Paraplanner /Trainee Paraplanner, Chelmsford, Essex

Paraplanner and /or Trainee Paraplanner Vacancy with financial services firm in Chelmsford, Essex.

Title:  Paraplanner (trainee and/or experienced required) – Full Time / Part Time / Contract
The Role:  Paraplanning support to IFAs and assisting in the day to day running of the business.

Areas of work:
Pensions (PPPs, GPPs, EPPs, Occupational), Investments, Protections, Taxation & Mortgages

Duties will include:
· Dealing with new IFA & client enquiries
· Research using pensions profiler, synaptics, exchange, assureweb, morningstar
· New business preparation (illustrations, application preparation)
· Compiling full compliance requirements and suitability letters
· Processing letters of authority and collation of data for analysis
· Investment fund analysis and investment switching
· Dealing with client valuations and reviews
· Telephone work dealing with insurance companies, IFAs and their clients
· Database creation and management
· General office duties that may include opening post, scaning, diary management, stock control, filing etc

Who we’re looking for: 
An individual who is motivated and wanting to further their career within the financial services industry. We are looking for either an experienced candidate or will consider someone with less experience and look to train you and help you to progress towards further qualifications and senior paraplanner level.

You should be motivated to study towards further industry qualifications at all times.

You should be a strong organiser with the ability to prioritise and have a positive ‘can do’ attitude. With a keen eye for detail and good grammar you will need to be I.T. literate and have ideally have some working knowledge of one or all of the following: O&M Pension Profiler, Synaptics and Morningstar Workstation. You should be a fantastic communicator and enjoy working either within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently.

You will be required to keep up to date with technical, product and provider changes.

Your hours of work will be between 9 a.m. and 5 p.m. each day, Monday to Friday. We expect you to be willing to do overtime when required.

To apply please click here.

Financial Services Vacancy: Paraplanner, Reading

Financial Paraplanner vacancy in Reading.   A great opportunity has arisen to join this successful Independent Financial Advisory business as a Paraplanner within their Reading Office. 


Our client is seeking an experienced Paraplanner to work on a one-to-one basis with a high producing Adviser who specialises predominantly in investment planning.

Your key duties will include:

• Product research
• Producing suitability letters
• Providing accurate reports based on clients’ financial needs
• Maintaining existing business
• Preparing client portfolio valuations
• Liaising with clients, product providers and other associated third parties

Features/Benefits:
A chance to work within a well-established, strong and friendly team.
Competitive salary up to £32,000 (dependent on experience and level of professional qualifications) plus good, comprehensive benefits.

The Company:
A financially strong organisation providing quality impartial advice to both private and corporate clients. A successful company with a strong brand name throughout the UK, offering good long-term career prospects.

Professional Qualifications required:
Ideally Diploma Qualified or relatively close to achieving Diploma status.

The Person:
You will have gained Paraplanning experience within an IFA company. You’ll be a good team-player, hard working with a good eye for detail, computer literate (ideally you will be familiar with 1st Software), and have general in-depth industry knowledge; however strong investment experience would be highly preferable. You will be able to work in a structured and organised manner and possess excellent communication skills.

To apply for this role, please click here.

Paraplanner Vacancy, Bristol

This Bristol-based Financial Services company, currently have a vacancy for a Paraplanner to join the team.

Due to continued success our client has exclusively appointed us to assist them in their search for an experienced Paraplanner to join an existing team who provide support to some of company’s highest producing Advisers.

Working from their Bristol Office your role as Paraplanner will include product research, providing accurate reports based on clients’ financial needs and ensuring that all sales opportunities are explored adhering to the company’s and FSA compliance guidelines.

Features/Benefits:
A chance to work within a well-established, strong and friendly team.
Competitive salary up to £28,000 plus bonus and good, comprehensive benefits.

The Company: 
A financially strong organisation providing quality impartial advice to both private and corporate clients. A successful company with a strong brand name throughout the UK, offering good long-term career prospects.

Professional Qualifications Required:
CFP or equivalent
Hold or be working towards AFPC or Diploma in Financial Planning

The Person: 
You will have relevant experience in Paraplanning gained an IFA environment. Ideally you will have a bias towards Pension Planning. You’ll be a good team-player, hard working with a good eye for detail, computer literate, and have general in-depth industry knowledge.

To apply for this position, please click here.

IFA Life Jobs - The Place to Search Online for Financial Services Jobs

IFA Life Jobs,  the online financial services jobsboard, has seen a big increase in the number of applications for financial services jobs in the last few weeks.

We have a wide range of jobs currently being advertised including IFA jobs, Wealth Manager jobs, Paraplanner jobs and particularly Compliance jobs.  

If you a a financial services professional, looking for your next move, please visit us at http://www.ifalifejobs.com and register you CV.  We will be delighted to help you find you next job and are very happy to be contacted if you have any questions.

Full time Paraplanner/IT Support Professional, London

Financial Services Paraplanner and IT Support Job wanted for reputable Financial Services firm in London.

If we are unable to secure a suitable candidate with both sets of (diverse) skills we would offer separate positions for a Paraplanner (3 days per week) and for an IT Support Professional (3 days per week).

Paraplanner Role: To support consultants by gathering information, analysing information using 1st, Pensions Profiler etc to draw up reports. A positive attitude and relevant experience (in financial planning especially pensions) are more important than financial planning qualifications. There are a range of inhouse pensions, tax and investment professionals to draw upon and develop your knowledge.

IT Support Professional: Must have experience of administering small business IT and telephony systems. The candidate should have a strong personal interest in IT and broad knowledge of software and hardware support. Experience of financial services software would be an additional bonus. In addition to day-to-day enquiries from staff, the role will include liaising with an external IT specialist, procurement, set-up and ongoing administration of new hardware and software, plus administration of the company’s internal telephone and mobile telephones. An organised mind and positive disposition are essential.

Salary: For the Combined Role £30,000pa plus substantial benefit package; prorata for the separate roles.

To find out more about this position and to apply please click here.

IFA Life Jobs, the place for job seekers to find financial services jobs

IFA Life Jobs is the perfect choice for job seekers to find their next financial services role. Simply register your CV on the site and Search the latest jobs.  When you find the job you wish to apply for, you can do so in one click of the mouse.

If you set up email alerts for specific job types, we will email you immediately new jobs are added.

We are also very happy to help you in your search.  Please Contact us via IFA Life Jobs or get in touch with us by email at sarah@ifalifejobs.com and we will do all we can to assist you.