http://jobs.ftadviser.com/job-listing.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5Our client one of the most prestigious Mortgage Brokers in the UK is now looking for a Premier Mortgage adviser to service high net worth mortgage clients based either from home or from their Westend Offices. Your role will be to both develop and deliver on this exceptional opportunity in the current Market and earn your true worth in a professional client focused environment. With Interest rates at their lowest for over 30 years the opportunity to deliver and earn in the market is still as real as ever. So if you feel you are an individual who can deliver what they promise and has had exposure to prestigious clients.http://jobs.ftadviser.com/job-detail.aspx?id=40061Wed, 3 Dec 2008 15:31:03 GMTOne of the UK's largest IFA's require experienced qualified professional individuals with or without previous IFA experience are required preferably with a hunter mentallity to work in various locations although you will be Home based. Reporting to an office in the region as required. You will be FPC qualified or above, self starter who is articualte and ambitous. Full sales support provided. for further details please contact 0207 712 1678.http://jobs.ftadviser.com/job-detail.aspx?id=39938Mon, 1 Dec 2008 10:20:40 GMTExchange Street are continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. Working with an extensive network of professional connections, advisers at the firm are also given access to a large client bank of HNW individuals. Given the fee based approach, the average case value remains high with the work focusing on investment planning, tax mitigation and specialist pensions. The organisation is currently looking to recruit a further IFA in Bristol who can add value to the business in a compliant manner. Given the provision of clients and introducers the framework is in place for consultants to write and earn considerable amounts, especially given the technical support function on hand. To be considered applicants must have the diploma/AFPC and be fully committed to ongoing professional development. A strong track record of providing advice to HNWIs within the independent arena is also a pre-requisite. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are extremely competitive reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=41664Wed, 7 Jan 2009 11:21:41 GMTOur client, a directly authorised IFA practice with a reputation for providing bespoke financial planning solutions to both corporate clients and high value individuals, is currently looking to recruit a further adviser in South Wales. The role will suit an ambitious and self motivated adviser, looking to take control of their own career by joining an organisation which understands the needs of an IFA and provides the necessary support for them to achieve their goals. This includes administration, orphan clients and most importantly a team of likeminded colleagues and a management structure that recognises a consultant’s autonomy and knowledge. Offering an extremely competitive 70% on both new business and renewals with all support costs included, along with the additional incentive that advisers will continue to receive 70% on renewal business following retirement, the deal will represent an attractive proposition for both network members and advisers with other practices. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=41663Wed, 7 Jan 2009 11:19:39 GMTCommunications Consultant - Online Benefits Provider London £30,000 - £35,000 + full benefits package With their head office based in a prestigious London location, this online flexible benefits technology provider and consulting firm offer both online and offline employee benefit solutions to employers of all sizes. Employing circa 60 staff and turning over in excess of £2million, they are a subsidiary of one of the UK's most impressive organisations. With a combination of communications consultancy procurement services and leading web technology, they offer solutions enabling companies to revolutionise the way they run their employee benefit programmes. Due to immense growth in this sector, they now have a requirement for a Communications Consultant to join their team. With minimal supervision, you will be working with core clients on a variety of voluntary and flexible benefit communication issues. Due to the increase in Flex schemes, the company is experiencing significant growth with both new and existing clients. As this is a client facing role, you will be expected to attend client meetings, present design ideas, prepare and take notes, and draft documents such as newsletters and scheme booklets. The role will require the planning, implementation and management of effective and efficient internal communications solutions to launch and maintain awareness of flexible and voluntary benefits programmes for blue chip companies, large corporates and SMEs. Working with the Marketing and Communications Director, you will provide communications and media advice, write, edit, proof read and co-ordinate client internal communications materials. A working knowledge of Employee Benefits and Flex is desirable as you will be required to draft/ amend employee communications on these areas and the idea candidate will come from a background in Marketing / PR or Communications. Key attributes required include the ability to work accurately, consistently and in a timely manner, with the ability to work efficiently under pressure and as part of a team whilst showing commitment to quality and customer service. A competitive salary of up to £40,000 is on offer for this position as well as a full benefits package. Opportunities for career advancement within this growing organisation are also fantastic and you can expect all the support and encouragement required. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41662Wed, 7 Jan 2009 10:51:40 GMTOur client, a respected IFA practice in South Yorkshire who are close to achieving chartered status, is currently looking to add to the avisory team with a qualified consultant with a demonstrable track record advising on pensions and investments in the independent arena. Although access to clients is available, it is expected that any new IFA would be able to bring with them some form of client following to demonstrate their ability to attract and retain them. In terms of recent production our client is well aware of the difficulty in the present market for IFAs, especially those currently working on their own or as part of a smaller practice. Not only do they have clients that can supplement any portfolio, but they also have a background in providing fresh impetus to such advisers, taking away many of the more time consuming activities required to run a business, alongside helping to reduce the costs. Packages for this position are flexible, with either self-employed or employed options available. Self-employed advisers benefit from a higher commision split plus credit on renewal. They also have an attractive exit strategy in place for when one of their advisers is looking to retire. For further information regarding this vacancy please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=41661Wed, 7 Jan 2009 10:40:26 GMTTo provide inspirational leadership to a team of mortgage brokers through relentless focus on service, sales, people, control and cost management, through excellent coaching and development: Achieving great sales results through a clear and widely understood business operating plan ·Leading and motivating a team of advisers ·Driving and sustaining a successful culture ·Consistently managing people performance to deliver outstanding results ·Ensuring risk and control measures are applied consistently ·Creating and sustaining effective cost/efficiency plans Monitors and evaluates daily/weekly/monthly/ quarterly business acquisition, growth and retention· Ensures development and career plans are in place for all staff Encourages and recognises good performance and behaviours and motivates the team· Knowledge, Skills & Experience Required · ·Excellent awareness and understanding of the Financial Services market place (Financial Planning desired) ·Excellent comprehension of how the mortgage market operates ·Significant experience in senior mortgage or financial sales management roles · · ·In depth knowledge of processes and implementation ·Proven management and leadership capability ·Effective influencing and negotiation skills. ·Proven skills in achieving results through people. ·Proven business writing and verbal communication skills. ·Proven diagnostic, problem solving and decision-making skills. ·Fosters a can do atmosphere in which colleagues take ownership for meeting customer needs ·Able to influence others regardless of their position. ·Promotes trust, honesty, openness and fair dealing at all levels. Jobholder will have full autonomy to run this brokerage as they see fit and an excellent opportunity to earn in excess of £100,000 Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41660Wed, 7 Jan 2009 10:39:26 GMTLeading wealth management group require an experienced regulated investment complaints handler to join their customer relations team. Role will involve managing a varied portfolio of regulated complaints cases focusing on stock market portfolio management, private banking relationship management, and structured investment products, in accordance with regulatory guidelines. You will also be calculating redress and liasing extensively with clients and third parties. It is essential that you have significant relevant experience experience, and are fully FPC qualified. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41659Wed, 7 Jan 2009 10:38:49 GMTWe are currently working with the Financial Services division of one of the UK’s largest accountants and business advisors, who are seeking an experienced consultant to join their specialist employee benefits division in the South East. Working as part of a specialist team with a presence throughout the Midlands and South, this is a fantastic opportunity for an ambitious advisor to build on the success of these individuals. With an established wealth management operation already in place across the region, the accountancy business is fully aware of the benefits of cross selling opportunities. Successful applicants will have comprehensive knowledge of commercial products and be comfortable presenting and advising at board level. In addition, as part of a professional practice, progression with advanced qualifications will be viewed favourably. In return the role offers an attractive remuneration package and the opportunity to earn significant bonus in relation to performance. Applicants must be fully qualified (FPC or equivalent as a minimum) and hold current Competent Adviser Status. It is expected though that most candidates will have advanced qualifications relevant to this market sector. For information on this or other opportunities please speak with Exchange Street on 0161 9736900 or visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=41658Wed, 7 Jan 2009 10:38:38 GMTLeading wealth management group require an experienced regulated investment complaints handler to join their customer relations team. Role will involve managing a varied portfolio of regulated complaints cases focusing on stock market portfolio management, private banking relationship management, and structured investment products, in accordance with regulatory guidelines. You will also be calculating redress and liasing extensively with clients and third parties. It is essential that you have significant relevant experience experience, and are fully FPC qualified. Hillman Saunders Ltd is acting as an Employment Business in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41657Wed, 7 Jan 2009 10:38:23 GMTLeading IFA require an experienced paraplanner to support personal financial planning consultants across a varied client portfolio. Role will focus on product research, liason with product providers, and producing written recommendation reports. You must have substantial relevant experience and be fully FPC qualified Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41656Wed, 7 Jan 2009 10:37:43 GMTExpanding IFA practice are looking for experienced team leaders to manage administration teams and ensure the highest quality of service to a wide ranging personal and corporate client portfolio. Role will include performance management and training, as well as review and monitoring of processes and procedures. You must have previous team management experience within the IFA arena Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41655Wed, 7 Jan 2009 10:37:13 GMTThis organisation is able to offer wide-ranging, specialist advice across all areas of private client and employee benefits on a national basis, hence its excellent reputation. As demand for their services grows they continue to look for the best consultants in the country to join their team and have packages available that enable them to do this. A major source of business lies in their development of professional connections where they offer an unrivalled service to the best lawyers and accountants in each region. This, along with seminar work and a huge client portfolio, allows its advisers to get up and running quickly enabling some of the best earnings in the industry. Currently recruiting for a specialist corporate/employee benefits consultant in Farnborough, this is a fantastic opportunity to join a team offering new business leads, full administration and paraplanning support along with genuine potential for career development. Successful applicants will have comprehensive knowledge of commercial products and be comfortable presenting and advising at board level. In addition, with a market leading reputation for high quality advice, progression with advanced qualifications will be viewed favourably. In return the role offers an attractive remuneration package and the opportunity to earn significant bonus in relation to performance. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=41654Wed, 7 Jan 2009 10:35:53 GMTExchange Street are working closely with an established IFA practice based in the Derbyshire countryside, with easy access from Staffordshire, Leicestershire and Nottinghamshire. In a period of growth, they have recently secured a professional connection and are keen to add further ones in the future, with an expectation that an additional IFA will be required to satisfy the incoming enquiries. It is though of importance that any applicant has the ability to develop their own client base in conjunction with the support the firm can provide. At this juncture our client is looking for an individual with existing experience as an IFA, preferably with a small client bank to bring along. With plans in place for the generation of additional clients this is a fantastic opportunity for an IFA seeking added support with the potential to triple his/her production. Candidates will therefore have the FPC (or equivalent) as a minimum alongside Competent Adviser Status and some form of income generation whilst the new business leads are being created. The firm offers a supportive culture with the principal of the firm well established in the region holding a track record of success, high production and new business development. They also have an attractive self-employed package that is entirely negotiable but can go as high as 75% of business written. Therefore if you are an IFA burdened by increased costs and paperwork, struggling to find the time to generate new business, please contact Exchange Street who may be in a position to help you overcome these problems. For information on this or similar opportunities speak to Exchange Street on 0161 9736900 or visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=41653Wed, 7 Jan 2009 10:34:29 GMTSmall but highly successful wealth management practice based in Essex requires an Assistant Financial Planner as they seek to expand their business. You could be an experienced IFA/Financial Services Administrator looking to progress in to a more challenging and technical role or be an IFA/Financial Advisor who for whatever reason is seeking to move away from a sales driven client facing role. You will ideally have passed FPC 1-3 or CF1-5, however experience is more desired than qualifications so our client will be happy to consider applications from candidates who have the hands on experience but not the qualifications. You should be passionate about financial services have excellent communications skills. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41652Wed, 7 Jan 2009 10:28:41 GMTSmall but highly successful wealth management practice based in Suffolk requires an Assistant Financial Planner as they seek to expand their business. You could be an experienced IFA/Financial Services Administrator looking to progress in to a more challenging and technical role or be an IFA/Financial Advisor who for whatever reason is seeking to move away from a sales driven client facing role. You will ideally have passed FPC 1-3 or CF1-5, however experience is more desired than qualifications so our client will be happy to consider applications from candidates who have the hands on experience but not the qualifications. You should be passionate about financial services have excellent communications skills. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41651Wed, 7 Jan 2009 10:28:14 GMTA leading Pensions consultancy requires an Implementation Analyst to join their IT department. You MUST have strong IT skills gained from working in a similar role within the financial services industry, ideally within a pensions focused environment such as installing new pension schemes on to an administration system. You will have a general knowledge of the benefit structures of DB and DC pension schemes and good knowledge of Sql Server, specifically SQL, T-SQL, Stored Procedures, Triggers, DTS packages, and database design is essential. You will also ideally be degree educated. Any relevant pensions qualifications is an advantage but not essential To apply for this opportunity please click on the apply link or email your CV to daniel_warner@hillmansaunders.com Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41650Wed, 7 Jan 2009 10:27:44 GMTOur client is a successful UK wide organisation which is continuing to grow its operations in the above locations. Working with like-minded professional, entrepreneurial individuals, you will need to have a background in working within a high net worth environment within a wealth management business. You will largely manage your own time but will receive excellent marketing and administrative support on top of the excellent basic salary, package and uncapped bonus. Some access to clients would be helpful, but not essential, as you will be able to offer a wider, more fully rounded service to all. This is an excellent opportunity for well qualified and experienced professionals to move their careers forward.http://jobs.ftadviser.com/job-detail.aspx?id=41649Tue, 6 Jan 2009 17:59:29 GMTPension Sales Manager Scotland Basic salary £50,000 + car + benefits + bonus An exiting new Sales Manager position has become available with one of Europe’s leading providers of life and pension products. The company currently have over 45 million customers worldwide and are continuing to grow each division within their worldwide group. With the numerous industry reviews and impending legislation, this global giant needs to ensure resource is focussed in key strategic areas to ensure maximum value is gained from key intermediaries and markets. Working closely with other senior managers you will support the strategic development of large key accounts, whilst also providing expert support to account managers in current and new target markets. A generous basic salary of £50,000 is provided along with Company car; Pension scheme; Share Save scheme; 29 days holiday and substantial monthly & quarterly bonus. The ideal candidate will possess a strong background in intermediary pension sales and preferably have sales management experience. G60 is desirable along with progress towards AFPC.http://jobs.ftadviser.com/job-detail.aspx?id=41648Tue, 6 Jan 2009 16:24:55 GMTSenior Financial Planner - Investment Management Firm. London £50 - £80,000 basic + bonus and benefits. CLIENT BANK TO INHERIT As one of the leading wealth and specialist private client fund managers, this firm pride themselves on providing independent fee-based financial advice to individuals who wish to create, protect and enhance their wealth. They have the flexibility to apply broad based knowledge and specialist in-house expertise across all areas of financial planning including investments, tax planning, pensions and retirement options, inheritance planning, protections, mortgage finance and employee benefits. An excellent opportunity has arisen for a competent Senior Financial Planner to join their London based team. As Senior Financial Planner your main focus will be to manage 80 UHNW clients of which you will inherit, attract new business via professional connections, introducers and direct business from the other areas within the group. Personally, you will provide advice across a broad range of subjects to principally UHNW individuals. The current client bank consists typically of individuals with assets ranging from £1million to £40million. You will have an excellent support structure in place behind you, so you time can almost exclusively be focussed on developing your client portfolio. Whilst some clients will be provided, this is by no means a 'farmer' role, so a business 'hunter' type individual would fit in well. Successful applicants will be professionals with excellent inter-personal skills and have experience at both generating new business and managing high profile client relationships. Additionally, you will have previously provided fully holistic financial planning solutions to HNW/UHNW individuals on a fee-basis. You will be AFPC or equivalent, and have strong ethics on financial planning. Remuneration consists of a basic salary between £50,000 - £80,000 dependant on the individual. The package will also include benefits and a performance related bonus. Whilst it is not essential to have assets to bring, you will need to generate new business. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41647Tue, 6 Jan 2009 16:19:44 GMTJob Title: Senior Paraplanner - IFA firm Location: Cheshire Salary: Basic from £28,000 - £30,000 + bonus & benefits Established almost 20 years ago as a provider of independent financial advice to companies and the more discerning private client, this firm is now one of the largest privately owned IFA practices in the North West, providing a comprehensive corporate and personal financial planning service, including off-shore investments and tax planning. Placing great emphasis towards staff training and development, the need has arisen for a Pensions-biased Paraplanner to join their team based in Cheshire. Providing support in delivering a professional holistic financial planning service to the firm's clients, this role will involve researching products and funds to enable providers to be recommended, preparing letters, reports and technical advisory papers highly focused on hedge funds, VCT's, EIS's, film partnerships, offshore tax wrappers and Investment portfolio management. Sitting in on client meetings, you will act as a technical interface between consultant and client, grooming you with the skill set to eventually become a Financial Planner. The Individual: Successful applicants will ideally be APFC qualified with knowledge of the financial services industry. It is essential you have the ability to manage your own workload and have exceptional report writing skills. Basic salary is between £28,000 - £30,000 with bonus and benefits including PMI, Group Pension and DIS.http://jobs.ftadviser.com/job-detail.aspx?id=41646Tue, 6 Jan 2009 16:19:43 GMTWith a global presence, this banking organisation is set to expand throughout the country following excellent year on year results. Currently we are sourcing for a number of Private Banking Manager positions in key locations primarily in London and the South East but also in the Midlands, North West and Scotland As Private Banking Manager you will inherit a client bank of HNW individuals (between 200/300 clients) with annual earning of £100k+ or investable assets upwards of £200k. An experienced relationship manager, you will also be well versed in all areas of Investments, IHT planning, Pensions and some Protection assurances. Offering a holistic solution to all their financial affairs is very practical due to luxury of a full administration support team allowing you to spend the vast majority of your time seeing clients. FPC/CFP as a minimum, candidates will be of FSA authorised status CF30 (old CF21) and have experience working in a client facing role. Salary will be based between £35,000 and £49,000 dependant on your location, with 15% pension contribution, 10% profit share, excellent benefits and an uncapped bonus scheme which will see you earn well in your first year. This is an ideal opportunity for candidates to accelerate their career aspirations within a Private Banking environment.http://jobs.ftadviser.com/job-detail.aspx?id=41645Tue, 6 Jan 2009 16:19:40 GMTFinancial Planner - Wealth Management Firm Birmingham £50,000 - £75,000 + bonus and excellent benefits. Founded over 40 years ago, this firm holds an impeccable reputation within the industry and has recently completed a number of key acquisitions to bolster their wealth management proposition. Purely fee based, typically their clients have between £150,000 - £20million of investable assets. The role will be advising clients who typically have £300,000 to invest. Although there will be some clients for you to inherit, the need for you to acquire new business is essential so clients to bring is ideal. Working with your clients, you will provide solutions for every aspect of their financial affairs. In addition a highly trained support team is at your fingertips, comprising of qualified individuals who will ensure all reports, documents, letters and all other methods of communication to your clients, are completed to a first class standard. Taking this into account, your time will be spent purely dealing with clients allowing you to bill significant levels of revenue on a fee basis. Applicants must have a proven track record in a professional firm and be familiar with offering advice on a fee basis. Basic salary will range from £50,000 to £75,000 in addition to a performance related bonus, 10% Pension Scheme, 4x DISB, PMI, 25 days holiday, company shares and a flexible benefits scheme which is regarded as one of the best in the industry. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41642Tue, 6 Jan 2009 15:57:46 GMTAssistant Financial Planner - Wealth Management Firm £38,000 - £45,000 plus bonus and benefits London Highly regarded within the professional Financial Services industry, this fee based organisation have recently recorded annual turnover of in excess of £12million. Boasting law firm partners and MP's amongst their growing client portfolio, a typical client of the firm will have in excess of £5million to invest. A unique opportunity has arisen for an Assistant Financial Planner to join the City based office. An aspiring individual has the chance to join an UHNW environment where long term career progression will exceed expectations. Working within a team of experienced FS professionals, this role will encompass a variety of elements. Attending client meetings with a Senior Financial Planner to fully understand their requirements, you will carry out fact finds and compile detailed reports and reason why letters. Candidates must be of graduate calibre and have a steady track record within a similar Financial Services environment. Holding at least two modules of DipPFS/ AFPC or equivalent, a Paraplanner looking for a career move would be ideally suited for this position as you will need solid technical ability in addition to experience of client contact. Salary will be based between £38,000 and £45,000 for an exceptional individual plus an excellent bonus scheme and company benefits. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41636Tue, 6 Jan 2009 15:49:18 GMTOne of the UK's most reputable Wealth Management firms is experiencing rapid growth throughout the country by acquiring other professional firms. Over 50 years old, they have positioned themselves as one of the most distinctive and respected firms of private wealth managers, financial planners and employee benefit consultants. We are looking for a Paraplanner to join the team within the London office. The role will see you conduct research and produce accurate findings for the consultants on a daily basis. As a point of contact for clients, you will be expected to assist with enquiries in a professional manner. In addition this position will see you attend client meetings as required. To apply candidates will be FPC qualified with progression toward AFPC being advantageous. From a professional environment, you will have had exposure to all aspects of holistic Financial Planning and have experience of compiling detailed reports. This is an excellent opportunity for you to join a forward thinking firm with long term career progression, further exams are funded and fully supported. Salary will range from £30,000 to £35,000 plus bonus and an exceptional benefits package. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41644Tue, 6 Jan 2009 15:57:49 GMTOne of the UK's most reputable Wealth Management firms is experiencing rapid growth throughout the country by acquiring other professional firms. Over 50 years old, they have positioned themselves as one of the most distinctive and respected firms of private wealth managers, financial planners and employee benefit consultants. We are looking for a Paraplanner to join the team within the London office. The role will see you conduct research and produce accurate findings for the consultants on a daily basis. As a point of contact for clients, you will be expected to assist with enquiries in a professional manner. In addition this position will see you attend client meetings as required. To apply candidates will be FPC qualified with progression toward AFPC being advantageous. From a professional environment, you will have had exposure to all aspects of holistic Financial Planning and have experience of compiling detailed reports. This is an excellent opportunity for you to join a forward thinking firm with long term career progression, further exams are funded and fully supported. Salary will range from £27,000 to £32,000 plus bonus and an exceptional benefits package. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41643Tue, 6 Jan 2009 15:57:48 GMTFinancial Planner - Professional IFA Practice £30,000 - £40,00 plus bonus and benefits. South Wales Boasting their award-winning reputation as one of the Sunday Times Best 100 firms to work for, they are now regarded as one of the largest independent insurance, employment law and financial management businesses in Wales with over 80 staff. As a Financial Planner your time will be spent purely client facing advising HNW individuals in all areas of financial planning including investments, pensions and retirement planning. Your clients are likely to be based in Cardiff and surrounding areas. With 10 insurance brokers on hand with in excess of 200 untouched clients each, you will work closely with them in offering financial planning solutions. In addition to this, you will develop clients through working with external introducers including both solicitors and accountancy firms. Holding full CFP/FPC as an absolute minimum, you will be progressing towards achieving DipPFS and have a proven track record in advising HNW clients. Professional in your approach, you will be familiar in developing professional connections and cross selling. In return you will receive a basic salary between £30,000 - £40,000 plus benefits, including GPP, PHI and DIS. Also there is an uncapped bonus scheme in place. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41641Tue, 6 Jan 2009 15:55:01 GMTParaplanner - Chartered Accountancy Practice £25,000 - £29,000 basic + pension, 4 x DIS and flexible benefits Berkshire Boasting over 30 offices throughout the UK with a workforce in excess of 1,500, this financial planning business is part of a top 10 accountancy practice. Also affiliated with their taxation practice, they provide HNW Corporate and Personal clients with financial planning, investment, pension and protection advice. As a Paraplanner, you will be working within the private client team, whereby there are currently three consultants and three other support staff. You are responsible for assisting in the preparation and production of client reports, product research and technical administration, as well as client and insurance company interaction so the financial planners can spend their time in a client facing capacity. Successful applicants will hold the Certificate in Financial Planning (CFP) as a minimum requirement, and will currently be working within a financial services environment as a Senior Administrator or Paraplanner. A working knowledge of the back office system 1st Software would be advantageous, although good IT skills are essential. Basic salary is between £25,000 - £29,000 with company benefits, including 3% pension, 4 x DIS and a flexible benefits scheme. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41640Tue, 6 Jan 2009 15:55:00 GMTPensions and Investment Consultant - Benefits Consultancy London £45,000 - £60,000 basic Award winning, this leading firm has built a reputation as a market leading benefits consultancy that successfully integrates HR, employee benefits and individual financial advice, whilst putting people at the heart of everything they do. Delivering consultancy expertise for the corporate pension and investment proposition including contract-based pensions and trust-based pensions, you will participate in the design, explanation and communication of their associated investment solutions. The successful candidate will make a vast impact on the business which could lead to an exciting future. Ideally from a corporate financial planning background, applicants will be fully FPC qualified (or equivalent) with DipPFS or equivalent (particularly G60). With a track record of achieving targets and the ability to develop expanded services, you will hold excellent interpersonal skills. This firm offers an excellent benefits package including a contributory pension, 24 days holiday, DIS, PHI, CI, PMI and bonus. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41639Tue, 6 Jan 2009 15:54:58 GMTPensions Consultant - Online Benefits Provider London £50,000 - £60,000 + full benefits package Award-winning, this firm provide a unique approach to Employee Reward offering a holistic style incorporating all the services and competencies required to develop, deliver and manage an Employee Benefits strategy. They currently have an exciting opportunity to join a vibrant, fast moving and entrepreneurial team. Currently seeking an outstanding, ambitious Pensions professional to be based in London. Providing Group Personal Pensions and Stakeholder pension plan design and provider selection services for corporate clients. Consulting on existing pension scheme wind-ups and pension transfers along with the associated administration, you will provide face to face pensions advise to clients at a corporate level, their employees and HNW individuals. The chosen candidate will be conversant in Pensions legislation and as you will be responsible for managing client relationships in relation to pensions projects, holding accountability for the profit of pensions projects you will need a good understanding of occupational pensions provision as well as contract based pensions. Experienced in income draw down and phased retirement options and offer retirement advice on these you will contribute to the development of service propositions and thought leadership via the house view on providers and current pensions technical topics/subjects as well as support/contribute to sales and business development activities. You must be FSA regulated and be educated to degree standard. Excellent interpersonal, organisational and strong numerical reasoning skills are essential for this role as is being able to work in a high pressured environment with rapidly changing priorities and demands. You will also have proven service delivery and client management with a proven track record in delivering effective client service. This organisation offer excellent career prospects and a competitive salary with access to a fully flexible benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=41637Tue, 6 Jan 2009 15:49:48 GMTWith a global presence, this banking organisation is set to expand throughout the country following excellent year on year results. Currently we are sourcing for a number of Private Banking Manager positions in key locations primarily in London and the South East but also in the Midlands, North West and Scotland As Private Banking Manager you will inherit a client bank of HNW individuals (between 200/300 clients) with annual earning of £100k+ or investable assets upwards of £200k. An experienced relationship manager, you will also be well versed in all areas of Investments, IHT planning, Pensions and some Protection assurances. Offering a holistic solution to all their financial affairs is very practical due to luxury of a full administration support team allowing you to spend the vast majority of your time seeing clients. FPC/CFP as a minimum, candidates will be of FSA authorised status CF30 (old CF21) and have experience working in a client facing role. Salary will be based between £35,000 and £49,000 dependant on your location, with 15% pension contribution, 10% profit share, excellent benefits and an uncapped bonus scheme which will see you earn well in your first year. This is an ideal opportunity for candidates to accelerate their career aspirations within a Private Banking environment. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41635Tue, 6 Jan 2009 15:49:16 GMTCorporate Consultant - National IFA Practice Birmingham £30,000 - £40,000 + benefits Award winning IFA with various locations throughout the UK are looking to recruit a Corporate Consultant in their Birmingham office. Since the acquisition of several firms over the last few years they are now growing significantly throughout the country. Knowledge in employee benefits and pension simplification is paramount for this role. You will be expected to both business develop and achieve agreed revenue targets. Promoting and providing a comprehensive and compliant service to new and existing clients in addition to proactively developing suitable connections which will generate business. It is essential you maintain and develop client relations, maximising their potential. Candidates will have experience dealing with Employee Benefit packages and Group risk schemes. You must be able to hold presentations to employees on pensions and related benefits. Full FPC, or similar, is essential. Basic salary will range from £30,000 - £40,000 plus generous car allowance and benefits. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41634Tue, 6 Jan 2009 15:49:13 GMTFinancial Planner - Wealth Management £30,000 - £40,000 basic + bonus and benefits. Devon Highly lucrative, this immensely successful wealth management business was bred from a long established insurance brokerage. Currently the practice employs five staff all on en employed basis of which two are consultants. The turnover is phenomenal with nearly £400,000 in reoccurring income as the clients are in the main extremely wealthy. The position is two fold in that firstly you will assume responsibility for some of the principles clients and provide technical support to him. The remainder of the role will be new business focussed working the insurance connection and the multitude of professional introducers. Primarily, advice will be fee offset around private clients and encompass investment and retirement planning. Applicants will have IFA advisory skills and should be progressing with DipPFS. Basic salary will vary according to experience and is supported by an exceptionally low validation bonus scheme offering significant earnings potential. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41633Tue, 6 Jan 2009 15:46:40 GMTFlexible Benefits Consultant - Benefits Consultancy £40,000 - £45,000 + full benefits package South West Driving further into the Employee Benefits and HR Consulting field, this highly specialised firm are employing their vast array of specialist products and services. Dealing with everything from initial consultation through to implementation and ongoing administration, this organisation's flexible benefit solutions succeed because they recognise the importance of effectively integrating technology and benefits design and delivering on both. The primary purpose of this role is to provide flexible benefit expertise to corporate clients and contribute, as a member of the Flexible Benefits team, to the smooth running of the department and the achievement of its objectives. You will be able to clearly demonstrate a strategy for actively developing business by promoting existing lines of consultancy, securing additional lines of consultancy and obtaining referrals for new corporate clients. Maintaining a client focus and concern for quality at all times, which manifests itself in a high degree of client satisfaction and client retention, you will have a good, professional relationship with each client and understand their needs and objectives. With extensive relevant experience in a similar role, the ideal candidate will have good knowledge of the flex market, salary sacrifice implementation and a proven track record in developing and delivering presentations. It is highly desirable for applicants to possess the Certificate of Insurance Practice (CIP), ACII, FPC (or equivalent) or CIPD (full or part qualified) however it is not essential. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41632Tue, 6 Jan 2009 15:46:39 GMTHead of Operations £60,000 - £80,000 + benefits London Well established firm specialising in providing a range of services including employee benefits consultancy and pension administration services. Staying at the forefront of developments within the industry, they strive to build long-term relationships with trustees and scheme sponsors via clear communication strategies. Joining a staff offering of over 700 employees across 12 locations, this instrumental role is based in London. Working closely with the Managing Director, responsibilities will include developing and implementing short, medium and long term operational stratgies in order to meet business objectives. Creating and managing relationships with internal departments, third party support services and product providers such as SIPP, Bonds and Wrap platforms, you will ensure optimal efficiency across this division. This role will also see you manage budgets and prepare point of sale documentation. The ideal candidate with be a strategic thinker, with strong communication and relationship management skills. Experience within financial services is essential, preferably within asset management. In return an excellent package is on offer, with a salary range of £60,000 - £80,000 + exceptional benefits. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41631Tue, 6 Jan 2009 15:45:30 GMTClient Executive - Voluntary Employee Benefits London Salary is dependant on experience Global professional services firm who are the industry leader within the UK for providing risk, insurance and broking advice and solutions to clients. With presence in 100 countries, employing over 3000 professionals their clients are rest assured that risk is well managed. Priding themselves on a high level of service ensures clients are retained and market perception is maintained. As Client Executive within the Voluntary Employee Benefit space you will be based in London, however some travel throughout the UK will be required. As a Client Executive your role will be split between the management of existing client relationships and new business development. The portfolio of existing clients will hold approximately 50 clients, where your responsibilities will include holding client review meetings, managing flex renewals, advising clients on new products and initiatives, identifying new business opportunities and dealing with product enquiries. New Business Development tasks will include selling into an existing database via referrals, networking and product development, following up leads in relation to new business opportunities, presenting the firms capabilities to prospect clients and overseeing and managing the implementation of new schemes. In turn building strong relationships at an executive level. The ideal candidate must have previous experience in either voluntary or flexible benefits, have the ability to work well in a team as well as use their own initiative and work individually. Demonstration of working to deadlines and managing multiple projects would be advantageous as would good presentation skills. Salary is dependant on experience and offers an excellent benefit package.http://jobs.ftadviser.com/job-detail.aspx?id=41630Tue, 6 Jan 2009 15:45:28 GMTPrivate Client Consultant - Actuaries & Investment Consultants £40,000 - £55,000 basic plus company benefits and bonus. Aberdeen Established in the 1980's, the firm initially specialised in personal financial planning for high net worth individuals, executives, directors, professional partners and entrepreneurs. This firm has added complementary expertise in group employee benefits as well as corporate financial protection planning to their success. They are now seeking a high calibre Private Client Consultant, who will be able to make an immediate contribution by helping the consultants in developing the client base from the Aberdeen office. As a Private Client Consultant you will spend your time focused on developing financial advisory plans for existing clients and providing the relevant solutions to meet their needs. Whilst opportunities will arise from the long standing and valuable existing client bank, the successful candidate will need to be a self-starter capable of developing business on their own initiative and will provide fully holistic financial advice across investments, pensions and protection, in addition to corporate pensions advice. This will be an important, exciting and high profile role with an opportunity to make a significant and immediate impact on the already successful team. Successful applicants will have a proven track record gained within an IFA environment focused on private clients. Candidates ideally should have already successfully achieved DipPFS or equivalent, including J05/ J04 (G60). You will be able to demonstrate a successful track record gained within an IFA or professional services environment, through generating profitable revenue from corporate, private clients and business introducers, generally in excess of £200,000 in fees/ commissions. Basic salary is £40,000 - £55,000 with an excellent bonus scheme. Benefits include private health cover, a non-contributory pension, life cover, permanent health cover and holiday. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41629Tue, 6 Jan 2009 15:44:16 GMTJob Title: Senior Financial Planner - Chartered Accountancy Practice Location: Cheltenham Salary: £40,000 - £60,000 + bonus + benefits. The Company: This top 20 chartered accountancy firm with offices across the UK is a leading authority providing tailor-made holistic financial advice to both individual and corporate clients. As a company they are recognised for their outstanding level of service, winning numerous awards including the 'Financial Services Supplier award'. This firm's culture is reflected in their high partner to staff ratio which is greater than any other firm of their size. Due to expansion, the need has arisen for a Financial Planner to work from their Cheltenham office. The Opportunity: As Financial Planner you will provide financial advice on complex products with a pensions bias, although Investments and Retirement planning form an essential element of the role. Similar to other opportunities with accountancy firms, the key lies both in your technical ability, but more importantly, your ability to build trusting and long standing relationships with the partners. Couple the two and there is a phenomenal opportunity to not only advise a wide range of very interesting high profile clients, but also the chance to earn well. The role is all private clients orientated so will focus around investment and retirement planning. The Individual: Successful candidates will be highly professional with an impeccable appearance and a successful track record in working with private clients providing fully holistic advice. To hold AFPC (or similar) or progressing towards is vital as the complexity of the work would demand it. This position is employed and incorporates a salary, according to experience, between £40,000 - £60,000 plus benefits and a generous performance linked bonus. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41628Tue, 6 Jan 2009 15:44:15 GMTPriding themselves with their broad range of asset management services to their high net worth client base, this private bank has a worldwide reputation for managing international investment portfolios, providing high-quality advice and delivering bespoke services. Selective acquisitions have been the key to their excellence and growth in the UK and internationally, with their team now being regarded as one of the finest in the industry. Specialising primarily in the UHNW sector, your focus will be to develop new business via your own sources, existing professional connections, and introductions via the bank. The firm offers the complete financial planning service offered primarily on a fee basis including full discretionary management and a number of highly lucrative tax based propositions. This is a truly independent role delivering a holistic service, supported by an exceptional client management team. In all cases candidates will be polished professionals with strong inter-personal skills with experience at both generating new business and managing high profile client relationships. Candidates are likely to be well qualified working in a professional environment such as a law firm, accountancy practice, asset management house or another private bank. Package includes a basic circa £60,000 - £70,000 according to skills set including generous benefits and a performance related bonus. Candidates must be able to demonstrate that they have clients and/or introducers in order to apply. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41627Tue, 6 Jan 2009 15:44:12 GMTFlexible Benefits Administrator - Online Benefits Provider Circa £25,000 + benefits London Committed to creating an open and dynamic environment where talented people can and do succeed, this firm require dedicated, creative individuals who not only excel in their areas of expertise, but who know that change is the only constant in work and life. Award winning, this well established online flexible benefits solution provider formed in order to fill a technology and service gap in the HR and Employee Benefits market. They are market leaders within this arena, winning various industry awards and an exciting opportunity has arisen for a Flexible Benefits Administrator to join their team. Based in the customer implementation team, you will be responsible for data validation and manipulation for both annual loads and on-going maintenance and updates. You will load and configure flex and total reward statement sites for clients using the in-house system and produce, configure and validate end of election reports. It will be your responsibility to provide day-to-day support for the management of clients including resolving queries, making changes and ad-hoc processing ensuring that all deadlines are met. Furthermore, you will be required to provide administration support for your clients and admin teams. To be considered, you will have a good working knowledge of Microsoft Excel, in addition to confidence in working with and understanding data. With the ability to collect data from multiple data sources, you will ensure the accurate creation and launching of clients schemes. Candidates will have the ability to work accurately, consistently and in a timely manner with data and be able to cope under pressure if required. Therefore you must work well as part of a team where you will be required to manage multiple corporate clients. It is highly desirable for applicants to have experience and knowledge of the benefits market gained from a similar position ideally within Flexible Benefits. Opportunities within this firm are fantastic should you be seeking an administration role within Flex and looking to build a successful career within this industry. Salary will depend on experience and you will be encouraged and supported to progress within this organisation.http://jobs.ftadviser.com/job-detail.aspx?id=41625Tue, 6 Jan 2009 15:44:02 GMTPriding themselves with their broad range of asset management services to their high net worth client base, this private bank has a worldwide reputation for managing international investment portfolios, providing high-quality advice and delivering bespoke services. Selective acquisitions have been the key to their excellence and growth in the UK and internationally, with their team now being regarded as one of the finest in the industry. Specialising primarily in the UHNW sector, your focus will be to develop new business via your own sources, existing professional connections, and introductions via the bank. The firm offers the complete financial planning service offered primarily on a fee basis including full discretionary management and a number of highly lucrative tax based propositions. This is a truly independent role delivering a holistic service, supported by an exceptional client management team. In all cases candidates will be polished professionals with strong inter-personal skills with experience at both generating new business and managing high profile client relationships. Candidates are likely to be well qualified working in a professional environment such as a law firm, accountancy practice, asset management house or another private bank. Package includes a basic circa £60,000 - £70,000 according to skills set including generous benefits and a performance related bonus. Candidates must be able to demonstrate that they have clients and/or introducers in order to apply. Ref: J001972 JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41624Tue, 6 Jan 2009 15:38:43 GMTParaplanner - Professional IFA Practice Hampshire £25,000 - £30,000 + Benefits. This firm of IFA's have been advising clients for many years on all aspects of Financial Planning. Their client portfolio consists of both individuals and corporate clients who typically have a minimum of £150,000 of investable assets. Due to expansion, this firm requires a Paraplanner to join their Hampshire based office. At present there are 11 consultants in the Financial Services team with 2 Paraplanners and 2 admin support staff. Duties will be that of a typical Paraplanner e.g. drafting reports, writing 'reason-why' letters, conducting research and acting as a technical interface between consultant and clients. The firm are happy for the successful individual to continue as a Paraplanner in the long term, however should the individual wish to progress to the role of a consultant, the business will support this. Candidates who hold the full FPC qualification (or equivalent) and have a wealth of experience within an IFA environment will be eligible for the higher salary banding. The salary on offer is between £25,000 - £30,000 plus a competitive benefits structure. This is an excellent opportunity for someone looking to further their career within the Financial Services arena. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41623Tue, 6 Jan 2009 15:37:02 GMTJob Title: Financial Planner - Professional IFA Practice Location: Cheshire Salary: Basic from £35,000 - £40,000 + bonus & benefits The Company: Established in 1998 this firm is regarded as one of the top ten regional Financial Planning firms in the north-west of England. A forward thinking approach centred on a comprehensive understanding of their clients attitudes to risk and financial needs has resulted in rapid growth over the last five years for this firm. Relative to this forward thinking culture the need has arisen for a Financial Planner of a holistic nature in their Cheshire office. The Opportunity: An exciting opportunity to join a very established team with over 175 years experience between them, you will provide advice and service to clients where results should be highly visible. The jobholder will develop close relationships at all levels with staff at the company by attending meetings and promoting the financial services discipline and the firm. You will be expected to spend the majority of your time dealing with clients of the business. The Individual: Applicants should ideally be AFPC qualified with a proven track record in independent financial planning, experience advising both high net worth individuals and corporate personnel. You would have been generating in excess of £120,000 per annum in fee income or commissions. Basic salary will start from £35,000 - £40,000 plus a very generous bonus scheme (2.5 validation 40%) and typical benefits of a successful firm. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41622Tue, 6 Jan 2009 15:35:16 GMTJob Title: Financial Planner - Professional IFA Practice Location: Dorset Salary: Basic from £30,000 - £40,000 + bonus & benefits Based on the South Coast, this professional Independent Financial Advisors boasts one of the best bonus schemes across the industry. Achieving a turnover in excess of £1million last year, the firm pride themselves on their consultative approach providing fully impartial holistic advice to HNW private clients. With their ethical stance on customer satisfaction they believe they have the strongest skills and resources along the south coast, which their client results demonstrate. With their sights set on future growth and expansion this firm are seeking a Financial Planner to join the team based in either their Poole or Southampton office. As an advisor you will provide advice on a diversity of financial products including pensions, investments, retirement options and annuities. With the firm's case books you will exposed to a wealth of opportunity, however an existing client bank is desirable. Applicants will have experience of advising a similar ilk of clients ideally in a professional services environment. Technical expertise in a broad discipline is essential, so AFPC is advantageous. Salary is £30,000 - £40,000 with a spectacular bonus scheme. Earnings are uncapped and associated benefits include 25 days holiday per year, DIS, 3 % GPP, PHI and a discounted private medical insurance. Additionally car parking facilities are provided. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41621Tue, 6 Jan 2009 15:33:15 GMTJob Title: Financial Planner - Professional IFA Practice Location: Wiltshire Salary: Basic from £30,000 - £50,000 + bonus & benefits The Company: This prestigious firm of Independent Financial Advisors boasts an incredible £190million in funds under management. They have exclusive ties with a London based Accountancy / Solicitors practice in which key business links have been the backbone to the success of this professional outfit. Due to expansion, the need has arisen for a Financial Planner to be based from their Wiltshire office. The Opportunity: As Financial Planner, you will provide regulated holistic advice to both new and existing HNW clients, typically Senior Partners of Accountancy and Solicitor firms. You will operate on a fee/commission basis, or a combination of both, ensuring that client service is maintained on a personal but professional basis. Emphasis will be placed on business development, generating leads from referrals and the firm's professional connections. The Individual: Successful candidates will have an exceptional proven track record in Financial Planning with a wealth of experience in servicing HNW private clients on a holistic basis. You will be progressing towards AFPC (or equivalent), with willingness to study towards further exams. Additionally, it is essential for candidates to have an existing client bank to bring. Salary for this role will range between £30,000 - £50,000 in addition to an exceptional bonus structure and benefits scheme. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41620Tue, 6 Jan 2009 15:30:46 GMTFinancial Planner - Professional IFA Practice Glasgow £35,000 - £40,000 plus bonus Affiliated with one of the largest Accountancy Practices in Scotland, this professional firm of financial advisors specialise in providing high-end tailor made solutions to wealthy individuals geared around IHT planning, pensions, investments and protection. With full back office and paraplanning support, your time as a financial planner will be spent purely client facing. You will develop key relationships with the partners of the accountancy practice and work with local professional introducers in developing your portfolio of clients. Ideally, this role is suited to someone who has a small client following, but this is not essential. Technically competent, you will be CFP/ FPC qualified and studying towards DipPFS with a wealth of experience as a financial planner. Ideally with a small portfolio of clients to bring, you will be familiar with advising across all financial planning disciplines including investments, pensions and protection. Basic salary is £35,000 - £40,000 but negotiable for the right individual. Also on offer is an uncapped bonus scheme. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41619Tue, 6 Jan 2009 15:29:18 GMTFinancial Planner - Professional IFA Practice £35,000 - £40,000 basic + bonus & benefits London Boasting an outstanding reputation and strong relationships with the professional services sector, this firm of City based Financial Advisors provide comprehensive holistic financial planning solutions to HNW private and corporate clients. With full admin and paraplanning support, your time will be spent providing fee based advice to clients who have portfolios in excess of £200,000. Advice will cover all areas of financial planning, namely geared around pensions and tax planning. In addition to servicing existing clients, your time will be spent expanding the financial planning business through new client acquisitions. This is an excellent opportunity for an entrepreneurial individual to join a forward thinking financial services provider. Ideal candidates will have a proven track record of writing in excess of £100,000 in fees and/or commissions within an IFA or professional practice environment. FPC qualified or equivalent as mandatory, you may be studying toward DipPFS. In return you will receive a basic salary between £35,000 - £40,000 plus company benefits including pension which will match up to 3% of contribution after 3 months, DIS x 4 and 20 days holiday. In addition, there is a performance related bonus which will see motivated individuals earn extremely well in their first year. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41618Tue, 6 Jan 2009 15:26:37 GMTFINANCIAL PLANNER - Independent Financial Advisors Aberdeenshire £30,000 - £35,000 Basic + performance related bonus and benefits. This firm of Independent Financial Advisors focus their efforts on servicing both private and corporate clients throughout Scotland and beyond, providing comprehensive 'whole of market' financial planning solutions. Typical of such a well structured organisation, they have several Accountancy and Law professional connections which provide an excellent source of leads and clients. Typical clients have circa £250,000 of investable assets, with some cases entertaining £1million plus. Due to expansion the need has arisen for a Financial Planner to work from their offices in Aberdeenshire. As Financial Planner you will focus on servicing an existing client bank as well as acting upon leads generated by Partners/Directors and developing them into long-standing clients of the business. You will provide holistic Financial Planning solutions in all areas of Investment Planning, Pensions, Protection and Retirement Planning and it is your responsibility to service all clients in a true, ethical manner with a view to building your recurring income each year. Successful applicants will have previous experience within an IFA environment and hold the Certificate in Financial Planning as a minimum. The basic salary in year one falls between £30,000 - £35,000, with a performance related bonus and company benefits. Financial Planners can expect to earn circa 50% of revenue generated. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=41617Tue, 6 Jan 2009 15:24:28 GMTLeading financial services provider require an experienced marketing professional to join their team. Role will involve planning, designing and delivering marketing campaigns for allocated IFA accounts, assessing market trends and behaviour, and developing communications and marketing presentation materials. You will also be creating market leading literature across all products, and working closely with legal, regulatory and technical teams. You must have relevant marketing experience, ideally within the IFA or life and pensions markets, and knowledge of protection, investment and retirement products. CIM qualification or equivalent would be an advantage Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41616Tue, 6 Jan 2009 12:24:55 GMTOur client, one of the UK's leading blue chip financial services companies requires an Administrator to join their Kent office. You must have previous experience of the Life and Health industry (Term Assurance, PHI and Group Life) with any experience of claims administration being a major advantage In addition to the experience mentioned all candidates must have proven computer skills (Excel and Access Databases at Intermediate or Advanced level) and the ability to use databases to analyse and process complex data. Your responsibilities will focus on ensuring the accuracy and integrity of claims data. Maintaining and enhancing client relationships and providing a comprehensive quality service. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=41615Tue, 6 Jan 2009 12:24:53 GMT