http://jobs.ftadviser.com/paraplanners.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5We are an expanding London based, FSA Authorised & Regulated Investment Advisor focusing on real estate development, private equity and debt financing which has taken on a number of joint venture mandates with national and international property developers. We structure investment funds, act as fund advisor and raise debt and equity for projects through institutions and IFA HNW clients, for a range of unique property investments and funds.  This represents an outstanding opportunity for entrepreneurial IFA sales professionals or those intermediaries who have established a network of investment IFAs in their respective areas and who are seeking control over their career, work time and earnings.http://jobs.ftadviser.com/job-detail.aspx?id=38562Fri, 31 Oct 2008 11:23:06 GMTJob Title: Assistant Consultant - Accountancy Practice Location: London Salary: Basic from £30,000 - £36,000 + benefits + bonus. Managing significant client portfolios between £5 - £10million, one of the world's largest accountancy networks provide a bespoke investment management proposition geared around private equity, Hedge Funds and complex wrappers. With the objective of the company being to help clients maximise their potential they have grown to become a highly successful firm. 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. With previous paraplanning experience within a professional practice or an IFA, successful applicants will be FPC/ CFP as an absolute minimum, and studying, if not already attained DipPFS. In return, you will receive a basic salary of £30,000 - £36,000 and a performance related bonus. In addition, you are entitled to the excellent benefits package and will receive support on any further qualifications you wish or are required to take. 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=39452Thu, 20 Nov 2008 17:28:17 GMTJob Title: Paraplanner - Accountancy Practice Location: Manchester Salary: Basic from £30,000 - £35,000 + benefits + bonus. Managing significant client portfolios between £5 - £10million, one of the world's largest accountancy networks provide a bespoke investment management proposition geared around private equity, Hedge Funds and complex wrappers. With the objective of the company being to help clients maximise their potential they have grown to become a highly successful firm. 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. With previous paraplanning experience within a professional practice or an IFA, successful applicants will be FPC/ CFP as an absolute minimum, and studying, if not already attained DipPFS. In return, you will receive a basic salary of £30,000 - £35,000 and a performance related bonus. In addition, you are entitled to the excellent benefits package and will receive support on any further qualifications you wish or are required to take. 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=39451Thu, 20 Nov 2008 17:25:07 GMTParaplanner - Professional IFA Practice £23,000 - £25,000 plus benefits and bonus. Bedfordshire This small, friendly professional IFA firm have been established for 15 years priding themselves on their robust reputation, which has resulted in 90% of their existing clients approaching the firm through word of mouth. They provide holistic financial planning expertise across an array of disciplines including life assurance, pensions, offshore financial planning, long term care, retirement planning and investment advice. As Paraplanner, you will still focus your efforts on key administrative tasks such as client valuations, dealing with day to day client queries and general data collating, however you will spend your time compiling suitability letters based on client fact finding and research carried out by both yourself and the financial planners. This is a great opportunity for an ambitious individual looking to join a firm who will invest in staff and provide great future career opportunities. Ideally with the Certificate in Financial Planning (FPC), you will be familiar with life and pensions products as well as the basics on investment planning. You will have spent time in a similar role within a professional IFA practice. Basic salary is between £23,000 - £25,000 basic plus company benefits, which include a company pension, PMI and the potential to earn 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=39450Thu, 20 Nov 2008 17:20:17 GMTParaplanner - Chartered Financial Planners East Hertfordshire £25,000 - £30,000 plus 30% bonus Having achieved chartered status, this firm is one of few who can truly regard themselves as experts within the wealth management and holistic financial planning arena. Small and forward thinking, this practice undertakes top quality work for High Net Worth Clients. As a Paraplanner, you will exclusively work alongside the Managing Director servicing HNW clients. Your key responsibilities will be to write client suitability reports and holistic financial plans in addition to preparing material for client meetings and perform a meeting follow up. As time goes on you will see your role develop to managing client relationships. Excellent career prospects will see you achieve Certified and Chartered status in the short to medium term with full assistance and support from the firm. On offer is a progressive salary and bonus package based on the experience of the successful candidate. You will hold the certificate in financial planning (FPC) as mandatory, ideally studying towards or having attained DipPFS or equivalent. Previous paraplanning experience within an IFA or professional practice is essential. This is a fantastic opportunity with one of the most professional firms within the financial services 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=39449Thu, 20 Nov 2008 17:20:15 GMTWith clients in over 180 cities and 40 countries, this global leader in the professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others. Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget. To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role. Competitive salary and an extensive benefits package will be on offer for the successful candidate. Refer a friend or colleague: 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=39439Thu, 20 Nov 2008 16:30:04 GMTWith clients in over 180 cities and 40 countries, this global leader in the professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others. Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget. To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role. Competitive salary and an extensive benefits package will be on offer for the successful candidate. Refer a friend or colleague: 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=39438Thu, 20 Nov 2008 16:27:17 GMTWith clients in over 180 cities and 40 countries, this global leader in the professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others. Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget. To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role. Competitive salary and an extensive benefits package will be on offer for the successful candidate. Refer a friend or colleague: 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=39437Thu, 20 Nov 2008 16:23:34 GMTProfessional, this boutique firm of Independent Financial Advisors provide totally independent financial advice. They are focused on first class integrated and individual solutions for diverse and demanding co-professionals and private clients. Specialising in saving, investments, pensions, mortgages, protection and tax planning, your role as a paraplanner will be to support and work alongside an advisor currently managing a client portfolio of £250,000. There will be a requirement to write complex reports, reason why letters and recommendations. Dealing with clients on a daily basis you will be highly knowledgeable on all products with previous experience dealing with HNW clients. You will be DipPFS qualified or equivalent with 1st software experience. An essential part to this role will be to compile reports from scratch so experience in doing this is a must. The benefits on offer include Group PHI, Life assurance x 4 and 20 days holiday along with a competitive salary. Ideally looking for January start. Refer a friend or colleague: 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=39431Thu, 20 Nov 2008 16:13:56 GMTAdvising over 6,000 clients nationwide, this boutique firm of Independent Financial advisors offer comprehensive services ranging from personal financial reviews, residential & commercial mortgages through to corporate pensions. Established in the 1980's and with careful development over the years, the company now operates from multiple locations and can offer a wealth of experience in all areas of Financial Services. As a paraplanner your role will be to provide individual support to the Managing Director specialising in Pensions and Investments. The key responsibilities are drafting reports and letters to clients on specific client planning issues while over-seeing changes/ restructures of clients' financial planning requirements. The day-to-day work includes supporting consultants with general client work and providing them with proactive recommendations based on the knowledge of clients. If you are looking for a client facing role, this can be adapted for you. To be considered, previous experience within Financial Services is required and FPC qualifications or equivalent would be a benefit, however not essential. The benefits include a bonus scheme, Group Life Scheme, pension, 20 days holiday rising to a maximum of 25 days and car parking. Refer a friend or colleague: 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=39429Thu, 20 Nov 2008 16:11:38 GMTSenior Paraplanner - Professional IFA Practice £30,000 - £45,000 basic + benefits and bonus. Shropshire With a strong bias towards complex pensions and investment planning, this niche professional firm of IFAs position themselves as holistic fee-based financial planning experts within the HNW arena. Typically, their clients are business owners and extremely wealthy individuals. Acting as a 'technical centre of excellence' within the firm, you will play a critical role in the provision of financial planning and advice to wealthy clients with less than straightforward financial situations, such as pension and retirement options with large pension funds or investment portfolios. Providing a crucial support role to the principal financial planner, you will be expected to produce high level, quality research and evidence based solutions. You will be given a great deal of autonomy in what tools you use and be expected to be familiar with CRM and back office systems. The position will suit someone who likes working with technically competent planners and attending meetings but it is not intended at this time that you will have a large amount of direct client contact. The position will also suit someone who does not want to give advice but wants a career as a crucial support advisor to no more than two financial planners. CFP/FPC qualified as an absolute minimum and ideally studying or having attained DipPFS/ AFPC, you will be technically competent in all areas of financial planning in addition to the full Paraplanning process. Typically, your experience will have been gained from a professional practice or an IFA. Basic salary is between £30,000 - £45,000 in addition to company benefits and the opportunity to earn bonus. Refer a friend or colleague: 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=39425Thu, 20 Nov 2008 16:05:18 GMTFinancial Services arm of national accountancy practice require an experienced Client Manager/ Paraplanner to deal with the full range of Financial Services products including Group Pensions. This role is a very technical role and will include research, report writing and client liaison. A minimum of FPC is essential with progress towards AFPC desirable. This is an excellent opportunity for the right candidate to take their career to the next level. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39394Thu, 20 Nov 2008 11:10:49 GMTParaplanner required for busy IFA Practice in Cheshire. The role will include production of suitability letters for IHT planning, personal and occupational pension schemes , protection and investments ; liaising with IFA's on specific queries; liaising with compliance team in respect of signing off suitability letters and developing and maintaining knowledge and competence. Previous industry experience of between 3-5 years, along with FPC and a desire to progress with further financial qualifications is a requirement as is previous report writing experience. Attractive re-numeration package for the right candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39392Thu, 20 Nov 2008 11:09:51 GMTExperienced paraplanner required for financial planning arm of accountancy practice based in Lancashire. This is a very senior role that requires a very experienced candidate with full FPC and progressing towards AFPC. Duties will include providing technical support to advisors in terms of research and report writing. Due to the nature of the practice there will be lot of tax planning work. Excellent renumeration package for the right candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39387Thu, 20 Nov 2008 11:01:03 GMTExciting new opportunity for an experienced Paraplanner to join an IFA practice in Cheshire. The ideal candidate will provide a high quality support role to both clients and advisers with the ability to demonstrate consistent advancement in product knowledge (IHT/estate planning including With Profit Bonds; investments; retirement options), research ability, Reason Why letters/report writing, Fact finds and portfolio recommendations. Full FPC (AFPC preferred) together with experience of CTP/Exchange essential. Full system knowledge of Micropal a distinct advantage. Realistic career progression available to the successful candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39384Thu, 20 Nov 2008 10:51:37 GMTIfa practice based in Cheshire dealing with personal injury settlements requires an experienced paraplanner. This role will involve working closely with the company director on his case load. Duties will include following up on pre-settlement meetings and research and report writing on predominantly investment products. Full FPC/CFP is essential and progress towards the Diploma in Financial Planning desirable. Excellent re-numeration package available for the right candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39383Thu, 20 Nov 2008 10:51:17 GMTJob Title: Paraplanner Location: London Salary: Basic from £30,000 - 40,000 Boasting their expert approach within the top 20 ranking of national IFAs, this professional firm requires a Paraplanner to support a Financial Planner. Specialising in providing comprehensive Financial Planning advice to Solicitors and Barristers, the firm pride themselves on building long-term relationships with their clients by delivering quality financial solutions tailored to both individuals and businesses. Based from their office in London, you will write complex reports, conduct research, liaise with HNW and legal clients, produce recommendation and 'reason-why' letters and occasionally attend client meetings. Due to the firm's bespoke administrative processes and systems in order to support their high standards, you will not be required to carry out your own administration. Your time will instead be focused on providing dedicated support to the advisors with an attractive bonus scheme in place, relating to the contribution of sales. Candidates will have a proven track record as a Paraplanner within an IFA environment. Progressing with DipPFS (or similar), you will have experience in dealing with HNW clients, in addition to dealing with a wide range of Financial Planning products including Film Partnerships, complex Investments and Pension schemes. Basic salary is between £30,000 - £40,000 plus an exceptional bonus and benefits.http://jobs.ftadviser.com/job-detail.aspx?id=39355Wed, 19 Nov 2008 11:34:32 GMTJob Title: Paraplanner - Professional IFA Practice Location: Surrey Salary: Basic from £30,000 - £35,000 This Surrey-based firm of Professional IFAs specialises in advising clients of solicitors and accountants on investment, retirement, trust and taxation planning. Poised to expand further over the next few years, they now seek an outstanding Paraplanner. The role will involve researching products and funds with the use of the firms specialised technology. You will create independent recommended asset allocation models and fund lists within each of the portfolio construction building blocks, construct initial and review/ongoing reports for the advisers to present to clients and participate in the firms development. This role is in addition to the existing administration team, i.e.. they are not seeking another administrator who can perform a few extra tasks but an exceptional Paraplanner to work alongside the two directors and two senior advisers providing them with technical support. Successful candidates will have detailed technical experience in the Financial Services sector, ideally from an IFA environment. As a minimum requirement, candidates will hold or be progressing towards AFPC. The firm is positive about funding and supporting the achieving of further qualifications. Basic salary for this role lies between £30,000 - £35,000 plus bonus 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=39310Tue, 18 Nov 2008 16:08:59 GMTParaplanner - Professional IFA Practice £20,000 - £26,000 + benefits Cheshire With a bias towards private client advice, this firm of Independent Financial Advisors position themselves in the HNW market, managing client portfolios in excess of £350,000. With regular new client acquisitions, the importance for the financial planners to spend more time client facing is essential. For this reason, there is a requirement for a paraplanner to join the team. Carrying out technical research, drafting suitability letters and reports you will be on hand to support a financial planner in all areas of pensions, investment and IHT planning. Perhaps rising from an administrator, this is an excellent opportunity to become a competent paraplanner and eventually go on to become a financial planner in the long-term. The successful applicant will be working within an IFA practice in a administrative role. FPC (or equivalent), you will have a good technical understanding of whole of market financial planning. In return you will receive a basic salary of £20,000 - £26,000 plus company benefits, including life assurance, pension, critical illness cover, PHI and share options. 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=39308Tue, 18 Nov 2008 16:06:30 GMTSenior Paraplanner (Gloucestershire) : required immediately by this premier organisation with offices throughout the UK. The successful applicant must be well organised with the ability to prioritise effectively. This multifaceted role will involve all aspects of paraplanner support and the successful candidate will be capable of preparing reports and letters providing advice in accordance with the Firm's standards and compliance guidelines; maintaining client information accurately on financial planning software; maintaining client and firm's files in a well presented, accurate and compliant manner; be familiar with the Firm's best advice panels and the procedure for off-panel recommendations. The attendance at training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes will, on occasion, be required. The ability to adhere to the Firm's risk management policies is essential and the successful candidate will also take responsibility for assigned areas, including having own work reviewed and works to time and budget. This role would suit either a dedicated paraplanner wishing to remain in the role or an experienced FA who wishes to withdraw from full time advising. Full FPC is essential with at least part AFPC but those with full FPC welcomed. Salary negotiable but expected to be circa £30k dependenthttp://jobs.ftadviser.com/job-detail.aspx?id=35466Fri, 22 Aug 2008 06:21:56 GMTSenior Paraplanner (Gloucestershire) : required immediately by this premier organisation with offices throughout the UK. The successful applicant must be well organised with the ability to prioritise effectively. This multifaceted role will involve all aspects of paraplanner support and the successful candidate will be capable of preparing reports and letters providing advice in accordance with the Firm's standards and compliance guidelines; maintaining client information accurately on financial planning software; maintaining client and firm's files in a well presented, accurate and compliant manner; be familiar with the Firm's best advice panels and the procedure for off-panel recommendations. The attendance at training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes will, on occasion, be required. The ability to adhere to the Firm's risk management policies is essential and the successful candidate will also take responsibility for assigned areas, including having own work reviewed and works to time and budget This role would suit either a dedicated paraplanner wishing to remain in the role or an experienced FA who wishes to withdraw from full time advising. Full FPC is essential with at least part AFPC but those with full FPC welcomed. Salary negotiable but expected to be circa £30k dependenthttp://jobs.ftadviser.com/job-detail.aspx?id=35467Fri, 22 Aug 2008 06:25:29 GMTSenior Paraplanner (Gloucestershire) : required immediately by this premier organisation with offices throughout the UK. The successful applicant must be well organised with the ability to prioritise effectively. This multifaceted role will involve all aspects of paraplanner support and the successful candidate will be capable of preparing reports and letters providing advice in accordance with the Firm's standards and compliance guidelines; maintaining client information accurately on financial planning software; maintaining client and firm's files in a well presented, accurate and compliant manner; be familiar with the Firm's best advice panels and the procedure for off-panel recommendations. The attendance at training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes will, on occasion, be required. The ability to adhere to the Firm's risk management policies is essential and the successful candidate will also take responsibility for assigned areas, including having own work reviewed and works to time and budget This role would suit either a dedicated paraplanner wishing to remain in the role or an experienced FA who wishes to withdraw from full time advising. Full FPC is essential with at least part AFPC but those with full FPC welcomed. Salary negotiable but expected to be circa £30k dependenthttp://jobs.ftadviser.com/job-detail.aspx?id=35468Fri, 22 Aug 2008 07:41:02 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36446Mon, 15 Sep 2008 17:50:07 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36447Mon, 15 Sep 2008 17:51:30 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36448Mon, 15 Sep 2008 17:53:18 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36449Mon, 15 Sep 2008 17:56:09 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36450Mon, 15 Sep 2008 18:06:41 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36451Mon, 15 Sep 2008 18:09:23 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36452Mon, 15 Sep 2008 18:12:03 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36453Mon, 15 Sep 2008 18:15:18 GMTParaplanner now sought by this IFA practice based in Hampshire. Full FPC is essential with ideally AFPC or be willing to complete such qualifications. An excellent communicator, the successful candidate will have the ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Experience in researching investment & pension products and researching funds is required. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. This role will suit a dedicated paraplanner or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payablehttp://jobs.ftadviser.com/job-detail.aspx?id=37252Sun, 5 Oct 2008 15:01:51 GMTParaplanner now sought by this IFA practice based in Hampshire. Full FPC is essential with ideally AFPC or be willing to complete such qualifications. An excellent communicator, the successful candidate will have the ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Experience in researching investment & pension products and researching funds is required. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. This role will suit a dedicated paraplanner or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payablehttp://jobs.ftadviser.com/job-detail.aspx?id=37253Sun, 5 Oct 2008 15:04:10 GMTParaplanner - Birmingham Town Centre Our client are a leading firm of accountants managing key client portfolios up to £5million. This market leader provide complex financial advice in investments, private equity, Hedge Funds and complex wrappers, pensions and IHT planning. As a technical interface between consultant and client, you will provide dedicated paraplanning support. This will require you to research products and funds to enable providers to be recommended, compile client fact-finds and suitability letters in line with the ethos of the firm. You will liaise with clients over the phone and in client meetings. To apply for the role, you will have a minimum of full FPC or equivalent and be studying towards DipPFS or equivalent. The successful individual will be technically competent in all areas of financial planning. Previous experience as a Paraplanner within an IFA practice is essential and previous working experience of 1st software is desirable. In return, you will receive full training of the company's internal products and further qualifications are supported by the firm. The salary for the role is £25,000 - £30,000 . Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39280Mon, 17 Nov 2008 14:12:43 GMTAs a leading provider of independent whole of market advice to their clients up and down the country, our client pride themselves on the quality, speed and efficiency of their financial advisory service. With a dedicated team of sales and non sales staff they provide a bespoke financial planning service that meets the needs of each individual client, offering each client a range of services dependant upon their need. Our client are growing rapidly due to their success and a recent acquisition and as such currently seek a first class paraplanner to work on fee based business for the director of the business. The paraplanner will be involved in client meetings and research the market and provide suitability letters for SIPPs, GPP's,EPP's for HNW clients up and down the country. The position will be fast paced and high pressured so technical qualifications and proven experience within a similar position are essential. The successful candidate will be given full backing and support for further qualifications, and also begiven a structured path towards sales as the company expands. To apply for the role you will hold Full FPC and have at least 2 papers towards your diploma. This is an outstanding opportunity for someone currently carrying out a paraplanning role looking for further advancement in their career. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39278Mon, 17 Nov 2008 14:12:13 GMTAre you a paraplanner bored of writing suitability letters for low level products? An outstanding opportunity has arisen with a national IFA practice, who seek a technically astute individual to work alongside a director of the business. You will write reports and conduct research on a range of products for HNW clients, dealing with taxation issues and SSAS and SIPP's. You will have a large involvement in client meetings and liase with third parties, conducting research and writing reports while being supported by an administrator. To apply for the role you should be fully FPC qualified and be studying towards your diploma in financial services. In return you will receive an excellent basic salary and a benefits package to match. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39277Mon, 17 Nov 2008 14:11:58 GMTOur client are an accountancy based IFA practice that provide fee based financial advice to its clients in the region. With a highly professional approach and a focus on best advice, our client were voted as one of the best companies to work for in a recent pole. They currently seek an individual to join their practice that holds Full FPC or equivalent and is studying towards some form of further qualifications, to work alongside the financial advisors in producing high level reports and conducting research. The reports will be of a technical nature due to the type of business that is currently being written by the advisors, so the qualifications and technical background are an essential requirement for the position. Should you currently be working as a paraplanner and be looking for the next step in your career to increase your technical working practices, then this is an outstanding opportunity to do so. In return you will receive an excellent basic salary and benefits package to match. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39276Mon, 17 Nov 2008 14:11:46 GMTOur client are a firm of Financial Planners offering a wide range of Accounting, Tax and Business Advice. They complement this with a successful team of Independent Financial Advisers who work closely alongside the accountancy practice in providing an all round, one stop service to HNW cliwnts in the region. Due to continued growth the need has arisen for a Paraplanner to be based from their office in Ipswich. Providing full technical support to a team of IFA's, your role will see you working as a member of the team managing clients' accounts and dealing with day to day contact and client administration. As a Paraplanner, you will be dealing with general administrative duties as they arise, including carrying out detailed research, and compiling resulting reports in line with best advice. You will also work closely with the accountancy practice to make sure that the transfer of leads is as smooth as possible from accountancy to IFA. The successful candidate will be FPC qualified or equivalent, ideally with progression towards AFPC and have experience of working within a Financial Services environment. Exposure to all types of Investments and Pensions is essential, as is the need for a confident telephone manner as you will be first point of contact for clients. In return, you will be provided with on going training and support to further develop your career and technical knowledge and skills. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39275Mon, 17 Nov 2008 14:11:35 GMTParaplanner/Sales Support - Warwickshire - £17,000 - £24,000 Our client is a leading financial services organisation based in Warwickshire. They currently require a Employee Benefits Paraplanner/Sale Support Administrator to join the business. This is an excellent opportunity for anyone looking to move into a Consultant role within the next 12 months. The Role: *Oversee all renewals of Group Risk Schemes and ensure excellent service level is provided to clients. *Assisting the Directors/Consultants, and other members of the team. *To assist with research required by Directors/Consultants to enable them to provide solutions to clients. *Prepare tender documents for new business leads. *Prepare renewal reports for Group Schemes. *Process new business applications written following the above. *Assist Directors/Consultants with both pre and post sale corporate client servicing and all other administration. *To provide administration back up to the Directors/Consultants, and other members of the team. *Fact finding, report preparation and record keeping *Extensive use of database and IT. Desired Experience and Qualification: *Full Financial Planning Certificate *Strong technical knowledge. *Experience in the group pensions market (including Group Personal Pension Plans and Stakeholder Pensions) and the group risk market (including Group Life Assurance, Group Income Protection and Private Medical Insurance). *Excellent communication skills and basic IT skills. Footnote: If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39271Mon, 17 Nov 2008 10:13:56 GMTParaplanner - Bristol £25,000 Our client is a fee-based practice and they work very closely with accountants, legal advisers etc to provide the client with a completely holistic financial planning service. Reporting into the Operations Director and working closely with the Financial Planning team you will provide an all-important paraplanning function. Duties will include: Research, preparing reason why letters and reports Managing all of the administrative processes Writing suitability letters to a high standard and being able to be relied upon for technical accuracy Co-ordinating and leading a variety of client projects Researching investment opportunities Ensuring team hit client deadlines and accuracy is maintained Ensuring advisors are prepared for client meetings in respect to valuations and supporting material Key Criteria: FPC or equivalent is preferred. However, applications are welcome from those who donâEUR(trademark)t yet have the full professional qualifications but do have paraplanning experience. In depth working knowledge of Life, Pension and Investment Products You will possess well-developed paraplanning skills and be familiar with the financial planning needs of both private and corporate clients. You will have excellent communication skills both written and verbal and be able to liaise with people of all levels. Able to work as part of a small, yet growing team Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39266Mon, 17 Nov 2008 09:52:27 GMTParaplanner - Bristol £25,000 Our client is a fee-based practice and they work very closely with accountants, legal advisers etc to provide the client with a completely holistic financial planning service. Reporting into the Operations Director and working closely with the Financial Planning team you will provide an all-important paraplanning function. Duties will include: Research, preparing reason why letters and reports Managing all of the administrative processes Writing suitability letters to a high standard and being able to be relied upon for technical accuracy Co-ordinating and leading a variety of client projects Researching investment opportunities Ensuring team hit client deadlines and accuracy is maintained Ensuring advisors are prepared for client meetings in respect to valuations and supporting material Key Criteria: FPC or equivalent is preferred. However, applications are welcome from those who donâEUR(trademark)t yet have the full professional qualifications but do have paraplanning experience. In depth working knowledge of Life, Pension and Investment Products You will possess well-developed paraplanning skills and be familiar with the financial planning needs of both private and corporate clients. You will have excellent communication skills both written and verbal and be able to liaise with people of all levels. Able to work as part of a small, yet growing team Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39265Mon, 17 Nov 2008 09:51:13 GMTWorking for this small friendly financial planning practice you will support the advisers with new business processing and ongoing financial planning administration. You will also spend around 25% of your time dealing with research & report writing. You should have a good level of technical knowledge in relation to pensions and investments. Previous financial planning administration and report writing experience is essential. You should be FPC 1 - 3 or CF 1- 5 qualified. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39254Fri, 14 Nov 2008 18:10:06 GMTTechnical Associate - Wealth Management Firm £30,000 - £40,000 plus benefits & bonus. Berkshire Experiencing rapid growth throughout the country by acquiring other professional firms, this organisation is one of the UKs most reputable in the Wealth Management arena. 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. Working within their elite team, whom typically service clients with in excess of £1million of investable assets, you will support the director in preparing meeting agendas, clients reports geared around complex financial planning subjects, valuations, quotations and suitability letters. Unique, this role will require you to proactively be involved in client management from assisting with business plans and assessing client profitability. With the scope to become a financial planner in the long-term, this opportunity provides excellent rewards and career prospects. Successful applicants will be FPC/ CFP qualified with progression towards DipPFS. 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 and the opportunity to take further exams which are funded and fully supported. Salary will range from £30,000 to £40,000 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=39188Fri, 14 Nov 2008 09:57:28 GMTAssistant Consultant - Wealth Management Firm £30,000 - £40,000 plus benefits & bonus. Berkshire Experiencing rapid growth throughout the country by acquiring other professional firms, this organisation is one of the UKs most reputable in the Wealth Management arena. 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. Working within their elite team, whom typically service clients with in excess of £1million of investable assets, you will support the director in preparing meeting agendas, clients reports geared around complex financial planning subjects, valuations, quotations and suitability letters. Unique, this role will require you to proactively be involved in client management from assisting with business plans and assessing client profitability. With the scope to become a financial planner in the long-term, this opportunity provides excellent rewards and career prospects. Successful applicants will be FPC/ CFP qualified with progression towards DipPFS. 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 and the opportunity to take further exams which are funded and fully supported. Salary will range from £30,000 to £40,000 plus bonus and an exceptional benefits package including 10% pension contribution. 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=39187Fri, 14 Nov 2008 09:56:14 GMTA highly successful financial advisor requires an experienced Financial Services Administration/Support professional to fulfil the role of Practice Administrator Co-ordinator/Manager within a small but very successful Wealth Management practice. You will be working as part of a team of six and will focus on leading and looking after back office/administration team, however you must also be a highly skilled hands on financial services administrator in your own right, capable of taking on the more complex of demanding cases / queries received in to the office, only elevating the major issues to the financial advisor. You should have a good all-round knowledge of pensions, investments and protection but do not have to be overly technical. Any progression with the FPC exams is useful but not essential as hands on knowledge is of much greater importance than qualifications alone. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39176Fri, 14 Nov 2008 09:32:55 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=39175Fri, 14 Nov 2008 09:32:06 GMTJob Title: Paraplanner - Accountancy Practice Location: Manchester Salary: Basic from £30,000 - £35,000 + benefits + bonus. Managing significant client portfolios between £5 - £10million, one of the world's largest accountancy networks provide a bespoke investment management proposition geared around private equity, Hedge Funds and complex wrappers. With the objective of the company being to help clients maximise their potential they have grown to become a highly successful firm. 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. With previous paraplanning experience within a professional practice or an IFA, successful applicants will be FPC/ CFP as an absolute minimum, and studying, if not already attained DipPFS. In return, you will receive a basic salary of £30,000 - £35,000 and a performance related bonus. In addition, you are entitled to the excellent benefits package and will receive support on any further qualifications you wish or are required to take. 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=39173Fri, 14 Nov 2008 09:31:04 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=39171Fri, 14 Nov 2008 09:29:28 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=39170Fri, 14 Nov 2008 09:29:21 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=39169Fri, 14 Nov 2008 09:27:15 GMTJob Title: Assistant Consultan - Accountancy Practice Location: London Salary: Basic from £30,000 - £36,000 + benefits + bonus. Managing significant client portfolios between £5 - £10million, one of the world's largest accountancy networks provide a bespoke investment management proposition geared around private equity, Hedge Funds and complex wrappers. With the objective of the company being to help clients maximise their potential they have grown to become a highly successful firm. Providing support in delivering a professional holistic financial planning service to the firmâEUR(trademark)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. With previous paraplanning experience within a professional practice or an IFA, successful applicants will be FPC/ CFP as an absolute minimum, and studying, if not already attained DipPFS. In return, you will receive a basic salary of £30,000 - £36,000 and a performance related bonus. In addition, you are entitled to the excellent benefits package and will receive support on any further qualifications you wish or are required to take. 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=39168Fri, 14 Nov 2008 09:27:11 GMT