We’re hiring!
Magenta is looking for a Paraplanner to join our award winning team.
Ideally any candidate will be Level 4 Diploma qualified or already studying for this qualification.
Starting salary £28,000+ benefits. The role will be office based and with scope for development and ongoing training / study support.
18/07/2018
Full time
We’re hiring!
Magenta is looking for a Paraplanner to join our award winning team.
Ideally any candidate will be Level 4 Diploma qualified or already studying for this qualification.
Starting salary £28,000+ benefits. The role will be office based and with scope for development and ongoing training / study support.
Are you a paraplanner looking for their next move and an opportunity to become an adviser? Whether you are diploma qualified or on your way to be Chartered, my client wants to hear from you.
Recruit UK is pleased to be representing an excellent financial planning company who provide advice on investments, pensions and protect planning to both corporate and individual clients.
This company is based in North London and are seeking a long-term commitment from an individual who will grow and develop in the role. You will be working 121 with the managing director of the business, whose clients are ultra high net worth, attending all client meetings and providing full paraplanning support.
You’ll be mentored by the managing director on your journey to becoming an adviser.
The role of the Assistant Consultant:
Preparation of reports to clients on financial planning matters
Obtaining relevant literature to accompany client reports
Preparation of packs for meetings with clients including investment valuations
Attend client meetings with MD and contribute to such meetings
Undertake research as required on specific projects
What’s on offer:
Attractive salary of up to £45K+ dependent on experience and qualifications.
Staff pensions scheme
Discretionary bonus scheme
Training support and career progression towards becoming an adviser
The Assistant Consultant must have:
Level 4 diploma qualified, working towards chartered would be preferable.
Other qualifications in this area will be an advantage but training and development are provided and encouraged
A good academic track record is also a distinct advantage.
If you would like to apply for this Assistant Consultant position, please contact Melissa on 01179-170 413.
Quote Ref: ref 12669
17/07/2018
Full time
Are you a paraplanner looking for their next move and an opportunity to become an adviser? Whether you are diploma qualified or on your way to be Chartered, my client wants to hear from you.
Recruit UK is pleased to be representing an excellent financial planning company who provide advice on investments, pensions and protect planning to both corporate and individual clients.
This company is based in North London and are seeking a long-term commitment from an individual who will grow and develop in the role. You will be working 121 with the managing director of the business, whose clients are ultra high net worth, attending all client meetings and providing full paraplanning support.
You’ll be mentored by the managing director on your journey to becoming an adviser.
The role of the Assistant Consultant:
Preparation of reports to clients on financial planning matters
Obtaining relevant literature to accompany client reports
Preparation of packs for meetings with clients including investment valuations
Attend client meetings with MD and contribute to such meetings
Undertake research as required on specific projects
What’s on offer:
Attractive salary of up to £45K+ dependent on experience and qualifications.
Staff pensions scheme
Discretionary bonus scheme
Training support and career progression towards becoming an adviser
The Assistant Consultant must have:
Level 4 diploma qualified, working towards chartered would be preferable.
Other qualifications in this area will be an advantage but training and development are provided and encouraged
A good academic track record is also a distinct advantage.
If you would like to apply for this Assistant Consultant position, please contact Melissa on 01179-170 413.
Quote Ref: ref 12669
I am working with an exciting client who are looking to bring an experienced paraplanner in to the core of their business.
Set up alongside an existing chartered accountancy practice this team are going from strength to strength. This set up has been key to their success allowing them to benefit from the large prestigious office space and the infrastructure of a larger company whilst maintaining the close knit feel of a smaller organisation. Having been established now for over 5 years, this is a company with ambitious and well thought out plans. Therefore this is a great time to be part of something with a great future ahead.
A financially secure organisation who are offering an excellent salary and a clearly defined opportunity to grow your role and earnings going forward. Although this is a fast paced and slick environment, it’s a firm where customer service and a quality offering take president over an excessive number of clients and in turn research to be done and reports to be written!
They are looking to take on an experienced paraplanner with exceptional technical skills. Their aim is to find a motivated and confident individual who is looking to develop their career within a supportive and well rewarded environment. The ideal candidate will have a number of years’ experience in a genuinely independent IFA practice and will be either chartered or on route to chartered. You will be assisting with the continuous improvement of the financial planning process by implementing processes and systems to augment the client experience and business efficiencies. This will include reviewing and acquiring new planning tools and technology as these become available.
Key Tasks and responsibilities:
Responsible for researching pensions, investments and protection for HNW clients including full analysis of the clients existing affairs and goals, then writing comprehensive proposals to achieve those goals.
Research and recommend personal pension products focusing on self-invested personal pensions.
Using industry calculators and models to bring the goal setting and financial modelling to life, including advanced use of Microsoft Excel.
Deliver advice proposition via multiple platforms and products inc ISA/SIPP/Offshore Bonds and collectives
Research new and maintain existing investment partner solutions.
Produce and distribute annual reviews and regular client communications
Daily use of FE Analytics to carry out investment comparisons
Use of the Dynamic Planner Risk Profiling System
Input into a Robo-Advice proposition
Research and recommend tax lead investment products e.g. V.C.T., E.I.S. & B.P.R. Solutions.
Research and recommend IHT efficient solutions such as D.G.T’s, reversionary trusts and B.P.R investments.
Research and recommend all non-investment lead insurance products.
Monitor risk exposure, fees and performance.
For more information on this role, please contact Russell Davies at Recruit UK on 01179-170418. Quote ref 11991
02/07/2018
Full time
I am working with an exciting client who are looking to bring an experienced paraplanner in to the core of their business.
Set up alongside an existing chartered accountancy practice this team are going from strength to strength. This set up has been key to their success allowing them to benefit from the large prestigious office space and the infrastructure of a larger company whilst maintaining the close knit feel of a smaller organisation. Having been established now for over 5 years, this is a company with ambitious and well thought out plans. Therefore this is a great time to be part of something with a great future ahead.
A financially secure organisation who are offering an excellent salary and a clearly defined opportunity to grow your role and earnings going forward. Although this is a fast paced and slick environment, it’s a firm where customer service and a quality offering take president over an excessive number of clients and in turn research to be done and reports to be written!
They are looking to take on an experienced paraplanner with exceptional technical skills. Their aim is to find a motivated and confident individual who is looking to develop their career within a supportive and well rewarded environment. The ideal candidate will have a number of years’ experience in a genuinely independent IFA practice and will be either chartered or on route to chartered. You will be assisting with the continuous improvement of the financial planning process by implementing processes and systems to augment the client experience and business efficiencies. This will include reviewing and acquiring new planning tools and technology as these become available.
Key Tasks and responsibilities:
Responsible for researching pensions, investments and protection for HNW clients including full analysis of the clients existing affairs and goals, then writing comprehensive proposals to achieve those goals.
Research and recommend personal pension products focusing on self-invested personal pensions.
Using industry calculators and models to bring the goal setting and financial modelling to life, including advanced use of Microsoft Excel.
Deliver advice proposition via multiple platforms and products inc ISA/SIPP/Offshore Bonds and collectives
Research new and maintain existing investment partner solutions.
Produce and distribute annual reviews and regular client communications
Daily use of FE Analytics to carry out investment comparisons
Use of the Dynamic Planner Risk Profiling System
Input into a Robo-Advice proposition
Research and recommend tax lead investment products e.g. V.C.T., E.I.S. & B.P.R. Solutions.
Research and recommend IHT efficient solutions such as D.G.T’s, reversionary trusts and B.P.R investments.
Research and recommend all non-investment lead insurance products.
Monitor risk exposure, fees and performance.
For more information on this role, please contact Russell Davies at Recruit UK on 01179-170418. Quote ref 11991
Are you a technical consultant / senior paraplanner who’s looking to work for a very well respected chartered financial planning firm based in Central London?
Recruit UK is pleased to be representing a boutique wealth planner, asset manager and employee benefits specialist; a company build on integrity and trust, because doing what is right for their clients is best for their business.
Based in central London, this client requires someone exceptional, experienced and technical to join their paraplanning team.
The role of the technical consultant / senior paraplanner :
Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
Producing comprehensive and clear suitability letters for clients.
Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
Communicating these models to each client in person and subsequently in writing. Dealing with queries and modified scenarios as required.
Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning.
Carrying out regular reviews of clients’ financial plans, circumstances and objectives.
Dealing with complex and technical client queries as and when they arise.
What’s on offer:
Attractive salary of up to £55K+ dependent on experience and qualifications.
Staff pensions scheme
Discretionary bonus scheme
Full benefits such as PMI and DIS
The technical consultant / senior paraplanner must have:
Be in a paraplanning role involving direct contact with sophisticated high net worth clients
Have 5+ years’ experience within the independent sector of the financial services industry
Be working towards becoming a Chartered Financial Planner (or IFP equivalent)
Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
If you would like to apply for this technical consultant / senior paraplanner position, please contact Melissa on 01179-170 413. Quote ref 12637
02/07/2018
Full time
Are you a technical consultant / senior paraplanner who’s looking to work for a very well respected chartered financial planning firm based in Central London?
Recruit UK is pleased to be representing a boutique wealth planner, asset manager and employee benefits specialist; a company build on integrity and trust, because doing what is right for their clients is best for their business.
Based in central London, this client requires someone exceptional, experienced and technical to join their paraplanning team.
The role of the technical consultant / senior paraplanner :
Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
Producing comprehensive and clear suitability letters for clients.
Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
Communicating these models to each client in person and subsequently in writing. Dealing with queries and modified scenarios as required.
Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning.
Carrying out regular reviews of clients’ financial plans, circumstances and objectives.
Dealing with complex and technical client queries as and when they arise.
What’s on offer:
Attractive salary of up to £55K+ dependent on experience and qualifications.
Staff pensions scheme
Discretionary bonus scheme
Full benefits such as PMI and DIS
The technical consultant / senior paraplanner must have:
Be in a paraplanning role involving direct contact with sophisticated high net worth clients
Have 5+ years’ experience within the independent sector of the financial services industry
Be working towards becoming a Chartered Financial Planner (or IFP equivalent)
Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
If you would like to apply for this technical consultant / senior paraplanner position, please contact Melissa on 01179-170 413. Quote ref 12637
