http://jobs.ftadviser.com/paraplanners.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5Ref: 1066 Client Relationship Manager London £competitive Bonus & Benefits The private client division of this wealth management and investment management business is seeking a well spoken, confident and articulate individual to provide comprehensive technical support to the director of a small team dealing specifically with UHNW clients. The team offers strategic and bespoke wealth management advice on a fee basis and the role requires a thorough technical knowledge in all areas with a particular emphasis on the investment arena. Specifically the role involves attending client meetings and providing advice, technical analysis and construction of bespoke reports as well as presenting proposals to clients. The role is a CF30 registered advice role and requires excellent interpersonal skills, client facing experience, a firm grasp of investment issues and excellent written English / presentation skills. This would suit someone with experience gained from a discretionary fund manager, IFA or private banking environment. Successful candidates will be professionally qualified or committed to achieving , either Diploma, IMC or CFA1. Knowledge of the 1st software system would be advantageous. This is an excellent opportunity to utilise existing technical skills and could offer long term opportunity.http://jobs.ftadviser.com/job-detail.aspx?id=64682Mon, 12 Jul 2010 14:51:29 GMTExciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in Leeds. Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Research. Exposure of dealing with HNW an UHNW private clients required. Basic salary up to £35,000 with excellent benefits. You will DipPFS ideally. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role.http://jobs.ftadviser.com/job-detail.aspx?id=66223Thu, 29 Jul 2010 15:43:00 GMTThis boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner with a bias towards Investments. You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Investment Research. Exposure of dealing with HNW an UHNW private clients required. Successful applicants will hold the Certificate in Financial Planning as mandatory (FPC), ideally hold IMC. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role. Reward compromises of a competitive salary and benefits .http://jobs.ftadviser.com/job-detail.aspx?id=66218Thu, 29 Jul 2010 15:39:17 GMTThis Chartered accountancy practice are currently seeking a financial planning assistant to join team based in Guildford. Working within the investment team your main duties will include New client administration, Researching product markets in connection with client specific requirements, Preparation of written reports for clients in respect of existing business and potential new business, Dealing with clients by telephone, face to face and in writing. To be considered you will hold the Certificate in Financial Planning, with extensive experience within Financial Services with a strong bias towards investments and ideally knowledge of Collective Investment Schemes.http://jobs.ftadviser.com/job-detail.aspx?id=66215Thu, 29 Jul 2010 15:36:09 GMTThis boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner with fully holistic exposure. You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Investment Research. Exposure of dealing with HNW an UHNW private clients required. Successful applicants will be DipPFS. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role. Reward compromises of a competitive salary and benefits .http://jobs.ftadviser.com/job-detail.aspx?id=66211Thu, 29 Jul 2010 15:32:37 GMTExciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in Birmingham. Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Research. Exposure of dealing with HNW an UHNW private clients required. Basic salary up to £35,000 with excellent benefits. You will DipPFS ideally. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role.http://jobs.ftadviser.com/job-detail.aspx?id=66209Thu, 29 Jul 2010 15:30:46 GMTExciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in London. Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Research. Exposure of dealing with HNW an UHNW private clients required. Basic salary up to £40,000 with excellent benefits. You will DipPFS ideally. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role.http://jobs.ftadviser.com/job-detail.aspx?id=66205Thu, 29 Jul 2010 15:27:22 GMTParaplanner London £40,000 Large Accountancy Practise require an experienced Paraplanner to analyse Client portfolios and produce technical reports for Consultants. You will be expected to draft reports and letters to Clients on specific Client planning issues, draft and coordinate technical reports and research for presentations and reviews. Additionally you will assist in checking valuations, handle and resolve the day to day queries both relating to new and existing business and provide Consultants with proactive recommendations based on knowledge of Clients. This will be a client facing role where you will be expected to attend client meetings alongside a consultant to take notes and produce minutes. To be considered you will have a full understanding of the administrative procedures relating to the different categories of business and ensure they conform to regulatory and Firm standards as well as all practices and disciplines including Investments, Corporate Pensions and Financial Planning. Full Financial Planning Certificate, Diploma in Financial Planning and educated to at least A Level is essential for this role. Experienced in using Adviser Office (1st Software) is also required.http://jobs.ftadviser.com/job-detail.aspx?id=66169Thu, 29 Jul 2010 14:43:54 GMTA small thriving independent financial advisory boutique re keen to acquire the services of a polish paraplanner to assist two high end Adviser’s and provide an cradle to grave paraplanning service. The practice has around £40mil funds under management and is continuing to go with the acquisition of new business and high levels of fee production. The Paraplanner will be report writing, managing portfolio’s constructing suitability reports and creating strategies for clients as well as managing two other junior support members. A basic package between £25,000 - £35,000 is on offer with a discretionary bonus structure based on performance and funding and support towards gaining further qualifications. 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=66113Thu, 29 Jul 2010 10:42:27 GMTWorking alongside 2 other experienced Paraplanners providing a full technical support to 3 very busy Financial advisors who write in excess of over a million pounds between them. You must have a proven track record of report writing and putting together complex reports, dealing with products such as Investment funds, trusts and pensions. This role has arisen due to the previous Paraplanner moving into a Financial advisor role, so progression is encouraged for the right individuals. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=66110Wed, 28 Jul 2010 17:35:09 GMTThis Chartered accountancy practice are currently seeking a financial planning assistant to join team based in Guildford. Working within the investment team your main duties will include New client administration, Researching product markets in connection with client specific requirements, Preparation of written reports for clients in respect of existing business and potential new business, Dealing with clients by telephone, face to face and in writing. To be considered you will hold the Certificate in Financial Planning, with extensive experience within Financial Services with a strong bias towards investments and ideally knowledge of Collective Investment Schemes.http://jobs.ftadviser.com/job-detail.aspx?id=66103Wed, 28 Jul 2010 15:56:28 GMTThis boutique wealth management firm based in the Thames Valley are looking to expand the Wealth Management side of the business. They are currently seeking a competent paraplanner with fully holistic exposure. You will see yourself responsible for the preparation for client meetings in conjunction with administrators including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Investment Research. Exposure of dealing with HNW an UHNW private clients required. Successful applicants will be DipPFS. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role. Reward compromises of a competitive salary and benefits .http://jobs.ftadviser.com/job-detail.aspx?id=66098Wed, 28 Jul 2010 15:52:23 GMTParaplanner London £40,000 Large Accountancy Practise require an experienced Paraplanner to analyse Client portfolios and produce technical reports for Consultants. You will be expected to draft reports and letters to Clients on specific Client planning issues, draft and coordinate technical reports and research for presentations and reviews. Additionally you will assist in checking valuations, handle and resolve the day to day queries both relating to new and existing business and provide Consultants with proactive recommendations based on knowledge of Clients. This will be a client facing role where you will be expected to attend client meetings alongside a consultant to take notes and produce minutes. To be considered you will have a full understanding of the administrative procedures relating to the different categories of business and ensure they conform to regulatory and Firm standards as well as all practices and disciplines including Investments, Corporate Pensions and Financial Planning. Full Financial Planning Certificate, Diploma in Financial Planning and educated to at least A Level is essential for this role. Experienced in using Adviser Office (1st Software) is also required.http://jobs.ftadviser.com/job-detail.aspx?id=66062Wed, 28 Jul 2010 15:14:39 GMTPremier investment Management consultancy require an experienced Diploma Qualified paraplanner to join their strategic wealth management team. Role will focus on producing technical reports for Consultants and Directors, analysing and assisting in management of ultra high net worth client portfolios, and carrying out research and investigative work. You will be meeting clients with the consultants, and overseeing any changes and restructures to their financial planning requirements. It is essential that you have a strong background in Paraplanning and are at least Diploma Qualified. IT proficiency including 1st Software is essential. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=66054Wed, 28 Jul 2010 11:52:22 GMTWe are currently working with an established IFA who has strong links to a professional practice. Enjoying an outstanding reputation with high value clients in the region, this forward thinking organisation is currently looking to recruit an experienced paraplanner in Evesham. Enjoying an outstanding reputation for high quality advice with both corporate clients and HNW individuals, this highly regarded firm offers candidates the opportunity to gain invaluable experience of complex cases and a genuine ‘wealth management’ service. Responsibilities of the role include compiling product research, report writing and production of compliant suitability letters. In addition, the role holder will also be a regular point of contact for general client questions and support. Successful applicants will have prior experience of technical support within an independent environment, and though non-essential, progression with advanced qualifications will be viewed favourably. In return the role offers a competitive basic salary and benefits package to attract the highest quality candidates. This is a fantastic opportunity to join an organisation that not only is performing well in difficult market conditions, but also offers a genuinely supportive and friendly team environment. With paths available in to either consultancy or senior technical support, the role will suit ambitious individuals who are keen to secure a role in which career progression is actively encouraged. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=66048Tue, 27 Jul 2010 16:53:14 GMTSenior Paraplanner – East Midlands Salary: negotiable, depending on experience A leading IFA in the East Midlands is currently looking to recruit a Senior Paraplanner. The company offers a broad range of advice across the entire market, including Pensions and Investments Protection. They offer excellent training and development so every employee’s potential is fulfilled and look for highly driven and enthusiastic individuals who will make a full contribution for in driving the company forward. They are seeking a qualified Paraplanner to support the MD technically and in ensuring research targets are met. The role will involve maintaining technical and product information as well as supporting and encouraging other members of the team. Candidates applying for the role must have significant experience as a Paraplanner and have strong technical knowledge, including financial plans and client reporting. Excellent presentation, communication and interpersonal skills are required. Applicants will ideally be qualified to AFPC/Diploma level or working towards and G60 qualified. 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=65992Tue, 27 Jul 2010 11:56:26 GMTMy client are a boutique fee based financial planning practice who have built an excellent reputation based on gaining trust from clients by delivering an outstanding service. The practice is ready to grow and is looking to add acquire the skills of an experienced Paraplanner. The team is small but friendly and offers an excellent working environment and career path. - familiar with financial strategies - creating suitability letters and reports - WRAP platform knowledge (ideally Transact or CoFunds) - CFP qualified or equivalent and ideally be working towards DipFS This is a forward thinking practice who use WRAP platforms including Transact and CoFunds and the back office system JCS – experience using these platforms would be advantageous. An excellent basic package of up to £28,000 + benefits is on offer as well as prestigious office setup. Please do not hesitate to contact Sunny Everton on 08453 701 007 or sunny.everton@idexrecruitment.com for a completely confidential discussion. 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=65989Tue, 27 Jul 2010 11:55:41 GMTMy client is a small boutique IFA practice who has an excellent client base which is made up of HNW business owners and investors; this is continually growing with new referrals and introductions. They are seeking either a very experienced IFA Administrator or Paraplanner to provide one-on-one support to the Senior Consultant. The individual must be able with I.T and have an excellent understanding of the financial services product market. The business is keen to support the individual with studying towards professional qualification as this will benefit not only the person but the business as a whole. Long term the opportunity will be available for this individual to take over some of the existing clients and work towards authorisation. A package will be put together for the right individual and parking is available on site. You must be keen to work in a team environment and be able to deal with HNW comfortably over the phone or in client facing situations. 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=65973Tue, 27 Jul 2010 11:51:15 GMTWe have been retained exclusively by our client who are a quality fee based IFA business who have 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 Status. 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=65966Tue, 27 Jul 2010 11:47:22 GMTWe have been retained exclusively by our client who are a quality fee based IFA business who have 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 Status. 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=65964Tue, 27 Jul 2010 11:46:59 GMTWe have been retained exclusively by our client who are a quality fee based IFA business who have 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 Status. 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=65961Tue, 27 Jul 2010 11:46:54 GMTWe have been retained exclusively by our client who are a quality fee based IFA business who have 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 Status. 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=65960Tue, 27 Jul 2010 11:46:27 GMTMy client are a professional practice with an enviable reputation and offer a range of services to clients which includes financial planning and wealth management to HNW clients and investors. The business is keen to acquire the services of a technically able Paraplanner for their office in Colchester to support significant fee producers. The candidate must possess excellent knowledge of the independent product market and be capable and comfortable when dealing with HNW clients. A key part of the role will be to product high quality reports and recommendations whilst working closely with the Advisers. As the business my client offers a leading basic package up to £40,000 and encourages professional development and will fund and assist with studying towards Diploma and Chartered Status. Paraplanners who are interested in the opportunity must be able to demonstrate a stable career history and a strong academic background, CFP or equivalent is essential. 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=65959Tue, 27 Jul 2010 11:46:26 GMTWe have been retained exclusively by our client who are a quality fee based IFA business who have 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 Status. 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=65958Tue, 27 Jul 2010 11:46:23 GMTMy client are a professional practice with an enviable reputation and offer a range of services to clients which includes financial planning and wealth management to HNW clients and investors. The business is keen to acquire the services of a technically able Paraplanner for their office in Ipswich to support significant fee producers. The candidate must possess excellent knowledge of the independent product market and be capable and comfortable when dealing with HNW clients. A key part of the role will be to product high quality reports and recommendations whilst working closely with the Advisers. As the business my client offers a leading basic package up to £40,000 and encourages professional development and will fund and assist with studying towards Diploma and Chartered Status. Paraplanners who are interested in the opportunity must be able to demonstrate a stable career history and a strong academic background, CFP or equivalent is essential. 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=65955Tue, 27 Jul 2010 11:45:26 GMTAn accountancy practice with an enviable reputation are looking for a high quality Paraplanner to provide pre and post support to Advisers in order to provide a comprehensive services to clients. The role will be based in London City and hold a number of key responsibilities such as preparing and producing clear and concise reports, product research using various tools, risk profiling and portfolio construction and to attending meetings with Advisers as and when required. A package is negotiable however will include benefits such as 4 x DIS, GPP and Income Protection. 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=65939Tue, 27 Jul 2010 11:29:26 GMTOur client is currently looking for an experienced Paraplanner to join their team in Chester The successful candidate will play a key role in helping their advisors with state of the art Financial Planning by conducting research and preparing high quality suitability letters. You will be expected to assist in the preparation of financial reviews for existing clients while also adopting a proactive attitude to new business generation for the advisor to further develop business. To apply for this role you must be FPC/Cert PFS qualified and ideally hold additional qualifications. You will also need to be highly polished and professional, have strong technical skills and be a confident communicator at all levels. For more information please contact Graeme Hyland at Idex Recruitment on 08453 507007 or email: graeme.hyland@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=65937Tue, 27 Jul 2010 11:21:14 GMTAn exciting opportunity has arisen for a Trainee Paraplanner to join a highly successful team in Manchester City Centre. THE ROLE Providing technical, research and administrative support to an adviser 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 Graduate or graduate calibre FPC/CF would be an advantage 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.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=65936Tue, 27 Jul 2010 11:16:14 GMTParaplanner – Altrincham – salary up to £30,000 Our clients are a market leading financial services organisation and they are recruiting for an exceptional Paraplanner to join their team in Altrincham. DUTIES: •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 provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. •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: •The Successful applicant must hold their Financial Planning Certificate along side their J01 and J02. •J04, J05 and J06 are desirable along side someone holding their Chartered Financial Planning status. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@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=65934Tue, 27 Jul 2010 11:16:12 GMTWe have been retained exclusively by our Client to recuit an experienced Paraplanner to join their team in Leeds. Our Client is a quality fee based IFA business who has a discretionary investment offering, dealing predominantly with 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 Status. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@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=65932Tue, 27 Jul 2010 11:12:54 GMTWe have been retained exclusively by our Client to recuit an experienced Paraplanner to join their team in Manchester. Our Client is a quality fee based IFA business who has a discretionary investment offering, dealing predominantly with 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 Status. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@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=65931Tue, 27 Jul 2010 11:12:54 GMTWe have been retained exclusively by our Client to recuit an experienced Paraplanner to join their team in Liverpool. Our Client is a quality fee based IFA business who has a discretionary investment offering, dealing predominantly with 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 Status. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@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=65929Tue, 27 Jul 2010 11:11:13 GMTOur Client is recruiting an experienced Paraplanner in join their team in Leeds. The successful candidate will be working in a key role within one of the country's leading edge Wealth Management businesses and play a vital role in the companies strategic positioning. The Role • You will be responsible for thorough analysis of client holdings, cash flow model building, report writing, sourcing quotations, comparison and selection, meeting preparation, product and technical research and administration of more complex financial products. • The successful candidate will develop to form an important role in ensuring we continue to meet these requirements. The Candidate • The successful candidate will be able to demonstrate a strong commitment to personal development, having a minimum full FPC/CFP and be working towards, if not having already achieved, the CII's Diploma in Financial Planning. • You must be I.T. literate, have a working knowledge of 1st software and a good knowledge of Microsoft office suite. • Experience of Prestwood cash-flow modelling software is advantageous but training can be given. • Knowledge of the full spectrum of protection, investment, estate planning and tax efficient products and solutions is required. Remuneration is negotiable, dependant upon the skills, knowledge and experience. The company will support the successful candidate through an extensive skills and knowledge development programme. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@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=65928Tue, 27 Jul 2010 11:10:52 GMTExperienced Senior Paraplanner is required for Wealth Management Practice in Warwick. THE ROLE Providing technical, research and administrative support to an adviser 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. • Keeping full and compliant records on file. • 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 on cases with minimum support. • Able to work as part of a team. • Occasionally taking on project work and assignments. • Any other administration based duties that are considered appropriate to the role. PERSON SPECIFICATION Skills • Excellent interpersonal skills • Excellent communication skills • Excellent IT skills Experience • Industry experience Qualifications • Full FPC essential or recognised equivalent (additional Diploma/AFPC qualifications an advantage but not essential). 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.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=65912Tue, 27 Jul 2010 11:00:52 GMTMy client is currently recruiting for 2 experienced Paraplanners for their office in Stockport. THE ROLE • To support the sales team and giving of advice to private and corporate clients. • Working in conjunction with the Consultants: provide analysis, monitoring and reporting, as required, in respect of pensions and investment portfolios, including SIPP drawdown analysis and existing policy analysis. • To provide and be responsible for paraplanning for clients’ needs, including product research, solution design and report writing. • To support the consultants in their advisory work, including investigating the clients needs and researching the most suitable products and providers and the production of suitability letters and reports. • Liaise with providers and Investment Houses, reacting quickly and communicating movement within different asset classes, new product terms, fund launches to all staff within the business • To provide technical guidance to the Business Support Team, assisting with product specific and compliance based queries THE PERSON • Qualified to FPC or equivalent and ideally be studying towards a Diploma in Financial Planning (this is desirable, however not essential), this is an excellent opportunity to join an employer that offer ongoing training and development and ongoing progression. • Industry software experience would be advantageous; Exchange, 1st Software, Synaptics, Pensions Profiler and asset allocation models. • Good communication skills both written and verbal • Attention to quality, detail and accuracy and getting it right first time, being results orientated • Client focused; friendly and helpful and considerate to all and never shows internally felt anger or frustrations to customers or internal people. • Outgoing and likes to have fun and enjoys working with other people, works well in a team environment. For more information please contact Graeme Hyland on 07896 933 622 or email graeme.hyland@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=65909Tue, 27 Jul 2010 11:00:16 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 2 years 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=65903Tue, 27 Jul 2010 10:51:29 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=65902Tue, 27 Jul 2010 10:50:48 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=65895Tue, 27 Jul 2010 10:47:43 GMTA prestigious organisation and a leading practice of a well known Wealth Management Company seek an experienced Paraplanner to join their support team at their Leamington Spa office. The successful candidate will have had previous Paraplanning experience, with an excellent understanding of pensions, investments and Trusts, a keen eye for detail and the ability to work in a fast past highly professional organisation. You will have a minumum of full FPC qualified or equivalent, and be working towards Diploma level. The opportunity is a fantastic one for someone currently working as a paraplanner but looking to make the step up to deal with more technical business with higher calibre clients. In return you will receive a first class basic salary along with a full benefits package and support for additional qualifications. 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=65892Tue, 27 Jul 2010 10:46:57 GMTHaving being ranked in the top 20 IFA's nationally our client have impressive performance figures and aim to continue to grow by recruiting high class, qualified individuals to join the business. A position has become available due to 3 new senior IFA's joining the business for a technical paraplanner to provide in depth technical back office support to the advisors. you will provide full research and reports and be involved in the first client meeting to provide a first class service both internally and externally. To apply for the position you will have experience as a paraplanner and hold the diploma in financial planning. Experience of working in fee based IFA's would be preferred though not essential. As an opportunity, this ranks at the very top of paraplanner positions for those candidates looking to be technically challenged in a professional environment. 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=65886Tue, 27 Jul 2010 10:43:12 GMTSenior Advisor Support – Birmingham – up to £23,000 Having being ranked in the top 20 IFA's nationally our client have impressive performance figures and aim to continue to grow by recruiting high class, qualified individuals to join the business. A position has become available for an experienced Adviser Support Administrator with experience in the Financial Services industry and preferably holding or studying for appropriate qualifications i.e CF1–3; J01 –J08 or equivalent. You will provide senior level support to the Financial Advisers and ensuring that all new business documentation is accurate and processed and completed accurately within required time scales as defined by the firm. You will provide a service to clients in an efficient and professional manner. You will provide senior assistance to Adviser Support staff where required. You will mentor new or inexperienced members of Adviser Support team You will maintain professional relationships with colleagues, clients and product providers to ensure the streamlined and smooth running of the applications from processing to completion and spend the majority of your time dealing with clients of the business. The successful candidate will have excellent IT skills including experience of database inputting, Microsoft Word, Excel and experience of Adviser 1st You should have demonstrable administration skills and display management skills You will have an excellent knowledge of Financial Services terminology and products. You will be well organised and be able to plan and prioritise work loads You must be client focussed and have strong communication skills 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=65885Tue, 27 Jul 2010 10:43:08 GMTOur client are a top 3 firm of accountants who have a worldwide presence. An outstanding position as technical client relationship manager (paraplanner) has recently become available to work directly alongside the financial planning director in assisting with research and reports while also acting as a first point of contact for high networth clients generated via the accountants. This position is a role suitable only for chartered individuals looking to increase the quality of work that they are working on. To apply, you must hold chartered status and have worked within a technical paraplanner position for a minimum of 5 years. 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=65884Tue, 27 Jul 2010 10:42:44 GMTAn experienced Paraplanner is required for an established successful fee-only independent firm of Chartered Financial Planners, which has been providing advice to financially established individuals and trust funds for over 40 years. Your role will be to support Senior Management by providing paraplanning support. This role includes dealing with HNW clients, working under pressure and generally providing technical support. Knowledge of Investments and Pensions is essential; preferably you will have previous experience of working within an Independent Financial Advisers. First class researching and report writing is a must and relevant qualifications. You will also be expected to conduct research into tax efficient plans and investments using the Internet and liaising with various providers themselves to gather information. Qualifications and Experience Minimum Certificate in Financial Planning with progression towards Advanced Diploma. 3 years minimum experience within the industry Good knowledge of all investment, life and pensions products and legislation. Report writing experience. Good working knowledge of Microsoft Office 2000 and above and associated software Previous experience of 1st Software an advantage Skills Computer literacy is essential As well as having high standards of communication, the ability to build a strong proactive working relationship with our fellow business partners, an established Private Client law firm. You should be able to work well under pressure and to deadlines using your own initiative, on your own as well as part of a team. Key Tasks and Responsibilities The key tasks and responsibilities of the role include: Writing Suitability Reports Producing monthly Newsletter to clients Researching new products and funds using industry standard analytical tools e.g. Financial Express, The Exchange etc. Salary is dependent on experience and qualifications 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=65883Tue, 27 Jul 2010 10:42:23 GMTOur client are a local firm of financial planners who have been established for over 30 years with a loyal client bank of HNW clients. They currently seek a qualified paraplanner to join the business and carry out all research and reports on behalf of the director of the business. You will play a key part in client relationships and be involved in first stage meetings, before putting together intricate suitability letters for inheritance tax planning and pensions transfers. Working for a small business with only 15 staff you will be a senior member of the team and play a key role as the business continues to grow, . To apply for the position you will currently be working in an IFA practice and have a working experience of paraplanning. You will hold Full FPC and ideally be working towards additional qualifications. 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=65876Tue, 27 Jul 2010 10:39:03 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 Status 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=65875Tue, 27 Jul 2010 10:38:58 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=65864Tue, 27 Jul 2010 10:37:52 GMTParaplanner Chichester West Sussex Up to £30,000 + benefits My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals, with investable assets in excess of £100,000. They also offer comprehensive employee benefits consultancy and discretionary investment management services to small and medium sized enterprises (SMEs). They are opening a new office and require a paraplanner to work with a small team of IFA’s. You will receive extensive head office support but must be able to work under your own steam. You will need to have or show: • Strong technical knowledge of financial services products. • Experience in a Wealth Management environment. • Effective communication, both verbally and in writing. • Effective use of Microsoft Office products. • Organisational and analytical skills. You must have excellent report writing skills and be well qualified with at least two exams of the Diploma Ref: 4075http://jobs.ftadviser.com/job-detail.aspx?id=65855Tue, 27 Jul 2010 10:09:40 GMTA fantastic opportunity has arisen for a paraplanner to be based in one of the a flagship offices of one of the UKs Top 25 Accountancy practices. This firm has experienced fantastic growth from 3 IFAs and turnover of £1 million to 10 IFAs and a turnover of over of £3 million in just 7 years. Reporting to the Compliance and Operations Director, you will provide technical and administrative support to the financial planner. You will be supporting one IFA as Paraplanner and unlike most back office roles you will receive bonus based on the performance of the Adviser. The career opportunities within this firm are exceptional with 3 senior directors and managers who have started in this position and have tripled their income this side of the millennium! This is a high profile organisation with a fantastic reputation, not just a highly skilled Accountancy FS department but as a great place to work with a great team. These roles will be filled quickly so apply now to avoid disappointment.http://jobs.ftadviser.com/job-detail.aspx?id=65836Mon, 26 Jul 2010 16:33:27 GMTParaplanner Hertfordshire £28,000 + full benefits Large Accountancy Practise require an experienced Paraplanner to analyse Client portfolios and produce technical reports for Consultants. You will be expected to draft reports and letters to Clients on specific Client planning issues, draft and coordinate technical reports and research for presentations and reviews. Additionally you will assist in checking valuations, handle and resolve the day to day queries both relating to new and existing business and provide Consultants with proactive recommendations based on knowledge of Clients. This will be a client facing role where you will be expected to attend client meetings alongside a consultant to take notes and produce minutes. To be considered you will have a full understanding of the administrative procedures relating to the different categories of business and ensure they conform to regulatory and Firm standards as well as all practices and disciplines including Investments, Corporate Pensions and Financial Planning. Full Financial Planning Certificate, Diploma in Financial Planning and educated to at least A Level is essential for this role. Experienced in using Adviser Office (1st Software) is also required.http://jobs.ftadviser.com/job-detail.aspx?id=65806Mon, 26 Jul 2010 16:12:26 GMTExciting opportunity has arisen for Assistant Consultant / Paraplanner to join this global organisation based in Leeds. Main purpose of the role will be to provide paraplanning support for the HNW / UHNW Financial Planners. You will see yourself responsible for the preparation for client meetings including valuation, pre meeting notes and research. It will also be your responsibility to draft client reports, deal with immediate client requirements, attend meetings with key clients. A major part of this role will be heavily involved in Research. Exposure of dealing with HNW an UHNW private clients required. Basic salary up to £35,000 with excellent benefits. You will DipPFS ideally. You will have a good understanding of investments and financial planning and in turn experience in compiling detailed reports within a Paraplanning role.http://jobs.ftadviser.com/job-detail.aspx?id=65796Mon, 26 Jul 2010 16:04:37 GMT