40 jobs found

Evelyn Partners are the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50 rankings, 2021). We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: Personal - we treat you as an individual Partnership - we go further together Performance - we strive for more What will you be doing? The Advice Quality Officer will be responsible for conducting pre- and post-sale file reviews to ensure compliance with internal standards and regulatory requirements. Provide support to the business on suitability-related issues. As an Advice Quality Officer, some of your responsibilities will be to: Conduct pre-sale file reviews on higher risk advice files within 3-day SLA. Focus being on suitability of advice and client outcomes. Conduct post-sale file reviews to help with thematic reviews, acquisitions/integrations, internal investigations and to ensure that minimum oversight standards have been applied to all advisers. Maintain detailed records of reviews conducted and review outcomes. Provide a summary of findings and discuss the outcomes of file reviews with T&C supervisors, advisers and paraplanners. Act as a subject matter expert on internal policy and regulatory requirements. Work with paraplanners, advisers, compliance, and technical team to resolve issues in advice files and reports prior to issue. To be successful in this role, you should have: Attention to detail and control mindset Ability and willingness to provide challenge in a professional manner Sound judgement and decision-making skills Must keep up to date with industry and regulatory developments, and CPD IT literate and able to use MS office and associated software Ability to work autonomously and manage workload within defined SLAs As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. If you need any reasonable adjustments for your application process, please let your recruiter know.

We are currently recruiting for a Financial Planning practice based in Ingatestone that are looking for a Paraplanner to join their team, focusing on providing a high quality financial planning and investment management service. Due to expansion, they are looking for a Paraplanner to support the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm. Requirements The ideal candidate would have the following attributes: Preferably level 4 Diploma qualified or working towards the qualification Keen to progress towards Chartered status Analytical and intuitive nature Works well in a team Has a desire to achieve great client outcomes Excellent written and verbal communication skills and attention to detail Highly organised, self-motivated and disciplined Familiar with cashflow planning. Working with Truth software would be preferred but not a prerequisite. Duties Duties to include: Working alongside the team of planners to deliver a highly personalised holistic financial planning service Analysing client data, creating cashflow models, and writing up Lifestyle Financial Plans Research and analysis Report writing Attend client meetings and communicate with clients directly Ensure all regulatory and compliance standards are met Contribute to the ongoing development of best practices and processes within the team.

Our client, is a reputable and successful HNW firm of Independent Financial Advisers . They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. This is a well established business working within a friendly environment. Due to continued growth, the company requires an experienced Paraplanner/ technical manager to join them The successful candidate will work closely with our Financial Advisers by providing technical support in the process of servicing our Clients Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients existing and potential arrangements. After assessing these against the client s financial objectives, you will produce timely and compliant Financial Planning Reports The Role Writing Financial Planning Reports that our Advisers present to clients Supporting the Advisers by conducting research on products and helping find the right solutions for our clients Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries Arranging for plans to be submitted to provider companies Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant Preparation of client review packs Illustration requests Keep up to date with financial products and legislation Comply with all company and industry guidelines, rules and regulations

Are you a Financial Advisor looking for an employed job, with the right level of support to take your career to the next level? As an Independent Financial Advisor within this IFA firm, you benefit from receiving existing clients with responsibility of undertaking their ongoing financial planning reviews. Typically, their clients have assets of £200k - £500k. In addition, they regularly receive new clients from regular client referrals, high-quality professional introducers (Accountants and Solicitors) and marketing initiatives. Combined with any clients you could self-generate, you could expect to significantly grow your client bank. In addition, you will benefit from their established infrastructure, which has proven to make Advisors successful. The tools available include: Excellent back office support available on hand to assist you comprising of Paraplanners, Administrators, Compliance, Operations and IT Proven lead support Support towards your Chartered exams to enhance your knowledge and scope of advice Able to offer independent financial advice, enabling you to provide appropriate advice for clients Independent Financial Advisor Requirements You should be an experienced, fully qualified Financial Advisor and should uphold ethics of putting the client first The Company Our client company is a long established, medium sized IFA firm who are an ambitious, professional and friendly team. They have built a successful business with high levels of client retention. Financial Advisor Benefits Salary of £40,000 - £50,000 with Year 1 OTE of £75,000 and Year 2 OTE of £100,000+ Upon achieving targets, you will receive car allowance and additional annual bonus Working from their impressive offices in Chatham, Kent with normal working hours Locations Chatham 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.

IFA Administrator Location: Glasgow 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

and training to be a paraplanner Are you a Financial Administrator working within a financial planning or advice practice? Are you looking for a new role with a medium sized practice? Does a company that offers full study support and training sound of interest?My client, is a wealth planning practice based in the Kent comprising of approximately 100 staff. They have an excellent reputation providing very solid financial advice to HNW & UHNW clients from the Creative Industries. This firm has a team of Advisers and a full administrative and paraplanning team.The role will be office based with 2 days working from home. If you are sitting any exams then my client will support you with your studies but what qualifications you. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting. Cultural fit will be very important to my client.My client is looking to offer circa £27k - £30k basic salary. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this role will be perfect for you.

IFA Administrator Location: Stockport Salary: £18,000 - £25,000 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

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Ayrshire. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You be working with pension, investment, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth. To be considered for the Paraplanner position you must already have experience in this area. Diploma Level 4 or working towards would be advantageous. You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Pensions Paraplanner - Competitive Salary + Excellent Benefits Experience in DB Pensions is essential. Purchasing Professionals is pleased to be working with a specialist provider of regulated financial advice in the recruitment of an experienced Pensions Paraplanner. Based in the City Centre of Liverpool, the successful individual will be required to provide technical support to the Pension Transfer Specialists and Advisers who advise private individuals in relation to investments, pension funding, pension consolidation and retirement income options, including Defined Benefit Transfers. Responsibilities will include: Providing technical assistance and research Providing response to technical queries Providing comprehensive support to the PTS and Advisers Undertaking analysis and review of transferring pension schemes, income drawdown and phased retirement plans Identifying outstanding pension information as required Ensuring all client information is available for analysis of existing pensions so review can be undertaken Undertake analysis and review of existing investments and transferring pension schemes, income drawdown and phased retirement plans as they support client retirement objectives. Assist with and prepare client reports in relation to pension planning, pension transfers and retirement income options Liaise with Advisers and keep up to date of progress and any outstanding requirements Liaise with ceding pension scheme providers to obtain pension information as required Ensure all paperwork is compliant within company and FCA guidelines To be considered for this role, you will have previous experience within a similar role, have a good understanding of UK financial services, regulation and ethics and strong pension investment knowledge. You will have a Diploma in Regulated Financial Planning (or equivalent). Candidates with an Advanced Diploma in Financial Planning (or working towards) is desired but not essential. This is a fantastic opportunity to join a fast growing organisation who can offer job security, a clear path for progression along with a welcoming and friendly working environment. Successful candidates will be rewarded with a competitive remuneration and excellent benefits package. Please click apply today if you are interested in discussing this vacancy further. Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services, Marketing, Commercial and Business Support, from Trainee to Director level.

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. The role is 3 days office based and 2 from home. 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.

IFA Administrator Location: Norwich Salary: £18,000 - £25,000 The opportunity for a brilliant IFA Administrator to join a national financial planning firm 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

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.

IFA Administrator Location: Wolverhampton Salary: £18,000 - £25,000 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

Pensions Specialist Home or London based Negotiable from £60k + benefits My client is a leading provider of financial advice for UK residents and also for expatriate clients living in primarily Southern Europe. In response to the high and growing numbers of existing and potential clients they are looking to expand its already successful pensions team. As part of the role you will act as the company s pension specialist assisting, supporting and advising the company s partners and their clients looking to retire overseas and transfer their pension scheme to a new jurisdiction. You will be working with the sales team, providing analysis and report writing on the suitability of making a transfer, information on any relevant compliance changes and updates with regards to the pension transfer market including occupational pension transfers. You will also provide support to the leadership team and want to move into a leadership role in the future. Requirements This role would suit an experienced pensions IFA or paraplanner who is diploma qualified with ideally AF7 / AF3 or equivalent and who has experience in pensions and at retirement solutions. Be capable to work both independently and within a team. You must have good verbal and written communication skills. A through understanding of the transfer market. Ideally have leadership skills and would like to develop this further. The role can be home based or a mix of London & home and may well entail travel to Southern Europe when required. This is an excellent opportunity to join a long established and renowned financial advisory company as it looks to expand its services throughout southern Europe. Ref: 5146

IFA Administrator Location: Norfolk 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

Paraplanner, (Diploma 4 Qualified or Part-Qualified) - Salary up to £45,000DOE + £4,000 initial bonus + Excellent Benefits Based: Home Based or office We are searching for experienced and professional Holistic and DB Pensions Paraplanners to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME s. Suitable candidates must be either part or fully Diploma 4 qualified, but experience is more important - you will ideally have a minimum of 2 years holistic Paraplanning experience. Key Responsibilities: Use research tools to ensure independent/whole of market/holistic advice is provided to the Client Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines Issue clear and accurate feedback confirming required actions to avoid complaints Liaise with consultants for additional information to support the recommendations made Prepare draft suitability reports within an agreed time-scale for the Client based on the information received/researched Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants Identify and report potential cases of financial crime Maintain records to the standards necessary to demonstrate Consultant performance Meet the departmental standards with regard to service standards and productivity Obtain illustrations and Key Features Documents and associated documentation Ensure all record keeping is maintained on the Clients database Work in a team and manage individual targets for work Essential Skills and Experience: Diploma Qualified Paraplanners with 2-3 years experience as a minimum Experience of holistic paraplanning and file checking is essential Experienced within pensions specifically and pensions transfers (DB schemes) is essential for the pension transfer roles Experience of working within an IFA firm is ideal used to working to targets Excellent analytical and evaluation skills Dealing with FSA objectives, Principles, advice processes and propositions Ideally fully Diploma 4 qualified but we can consider part qualified candidates too with a willingness to work towards full FP Diploma Willingness to work towards CII Diploma or equivalent and any Regulatory RDR qualification Strong organisational skills with good IT skills are essential Excellent communication skills and high level of numeracy is essential This is a great opportunity for a motivated and professional Holistic or DB Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working. Full training will be provided for the successful candidate on our Client s business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role. Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.

Are you an experienced Pensions professional looking for a new 'In House' position? Would you like to work for one of the most successful Universities world wide within the creative industry? As the Pensions Administrator you will be working within a small In House Pension team and responsible for providing a full range of administrative services across a range of schemes including; LGPS, TPS and USS arrangements. Having previous experience of working closely with these arrangements would be considered an advantage although strong Defined Benefits knowledge is essential. You will also need to liaise with scheme members, work closely with other internal departments and get involved with more technical and complex case work. This University's In House Pension team can provide you with a great sense of accountability and ownership of your work in addition to a generous basic salary of between £30,000 - £40,000 DOE with a fantastic benefits package on top including 31 days holiday and a CARE Pension scheme. Plenty of flexible working is available with the expectation of attending their London office based near to WC2B 6AA one to two times per week maximum. Job posting date: 01/08/2022 Job closing date: 01/09/2022 Please quote 48713 when calling Richard at Alexander Lloyd or email them at rdo . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

My client a leading Financial Planning Firm is recruiting for an IFA Administrator who would like to develop either into Financial Planning or Financial Advising. This is an amazing opportunity for a candidate with real drive and ambition in order to proceed within the Financial Services Industry. The candidate must have some skills within the industry along with a real keen drive to move into the Technical or Advisory side. It would be wonderful to support you if you are looking to develop into one of these roles and you must have as outlined skills within the industry. This role as outlined is for a developmental role and it will be initially as per the Administrative Financial Planning profile, and you will receive full training and will look to move into a paraplanning role and an advice role ultimately. Obviously this will be dependent on your experience and how quickly you obtain the required exams and knowledge to become a Financial Planner or Paraplanner. Please do get in touch and share your updated cv along with salary and benefits.

My client a leading Financial Planning Firm is recruiting for an IFA Administrator who would like to develop either into Financial Planning or Financial Advising. This is an amazing opportunity for a candidate with real drive and ambition in order to proceed within the Financial Services Industry. The candidate must have some skills within the industry along with a real keen drive to move into the Technical or Advisory side. It would be wonderful to support you if you are looking to develop into one of these roles and you must have as outlined skills within the industry. This role as outlined is for a developmental role and it will be initially as per the Administrative Financial Planning profile, and you will receive full training and will look to move into a paraplanning role and an advice role ultimately. Obviously this will be dependent on your experience and how quickly you obtain the required exams and knowledge to become a Financial Planner or Paraplanner. Please do get in touch and share your updated cv along with salary and benefits.

Trainee Paraplanner Fleet Permanent £22,500 per annum Kiwi Recruitment are delighted to be working with our client, who are a Chartered Independent Financial Planning firm and are looking for a Trainee Paraplanner to join their team. Our client works with over 70,000 clients all of which benefit from their fantastic industry knowledge that sees them rated as the UK s number 1 Wealth Management company. The role involves working closely with a team of financial planning consultants and administrators in both Fleet and Chichester, with support provided by our client s internal team of Paraplanners. The purpose of the role is to provide technical support by way of research and annual reviews for the financial planning consultants. This is an excellent career development opportunity for a trainee/graduate to work in the financial services industry within a prestigious business. Duties to include: Extract client data from Fact Find and apply to your review documents and reports. Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis. Assist in identifying areas for planning and identify solutions suitable to meet the client's needs and objectives. Prepare suitability letters and reports - This will include the pre-completion of documentation ready for clients to check and sign. Provide support to the financial advisers, administrators and Paraplanners to ensure new business submission documentation is accurate. Discuss with the financial adviser the client s objectives, identifying and obtaining the information necessary to compile a financial planning report. Requirements: Graduate level advantageous. Financial Background advantageous. Working towards Diploma in Regulated Financial Planning (Level 4) desirable. Understand the Financial Planning process. Able to work within defined business processes. Able to achieve agreed outcomes without supervision. Have good IT skills being fully competent with MS Office suite of products. What we can offer: Salary of £22,500 per annum. Exam passing rewards. Paid Exam training and sitting. 25 days holiday plus bank holidays. Birthday off as additional leave. Opportunity to purchase up to 5 days annual leave. Auto enrolment pension scheme. 4x Salary Death in Service. Training and support towards industry recognised certifications. Cycle to work scheme. Eye Care Vouchers. This really is a brilliant opportunity to join with our prestigious client if you are looking to pursue a career in the finance industry. Please apply with your CV or give Kiwi Recruitment a call today.