http://jobs.ftadviser.com/paraplanners.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5We are an expanding London based, FSA Authorised & Regulated Investment Advisor focusing on real estate development, private equity and debt financing which has taken on a number of joint venture mandates with national and international property developers. We structure investment funds, act as fund advisor and raise debt and equity for projects through institutions and IFA HNW clients, for a range of unique property investments and funds.  This represents an outstanding opportunity for entrepreneurial IFA sales professionals or those intermediaries who have established a network of investment IFAs in their respective areas and who are seeking control over their career, work time and earnings.http://jobs.ftadviser.com/job-detail.aspx?id=38562Fri, 31 Oct 2008 11:23:06 GMTJob Title: Financial Planner - Chartered Accountancy Practice Location: Cheshire Salary: Basic from £30,000 - £45,000 + bonus & benefits The Company: With the sole commercial purpose of increasing the financial worth of its clients, this highly dignified Chartered Accountancy Practice offers a professional and focussed service to its HNW and UHNW clients. The firm's philosophy is to put clients first and provide a tailored holistic service that will meet all personal needs. They are totally committed to Financial Services and see it as an essential part of their practice. Due to expansion and their forward thinking approach, the need has arisen for a Financial Planner to work from their Cheshire office. The Opportunity: As a Consultant, you will be responsible for maintaining and developing a portfolio of clients, providing fully holistic advice on Investment portfolios, Pension and Protection products. With full access to their already established accountancy client base, business development will form an intrinsic element of the role, especially in the first 12 months. The Individual: Successful candidates will be full or part AFPC qualified (or equivalent) with a desire to embark on further qualifications. Excellent technical knowledge is essential with competent client management skills, in addition to a proven track record within a similar financial services environment. Salary ranges between £30,000 - £45,000 plus an exceptional bonus structure and benefits scheme. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39536Fri, 21 Nov 2008 16:14:43 GMTEstablished for over 30 years, this professional firm of Independent Advisors have a wealth of experience in financial and consulting services. Valuing their independence they offer high quality, individually tailored solutions ensuring they maintain there excellent reputation. We are currently seeking a Financial Advisor to be based from their Surrey office. As a fully holistic advisor you will provide advice on all aspects of Investments and Pensions to a bank of clients that you will inherit on day one. The majority of the clients are based within the South East and you will provide solutions for there pre retirement planning requirements. Joining a successful team of five advisors, you will benefit from full Paraplanning and Administrative support allowing you to spend your time with your clients. Highly motivated and proactive, we are keen to see applicants with experience within either a tied or independent environment. Basic salary will be between £35,000 and £40,000 with a generous bonus scheme and car allowance. The basic salary will increase as you progress with qualifications and experience. In addition, your benefits package will comprise of 4 x salary life insurance, income protection insurance, comprehensive level private medical insurance, 6% employer contribution to pension with a full salary sacrifice scheme available. Successful applicants will be FPC qualified or equivalent, and keen to progress with their CII studies for which full financial support is offered. It is expected that advisers will achieve DipPFS in a reasonable period of time and to continue with their studies towards the Chartered status. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39535Fri, 21 Nov 2008 16:14:40 GMTOne of Lancashire's leading independent firms of chartered accountants, providing accounting and business advisory services to corporate and private clients is continuing to grow. With unrivalled experience, the team of specialists are rated amongst the best in their field and the holistic approach helps them provide their clients with assistance into all aspects of there Financial affairs. The personal financial planning department provides bespoke advice on a wide range of matters including retirement, investment, estate and protection planning and their associated tax issues. We are currently seeking an experienced Financial Planner to join the office in Lancashire. This role will see you providing professional advice to the firm's wide range of clients. Working closely with the accountancy partners to benefit from client referrals, you will be allocated dedicated technical support. There will be some clients to work with upon joining the firm although you will also be expected to generate new business from your own sources. Successful candidates be well versed in all areas of Financial Planning and Investment Management. FPC qualification as a minimum, you will be able to demonstrate a successful track record gained from a similar role. Basic salary for this role will fall between £35,000 - £45,000 plus performance related bonus. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39533Fri, 21 Nov 2008 16:14:37 GMTTechnical Associate - Wealth Management Firm £30,000 - £40,000 plus benefits & bonus. Berkshire Experiencing rapid growth throughout the country by acquiring other professional firms, this organisation is one of the UK's most reputable in the Wealth Management arena. Over 50 years old, they have positioned themselves as one of the most distinctive and respected firms of private wealth managers, financial planners and employee benefit consultants. Working within their elite team, whom typically service clients with in excess of £1million of investable assets, you will support the director in preparing meeting agendas, clients reports geared around complex financial planning subjects, valuations, quotations and suitability letters. Unique, this role will require you to proactively be involved in client management from assisting with business plans and assessing client profitability. With the scope to become a financial planner in the long-term, this opportunity provides excellent rewards and career prospects. Successful applicants will be FPC/ CFP qualified with progression towards DipPFS. From a professional environment, you will have had exposure to all aspects of holistic Financial Planning and have experience of compiling detailed reports. This is an excellent opportunity for you to join a forward thinking firm with long term career progression and the opportunity to take further exams which are funded and fully supported. Salary will range from £30,000 to £40,000 plus bonus and an exceptional benefits package. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39504Fri, 21 Nov 2008 15:08:34 GMTFinancial Planner / Key Accounts Manager - Accountancy Practice £30,000 - £40,000 plus benefits & bonus Buckinghamshire Winning numerous awards, this high profile firm of accountants and business advisors has recognised not only the value, but also the need for a professional financial planning division to support their office network. Having grown again following a merger, the financial services division boasts a significant turnover, and following a consolidation exercise, is looking for a Financial Planner / Key Accounts Manager to join their established team in Buckinghamshire. The success story of the FP division is almost unrivalled in the industry, so the successful applicant will be working alongside some of the best the industry has to offer. As Financial Planner, your primary responsibility is to manage key clients of the financial planning business. This will involve providing holistic expertise across investments, pensions, IHT planning, protection and retirements planning. In addition, you will identify opportunities for cross selling within other departments and services of the firm, and organise and implement client meetings resulting in completion of relevant business. Successful applicants will have FPC/ CFP as an absolute minimum, ideally studying towards achieving DipPFS. You will previous experience in advising HNW individuals across all financial planning disciplines within an IFA or professional practice. Basic salary is between £30,000 - £40,000 plus company benefits including a car allowance, pension scheme, PMI, life assurance and uncapped earnings potential. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39506Fri, 21 Nov 2008 15:12:17 GMTProlific in the Wealth Management sector, this investment house is focused primarily on Private Client advice and boasts over £10 billion in funds under management. With global coverage and an unrivalled reputation, they offer full investment management, pensions and IHT advisory and tax and trust planning. Currently the focus is on building the pensions and IHT business therefore we need an experienced individual to spearhead the division within an existing office. Your focus will be to establish the service proposition across two streams: firstly working with the investment managers identifying opportunities to advise their clients, which will be the lion share, and secondly to external contacts which will hopefully include professional connections / introducers, and clients of your own although this is not essential. This firm offers an extensive resource of people dedicated to the management of clients' assets and therefore you will be expected to give advice across primarily non investment related business particularly pensions, IHT, protection, both corporate and personal, and various trust work. This is therefore not an asset gathering role but a financial planning position with a new business focus. In all cases candidates will be polished professionals with strong inter-personal skills and have experience at both generating new business and managing high profile client relationships. The successful individual with be able to demonstrate an impressive track record advising HNW individuals in a professional environment such as a law firm, accountancy practice, asset management house , HNW IFA or private bank. Successful applicants will be DipPFS or equivalent with G60 or equivalent as a must, and have strong ethics on financial planning. An attractive package is on offer including a basic salary of between £55,000 and £65,000 in addition to an excellent benefits package and a performance related bonus. To achieve the higher salary levels, a transportable client bank and/or introducers are a pre-requisite. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39495Fri, 21 Nov 2008 14:58:59 GMTJob Title: Senior Financial Planner - Chartered Accountancy Practice Location: London Salary: £50,000 + bonus + benefits. The Company: This top 20 chartered accountancy firm with offices across the UK is a leading authority providing tailor-made holistic financial advice to both individual and corporate clients. As a company they are recognised for their outstanding level of service, winning numerous awards including the 'Financial Services Supplier award'. This firm's culture is reflected in their high partner to staff ratio which is greater than any other firm of their size. Due to expansion, the need has arisen for a Financial Planner to work from their London office. The Opportunity: As Financial Planner you will provide financial advice on complex products with a pensions bias, although Investments and Retirement planning form an essential element of the role. Similar to other opportunities with accountancy firms, the key lies both in your technical ability, but more importantly, your ability to build trusting and long standing relationships with the partners. Couple the two and there is a phenomenal opportunity to not only advise a wide range of very interesting high profile clients, but also the chance to earn well. The Individual: Successful candidates will be highly professional with an impeccable appearance and a successful track record in working with private clients providing fully holistic advice. To hold AFPC (or similar) or progressing towards is vital as the complexity of the work would demand it. This position is employed and incorporates a salary, of £50,000 plus benefits and a generous performance linked bonus. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39486Fri, 21 Nov 2008 14:49:05 GMTFinancial Planner - Benefits Consultancy £48,000 - £50,000 basic plus benefits & bonus. London This long established national brokerage have a reputation for quality and excellence. Having evolved dramatically within the last 2 years they have streamlined their operation focusing on business procedures to maximise their large portfolio of clients. Diverse in their client offering, they deliver solutions within general insurance, wealth management, benefits consulting and actuarial. Top of the agenda is their new business strategy, as the firm has created an exceptional proposition. Working within the prestigious London office, you will work alongside and network commercial brokers and benefit consultants. Your task will be to embrace their clients and present a full financial services proposition which includes investment planning, pensions, retirement options and estate planning. Typical clients of the practice have between £250,000 - £1million investable assets. This role does not require you to bring a client bank with you. Applicants must have a successful track record in networking within a financial services environment, ideally the accountancy space, in addition to good business writing capabilities. DipPFS or equivalent, you will be technically competent across all areas of financial planning and familiar advising HNW clients. Package is excellent with a respectable basic salary according to experience but with an uncapped 2 x validation bonus scheme. The successful applicant could realistically see their income reach £100,000 within 2 years. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39485Fri, 21 Nov 2008 14:47:09 GMTOur client is a national firm of Chartered Accountants and business advisers with a well established IFA division, providing bespoke consultancy services to HNW individuals and corporate clients. Appreciating that top class advisers need a top class support structure to flourish, they are now seeking to add to their administration function in Surrey by recruiting a manager to head up the technical support team there. The manager is accountable for the day to day management of the office along with supervisory responsibility for the back office support team. This will include staff training and development, workflow management to maximise the efficiency of the team and ongoing motivation and support. In addition, the office manager will be expected to complete further administrative duties as and when required. Successful candidates will be highly organised, flexible, strong team players with prior experience of IFA support. Full FPC or equivalent qualification will also be viewed favourably. Applicants will also need to have a firm understanding of financial planning, especially in areas such as investments, tax mitigation, pensions and protection. On offer is a competitive basic package plus an opportunity to work within a very professional environment.http://jobs.ftadviser.com/job-detail.aspx?id=39490Fri, 21 Nov 2008 14:57:02 GMTOur client is one of the most recognisable global accountancy brands with a deserved reputation for excellent service within their specialist IFA division. In order to facilitate growth and help the senior consultant write an increasing level of business an additional paraplanner is now required to help provide a high degree of support in their Manchester office. The majority of clients are HNW / UHNW individuals with overall assets in excess of £2m, although the accountancy partners do provide leads from the corporate arena. Offering bespoke financial planning, the office also carries out discretionary portfolio management giving the client base a scope of advice above and beyond what is generally available. To be considered applicants will have experience in the independent arena providing technical support to an IFA, preferably involving private client advice. Whilst the CertFP qualification is the minimum standard, progress with advanced Diploma qualifications would be advantageous, with the company expecting that the successful individual will progress down this route. Knowledge of technical areas such as tax mitigation, SIPP, SSAS, onshore and offshore investment planning and pensions provision are a must. For the right individual our client is prepared to facilitate a career plan that would gradually take the successful applicant through to a consultancy position. This is therefore a top class opportunity for a polished paraplanner seeking to progress into an advisory capacity in the next 2-3 years.http://jobs.ftadviser.com/job-detail.aspx?id=39488Fri, 21 Nov 2008 14:54:16 GMTJob Title: Paraplanner - Professional IFA Practice Location: Surrey Salary: Basic from £30,000 - £35,000 This Surrey-based firm of Professional IFAs specialises in advising clients of solicitors and accountants on investment, retirement, trust and taxation planning. Poised to expand further over the next few years, they now seek an outstanding Paraplanner. The role will involve researching products and funds with the use of the firm's specialised technology. You will create independent recommended asset allocation models and fund lists within each of the portfolio construction building blocks, construct initial and review/ongoing reports for the advisers to present to clients and participate in the firms development. This role is in addition to the existing administration team, i.e.. they are not seeking another administrator who can perform a few extra tasks but an exceptional Paraplanner to work alongside the two directors and two senior advisers providing them with technical support. Successful candidates will have detailed technical experience in the Financial Services sector, ideally from an IFA environment. As a minimum requirement, candidates will hold or be progressing towards AFPC. The firm is positive about funding and supporting the achieving of further qualifications. Basic salary for this role lies between £30,000 - £35,000 plus bonus and benefits. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39483Fri, 21 Nov 2008 14:42:23 GMTOur client are a local firm of fee based financial advisors with strong links to professional practices, providing lifestyle financial planning for a client bank of HNW individuals. As part of their continued expansion they currently seek a highly professional paraplanner to join the business and work alongside one of the directors, researching the market and writing suitability reports. You will be working on IHT planning, SSAS, SIPP and pensions transfers on 1st Software and be part of a back office team of 5 people. The role will be technically challenging so a minimum of FPC 1, 2 & 3 is required, along with a strong attention to detail and the ability to liase professionally with HNW clients. You will be provided with full support for additional qualifications and also partake in client meetings as and when required. To apply for the position a minimum of 2 years experience in a paraplanning role is essential. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39461Fri, 21 Nov 2008 12:21:20 GMTOur client is a major Life & pensions with an industry renowned technical support team. Operating within the marketing Division the team aims to be seen as a first port of call for IFAs & in house advisers seeking technical advice for all aspects of personal taxation and use of trusts in financial planning. It also provides support and advice to the company’s intermediary sales team to ensure it is able to maximise sales opportunities arising from changes in legislation. This is an interesting and challenging role requiring an individual with an interest in detail and legislation who also has the ability to express complex subjects in straightforward language by phone and in written form. Many backgrounds will be considered, including Consultancy, professional practices, IFAs or life offices however, you will need an excellent understanding of the regulatory regime, the ability work on your own initiative and to prioritise your time. Progress to AFPC is expected with G10 as a minimum requirement The company provides a generous benefits package & ongoing training as well as extensive career opportunities for ambitious individuals keen to progress. If you are interested in this role please email your CV to cv@paulharpersearch.co.uk quoting our reference PSH/2417 or call Paul Harper or Bridget Kenny-Levick on 0117 920 0060.http://jobs.ftadviser.com/job-detail.aspx?id=38196Fri, 24 Oct 2008 13:09:54 GMTJob Title: Assistant Consultant - Accountancy Practice Location: London Salary: Basic from £30,000 - £36,000 + benefits + bonus. Managing significant client portfolios between £5 - £10million, one of the world's largest accountancy networks provide a bespoke investment management proposition geared around private equity, Hedge Funds and complex wrappers. With the objective of the company being to help clients maximise their potential they have grown to become a highly successful firm. Providing support in delivering a professional holistic financial planning service to the firm's clients, this role will involve researching products and funds to enable providers to be recommended, preparing letters, reports and technical advisory papers highly focused on hedge funds, VCT's, EIS's, film partnerships, offshore tax wrappers and Investment portfolio management. Sitting in on client meetings, you will act as a technical interface between consultant and client, grooming you with the skill set to eventually become a Financial Planner. With previous paraplanning experience within a professional practice or an IFA, successful applicants will be FPC/ CFP as an absolute minimum, and studying, if not already attained DipPFS. In return, you will receive a basic salary of £30,000 - £36,000 and a performance related bonus. In addition, you are entitled to the excellent benefits package and will receive support on any further qualifications you wish or are required to take. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39452Thu, 20 Nov 2008 17:28:17 GMTJob Title: Paraplanner - Accountancy Practice Location: Manchester Salary: Basic from £30,000 - £35,000 + benefits + bonus. Managing significant client portfolios between £5 - £10million, one of the world's largest accountancy networks provide a bespoke investment management proposition geared around private equity, Hedge Funds and complex wrappers. With the objective of the company being to help clients maximise their potential they have grown to become a highly successful firm. Providing support in delivering a professional holistic financial planning service to the firm's clients, this role will involve researching products and funds to enable providers to be recommended, preparing letters, reports and technical advisory papers highly focused on hedge funds, VCT's, EIS's, film partnerships, offshore tax wrappers and Investment portfolio management. Sitting in on client meetings, you will act as a technical interface between consultant and client, grooming you with the skill set to eventually become a Financial Planner. With previous paraplanning experience within a professional practice or an IFA, successful applicants will be FPC/ CFP as an absolute minimum, and studying, if not already attained DipPFS. In return, you will receive a basic salary of £30,000 - £35,000 and a performance related bonus. In addition, you are entitled to the excellent benefits package and will receive support on any further qualifications you wish or are required to take. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39451Thu, 20 Nov 2008 17:25:07 GMTParaplanner - Professional IFA Practice £23,000 - £25,000 plus benefits and bonus. Bedfordshire This small, friendly professional IFA firm have been established for 15 years priding themselves on their robust reputation, which has resulted in 90% of their existing clients approaching the firm through word of mouth. They provide holistic financial planning expertise across an array of disciplines including life assurance, pensions, offshore financial planning, long term care, retirement planning and investment advice. As Paraplanner, you will still focus your efforts on key administrative tasks such as client valuations, dealing with day to day client queries and general data collating, however you will spend your time compiling suitability letters based on client fact finding and research carried out by both yourself and the financial planners. This is a great opportunity for an ambitious individual looking to join a firm who will invest in staff and provide great future career opportunities. Ideally with the Certificate in Financial Planning (FPC), you will be familiar with life and pensions products as well as the basics on investment planning. You will have spent time in a similar role within a professional IFA practice. Basic salary is between £23,000 - £25,000 basic plus company benefits, which include a company pension, PMI and the potential to earn bonus. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39450Thu, 20 Nov 2008 17:20:17 GMTParaplanner - Chartered Financial Planners East Hertfordshire £25,000 - £30,000 plus 30% bonus Having achieved chartered status, this firm is one of few who can truly regard themselves as experts within the wealth management and holistic financial planning arena. Small and forward thinking, this practice undertakes top quality work for High Net Worth Clients. As a Paraplanner, you will exclusively work alongside the Managing Director servicing HNW clients. Your key responsibilities will be to write client suitability reports and holistic financial plans in addition to preparing material for client meetings and perform a meeting follow up. As time goes on you will see your role develop to managing client relationships. Excellent career prospects will see you achieve Certified and Chartered status in the short to medium term with full assistance and support from the firm. On offer is a progressive salary and bonus package based on the experience of the successful candidate. You will hold the certificate in financial planning (FPC) as mandatory, ideally studying towards or having attained DipPFS or equivalent. Previous paraplanning experience within an IFA or professional practice is essential. This is a fantastic opportunity with one of the most professional firms within the financial services industry. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39449Thu, 20 Nov 2008 17:20:15 GMTWith clients in over 180 cities and 40 countries, this global leader in the professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others. Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget. To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role. Competitive salary and an extensive benefits package will be on offer for the successful candidate. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39439Thu, 20 Nov 2008 16:30:04 GMTWith clients in over 180 cities and 40 countries, this global leader in the professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others. Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget. To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role. Competitive salary and an extensive benefits package will be on offer for the successful candidate. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39438Thu, 20 Nov 2008 16:27:17 GMTWith clients in over 180 cities and 40 countries, this global leader in the professional services market provide bespoke solutions in a host of areas such as Benefits Consulting, HRO and Investment Consulting, amongst many others. Working within the Private Client division, your role will be to support the client facing consultants in providing research and report preparation. You will be the main point of contact for all client communication in the absence of the consultant, liaise with colleagues to provide interpretation of technical pension calculations, whilst contributing directly to the team revenue budget. To be considered you will have minimum FPC and either part or full AFPC with previous experience within financial services. The ability to work under pressure and prioritise is a fundamental aspect to this role. Competitive salary and an extensive benefits package will be on offer for the successful candidate. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39437Thu, 20 Nov 2008 16:23:34 GMTProfessional, this boutique firm of Independent Financial Advisors provide totally independent financial advice. They are focused on first class integrated and individual solutions for diverse and demanding co-professionals and private clients. Specialising in saving, investments, pensions, mortgages, protection and tax planning, your role as a paraplanner will be to support and work alongside an advisor currently managing a client portfolio of £250,000. There will be a requirement to write complex reports, reason why letters and recommendations. Dealing with clients on a daily basis you will be highly knowledgeable on all products with previous experience dealing with HNW clients. You will be DipPFS qualified or equivalent with 1st software experience. An essential part to this role will be to compile reports from scratch so experience in doing this is a must. The benefits on offer include Group PHI, Life assurance x 4 and 20 days holiday along with a competitive salary. Ideally looking for January start. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39431Thu, 20 Nov 2008 16:13:56 GMTAdvising over 6,000 clients nationwide, this boutique firm of Independent Financial advisors offer comprehensive services ranging from personal financial reviews, residential & commercial mortgages through to corporate pensions. Established in the 1980's and with careful development over the years, the company now operates from multiple locations and can offer a wealth of experience in all areas of Financial Services. As a paraplanner your role will be to provide individual support to the Managing Director specialising in Pensions and Investments. The key responsibilities are drafting reports and letters to clients on specific client planning issues while over-seeing changes/ restructures of clients' financial planning requirements. The day-to-day work includes supporting consultants with general client work and providing them with proactive recommendations based on the knowledge of clients. If you are looking for a client facing role, this can be adapted for you. To be considered, previous experience within Financial Services is required and FPC qualifications or equivalent would be a benefit, however not essential. The benefits include a bonus scheme, Group Life Scheme, pension, 20 days holiday rising to a maximum of 25 days and car parking. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39429Thu, 20 Nov 2008 16:11:38 GMTSenior Paraplanner - Professional IFA Practice £30,000 - £45,000 basic + benefits and bonus. Shropshire With a strong bias towards complex pensions and investment planning, this niche professional firm of IFAs position themselves as holistic fee-based financial planning experts within the HNW arena. Typically, their clients are business owners and extremely wealthy individuals. Acting as a 'technical centre of excellence' within the firm, you will play a critical role in the provision of financial planning and advice to wealthy clients with less than straightforward financial situations, such as pension and retirement options with large pension funds or investment portfolios. Providing a crucial support role to the principal financial planner, you will be expected to produce high level, quality research and evidence based solutions. You will be given a great deal of autonomy in what tools you use and be expected to be familiar with CRM and back office systems. The position will suit someone who likes working with technically competent planners and attending meetings but it is not intended at this time that you will have a large amount of direct client contact. The position will also suit someone who does not want to give advice but wants a career as a crucial support advisor to no more than two financial planners. CFP/FPC qualified as an absolute minimum and ideally studying or having attained DipPFS/ AFPC, you will be technically competent in all areas of financial planning in addition to the full Paraplanning process. Typically, your experience will have been gained from a professional practice or an IFA. Basic salary is between £30,000 - £45,000 in addition to company benefits and the opportunity to earn bonus. Refer a friend or colleague: JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39425Thu, 20 Nov 2008 16:05:18 GMTFinancial Services arm of national accountancy practice require an experienced Client Manager/ Paraplanner to deal with the full range of Financial Services products including Group Pensions. This role is a very technical role and will include research, report writing and client liaison. A minimum of FPC is essential with progress towards AFPC desirable. This is an excellent opportunity for the right candidate to take their career to the next level. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39394Thu, 20 Nov 2008 11:10:49 GMTParaplanner required for busy IFA Practice in Cheshire. The role will include production of suitability letters for IHT planning, personal and occupational pension schemes , protection and investments ; liaising with IFA's on specific queries; liaising with compliance team in respect of signing off suitability letters and developing and maintaining knowledge and competence. Previous industry experience of between 3-5 years, along with FPC and a desire to progress with further financial qualifications is a requirement as is previous report writing experience. Attractive re-numeration package for the right candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39392Thu, 20 Nov 2008 11:09:51 GMTExperienced paraplanner required for financial planning arm of accountancy practice based in Lancashire. This is a very senior role that requires a very experienced candidate with full FPC and progressing towards AFPC. Duties will include providing technical support to advisors in terms of research and report writing. Due to the nature of the practice there will be lot of tax planning work. Excellent renumeration package for the right candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39387Thu, 20 Nov 2008 11:01:03 GMTExciting new opportunity for an experienced Paraplanner to join an IFA practice in Cheshire. The ideal candidate will provide a high quality support role to both clients and advisers with the ability to demonstrate consistent advancement in product knowledge (IHT/estate planning including With Profit Bonds; investments; retirement options), research ability, Reason Why letters/report writing, Fact finds and portfolio recommendations. Full FPC (AFPC preferred) together with experience of CTP/Exchange essential. Full system knowledge of Micropal a distinct advantage. Realistic career progression available to the successful candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39384Thu, 20 Nov 2008 10:51:37 GMTIfa practice based in Cheshire dealing with personal injury settlements requires an experienced paraplanner. This role will involve working closely with the company director on his case load. Duties will include following up on pre-settlement meetings and research and report writing on predominantly investment products. Full FPC/CFP is essential and progress towards the Diploma in Financial Planning desirable. Excellent re-numeration package available for the right candidate. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=39383Thu, 20 Nov 2008 10:51:17 GMTJob Title: Paraplanner Location: London Salary: Basic from £30,000 - 40,000 Boasting their expert approach within the top 20 ranking of national IFAs, this professional firm requires a Paraplanner to support a Financial Planner. Specialising in providing comprehensive Financial Planning advice to Solicitors and Barristers, the firm pride themselves on building long-term relationships with their clients by delivering quality financial solutions tailored to both individuals and businesses. Based from their office in London, you will write complex reports, conduct research, liaise with HNW and legal clients, produce recommendation and 'reason-why' letters and occasionally attend client meetings. Due to the firm's bespoke administrative processes and systems in order to support their high standards, you will not be required to carry out your own administration. Your time will instead be focused on providing dedicated support to the advisors with an attractive bonus scheme in place, relating to the contribution of sales. Candidates will have a proven track record as a Paraplanner within an IFA environment. Progressing with DipPFS (or similar), you will have experience in dealing with HNW clients, in addition to dealing with a wide range of Financial Planning products including Film Partnerships, complex Investments and Pension schemes. Basic salary is between £30,000 - £40,000 plus an exceptional bonus and benefits.http://jobs.ftadviser.com/job-detail.aspx?id=39355Wed, 19 Nov 2008 11:34:32 GMTParaplanner - Professional IFA Practice £20,000 - £26,000 + benefits Cheshire With a bias towards private client advice, this firm of Independent Financial Advisors position themselves in the HNW market, managing client portfolios in excess of £350,000. With regular new client acquisitions, the importance for the financial planners to spend more time client facing is essential. For this reason, there is a requirement for a paraplanner to join the team. Carrying out technical research, drafting suitability letters and reports you will be on hand to support a financial planner in all areas of pensions, investment and IHT planning. Perhaps rising from an administrator, this is an excellent opportunity to become a competent paraplanner and eventually go on to become a financial planner in the long-term. The successful applicant will be working within an IFA practice in a administrative role. FPC (or equivalent), you will have a good technical understanding of whole of market financial planning. In return you will receive a basic salary of £20,000 - £26,000 plus company benefits, including life assurance, pension, critical illness cover, PHI and share options. JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.http://jobs.ftadviser.com/job-detail.aspx?id=39308Tue, 18 Nov 2008 16:06:30 GMTSenior Paraplanner (Gloucestershire) : required immediately by this premier organisation with offices throughout the UK. The successful applicant must be well organised with the ability to prioritise effectively. This multifaceted role will involve all aspects of paraplanner support and the successful candidate will be capable of preparing reports and letters providing advice in accordance with the Firm's standards and compliance guidelines; maintaining client information accurately on financial planning software; maintaining client and firm's files in a well presented, accurate and compliant manner; be familiar with the Firm's best advice panels and the procedure for off-panel recommendations. The attendance at training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes will, on occasion, be required. The ability to adhere to the Firm's risk management policies is essential and the successful candidate will also take responsibility for assigned areas, including having own work reviewed and works to time and budget. This role would suit either a dedicated paraplanner wishing to remain in the role or an experienced FA who wishes to withdraw from full time advising. Full FPC is essential with at least part AFPC but those with full FPC welcomed. Salary negotiable but expected to be circa £30k dependenthttp://jobs.ftadviser.com/job-detail.aspx?id=35466Fri, 22 Aug 2008 06:21:56 GMTSenior Paraplanner (Gloucestershire) : required immediately by this premier organisation with offices throughout the UK. The successful applicant must be well organised with the ability to prioritise effectively. This multifaceted role will involve all aspects of paraplanner support and the successful candidate will be capable of preparing reports and letters providing advice in accordance with the Firm's standards and compliance guidelines; maintaining client information accurately on financial planning software; maintaining client and firm's files in a well presented, accurate and compliant manner; be familiar with the Firm's best advice panels and the procedure for off-panel recommendations. The attendance at training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes will, on occasion, be required. The ability to adhere to the Firm's risk management policies is essential and the successful candidate will also take responsibility for assigned areas, including having own work reviewed and works to time and budget This role would suit either a dedicated paraplanner wishing to remain in the role or an experienced FA who wishes to withdraw from full time advising. Full FPC is essential with at least part AFPC but those with full FPC welcomed. Salary negotiable but expected to be circa £30k dependenthttp://jobs.ftadviser.com/job-detail.aspx?id=35467Fri, 22 Aug 2008 06:25:29 GMTSenior Paraplanner (Gloucestershire) : required immediately by this premier organisation with offices throughout the UK. The successful applicant must be well organised with the ability to prioritise effectively. This multifaceted role will involve all aspects of paraplanner support and the successful candidate will be capable of preparing reports and letters providing advice in accordance with the Firm's standards and compliance guidelines; maintaining client information accurately on financial planning software; maintaining client and firm's files in a well presented, accurate and compliant manner; be familiar with the Firm's best advice panels and the procedure for off-panel recommendations. The attendance at training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes will, on occasion, be required. The ability to adhere to the Firm's risk management policies is essential and the successful candidate will also take responsibility for assigned areas, including having own work reviewed and works to time and budget This role would suit either a dedicated paraplanner wishing to remain in the role or an experienced FA who wishes to withdraw from full time advising. Full FPC is essential with at least part AFPC but those with full FPC welcomed. Salary negotiable but expected to be circa £30k dependenthttp://jobs.ftadviser.com/job-detail.aspx?id=35468Fri, 22 Aug 2008 07:41:02 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36446Mon, 15 Sep 2008 17:50:07 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36447Mon, 15 Sep 2008 17:51:30 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36448Mon, 15 Sep 2008 17:53:18 GMTParaplanner now sought by this IFA practice based in Northamptonshire. The successful candidate will be full FPC with ideally AFPC or willing to complete such qualifications & be an excellent communicator.. The ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. Experience of using Synaptics & O&M pension profiler will be an advantage as will proficiency in SIPPS / SSAS & pensions transfers. This role would also suit a dedicated paraplanner wishing to undertake some advisory duties or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payable.http://jobs.ftadviser.com/job-detail.aspx?id=36449Mon, 15 Sep 2008 17:56:09 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36450Mon, 15 Sep 2008 18:06:41 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36451Mon, 15 Sep 2008 18:09:23 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36452Mon, 15 Sep 2008 18:12:03 GMTPension Transfer Advisor required by this excellent Essex based company to provide quality advice to their clients. The successful candidate will have full FPC and good technical pensions knowledge with ideally a pensions related additional qualification. A good understanding of all schemes is essential as is the ability to explain complex pension issues as required. Computer literate, a familiarity with TVAS software would be an advantage. This role will suit either a pensions specialist, a technical paraplanner happy to train towards a pension transfer specialist or a financial advisor wishing to withdraw from front line sales. This is a salaried position £27k - £40k dependent upon experience with a excellent benefits package.http://jobs.ftadviser.com/job-detail.aspx?id=36453Mon, 15 Sep 2008 18:15:18 GMTParaplanner now sought by this IFA practice based in Hampshire. Full FPC is essential with ideally AFPC or be willing to complete such qualifications. An excellent communicator, the successful candidate will have the ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Experience in researching investment & pension products and researching funds is required. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. This role will suit a dedicated paraplanner or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payablehttp://jobs.ftadviser.com/job-detail.aspx?id=37252Sun, 5 Oct 2008 15:01:51 GMTParaplanner now sought by this IFA practice based in Hampshire. Full FPC is essential with ideally AFPC or be willing to complete such qualifications. An excellent communicator, the successful candidate will have the ability to prepare solutions within the principles of best advice / suitability and construct relevant reports and recommendations in a compliant manner per the Practices and FSA standards. Experience in researching investment & pension products and researching funds is required. Working proactively, this paraplanner will be expected to review client files & prepare client correspondence as necessary,. This role will suit a dedicated paraplanner or a Financial Advisor wishing to withdraw from full-time advising. Salary is dependent upon experience with bonus payablehttp://jobs.ftadviser.com/job-detail.aspx?id=37253Sun, 5 Oct 2008 15:04:10 GMTParaplanner - Birmingham Town Centre Our client are a leading firm of accountants managing key client portfolios up to £5million. This market leader provide complex financial advice in investments, private equity, Hedge Funds and complex wrappers, pensions and IHT planning. As a technical interface between consultant and client, you will provide dedicated paraplanning support. This will require you to research products and funds to enable providers to be recommended, compile client fact-finds and suitability letters in line with the ethos of the firm. You will liaise with clients over the phone and in client meetings. To apply for the role, you will have a minimum of full FPC or equivalent and be studying towards DipPFS or equivalent. The successful individual will be technically competent in all areas of financial planning. Previous experience as a Paraplanner within an IFA practice is essential and previous working experience of 1st software is desirable. In return, you will receive full training of the company's internal products and further qualifications are supported by the firm. The salary for the role is £25,000 - £30,000 . Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39280Mon, 17 Nov 2008 14:12:43 GMTAs a leading provider of independent whole of market advice to their clients up and down the country, our client pride themselves on the quality, speed and efficiency of their financial advisory service. With a dedicated team of sales and non sales staff they provide a bespoke financial planning service that meets the needs of each individual client, offering each client a range of services dependant upon their need. Our client are growing rapidly due to their success and a recent acquisition and as such currently seek a first class paraplanner to work on fee based business for the director of the business. The paraplanner will be involved in client meetings and research the market and provide suitability letters for SIPPs, GPP's,EPP's for HNW clients up and down the country. The position will be fast paced and high pressured so technical qualifications and proven experience within a similar position are essential. The successful candidate will be given full backing and support for further qualifications, and also begiven a structured path towards sales as the company expands. To apply for the role you will hold Full FPC and have at least 2 papers towards your diploma. This is an outstanding opportunity for someone currently carrying out a paraplanning role looking for further advancement in their career. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39278Mon, 17 Nov 2008 14:12:13 GMTAre you a paraplanner bored of writing suitability letters for low level products? An outstanding opportunity has arisen with a national IFA practice, who seek a technically astute individual to work alongside a director of the business. You will write reports and conduct research on a range of products for HNW clients, dealing with taxation issues and SSAS and SIPP's. You will have a large involvement in client meetings and liase with third parties, conducting research and writing reports while being supported by an administrator. To apply for the role you should be fully FPC qualified and be studying towards your diploma in financial services. In return you will receive an excellent basic salary and a benefits package to match. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39277Mon, 17 Nov 2008 14:11:58 GMTOur client are an accountancy based IFA practice that provide fee based financial advice to its clients in the region. With a highly professional approach and a focus on best advice, our client were voted as one of the best companies to work for in a recent pole. They currently seek an individual to join their practice that holds Full FPC or equivalent and is studying towards some form of further qualifications, to work alongside the financial advisors in producing high level reports and conducting research. The reports will be of a technical nature due to the type of business that is currently being written by the advisors, so the qualifications and technical background are an essential requirement for the position. Should you currently be working as a paraplanner and be looking for the next step in your career to increase your technical working practices, then this is an outstanding opportunity to do so. In return you will receive an excellent basic salary and benefits package to match. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39276Mon, 17 Nov 2008 14:11:46 GMTOur client are a firm of Financial Planners offering a wide range of Accounting, Tax and Business Advice. They complement this with a successful team of Independent Financial Advisers who work closely alongside the accountancy practice in providing an all round, one stop service to HNW cliwnts in the region. Due to continued growth the need has arisen for a Paraplanner to be based from their office in Ipswich. Providing full technical support to a team of IFA's, your role will see you working as a member of the team managing clients' accounts and dealing with day to day contact and client administration. As a Paraplanner, you will be dealing with general administrative duties as they arise, including carrying out detailed research, and compiling resulting reports in line with best advice. You will also work closely with the accountancy practice to make sure that the transfer of leads is as smooth as possible from accountancy to IFA. The successful candidate will be FPC qualified or equivalent, ideally with progression towards AFPC and have experience of working within a Financial Services environment. Exposure to all types of Investments and Pensions is essential, as is the need for a confident telephone manner as you will be first point of contact for clients. In return, you will be provided with on going training and support to further develop your career and technical knowledge and skills. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39275Mon, 17 Nov 2008 14:11:35 GMTParaplanner/Sales Support - Warwickshire - £17,000 - £24,000 Our client is a leading financial services organisation based in Warwickshire. They currently require a Employee Benefits Paraplanner/Sale Support Administrator to join the business. This is an excellent opportunity for anyone looking to move into a Consultant role within the next 12 months. The Role: *Oversee all renewals of Group Risk Schemes and ensure excellent service level is provided to clients. *Assisting the Directors/Consultants, and other members of the team. *To assist with research required by Directors/Consultants to enable them to provide solutions to clients. *Prepare tender documents for new business leads. *Prepare renewal reports for Group Schemes. *Process new business applications written following the above. *Assist Directors/Consultants with both pre and post sale corporate client servicing and all other administration. *To provide administration back up to the Directors/Consultants, and other members of the team. *Fact finding, report preparation and record keeping *Extensive use of database and IT. Desired Experience and Qualification: *Full Financial Planning Certificate *Strong technical knowledge. *Experience in the group pensions market (including Group Personal Pension Plans and Stakeholder Pensions) and the group risk market (including Group Life Assurance, Group Income Protection and Private Medical Insurance). *Excellent communication skills and basic IT skills. Footnote: If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful. Please view www.girm.co.uk for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=39271Mon, 17 Nov 2008 10:13:56 GMT