Paraplanner – Cirencester
South West England
£33,000 to £40,000 dependent on experience, plus bonus and other benefits
An exciting opportunity for an enthusiastic Paraplanner to join a growing, dynamic, and forward thinking financial planning firm based in Cirencester. Who are we? For more than 25 years we have been providing well-respected financial planning advice. Through strong professional links and referrals from satisfied clients, Ermin Fosse has become known for our personalised service, […]FULL JOB SPECIFICATION
An award winning firm with a reputation for excellence, Cooper Parry Wealth offer a distinctly different approach to managing our clients’ wealth. Keeping ahead of the curve is a big part of who we are. One of our core values is ‘Make It Different; to us this means always looking to find a better way, being creative.MORE ON Cooper Parry Wealth
In Wealth Management Big does not usually mean Better. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and for us to unearth the hidden gems that often generate higher returns.MORE ON EQ Investors
The old financial players are dinosaurs. They’re big, strong and great at acquiring customers – but terrible at serving them. Complicated products. Clunky processes. Confusing jargon. But for many people – be they financial advisers or everyday savers – today’s challengers lack credibility. The digital world of ‘fintech’ may be slick and sophisticated, but it’s just too new to trust. At Octopus Labs, we take the best of both. We fuse track record and technology, expertise and UX, to build financial products the way they should be: trustworthy, rewarding and easy-to-use.MORE ON Octopus Labs
Paraplanner – St Albans – 30K-40K
South East England
Competitive Salary - 30k-40k dependent on experience
KDW has been a leading IFA in St Albans for nearly 40 years, we are looking for an exceptional individual to join our team of experienced advisors and paraplanners. THE RIGHT CANDIDATE WILL NEED TO POSSESS THE FOLLOWING QUALIFICATIONS: 1. Level 4 CII Diploma qualified or have the Certificate of Paraplanning from the CII or […]
KDW Financial Planning
9 March 2017
Investment, Pensions, Protection, Tax
KDW has been a leading IFA in St Albans for nearly 40 years, we are looking for an exceptional individual to join our team of experienced advisors and paraplanners.
THE RIGHT CANDIDATE WILL NEED TO POSSESS THE FOLLOWING QUALIFICATIONS:
1. Level 4 CII Diploma qualified or have the Certificate of Paraplanning from the CII or from CISI. However, ambitious part-qualified candidates may also be considered.
2. Willing to pass new exams
Experience to include:
1. Previous experience as a paraplanner, especially report writing;
2. The ability to understand a variety of financial products – defined benefit pension scheme, structured products etc
3. Ability to understand the difference between client circumstances and client objectives
4. A good working knowledge of relevant product and fund research tools, risk profilers and other paraplanning related research and report writing systems and/or templates
The ideal candidate will be hard working, a good communicator, able to work under pressure on multiple tasks, willing to learn from other people and be a great team player.
The successful candidate will have exceptional attention to detail, customer manner, confidence and enthusiasm.
This is a rare opportunity to join a company who offers a fantastic team environment, unrivalled in-house training and study support to drive career progression. Competitive salary according to qualifications and experience.
If you think you would make an excellent and valued member of the KDW team and your skills and experience match the job requirements, please email your CV to email@example.com .
If you’d like to find out more about our friendly team and what we do, visit our website www.kdw.co.uk.EMAIL RECRUITER
£25k to £35k plus bonus
A rare opportunity for an “intrapreneurial” individual, with a background in paraplanning, to employ their skills and knowledge within...FULL JOB SPECIFICATION
£Competitive + Comprehensive Benefits Package
Job Title: Paraplanner Reports to / Accountable to: Operations Director Regulatory Functions: Not Applicable Direct Reports: None Core Working...FULL JOB SPECIFICATION