chester paraplanner

, so remuneration will lead to a 6 figure sum. You will be supported with full Paraplanner and Training support, and the fact that many individuals within this firm are at least diploma level, AFPC and moving to Chartered Status:this truly is a...

5 days, 20 hours ago in cv-library.co.uk Save

My client is a leading wealth management firm with unique links into the fund management market place, and are looking for IFAs who can also work on business development/private client managers. You will enjoy full access from day 1 to ultra hnw clients within Investment and Fund Management firms, earning £250k +, so with the right credible approach, a 6 figure ote is par for the course. You will be supported with full Paraplanner and Training support, and the fact that many individuals within...

5 days, 20 hours ago in cv-library.co.uk Save

Experienced Financial Services Administrator/Paraplanner required to join established IFA practise based in Chester. Duties will include new business processing, research, report writing and valuations/quotations. Long-term career progression available to full Paraplanner and quickly to Adviser status if wanted. Minimum 12 months experience in a similar essential. Full FPC preferred or progression towards. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Requirements: Paraplanner
Contract: Permanent

13/02/2008 in BritishJobs Save

Paraplanner required for busy IFA Practise in Cheshire. The role will include production of suitability letters for IHT planning, personal and occupational pension schemes , protection and investments ; liaising with ifas 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...
Requirements: Paraplanner
Contract: Permanent

15/05/2008 in BritishJobs Save

Paraplanner required for busy IFA Practise in Cheshire. The role will include production of suitability letters for IHT planning, personal and occupational pension schemes , protection and investments ; liaising with ifas 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...
Requirements: Paraplanner
Contract: Permanent

31/05/2008 in BritishJobs Save

Banking, Finance & InsuranceA Cheshire based IFA are seeking a Paraplanner to join their team in Chester. Duties ** Produce comprehensive investment reports within agreed timescales using a variety of research material and criteria ** Interpret information - often technical (such as Pension Transfer analysis) and apply to the given client's situation ** Review client portfolios in terms of performance, risk analysis and asset allocation and recommended actions thereafter ** Undertake, where...
Contract: Permanent

10/07/2008 in fish4 Save

Experienced Financial Services Administrator/Paraplanner required to join established IFA practise based in Chester. Duties will include new business processing, research, report writing and valuations/quotations. Long-term career progression available to full Paraplanner and quickly to Adviser status if wanted. Minimum 12 months experience in a similar essential. Full FPC preferred or progression towards. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Contract: Permanent

20/02/2008 in CareerJobs Save

Paraplanner - Chester - ?20k-?25k. Reputable IFA based in Chester require a Paraplanner to join succesful team. Must be fully FPC 1,2 and 3 qualified. The duties will be to take full ownership of complex cases and see them through to completion,arrange appointments for the director,arrange seminars and to have a high profile at the events,monitor workload and ensure timescales are achieved and to work closely with the both directors to ensure long term objectives are achieved.This is an...
Contract:   Permanent

09/02/2008 in Reed Save

Paraplanner - ?18k-?22k - Chester. Established IFA practice based in Chester require a Paraplanner to join successful team. You will be specialising with investments and be working with ISA,PEPS,Unit Trusts and Bonds. Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clients and insurance companies. This role would be suitable for someone with a paraplanning background or a...
Contract:   Permanent

11/02/2008 in Reed Save

Paraplanner - Chester - ?20k-?25k. Reputable IFA based in Chester require a Paraplanner to join succesful team. Must be fully FPC 1,2 and 3 qualified. The duties will be to take full ownership of complex cases and see them through to completion,arrange appointments for the director,arrange seminars and to have a high profile at the events,monitor workload and ensure timescales are achieved and to work closely with the both directors to ensure long term objectives are achieved.This is an...
Contract:   Permanent

12/02/2008 in Reed Save