Not yet registered? Register with us today to complete your profile and upload you current CV in order to apply for any of our current vacancies and activate your job alerts by email.
Job Type
Any Administrator Bancassurance Business Development Commercial Compliance Finance Financial Adviser (Multi Tied) Financial Adviser (Tied) Fund Manager IFA - Independent Financial Adviser Insurance Investment Management Mortgage Adviser Mortgage Proccessor Mortgage Underwriter Other Overseas Paraplanner Pension Sales Support Stockbroker Telesales Trainee Training
Location
Avon Bedfordshire Berkshire Buckinghamshire Cambridgeshire Cheshire Cornwall Cumbria Derbyshire Devon Dorset Durham East Sussex Essex Gloucestershire Hampshire Herefordshire Hertfordshire Huntingdonshire Isle of Man Isle of White Kent Lancashire Leicestershire Linconshire London Manchester Merseyside Middlesex Norfolk Northamptonshire Northern Ireland Northumberland Nottinghamshire Oxfordshire Rutland Scotland - Aberdeen Scotland - Edinburgh Scotland - Glasgow Scotland - Other Shropshire Somerset Staffordshire Suffolk Surrey Sussex Wales - Clwyd Wales - Dyfed Wales - Gwent Wales - Gwynedd Wales - Mid Glamorgan Wales - Powys Wales - South Glamorgan Wales - West Glamorgan Warwickshire West Midlands West Sussex Wiltshire Worcestershire Yorkshire
Salary
Any < £10k £10k - £15k £15k - £20k £20k - £25k £25k - £30k £30k - £40k £40k - £50k £50k - £60k £60k - £85k £85k - £100k £100k +
Browse by Type
Administrator Bancassurance Business Development Commercial Compliance Finance Financial Adviser (Multi Tied) Financial Adviser (Tied) Fund Manager IFA - Independent Financial Adviser Insurance Investment Management Mortgage Adviser Mortgage Proccessor Mortgage Underwriter Other Overseas Paraplanner Pension Sales Support Stockbroker Telesales Trainee Training
This vacancy is no longer available. Please try our Job Search to view our current vacancies. Our client is seeking to recruit a Financial Planning Administrator and a Financial Planning Executive (Paraplanner). Client Profile: Our client are a Financial Services arm of major Accountancy Practise. Financial Planning Administrator – 18,000 to 21,000 In order to apply for this position candidates MUST have FINANCIAL PLANNING EXPERIENCE GAINED WITHIN AN IFA. Purpose of Role: • To work as part of the department which offers Financial Planning advice to the Partners of the firm. To maintain client information accurately on financial planning software (First /Adviser Office). • ensures that all financial planning client administration is carried out in accordance with the Firm's procedure • produces appropriate written correspondence to providers and clients • liaises with product providers to gain specific information including policy valuations and illustrations • carry out file reviews and prepare documentation/reports for both client facing and non client facing paraplanner personnel in readiness for client meetings Education and Qualifications/Experience (Essential); • Maths and English Language at GCSE or equivalent • FPC1& FPC2 or CF1 & CF2 Experience of using Microsoft packages, internet, email and First/Adviser Office • Experience of working in an IFA environment Financial Planning Executive/Paraplanner – 30,000 to 35,000 In order to apply for this position candidates MUST have PARAPLANNING experience, coupled with the FPC qualification or CFP. Purpose of Role: • To work as part of the team, effectively providing assistance to fee earners that meets or exceeds client expectations and supports the partner/manager team. • researches product details and technical issues to provide appropriate recommendations to fee earners • prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines • maintains client information accurately on financial planning software • maintains client and Firm's files in a well presented, accurate and compliance manner • is familiar with the Firm's best advice panels and the procedure for off-panel recommendations • attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes • adheres to the Firm's risk management policies • takes responsibility for assigned areas, including having own work reviewed and works to time and budget • maintain assignment files and identifies key issues early to discuss with manager • carries out any other duties to meet with the needs of the business Education and Qualifications/Experience (Essential): • A-Level or equivalent • FPC or Certificate in Financial Planning • Progress towards AFPC or Diploma in Financial Planning • Previous experience of working for a professional practice If your skills and experience within Financial Services/Paraplanning doesn’t quite fit this role, please still make contact with either Juliette Lister/Lisa Tremlett as we have a large database of vacancies not presently advertised. We also work personally on your CV and source suitable vacancies that are more suitable to your requirements. However, should you not have the required experience your details will be automatically rejected. If you feel you are suitable for this position, please email your full CV along with the following information: Current Salary: Reason for Leaving current/last position: Salary expectations: Are you a car owner: Which areas are you willing to commute around: Are there any firms that you wouldn’t want us to approach: Are you registered with any other agencies: Have you attended any interviews: Ideal position: Location: Avon Job Type: Permanent Salary: 21-35k Closing Date: 23/03/2010