trainee paraplanner

With offices across the UK, this leading IFA/Employee Benefits Consultancy is now seeking a Paraplanner or Trainee Paraplanner to initially cover a maternity cover contract Supported by a dedicated sales support team, you will work closely with your designated Consultant, your role will cover all aspects of Paraplanning including preparing letters and technical reports, researching products and funds, reviewing and...
Contract: Permanent

5 days, 21 hours ago in Jobsite Save

My client is a well established Independent Financial Advisor currently seeking a Group Scheme Administrator / Trainee Paraplanner to join their well established organisation in Surrey. As an experienced group scheme administrator you will be competent in completing all renewal types; including day to day additions/deletions, invoice checking, group personal pensions, private medical, life and dental. In addition, previous experience in a sales support / trainee paraplanner role is advantageous...
Contract: Permanent

3 days, 8 hours ago in BritishJobs Save

Due to continued growth and expansion my Surrey based Clients are currently recruiting a Group Risk Administrator / Paraplanner to join their Organisation. As the successful candidate you will have previous experience in completing all renewal types; including day to day additions/deletions, invoice checking, group personal pensions, private medical, life and dental. In addition, previous experience in a sales support / trainee paraplanner role is advantageous as well as a proven track record...
Contract: Permanent

3 days, 8 hours ago in BritishJobs Save

Job Description I am currently recruiting for a market leading Independent Financial Advisors within the Bury St Edmunds area, Dealing with High Net Worth Individual and Corporate Clients. This is a fantastic opportunity for a Paraplanner with a proven track record within an IFA practice to progress into a Business Development role. You will be required to Check policy documents are correct when issued, Assist the Adviser in using various resources to conduct research, prepare suitability...
Contract: Permanent

2 days, 19 hours ago in Reed Save

Our client an IFA require a Pension Administrator/Trainee Paraplanner to assist their Consultants. Part qualified FPC would be an advantage, you should have 2 years experience of operating within an IFA environment. Their business is Pensions, Investment and insurance so experience in these areas would be an advantage. Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Requirements: Paraplanner
Contract: Permanent

3 weeks, 2 days ago in BritishJobs Save

Sales Support/Trainee Paraplanner ...

2 weeks, 6 days ago in JustLondonJobs Save

involved. The company are willing to consider either a trainee who has a good level of basic administration experience from within the financial services industry, or an experienced paraplanner, hence the wide salary bracket of £15,000 - £27,500. Previous experience within financial services administration (for the trainee paraplanner level) Experienced Paraplanner will need...
Experience: 2+ to 5 Years
Requirements: Experienced (Non-Manager)
Contract: Full Time, Permanent

05/02/2008 in Monster Save

Due to continued growth and expansion my Surrey based Clients are currently recruiting a Group Risk Administrator / Paraplanner to join their Organisation. As the successful candidate you will have previous experience in completing all renewal types, including day to day additions/deletions, invoice checking, group personal pensions, private medical, life and dental. In addition, previous experience in a Sales Support / Trainee Paraplanner role is advantageous as well as a proven track record...
Requirements: MS Excel, Pensions
Contract: Permanent

23/01/2008 in CareerJobs Save

My client is a well established Independent Financial Advisor currently seeking a Group Scheme Administrator / Trainee Paraplanner to join their well established organisation in Surrey. As an experienced Group Scheme Administrator you will be competent in completing all renewal types, including day to day additions/deletions, invoice checking, group personal pensions, private medical, life and dental. In addition, previous experience in a Sales Support / Trainee Paraplanner role is advantageous...
Requirements: MS Excel, Pensions
Contract: Permanent

25/01/2008 in CareerJobs Save

Organisation Description The Financial services arm of a leading Private Client Stockbroker is looking to recruit a Trainee Paraplanner from a FS background Job Description  Responsibilities: - Being involved in all parts of new business for one IFA initially and one Paraplanner. - Liaising and working with the administration team in Newcastle and identifying what needs prioritising on a weekly basis - Obtaining quotes on all products and comparing these in relation to charges, allocation rates...
Contract:   Permanent

12/02/2008 in Reed Save

Jobs similar to "trainee paraplanner": manchester financial trainee, trainee stockbroker manchester