http://jobs.ftadviser.com/paraplanners.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5A fantastic opportunity to join with an experienced IFA firm who have been established for 25 years. The firms principal alone has £30m in funds under management and a renewal stream of £150,000 per year mainly working with accountants and solicitors. You will be working as a para planner to one of the owners of the firm using the first system, doing suitability letters, chasing up valuations and making sure business is processed. There may be the opportunity over the course of the next few years for you to become an adviser as well. If this sounds like the right position for you then apply now!http://jobs.ftadviser.com/job-detail.aspx?id=100784Fri, 3 Feb 2012 16:57:09 GMTTo provide research, technical report writing and client support for the Advisers of this well-establish consultancy practice. Typical duties will include: - Being the first point of contact for all technical queries - Delivering and exceptional client experience - Assisting with the research of products, technical analysis and preparation of recommendations and client reports - Obtaining quotation illustrations, preparing comparisons, valuations and other documents. - Review existing products, client portfolios, asset allocation and risk profiles. Obtain and assess information and prepare analysis, illustrations and comparison to show all relevant charges, performance, policy terms and other considerations. - Liaising with providers To be considered for this role you will need to have: - Your full Certificate in Financial Planning (full FPC or CertPFS) and preferably working towards your Diploma - Proven track record delivering first class paraplanning support to a Financial Advisor - Excellent client management skills - Strong letter and report writing skills - Excellent practical knowledge of 1st SoftwareHillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100779Fri, 3 Feb 2012 10:45:53 GMTOur client prides themselves on there independence as they are not tied to one or a group of companies, they are able to advise from the whole market place when looking at financial planning with new or existing clients, which allows them to deliver advice and recommendation that will help achieve goals. Key Responsibilities: Produce suitability reports using information supplied by Financial Adviser. Support Financial Adviser in research to identify suitable products to meet clients needs using all available resources. Gather written information on existing client products and summarise using company summary templates to support recommendations to clients. Provide technical assistance with staff queries. Maintain market knowledge. Maintain own CPD file. Ability to prioritise tasks Ability to work independently using own initiative, as well as being part of a busy team, to meet strict deadlines. Working towards obtaining Diploma. Adhere to company Compliance/TCF/Data Security/Complaints procedures. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100778Thu, 2 Feb 2012 16:25:34 GMTThe role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice. Job Content: Core activities include: • Researching and producing compliant client facing materials for multi need, complex, high value and high risk cases. • Providing guidance and coaching support to the regulated sales force in order to ensure that the standard of advice and supporting documentation, given to clients meets both regulatory and company standards. This is a highly specialist role that requires detailed knowledge of providing regulated financial advice. • An eye for detail and burning desire to maintain quality • Time management skills - ability to deal with varied requests and multiple priorities • Ability to work under pressure and to strict deadlines • Excellent written and verbal communication skills • Full FPC/CF Qualifications, ideally working towards Diploma Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100776Thu, 2 Feb 2012 16:20:32 GMTThe role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice. Job Content: Core activities include: • Researching and producing compliant client facing materials for multi need, complex, high value and high risk cases. • Providing guidance and coaching support to the regulated sales force in order to ensure that the standard of advice and supporting documentation, given to clients meets both regulatory and company standards. This is a highly specialist role that requires detailed knowledge of providing regulated financial advice. • An eye for detail and burning desire to maintain quality • Time management skills - ability to deal with varied requests and multiple priorities • Ability to work under pressure and to strict deadlines • Excellent written and verbal communication skills • Full FPC/CF Qualifications, ideally working towards Diploma Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100774Thu, 2 Feb 2012 16:19:00 GMTThe role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice. Job Content: Core activities include: • Researching and producing compliant client facing materials for multi need, complex, high value and high risk cases. • Providing guidance and coaching support to the regulated sales force in order to ensure that the standard of advice and supporting documentation, given to clients meets both regulatory and company standards. This is a highly specialist role that requires detailed knowledge of providing regulated financial advice. • An eye for detail and burning desire to maintain quality • Time management skills - ability to deal with varied requests and multiple priorities • Ability to work under pressure and to strict deadlines • Excellent written and verbal communication skills • Full FPC/CF Qualifications, ideally working towards Diploma Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100771Thu, 2 Feb 2012 16:16:19 GMTThe role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice. Job Content: Core activities include: • Researching and producing compliant client facing materials for multi need, complex, high value and high risk cases. • Providing guidance and coaching support to the regulated sales force in order to ensure that the standard of advice and supporting documentation, given to clients meets both regulatory and company standards. This is a highly specialist role that requires detailed knowledge of providing regulated financial advice. • An eye for detail and burning desire to maintain quality • Time management skills - ability to deal with varied requests and multiple priorities • Ability to work under pressure and to strict deadlines • Excellent written and verbal communication skills • Full FPC/CF Qualifications, ideally working towards Diploma Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100757Wed, 1 Feb 2012 13:23:41 GMTOrganisation Description: Our client is a highly successful firm of IFAs, based Manchester City centre, seeking to recruit an additional Paraplanner. This is a medium sized firm of Advisors with a solid client base, made up of predominately HNW clients. Job Description: You will provide a full paraplanning service on a 1:1 basis with an IFA including research and report writing. You will work alongside other Paraplanners within the business and progression is encouraged for the right individuals. Person Specification: Applicants must be a minimum of FPC (or equivalent) and ideally be working towards the diploma in Financial Services. Basic salary is negotiable and additional benefits and bonus apply for this position. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100756Wed, 1 Feb 2012 13:23:39 GMTOrganisation Description: Our client is a highly successful firm of IFAs, based Manchester City centre, seeking to recruit an additional Paraplanner. This is a medium sized firm of Advisors with a solid client base, made up of predominately HNW clients. Job Description: You will provide a full paraplanning service on a 1:1 basis with an IFA including research and report writing. You will work alongside other Paraplanners within the business and progression is encouraged for the right individuals. Person Specification: Applicants must be a minimum of FPC (or equivalent) and ideally be working towards the diploma in Financial Services. Basic salary is negotiable and additional benefits and bonus apply for this position. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100747Wed, 1 Feb 2012 13:23:04 GMTThe role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice. Job Content: Core activities include: • Researching and producing compliant client facing materials for multi need, complex, high value and high risk cases. • Providing guidance and coaching support to the regulated sales force in order to ensure that the standard of advice and supporting documentation, given to clients meets both regulatory and company standards. This is a highly specialist role that requires detailed knowledge of providing regulated financial advice. • An eye for detail and burning desire to maintain quality • Time management skills - ability to deal with varied requests and multiple priorities • Ability to work under pressure and to strict deadlines • Excellent written and verbal communication skills • Full FPC/CF Qualifications, ideally working towards Diploma Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100746Wed, 1 Feb 2012 13:23:02 GMTOrganisation Description: Our client is a highly successful firm of IFAs, based Manchester City centre, seeking to recruit an additional Paraplanner. This is a medium sized firm of Advisors with a solid client base, made up of predominately HNW clients. Job Description: You will provide a full paraplanning service on a 1:1 basis with an IFA including research and report writing. You will work alongside other Paraplanners within the business and progression is encouraged for the right individuals. Person Specification: Applicants must be a minimum of FPC (or equivalent) and ideally be working towards the diploma in Financial Services. Basic salary is negotiable and additional benefits and bonus apply for this position. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100744Wed, 1 Feb 2012 13:22:57 GMTRole Purpose: Support Consultants with technical knowledge with regards to market conditions/trends, contract terms and fund information/performance. Key Activities: Review markets regularly (including stock markets, banks, insurance companies). Interpret information. Advise Consultants and Directors as appropriate. Prepare client/member reports where necessary. Obtain illustrations when needed. Review new business as and when needed. Research products and providers via Internet and journals. Interpret information. Communicate information as needed. Accompany Consultants on client/member visits when needed. Accompany Consultants in Provider meetings when needed. Scan records and update diaries. Cover for colleagues when needed. Ensure workloads within the team are kept up to date. Seek and offer help within the team. Any other duties as requested by Consultant/Manager/Director. Skills: Analytical and objective. Ability to assimilate new information quickly. Organisation. Communication. Interpersonal. Working on own initiative. Numeracy. Literacy. Prioritising workload. Knowledge/Qualifications: Industry experience. Good knowledge of funds/products available in the market place. Trust and IHT planning knowledge. Demonstrate willingness to maintain knowledge via external exams. Personal responsibility for Health & Safety. Computer Knowledge: Internet Word Excel Volume 1st Software Outlook Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100743Wed, 1 Feb 2012 13:22:53 GMTJob Purpose: To provide technical and administrative support to a Partner, working primarily within all areas of investments area, in order for the Partners to exceed their income target whilst providing a first class service to Clients. Job Role: Working closely with the Partners, the jobholder will be ultimately responsible for the provision of a highly technical, accurate and timely support service to the Consultant. The individual will be actively involved in the preparation of reports, undertaking research for products ensuring accuracy and compliance. The key customers of the jobholder are the Partners and their Clients. The main priorities are to offer the most efficient and effective service possible, and to deliver excellent client service. This role has the ability to lead through career progression to a Trainee Adviser role, subject to performance and successful completion of a structured development plan. The company Practice Manager and Partners will be responsible for the continued development and training of the individual, working with the Partners to involve them in client meetings where appropriate in order to build good client relationships. Key Accountabilities: To carry out research and prepare reports to support the Partners. Liaising to ensure reports are compliant. This will involve building a good working relationship with the Partners. To build strong working relationships with product providers. To research, analyse and compile Financial Planning reports, when requested. To undertake research for Asset Allocation on clients’ existing portfolios, quantifying and analysing client’s existing investments. To ensure that, where applicable to this role, all client records are maintained within the Legal & Regulatory guidelines. To ensure all client data entry onto the back office systems is accurate, timely and adheres to internal procedures. To participate in adhoc projects and tasks as and when required. To provide support for colleagues during times of absence Knowledge, Skills and Experience: Fully FPC / CF qualified, or working towards full CF qualification, with an emphasis on CF2. Good working knowledge and experience of back office systems and procedures. Excellent interpersonal skills and telephone manner. High quality of personal organisational skills. Ability to work within a team environment. Experience of working to targeted service standards. Proven track record in delivering customer satisfaction. Good knowledge of regulatory requirements. Ambitious and goal orientated. Evidence of continual learning and development of skills and knowledge Adaptable / flexible approach to work within a changing environment Experience of working within a high pressure environment Good IT skills covering MS Office, MS Outlook, MS Excel and Back Office Systems i.e. Officeweb Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100739Wed, 1 Feb 2012 13:22:45 GMTOur client prides themselves on there independence as they are not tied to one or a group of companies, they are able to advise from the whole market place when looking at financial planning with new or existing clients, which allows them to deliver advice and recommendation that will help achieve goals. Key Responsibilities: Produce suitability reports using information supplied by Financial Adviser. Support Financial Adviser in research to identify suitable products to meet clients needs using all available resources. Gather written information on existing client products and summarise using company summary templates to support recommendations to clients. Provide technical assistance with staff queries. Maintain market knowledge. Maintain own CPD file. Ability to prioritise tasks Ability to work independently using own initiative, as well as being part of a busy team, to meet strict deadlines. Working towards obtaining Diploma. Adhere to company Compliance/TCF/Data Security/Complaints procedures. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100738Wed, 1 Feb 2012 13:22:40 GMTThis IFA practice believes that their success comes down to the personal relationships they have with their clients. They prefer to do everything face to face, so they get to know their clients better. They are ethical, professional and insist on the highest code of practice at all times. They operate a fair and transparent fee structure which makes working with them altogether easier. They are only able to offer such a personal, bespoke service because of the team they have on board. The role involves dealing with a wide range Investments and Pensions products including SIPP/SSAS and structured products. It will involve conducting research and report writing for the IFAs in the practice. The ideal candidate will have a minimum of FPC/CFP qualification and ideally be working towards the Diploma level qualification. A minimum of 3/5 years previous paraplanning experience is essential. Attractive salary for the right candidate. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100725Tue, 31 Jan 2012 16:36:57 GMTParaplanner - Haywards Heath Salary up to £32,000 + benefits A fee-based wealth manager who also have a discretionary offering are looking to add a Paraplanner to the team to provide high quality and technical paraplanning support to a team of Advisers. The practices services include investments, retirement and pensions, annuities, inheritance planning, protection, income and life insurance and tax planning. Clients of the firm are wealthy professionals wanting holistic advice with a focus on investments, tax mitigation and specialist pensions, you will be able to deal confidently with the research, recommendations, report writing and client reviews required for them. Candidates must be Diploma qualified or be close to becoming so with an obvious technical ability as a Paraplanner, ideally you will have a heavy investment and tax background. The practice uses 1st Advisor and experience of this would be beneficial but not essential. A basic salary up to £32,000 + benefits is on offer with a progressive organisation who will help you develop you professional qualifications, skills and career. Please call Sunny Everton on 08453 701 007 for a confidential discussion or apply online via sunny.everton@idexrecruitment.com.Please view www.idexrecruitment.com 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=100714Tue, 31 Jan 2012 14:53:13 GMTThis chartered financial planning practice has a highly developed business model and is already embracing a fee based approach, well ahead of the RDR deadline. Very much classed as a new model advisory firm they are an exceptionally professional outfit with a burgeoning reputation for the high quality level of service they provide to their clients. To support the firm’s fee earners they are seeking to recruit an additional individual for their technical support function. This could be either an experienced senior administrator or paraplanner. Providing a comprehensive degree of support to the company’s fee earners it is imperative that applicants have previous experience within an IFA practice and in the case of the paraplanner be extremely proficient at compiling research and writing complex reports in a timely fashion. The individual will also have a high level of experience within the pensions arena. Given the status of the firm it is expected that candidates will be CertPFS qualified and have progressed with diploma studies. On offer is a competitive salary package plus the opportunity to work with a well regarded firm whose business model is one that focuses on building value for the long-term. For further information on this role please call Leanne Fairhurst at Exchange Street on 0161 973 6900 or email recruit@exchange-street.co.uk. Other vacancies can be found at www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100713Tue, 31 Jan 2012 13:59:42 GMTParaplanner This innovative mutual society has grown consistently year after year. They are now looking to recruit a Paraplanner to provide full research, comparison information, report writing, suitability report writing. This will include the following:- Using industry recognised research tools to provide Client focused solutions. To use own experience and compliance knowledge to ensure compliant reports are produced. To write full Client Reports both pre and post appointment to clearly explain advice given. To liaise support teams to ensure reports are prepared in a timely manner. Liaise with Clients on behalf of Consultant Arrange, and produce meeting information, and reports for Clients Attributes of Successful Para Planner The successful candidate will be able to demonstrate the following skills:- Excellent organisational skills Ability to work on own initiative as well as integrate with other team members Excellent industry knowledge Ability to work to deadlines Professional approach to role Ability to communicate with Clients and colleagues clearly and concisely at all levels Experience required 2 years experience within a similar role Full FPC/CF or equivalent Experience of preparing advice for small to medium sized businessesPlease view www.idexrecruitment.com 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=100710Tue, 31 Jan 2012 11:51:21 GMTJob Title: Paraplanner Department: Financial Planning Hours: 37.5 per week (9-5.30pm) Outline of Role: To provide pre and post -sales Paraplanning support to The Financial Planning Team via assessment of client needs through fact find analysis, product research, preparation of draft proposals for agreement and preparation of suitability letters. To support the Administration Manager (IFA Services) with the management and delivery of an effective client review service. You will be required to review client data and draft reports produced by support staff and research and update appropriate fund and market commentary. Skills & Knowledge: FPC1,2 & 3 equivalent Procedural knowledge of the Advisory Sales Process Good Communication skills - Written/report writing skills Technical Knowledge - 1st Software, Product knowledge Ability to organise workload Analytical and Client focusPlease view www.idexrecruitment.com 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=100707Tue, 31 Jan 2012 11:51:17 GMTThe role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice. Job Content: Core activities include: • Researching and producing compliant client facing materials for multi need, complex, high value and high risk cases. • Providing guidance and coaching support to the regulated sales force in order to ensure that the standard of advice and supporting documentation, given to clients meets both regulatory and company standards. This is a highly specialist role that requires detailed knowledge of providing regulated financial advice. • An eye for detail and burning desire to maintain quality • Time management skills - ability to deal with varied requests and multiple priorities • Ability to work under pressure and to strict deadlines • Excellent written and verbal communication skills • Full FPC/CF Qualifications, ideally working towards Diploma Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100702Tue, 31 Jan 2012 11:50:39 GMTThe role: One of the most widely respected firms of independent financial advisers in the region, are looking for an experienced and focused individual to join as part of their expanding team. You will be supporting Independent Financial Advisers, by producing a range of materials supported by detailed research and knowledge of providing financial advice. Job Content: Core activities include: • Researching and producing compliant client facing materials for multi need, complex, high value and high risk cases. • Providing guidance and coaching support to the regulated sales force in order to ensure that the standard of advice and supporting documentation, given to clients meets both regulatory and company standards. This is a highly specialist role that requires detailed knowledge of providing regulated financial advice. • An eye for detail and burning desire to maintain quality • Time management skills - ability to deal with varied requests and multiple priorities • Ability to work under pressure and to strict deadlines • Excellent written and verbal communication skills • Full FPC/CF Qualifications, ideally working towards Diploma Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100697Tue, 31 Jan 2012 11:49:43 GMTOrganisation Description: Our client is a highly successful firm of IFAs, based Manchester City centre, seeking to recruit an additional Paraplanner. This is a medium sized firm of Advisors with a solid client base, made up of predominately HNW clients. Job Description: You will provide a full paraplanning service on a 1:1 basis with an IFA including research and report writing. You will work alongside other Paraplanners within the business and progression is encouraged for the right individuals. Person Specification: Applicants must be a minimum of FPC (or equivalent) and ideally be working towards the diploma in Financial Services. Basic salary is negotiable and additional benefits and bonus apply for this position. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100696Tue, 31 Jan 2012 11:49:30 GMTOur client prides themselves on there independence as they are not tied to one or a group of companies, they are able to advise from the whole market place when looking at financial planning with new or existing clients, which allows them to deliver advice and recommendation that will help achieve goals. Key Responsibilities: Produce suitability reports using information supplied by Financial Adviser. Support Financial Adviser in research to identify suitable products to meet clients needs using all available resources. Gather written information on existing client products and summarise using company summary templates to support recommendations to clients. Provide technical assistance with staff queries. Maintain market knowledge. Maintain own CPD file. Ability to prioritise tasks Ability to work independently using own initiative, as well as being part of a busy team, to meet strict deadlines. Working towards obtaining Diploma. Adhere to company Compliance/TCF/Data Security/Complaints procedures. Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100694Tue, 31 Jan 2012 11:49:09 GMTJob Purpose: To provide technical and administrative support to a Partner, working primarily within all areas of investments area, in order for the Partners to exceed their income target whilst providing a first class service to Clients. Job Role: Working closely with the Partners, the jobholder will be ultimately responsible for the provision of a highly technical, accurate and timely support service to the Consultant. The individual will be actively involved in the preparation of reports, undertaking research for products ensuring accuracy and compliance. The key customers of the jobholder are the Partners and their Clients. The main priorities are to offer the most efficient and effective service possible, and to deliver excellent client service. This role has the ability to lead through career progression to a Trainee Adviser role, subject to performance and successful completion of a structured development plan. The company Practice Manager and Partners will be responsible for the continued development and training of the individual, working with the Partners to involve them in client meetings where appropriate in order to build good client relationships. Key Accountabilities: To carry out research and prepare reports to support the Partners. Liaising to ensure reports are compliant. This will involve building a good working relationship with the Partners. To build strong working relationships with product providers. To research, analyse and compile Financial Planning reports, when requested. To undertake research for Asset Allocation on clients’ existing portfolios, quantifying and analysing client’s existing investments. To ensure that, where applicable to this role, all client records are maintained within the Legal & Regulatory guidelines. To ensure all client data entry onto the back office systems is accurate, timely and adheres to internal procedures. To participate in adhoc projects and tasks as and when required. To provide support for colleagues during times of absence Knowledge, Skills and Experience: Fully FPC / CF qualified, or working towards full CF qualification, with an emphasis on CF2. Good working knowledge and experience of back office systems and procedures. Excellent interpersonal skills and telephone manner. High quality of personal organisational skills. Ability to work within a team environment. Experience of working to targeted service standards. Proven track record in delivering customer satisfaction. Good knowledge of regulatory requirements. Ambitious and goal orientated. Evidence of continual learning and development of skills and knowledge Adaptable / flexible approach to work within a changing environment Experience of working within a high pressure environment Good IT skills covering MS Office, MS Outlook, MS Excel and Back Office Systems i.e. Officeweb Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100691Tue, 31 Jan 2012 11:48:24 GMTOrganisation Description: Our client is a highly successful firm of IFAs, based Manchester City centre, seeking to recruit an additional Paraplanner. This is a medium sized firm of Advisors with a solid client base, made up of predominately HNW clients. Job Description: You will provide a full paraplanning service on a 1:1 basis with an IFA including research and report writing. You will work alongside other Paraplanners within the business and progression is encouraged for the right individuals. Person Specification: Applicants must be a minimum of FPC (or equivalent) and ideally be working towards the diploma in Financial Services. Basic salary is negotiable and additional benefits and bonus apply for this position. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100688Tue, 31 Jan 2012 11:47:53 GMTRole Purpose: Support Consultants with technical knowledge with regards to market conditions/trends, contract terms and fund information/performance. Key Activities: Review markets regularly (including stock markets, banks, insurance companies). Interpret information. Advise Consultants and Directors as appropriate. Prepare client/member reports where necessary. Obtain illustrations when needed. Review new business as and when needed. Research products and providers via Internet and journals. Interpret information. Communicate information as needed. Accompany Consultants on client/member visits when needed. Accompany Consultants in Provider meetings when needed. Scan records and update diaries. Cover for colleagues when needed. Ensure workloads within the team are kept up to date. Seek and offer help within the team. Any other duties as requested by Consultant/Manager/Director. Skills: Analytical and objective. Ability to assimilate new information quickly. Organisation. Communication. Interpersonal. Working on own initiative. Numeracy. Literacy. Prioritising workload. Knowledge/Qualifications: Industry experience. Good knowledge of funds/products available in the market place. Trust and IHT planning knowledge. Demonstrate willingness to maintain knowledge via external exams. Personal responsibility for Health & Safety. Computer Knowledge: Internet Word Excel Volume 1st Software Outlook Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100687Tue, 31 Jan 2012 11:47:48 GMTOrganisation Description: Our client is a highly successful firm of IFAs, based Manchester City centre, seeking to recruit an additional Paraplanner. This is a medium sized firm of Advisors with a solid client base, made up of predominately HNW clients. Job Description: You will provide a full paraplanning service on a 1:1 basis with an IFA including research and report writing. You will work alongside other Paraplanners within the business and progression is encouraged for the right individuals. Person Specification: Applicants must be a minimum of FPC (or equivalent) and ideally be working towards the diploma in Financial Services. Basic salary is negotiable and additional benefits and bonus apply for this position. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100686Tue, 31 Jan 2012 11:47:42 GMTOur client, a well established and leading IFA, currently requires a Senior Sales Support/ Paraplanner to join their growing team. Candidates will be required to: - Research products provide appropriate recommendations to IFA’s in all areas of financial planning. - Prepare reports and letters providing advice - Maintain client information accurately Experience: - Previous experience of working as a Sales Support/ Paraplanner within an IFA practice - FPC or equivalent qualified - Ideally candidates will have previous report writing experience In return candidates can expect to receive a competitive basic of £20-25k as well as an excellent flexible benefits package.Please view www.idexrecruitment.com 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=100677Tue, 31 Jan 2012 11:39:30 GMTOur client are a 2 partner IFA firm based in Birmingham City Centre. A fantastic opportunity has arisen for a Experienced Paraplanner to join their established team. The company prides itself on its excellent reputation within the IFA Industry and has grown over recent years acquiring new business wins and relationships Ideal candidate will have knowledge of Truth/ Prestwood Candidates will be required to: - Research products provide appropriate recommendations to IFA’s in all areas of financial planning. - Prepare reports and letters providing advice - Maintain client information accurately Experience: - Previous experience of working as Paraplanner or Senior Sales Support within a professional IFA practice - FPC or equivalent qualified - Ideally candidates will have previous report writing experiencePlease view www.idexrecruitment.com 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=100676Tue, 31 Jan 2012 11:39:30 GMTParaplanner - Experienced or Trainee considered Our client is a well respected IFA, based in prestigious offices in Birmingham. They are now looking to appoint a Paraplanner and will consider either a fully experienced and qualified individual or a part FPC (or equivalent) individual who has experience of providing administrative support to IFAs and wishes to take the next step in their career. Duties Suitability Report writing Research for life, pensions and investment products Develop and manage relationships with providers, clients and professionals Update and maintain relevant sections of the company website Organisation of all aspects of business trips in the UK and international and event analysis Assist with Company pages on social networking sites and other external websites Develop print and electronic marketing materials Effective service and support to the Principal and a team of consultants Supervising and training of back office administrators Minute taking CPD recording Diary Management – Booking appointments Compliance EXPERIENCE: Senior Administration experience from the IFA sector Experience of dealing with high net worth clients SKILLS/ATTRIBUTES: Must have a working knowledge of Financial Planning products Effective and confident communicator Display a positive approach to change, remain calm and work well under pressure. Be able to set and maintain high standardsPlease view www.idexrecruitment.com 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=100675Tue, 31 Jan 2012 11:39:29 GMTParaplanner Working within this busy financial service network, supporting a team of Advisors Key Tasks: •Researching of appropriate products and uploading of results •Request and chase Information requests •Policy track cases to completion •Creation of comprehensive and compliant suitability reports •Adherence to the service level agreements •Assistance in the development of the paraplanning service •SQR reviews where necessary Experience and skills required: •Excellent organisational skills •Strong Communication skills •Ability to keep knowledge of Financial Services industry up to date •Good understanding of Financial Services Industry and FSA Requirements Desirable Qualifications: •Preferably full FPC/CF/CIFA/ER1Please view www.idexrecruitment.com 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=100674Tue, 31 Jan 2012 11:39:26 GMTParaplanner - Experienced or Trainee considered 12 Month Contract - Covering Maternity Leave Our client is a well respected IFA based in Stoke. They are now looking to appoint a Paraplanner and will consider either a fully experienced and qualified individual or a part FPC (or equivalent) individual who has experience of providing administrative support to IFAs and wishes to take the next step in their career. Duties Suitability Report writing Research for life, pensions and investment products Develop and manage relationships with providers, clients and professionals Update and maintain relevant sections of the company website Organisation of all aspects of business trips in the UK and international and event analysis Assist with Company pages on social networking sites and other external websites Develop print and electronic marketing materials Effective service and support to the Principal and a team of consultants Supervising and training of back office administrators Diary Management – Booking appointments Compliance EXPERIENCE: Senior Administration experience from the IFA sector Experience of dealing with high net worth clients SKILLS/ATTRIBUTES: Must have a working knowledge of Financial Planning products Effective and confident communicator Display a positive approach to change, remain calm and work well under pressure. Be able to set and maintain high standards Please view www.idexrecruitment.com 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=100668Tue, 31 Jan 2012 11:39:23 GMTMy Client is currently looking for an experienced Paraplanner to provide sales support and Paraplanning activity for the Advisers and Directors of their business. THE ROLE • To undertake or assist with research required by Wealth Management consultants to enable the consultants to provide a solution to the clients financial objective or need. • To process applications and undertake any administration associated with the role. • Assist Wealth Management consultants in providing ongoing servicing of clients post sale, by providing valuation reports, and all other administration. • Prepare all required documentation. • Ensure that all work is conducted in an ethical, accurate and compliant manner to eliminate/minimise any liability claims against the Company. • Provide support and assistance to colleagues. THE CANDIDATE • To be technically proficient in all areas of Wealth Management support. • Keeping up to date with regulatory issues and new product developments. • CF/FPC Qualified (or equivalent) and on the way to achieving diploma status. Study support is provided. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com 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=100664Tue, 31 Jan 2012 11:16:21 GMTMy client is currently looking for an experienced Paraplanner to joinn their practice in Barnsley. Paraplanner – Job Description Key Responsibilities: - Produce suitability reports using information supplied by Financial Adviser. - Support Financial Adviser in research to identify suitable products to meet clients needs using all available resources (O&M, Selectapension, Aequos, Exchange, fund research, existing client information, broker meetings). - Gather written information on existing client products and summarise using company summary templates to support recommendations to clients. - Provide technical assistance with staff queries. - Maintain market knowledge. - Maintain own CPD file. - Ability to prioritise tasks - Ability to work independently using own initiative, as well as being part of a busy team, to meet strict deadlines. - Working towards obtaining Diploma. - Adhere to company Compliance/TCF/Data Security/Complaints procedures. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com 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=100662Tue, 31 Jan 2012 11:16:07 GMTAn exciting opportunity has arisen for an experienced Paraplanner to join a highly successful team in Bury. THE ROLE Providing technical, research and administrative support to advisers. KEY RESPONSIBILIES Providing technical, research and administrative support to an adviser. Providing solutions for clients, to be presented to adviser. Good knowledge across all advice areas. Production of compliant and detailed client suitability reports and presentations Help manage client relationship, including attendance at client meetings if requested, and taking/making calls in a polite and professional manner. Operating and demonstrating systems to clients where required. Liaising with advisers on a regular basis, to work on cases and provide updates. Prioritising workload in order to meet all deadlines. Able to work as part of a team. Any other administration based duties that are considered appropriate to the role. PERSON SPECIFICATION Excellent interpersonal skills Excellent communication skills Excellent IT skills IFA/Industry experience Full FPC - Ideally Diploma Level Company offers a very competitive salary with excellent benefits. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com 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=100654Tue, 31 Jan 2012 11:15:45 GMTOur clients is currently recruiting for an experienced Paraplanner to join their team in Altrincham. THE ROLE •You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. •You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact and dealing with any queries raised •You will prioritise your work loads and arrange for requisite supporting material to be obtained •You will build strong relationships with clients and colleagues PERSON: •You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world •You should be able to plan and prioritise your own workload and work with minimum supervision •You will have excellent report writing skills and have a high technical knowledge KEY SKILLS REQUIRED: Fully CF/FPC qualified and a couple of diploma papers. •J04, J05 and J06 are desirable along side someone holding their diploma in financial planning For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com 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=100650Tue, 31 Jan 2012 11:09:56 GMTMy Client is currently recruiting for a Paraplanner to join their team in Macclesfield to support the Director with state of the art paraplanning. EXPERIENCE AND SKILLS •Experience in a comparable IFA paraplanning role •Conversant with and demonstrably able to provide compliant advice across the range of corporate and personal financial planning products and services. •Excellent communication and organisational skills •Ability to work under pressure and prioritise workload; meeting agreed deadlines •Ability to update knowledge and keep up with market/product changes •IT literate: Microsoft Office experience essential RESPONSIBILITIES •To support client facing consultants; providing research and report preparation and help with all •written material necessary for fact-find and reporting •Prepare recommendations in a format which leaves no room for misinterpretation or confusion, in accordance with company procedures •To be an alternative point of client contact to the consultants •To maintain support and reviews to existing client base. •To identify new business opportunities from existing client base. •To maintain regular liaison with Senior Partners and staff •To facilitate maintenance of existing client relationships and identify prospective financial services clients. •Keep up to date with technical, market and consulting issues •To provide day to day guidance and support to the Sales Support Consultant where present Candidates must be CF/FPC qualified and ideally hold diploma status. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com 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=100648Tue, 31 Jan 2012 11:09:55 GMTKey Responsibilities • Management of work-loads and tasks to facilitate the smooth running of the business • To act as a technical referral point in relation to complex client scenarios. • To research the market place for the most appropriate client solutions and then produce sophisticated, technical suitability reports on behalf of the IFA consultants. • Excellent communication skills enabling Interact with high net worth clients and • You will come from a technical Paraplanning background yourself with much experience of pensions, including transfers, investments and corporate protection solutions Applicant Requirements • Extensive experience in a Senior Paraplanning role.. • Ability to manage a team of Paraplanners/Administrators. • Diploma level qualified with a desire to continue progress towards chartered status. • Excellent communication and management skills are a must, as is a professional and hard-working attitude. • A dynamic and positive approach to challenging and exciting work is a must accompanied by a desire to build a team for the future. Salary • Dependant on experience a benefits package of up to £40k is negotiable. Salary reviews will take place on an annual basis in addition to participation in the practice bonus scheme. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexrecruitment.comPlease view www.idexrecruitment.com 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=100647Tue, 31 Jan 2012 11:09:55 GMTAs a well established and highly regarded firm of independent financial advisors with links to professional practices. Working towards gaining chartered status, they are experts in the fields of which they advise, predominaintly providing tailored financial advice to HNW clients. A technical position has become available as a Paraplanner working in a support team of 7 working alongside the managing director servicing HNW clients. The role will be to write client suitability reports and financial reports in addition to preparing material for client meetings. In some cases you will also be required to take part in the 1st meeting with clients so as to develop an excellent working relationship with clients and the director alike. This exciting opportunity is available to a paraplanner with previous experience working towards diploma status with a professional attitude who is driven by client servicing. My client is offering an excellent basic salary along with full benefits package to the successful candidate.Please view www.idexrecruitment.com 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=100644Tue, 31 Jan 2012 10:58:43 GMTOur client are a leading City centre based firm of financial advisors in the personal and corporate markets, focussed on lifestyle planning. With a large portion of their clients having at least £1million in investable assetts they very much focus on thetop end of the market. An outstanding paraplanner position has become available to carry out research and in depth reports from scratch on behalf of the director of the business. You will hold at least part of thh diploma qualification and have 3 years experience in a similar role. This is very much a paraplanner role at the top end of the market so only individuals who are highly poished and professional need apply. In return you will receive an excellent basic salary and the opportunity to move into a client facing position.Please view www.idexrecruitment.com 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=100641Tue, 31 Jan 2012 10:58:25 GMTOur client are an international firm of independent financial advisors with established links to professional services. As a result of their continued to success, they currently seek a high quality individual both professionally and academically to join their business. You will be required to carry out the role of paraplanner supporting 3 directors of the business in research and reports of the market. The successful candidate will have worked within an independent environment for at least 5 years, with a minimum of 2 in a position carrying out research. You will have the ability to build long lasting relationships with senior individuals and also the ability to work in a fast paced environment. With a minimum of FPC 1 2 & 3 or equivalent, the successful candidate will be offered a long term career in a forward thinking business that supports development of its employees.Please view www.idexrecruitment.com 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=100640Tue, 31 Jan 2012 10:58:24 GMTOur client are a national fee based IFA business who has a discretionary investment offering and deal predominantly HNW clients and investors. The business is the leader of wealth planning across the UK and is continuing to grow with the acquisition of the markets leading talent. As a way of offering their clients a more in depth and quality focussed service they are keen to acquire the services of a technically able Paraplanner to provide technical product research, report writing and assistance with creating investment strategies to the team of advisers. The role provides the opportunity to be either client facing or non-client facing and encourages a close working relationship with clients and investors. The key functions of the role are to provide technical product research and report writing but will also give you the opportunity to be involved in specific projects focused on improving processes and making enhancements to the businesses process. As a long term incentive you will also have the option to specialise within a given technical area and become licensed in the selected field of expertise. The package will negotiable and offers a leading employee benefits package. A career opportunity which is no doubt one of the most attractive in the market place. You must be FPC qualified or equivalent and possess at least one exam towards the Diploma as well as having the desire to become Chartered StatusPlease view www.idexrecruitment.com 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=100627Tue, 31 Jan 2012 10:52:58 GMTParaplanner – Evesham – Up to £25k plus bonus An excellent opportunity is available for an experienced and highly professional Paraplanner to join an expanding specialist practice who specialise in investments and pensions. You will work alongside two senior advisers as part of their support team You must have experience as a paraplanner within an IFA practice in a role including client liaison, product research and preparation of technical reports. You will possess excellent report writing skills and demonstrate an understanding of compliance issues. The ideal candidate will hold CFP5 or Cert PFS qualification and be willing to work towards Diploma status You will have a strong knowledge of Microsoft Office software and Adviser Office, or similar back office software. You should be pro-active and well organised in your work, a good communicator with an eye for detail, a good telephone manner and the ability to pick up new skills. You will be confident and personable around clients and colleagues, work well as part of a team and be looking for a long-term career move.Please view www.idexrecruitment.com 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=100625Tue, 31 Jan 2012 10:52:55 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. You will 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.idexrecruitment.com 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=100623Tue, 31 Jan 2012 10:52:48 GMTParaplanner – Warwickshire – Up to £30,000 Our client is a leading financial services organisation based in Warwickshire. They currently require an experienced Paraplanner to join the business to provide full product research, provider research, fund information and comparison information, report writing, suitability report writing and special project support to the Directors and advisers. Job Role: • Using industry recognised research tools to provide Client focused solutions. • Ensuring that all reports produced are fully compliant and produced in a timely manner • To write full Client Reports both pre and post appointment to clearly explain advice given. • Liaise with Clients on behalf of Directors and accompany Directors on Client meetings should this be required. The successful candidate will be able to demonstrate the following skills:- • Paraplanning experience from within an IFA practice • Working towards FPC/CF • Working knowledge of First Software • Experience of preparing advice for small to medium sized businesses • Excellent organisational skills and ability to work to deadlines • Ability to work on own initiative • Excellent industry knowledge • Professional approach to role • Excellent communication skillsPlease view www.idexrecruitment.com 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=100619Tue, 31 Jan 2012 10:52:43 GMTParaplanner - Birmingham An excellent opportunity to join a leading financial services organization. Our client requires and experienced and professional Paraplanner to join them to provide support and assistance to existing Financial Planners Job Role • Responsible for writing letters and reports and obtaining quotes. • Research, analyse and prepare technical client reports showing complex investment data • Process client recommendations and proactively take action to chase information and decisions from product providers on behalf of the client. • Support the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries. • Interpret technical information gathered during fact find and apply this to the client’s situation in order to provide accurate documentation and quotations. • Assist the Client Managers to ensure compliance and new business submission documentation is accurate and assist them with client enquiries. Skills and experience required • Understanding of areas such as investments, tax mitigation, specialist pensions and protection products for individuals, or group pensions, employee benefits and corporate protection for companies. • FPC or Certificate in Financial Planning (or equivalents) • Strong communication skills. • Ability to work on own initiative and as part of a team. • Capability to solve problems effectively. • Aptitude to work to tight deadlines, organise and prioritise workload. • Good attention to detail.Please view www.idexrecruitment.com 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=100613Tue, 31 Jan 2012 10:52:36 GMTTechnical Pensions Paraplanner - Aylesbury Salary between £30,000 - £36,000 + benefits My client is a very high quality, fee based financial planning practice who provide advice financial planning to a range of wealthy clients. The team is looking for an experienced Technical Pensions Paraplanner and support to the MD who is a very high producing Adviser, his clients are all very wealthy and operate on a fee based basis. You will be responsible for compiling technical reports, pension switches and produce reports for the top end clients, you will be supported by an experienced administration team. The practice is RDR ready with many of the Financial Planners at QCF Level 4 and above. You will be a well qualified, ideally DipPFS or near and be very technically able across pensions in particular, a methodical thinker you will have excellent report writing experience with a strong academic background. An excellent basic package up to £36,000 including a range of benefits is available along with the opportunity to move into a Consulting role. Sunny Everton - IDEX Recruitment sunny.everton@idexrecruitment.com 08453 701 007Please view www.idexrecruitment.com 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=100611Tue, 31 Jan 2012 10:41:43 GMTIFA/Director required - Self Employed – OTE £100K + Equity share - ALL leads provided - South Wales/Cardiff Our client is an established mortgage, protection and General Insurance brokerage with over 25,000 clients. With offices in Essex and Cardiff, supported by 9 staff, they now seek to develop the wealth management side of the business through strategic marketing to their existing clients. They require an experienced IFA with a strong investment bias, to build and develop their wealth division from their Cardiff offices. With the backing of Tenets whole of market IFA proposition, for the right candidate this is a rare opportunity to develop your career within a new IFA venture at Director level, and with equity share from day one. Salary available in the early months in order to ease transition. All leads are provided If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100574Mon, 30 Jan 2012 12:27:36 GMTParaplanner Newbury £30,000 (Negotiable) + Benefits A Chartered Financial Planning firm who offer financial planning to High Net Worth Clients are recruiting a Paraplanner to join their highly respectable and growing office in Newbury. Our Client is offering a competitive salary alongside a Benefits package. Main Responsibilities include: • Technical and Administrative support to the IFA • Researching Products, • Liaising with Clients, Providers and Partners to build strong relations and to act as a point of contact to each to provide updates or answers to their queries. • Responsible for writing letters, reports and Obtaining Quotes. • Use of Lifetime cash flow software • Prioritising workload to meet deadlines • Keep in line with FSA regulations. The Candidate • Strong Written and Verbal Communication Skills • Ideally experienced dealing with Higher Net Worth Clients or confortable in doing so. • Eager to develop skills and knowledge • CF1-CF5 Qualified (or equivalent) and be working towards diploma • Experience of Truth Software is beneficial but not vital. This is an opportunity to join a growing highly respected firm who focus on delivering the highest quality standards to their Clients. For more information please contact Estee Venter on 08453 701007 or email Estee.Venter@idexrecruitment.comPlease view www.idexrecruitment.com 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=100560Mon, 30 Jan 2012 10:21:52 GMTParaplanner – Midlands - £20-£35K depending on experience plus contributory pension scheme Our client is established IFA businesses based in Leicestershire and have been serving the needs of our clients since 1982. They have clients spanning a large geographical area covering the midlands, Cheltenham, Bristol and Stoke and take pride on large amounts of referral business from their clients. Our clients’ business benefits from working closely with 3 substantial solicitor firms along with and number of accountancy practices acting as introducers. All of this has allowed us to build up £250m in funds under management. A further lead generation source are the seminars we run regularly to new introducers, affinity groups and IHT clients. Having recently established themselves with the UK’s leading independent network they are now looking for a Paraplanner who has the following: • Diploma qualified • Within a 20 mile radius of the office • Aged between mid 20's and mid 40's • Be able to write reports and suitability letters • Be able to research and create reports for potential wealth management clients • Be able to do pension transfer analyses (research all old plans/O&M) • Create recommendation reports • Produce Planlab reports (including keyring data) • Prepare review packs If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100523Thu, 26 Jan 2012 11:41:23 GMT