paraplanner middlesex

A new vacancy for a Paraplanner to join an IFA practice based in Middlesex. You must hold the full FPC or equivalent and have relevant experience.Job Profile An interesting opportunity has arisen for a qualified paraplanner to take up a varied... administration. This is a genuine opportunity for a paraplanner to join a bustling friendly practice.Applicant Requirements You should... small team environment.Company Profile A bustling and long standing IFA practice based in Middlesex, North West London this...
Contract: Full-Time Permanent

05/06/2008 in finappointment Save

Opportunity to join expanding IFA wealth management arm of a leading Insurance Broker supporting experienced consultants as a client facing paraplanner. Role will focus on being a point of contact for clients, analysing client portfolios, and drafting reports for consultants. You will be FPC qualified with substantial experience within the IFA arena. Excellent remuneration package , training ,and career progression available Hillman Saunders Ltd is acting as an Employment Agency in relation to...
Contract: Full-Time Permanent

28/02/2008 in finappointment Save

Opportunity to join established and expanding IFA as a paraplanner providing full technical support to personal financial planning consultants across a wide ranging client portfolio. Role will include discussing client requirements, liasing with providers, and preparing suitability letters and client information reports. You will also be processing new business applications, fund switches, and transfers. You will have paraplanning or senior sales support experience within an IFA, and ideally be...
Contract: Permanent

25/04/2008 in BritishJobs Save

Opportunity to join expanding IFA wealth management arm of a leading Insurance Broker supporting experienced consultants as a client facing paraplanner. Role will focus on being a point of contact for clients, analysing client portfolios, and drafting reports for consultants. You will be FPC qualified with substantial experience within the IFA arena. Excellent remuneration package , training ,and career progression available Hillman Saunders Ltd is acting as an Employment Agency in relation to...
Contract: Permanent

28/02/2008 in BritishJobs Save

A fantastic opportunity has arisen for a proactive Para plannerto join an expanding wealth management company. Your role will be to support a team of advisors providing Para planning support.Duties will include liaising with clients and providers, researching regulated products, chasing submissionsthrough to completion and writing recommendationsand reports.You must be FPCqualified or equivalent a...
Contract: Permanent

01/03/2008 in Totaljobs Save

A fantastic opportunity has arisen for a proactive Para plannerto join an expanding wealth management company. Your role will be to support a team of advisors providing Para planning support.Duties will include liaising with clients and providers, researching regulated products, chasing submissionsthrough to completion and writing recommendationsand reports.You must be FPCqualified or equivalent a...
Contract: Permanent

01/03/2008 in Totaljobs Save

A fantastic opportunity has arisen for a proactive Para plannerto join an expanding wealth management company. Your role will be to support a team of advisors providing Para planning support.Duties will include liaising with clients and providers, researching regulated products, chasing submissionsthrough to completion and writing recommendationsand reports.You must be FPCqualified or equivalent a...
Contract: Permanent

01/03/2008 in Totaljobs Save

A fantastic opportunity has arisen for a proactive Para plannerto join an expanding wealth management company. Your role will be to support a team of advisors providing Para planning support.Duties will include liaising with clients and providers, researching regulated products, chasing submissionsthrough to completion and writing recommendationsand reports.You must be FPCqualified or equivalent a...
Contract: Permanent

01/03/2008 in Totaljobs Save

A fantastic opportunity has arisen for a proactive Para plannerto join an expanding wealth management company. Your role will be to support a team of advisors providing Para planning support.Duties will include liaising with clients and providers, researching regulated products, chasing submissionsthrough to completion and writing recommendationsand reports.You must be FPCqualified or equivalent a...
Contract: Permanent

01/03/2008 in Totaljobs Save

A top technical support role ...for a sales support/paraplanner preferably able to speak Gujarati. The role involves, Providing support to IFAs Creating quotations, summarising quotations, researching products, following up pre and post sales Systems used at company- First- full training given Research tools provided through all big providers (Norwich Union/ Zurich) and creating reports Salary- £23-£26K Dealing with life assurance, pensions and investments, Knowledge of working within an IFA...
Contract: Permanent

09/05/2008 in Reed Save