PHI scheme and Private Medical Insurance Progression within the company What s needed to be considered for this Paraplanner position? Several years of experience in a Paraplanning position & strong technical knowledge Level 4 Diploma qualified as a minimum - CII OR CISI Excellent compliance knowledge Experienced with cashflow modelling What's next? Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Report Writing, Technical Support, Financial Planning, Paraplanner, Para planning, Paraplanning
This Senior Paraplanner job in Chesterfield provides opportunity to play a key role in a growing IFA firm with a 5 year roadmap to scale the business. As a Senior Paraplanner you will be focused on supporting their team of Financial Advisors (including Chartered Financial Advisors). You will provide support on a range of cases with a natural leaning towards the more technical / complex cases, making use of your knowledge and skillset. The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow. Our client also has a SIPP / SSAS administration division; therefore it is likely you will be involved in cases whereby clients have SIPPs / SSASs. As such, we are ideally seeking a Senior Paraplanner confident on this area of the market. Senior Paraplanner Requirements You should be a current Paraplanner with strong knowledge of the full range of financial planning You should be Diploma qualified in Financial Planning and ideally hold some advanced qualifications You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business The Company Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over 300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey. Senior Paraplanner Benefits Salary negotiable depending on experience (potential to consider up to 60,000) Hybrid role with some presence in their Chesterfield office (potential to consider fully remote, for the right individual) Standard company benefits at present with desire to add employee perks in due course Opportunity to join this business on their exciting next phase Location Chesterfield Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Feb 15, 2025
Full time
This Senior Paraplanner job in Chesterfield provides opportunity to play a key role in a growing IFA firm with a 5 year roadmap to scale the business. As a Senior Paraplanner you will be focused on supporting their team of Financial Advisors (including Chartered Financial Advisors). You will provide support on a range of cases with a natural leaning towards the more technical / complex cases, making use of your knowledge and skillset. The business is already a well-established firm of over 30 years so has a fantastic heritage. They have a 5 year growth plan, therefore this provide an exciting opportunity to be part of this growth and play a key part as the team continues to grow. Our client also has a SIPP / SSAS administration division; therefore it is likely you will be involved in cases whereby clients have SIPPs / SSASs. As such, we are ideally seeking a Senior Paraplanner confident on this area of the market. Senior Paraplanner Requirements You should be a current Paraplanner with strong knowledge of the full range of financial planning You should be Diploma qualified in Financial Planning and ideally hold some advanced qualifications You should be motivated by joining a growing IFA firm with a collective goal of generating a sizeable, respected business The Company Our client is a well established IFA firm with its heritage dating back over 30 years. The business has over 300m FUM plus is regulated to manage the administration of SIPPs and SSASs. With funding in place, the business has exciting growth plans and want motivated individuals to be part of their next 5 year journey. Senior Paraplanner Benefits Salary negotiable depending on experience (potential to consider up to 60,000) Hybrid role with some presence in their Chesterfield office (potential to consider fully remote, for the right individual) Standard company benefits at present with desire to add employee perks in due course Opportunity to join this business on their exciting next phase Location Chesterfield Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
The Client This is an exciting opportunity for a Senior IFA Administrator / Adviser Support to join a successful Financial Planning firm, based out of their state of the art Central London office.This firm focuses on ethical and sustainable advice, so the clients are varied and involves a lot of ESG investment work. You will work on a pod-basis with the Adviser and Paraplanner to ensure for a smooth client experience. The Opportunity During a period of key expansion, our client is looking for an Technical IFA Administrator / Adviser Support to provide a first-class compliant support service to the Chartered Financial Advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.Study and exam support is strongly supported.Role Duties include: Provide daily administrative support to two established financial advisers and their paraplanners Help to maintain the client database, processing new business Implementing advice given to clients Be able to assist and contribute to the development of the financial planning proposition, new processes, and systems within the team. Basic report writing Liaising with product providers and clients General office duties where required, for example answering the office phone line Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook. What's needed to be considered? Several year's experience working in an IFA Administrator position Confident with technical work such as preparing meeting packs, interpreting research Strong knowledge of financial products, particularly Pensions and Investments Team player, eager to share knowledge previously obtained as well as learn on the job Benefits Package: Matched Pension contribution Private Healthcare Discretionary annual bonus Remote Working Flexible working hours Company events Exam Support What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Dec 19, 2022
Full time
The Client This is an exciting opportunity for a Senior IFA Administrator / Adviser Support to join a successful Financial Planning firm, based out of their state of the art Central London office.This firm focuses on ethical and sustainable advice, so the clients are varied and involves a lot of ESG investment work. You will work on a pod-basis with the Adviser and Paraplanner to ensure for a smooth client experience. The Opportunity During a period of key expansion, our client is looking for an Technical IFA Administrator / Adviser Support to provide a first-class compliant support service to the Chartered Financial Advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.Study and exam support is strongly supported.Role Duties include: Provide daily administrative support to two established financial advisers and their paraplanners Help to maintain the client database, processing new business Implementing advice given to clients Be able to assist and contribute to the development of the financial planning proposition, new processes, and systems within the team. Basic report writing Liaising with product providers and clients General office duties where required, for example answering the office phone line Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook. What's needed to be considered? Several year's experience working in an IFA Administrator position Confident with technical work such as preparing meeting packs, interpreting research Strong knowledge of financial products, particularly Pensions and Investments Team player, eager to share knowledge previously obtained as well as learn on the job Benefits Package: Matched Pension contribution Private Healthcare Discretionary annual bonus Remote Working Flexible working hours Company events Exam Support What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Service Service Employment Agency Limited
Norwich, Norfolk
Are you a Financial Planner, Paraplanner, looking for a rewarding change of direction! My client, a leading provider of education and training in the Financial Services Sector have an exciting opportunity for a Financial Services Professional to join their existing team as a Trainer and Assessor. Please note this role is remote working from home, all equipment is provided. The ideal candidate for this role would be a Financial Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. In respect of their insurance training you will ideally have held the title of Account Executive or Handler or have been involved in training or management, you will ideally be ACII qualified but my client will also consider experienced (5yrs +) professionals with CII. In this role you will assess and support across three main areas: vocational training (skills based), academic teaching (qualifications), and functional skills (literacy, numeracy and ICT). T he key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach large and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner's work You will maintain accurate records and monitor learners' progress using the SkillStar system You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner's literacy and numeracy when training, assessing or marking You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning Personal Specification Essential Minimum 5 years' experience working within an IFA CIIDipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills as well as creativity to make learning engaging Enthusiasm, positivity, motivation and commitment, patience and a sense of humour Benefits Monday to Thursday 09:00 - 17:00 Friday 09:00 - 14:00 35 Hours Per Week Half an hour for lunch (as working from home) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Home / remote working
Dec 19, 2022
Full time
Are you a Financial Planner, Paraplanner, looking for a rewarding change of direction! My client, a leading provider of education and training in the Financial Services Sector have an exciting opportunity for a Financial Services Professional to join their existing team as a Trainer and Assessor. Please note this role is remote working from home, all equipment is provided. The ideal candidate for this role would be a Financial Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. In respect of their insurance training you will ideally have held the title of Account Executive or Handler or have been involved in training or management, you will ideally be ACII qualified but my client will also consider experienced (5yrs +) professionals with CII. In this role you will assess and support across three main areas: vocational training (skills based), academic teaching (qualifications), and functional skills (literacy, numeracy and ICT). T he key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach large and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner's work You will maintain accurate records and monitor learners' progress using the SkillStar system You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner's literacy and numeracy when training, assessing or marking You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning Personal Specification Essential Minimum 5 years' experience working within an IFA CIIDipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills as well as creativity to make learning engaging Enthusiasm, positivity, motivation and commitment, patience and a sense of humour Benefits Monday to Thursday 09:00 - 17:00 Friday 09:00 - 14:00 35 Hours Per Week Half an hour for lunch (as working from home) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Home / remote working
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Dec 19, 2022
Full time
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service based in Northampton. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. What's needed? Over 10 years experience of Paraplanning Chartered through CII or working towards Experience of working with High Net-worth clients Benefits: Salary paying up to £60k with OTE over £70k Free Parking Free Office Gym Training + support 1 day off a fortnight with new flexible working scheme What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
The highly regarded Financial Planning arm of a prestigious Investment Manager is currently looking to hire a Senior Paraplanner.The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their financial planning offering has become a real focal point of their development over the past few years so they are looking to add to their existing technical support function. You will be responsible for researching funds and writing bespoke suitability reports for Financial Advisers.You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore, you should have a string technical knowledge of pensions, inheritance tax including estate planning and trusts and financial protection.This role is ideally going to suit an individual who is comfortable working in a technical capacity for next 2-3 but there are longer term development opportunities. Candidates should have made progress towards Chartered status.My client can provide a highly competitive base salary along with exceptional benefits, annual discretionary bonus and a highly flexible working environment.
Dec 19, 2022
Full time
The highly regarded Financial Planning arm of a prestigious Investment Manager is currently looking to hire a Senior Paraplanner.The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their financial planning offering has become a real focal point of their development over the past few years so they are looking to add to their existing technical support function. You will be responsible for researching funds and writing bespoke suitability reports for Financial Advisers.You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore, you should have a string technical knowledge of pensions, inheritance tax including estate planning and trusts and financial protection.This role is ideally going to suit an individual who is comfortable working in a technical capacity for next 2-3 but there are longer term development opportunities. Candidates should have made progress towards Chartered status.My client can provide a highly competitive base salary along with exceptional benefits, annual discretionary bonus and a highly flexible working environment.
Our client is a multi-award winning Chartered practice based on the Herts/Essex border. They work at the top end of the market with client average level of investable assets ranging from £3-25M they have an in-house Investment Manager and provide a full comprehensive financial planning service. Their focus for 2022 is on Family Wealth Management and their aim is to be the No 1 Family Wealth Manager in the London Cambridge corridor in the next ten years.Their current requirement is for an experienced Financial Planning Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity. A first class opportunity to work for a highly successful and well respected practice who can offer a first class and positive working environment along with highly competitive salary, bonus and generous benefits.
Dec 19, 2022
Full time
Our client is a multi-award winning Chartered practice based on the Herts/Essex border. They work at the top end of the market with client average level of investable assets ranging from £3-25M they have an in-house Investment Manager and provide a full comprehensive financial planning service. Their focus for 2022 is on Family Wealth Management and their aim is to be the No 1 Family Wealth Manager in the London Cambridge corridor in the next ten years.Their current requirement is for an experienced Financial Planning Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity. A first class opportunity to work for a highly successful and well respected practice who can offer a first class and positive working environment along with highly competitive salary, bonus and generous benefits.
This employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established, the business would have a long term aim for you to be writing £300k gross pa. This exciting position is well suited to individuals on route or already holding Chartered Financial Planner status. There is no requirement to bring clients / FuM with you, due to the excellent opportunities available. You will be provided with existing clients ready for you to takeover servicing, plus have access to new clients for you to sign onto ongoing servicing agreements. The group company has specialist departments, including accountancy, tax planning and investment management. Therefore, you will regularly work closely with your fellow professionals, to provide holistic service to clients. Due to the nature of their international parent company, they regularly have both domestic and international clients. Financial Advisor Requirements You must be qualified to minimum Level 4 Diploma in Financial Planning Individuals working towards Chartered status would be preferred You must have circa 5 years' experience as a Financial Advisor You must have experience working with HNW and UHNW clients The Company Our client is a highly respected specialist Financial Planning firm, backed by a leading Accountancy firm of nearly 1,000 team members in their UK company. They are keen to expand their Financial Planning firm through recruiting individuals with desire of becoming Chartered and capable of delivering first class financial planning to HNW clients. Financial Advisor Benefits Salary of £50,000 - £60,000 depending on experience plus bonus Plus, company benefits Hybrid working Excellent planned growth within the team, creating career progression opportunities 2 Financial Advisors to 1 Paraplanner ratio Location Birmingham / Coventry London Northampton Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Dec 15, 2022
Full time
This employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established, the business would have a long term aim for you to be writing £300k gross pa. This exciting position is well suited to individuals on route or already holding Chartered Financial Planner status. There is no requirement to bring clients / FuM with you, due to the excellent opportunities available. You will be provided with existing clients ready for you to takeover servicing, plus have access to new clients for you to sign onto ongoing servicing agreements. The group company has specialist departments, including accountancy, tax planning and investment management. Therefore, you will regularly work closely with your fellow professionals, to provide holistic service to clients. Due to the nature of their international parent company, they regularly have both domestic and international clients. Financial Advisor Requirements You must be qualified to minimum Level 4 Diploma in Financial Planning Individuals working towards Chartered status would be preferred You must have circa 5 years' experience as a Financial Advisor You must have experience working with HNW and UHNW clients The Company Our client is a highly respected specialist Financial Planning firm, backed by a leading Accountancy firm of nearly 1,000 team members in their UK company. They are keen to expand their Financial Planning firm through recruiting individuals with desire of becoming Chartered and capable of delivering first class financial planning to HNW clients. Financial Advisor Benefits Salary of £50,000 - £60,000 depending on experience plus bonus Plus, company benefits Hybrid working Excellent planned growth within the team, creating career progression opportunities 2 Financial Advisors to 1 Paraplanner ratio Location Birmingham / Coventry London Northampton Call us now on or click Apply Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
The Festive Season is nearly upon us, and I am very keen to reach out to candidates looking to make a career move in the 1st quarter 2023. Therefore, if you are looking for a fresh challenge in wealth management within London and the surrounding areas, please do reach out, I'd be delighted to help you find your dream opportunity.We focus on assisting - IFA / Senior IFA Administrators Junior Paraplanners ( with RO exam success) Diploma Qualified & Chartered Paraplanners Team Leaders/Paraplanning Managers Career Paraplanners Paraplanner to Advisers Compliance professionals Mortgage Administrators Employed Financial AdvisersSo whether you are looking for salary advice prior to your annual review or are interested in discussing opportunities and clients we are working with, please reach out and call me or email Camilla Howden.
Dec 14, 2022
Full time
The Festive Season is nearly upon us, and I am very keen to reach out to candidates looking to make a career move in the 1st quarter 2023. Therefore, if you are looking for a fresh challenge in wealth management within London and the surrounding areas, please do reach out, I'd be delighted to help you find your dream opportunity.We focus on assisting - IFA / Senior IFA Administrators Junior Paraplanners ( with RO exam success) Diploma Qualified & Chartered Paraplanners Team Leaders/Paraplanning Managers Career Paraplanners Paraplanner to Advisers Compliance professionals Mortgage Administrators Employed Financial AdvisersSo whether you are looking for salary advice prior to your annual review or are interested in discussing opportunities and clients we are working with, please reach out and call me or email Camilla Howden.
Our clients are a Chartered Financial Planning firm that focuses on goals-based holistic financial planning who have been recognised for several years running as being in the Top 100 of financial planning companies in the UK They are looking for an experienced Senior Paraplanner to join the growing team. They are looking for someone with specific experience and skills. You should be able to tick these boxes: Paraplanning for at least five years. Chartered status with strong technical knowledge. Pension transfer qualifications (such as AF7) and experience in giving defined benefit pension transfer advice. Actively using cashflow forecasting tools, ideally Voyant. Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances (Lifetime Allowance, Pension Annual Allowances and MPAA, inheritance tax NRB and RNRB, business taxation reliefs, personal income tax allowances, capital gains annual exemptions and so on). They offer A supportive environment for continual learning. All technical qualification and training costs are met by the company. The opportunity to deliver truly great financial planning advice, working closely with all of the financial planners. The role is full time and based in the Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday - Thursday. Flexible working is encouraged. Salary is dependent on experience. • Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus For further information and a comprehensive job description please apply on-line or contact Cameron James.
Dec 14, 2022
Full time
Our clients are a Chartered Financial Planning firm that focuses on goals-based holistic financial planning who have been recognised for several years running as being in the Top 100 of financial planning companies in the UK They are looking for an experienced Senior Paraplanner to join the growing team. They are looking for someone with specific experience and skills. You should be able to tick these boxes: Paraplanning for at least five years. Chartered status with strong technical knowledge. Pension transfer qualifications (such as AF7) and experience in giving defined benefit pension transfer advice. Actively using cashflow forecasting tools, ideally Voyant. Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances (Lifetime Allowance, Pension Annual Allowances and MPAA, inheritance tax NRB and RNRB, business taxation reliefs, personal income tax allowances, capital gains annual exemptions and so on). They offer A supportive environment for continual learning. All technical qualification and training costs are met by the company. The opportunity to deliver truly great financial planning advice, working closely with all of the financial planners. The role is full time and based in the Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday - Thursday. Flexible working is encouraged. Salary is dependent on experience. • Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus For further information and a comprehensive job description please apply on-line or contact Cameron James.
Exchange Street Claims & Financial Services
Altrincham, Cheshire
This Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five paraplanners who support twelve advisers. This team has members with varying degrees of experience and you'll be the one they come to with technical questions.You'll be the most senior person on the team. You'll pass on your knowledge and get as much enjoyment from supporting others as nailing that complex report.This is a business that trusts its staff so hybrid working is on offer. It also values its staff. And one way it shows this is through the package they offer, for this role paying to £50,000 as well as a bonus, pension and DIS.They'd love to recruit a Chartered paraplanner. But if you have at least one AF paper and want to be level 6 then they'd love to hear from you too. And given your status on the team you'll need a reasonable amount of paraplanning experience.
Dec 12, 2022
Full time
This Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five paraplanners who support twelve advisers. This team has members with varying degrees of experience and you'll be the one they come to with technical questions.You'll be the most senior person on the team. You'll pass on your knowledge and get as much enjoyment from supporting others as nailing that complex report.This is a business that trusts its staff so hybrid working is on offer. It also values its staff. And one way it shows this is through the package they offer, for this role paying to £50,000 as well as a bonus, pension and DIS.They'd love to recruit a Chartered paraplanner. But if you have at least one AF paper and want to be level 6 then they'd love to hear from you too. And given your status on the team you'll need a reasonable amount of paraplanning experience.
I have recently registered a new Senior Chartered Paraplanning role. My client is a highly regarded wealth management firm. Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplanner to working alongside the Head of Technical Services. You must be technically competent across various products such as pensions, pension transfers, investments, IHT, Estate planning. Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. Working in a pod system, you are not just a Senior Paraplanner but play a pivotal role to the business as you will have direct contact with clients and work in a highly collaborative working environment where your recommendations and experience will be highly respected, and the opportunity to mentor more junior members of the team. If you are looking expand your paraplanning knowledge and work with dynamic and forward thinking IFA, then this may be the right opportunity for you. This could be a key turning point in your Paraplanner career to achieve your career ambitions. The company offers a fully hybrid working pattern and supports work/life balance. If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula Sloan.
Dec 08, 2022
Full time
I have recently registered a new Senior Chartered Paraplanning role. My client is a highly regarded wealth management firm. Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplanner to working alongside the Head of Technical Services. You must be technically competent across various products such as pensions, pension transfers, investments, IHT, Estate planning. Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. Working in a pod system, you are not just a Senior Paraplanner but play a pivotal role to the business as you will have direct contact with clients and work in a highly collaborative working environment where your recommendations and experience will be highly respected, and the opportunity to mentor more junior members of the team. If you are looking expand your paraplanning knowledge and work with dynamic and forward thinking IFA, then this may be the right opportunity for you. This could be a key turning point in your Paraplanner career to achieve your career ambitions. The company offers a fully hybrid working pattern and supports work/life balance. If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula Sloan.
Senior IFA Administrator Location: Manchester Salary: £20,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Dec 06, 2022
Full time
Senior IFA Administrator Location: Manchester Salary: £20,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Senior IFA Administrator Location: Norwich Salary: £22,000 - £28,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
Dec 06, 2022
Full time
Senior IFA Administrator Location: Norwich Salary: £22,000 - £28,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
