Paraplanner Landing Page2019-06-17T13:44:10+00:00

Financial Services Support Opportunities

Senior Paraplanner
Milton Keynes
Salary upto £45,000
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Our client one of the largest wealth management firms in the Milton Keynes area is currently seeking a Senior Paraplanner to support a very busy and highly successful team of financial advisers based in their Milton Keynes office.

This paraplanner opportunity is offering a high basic salary plus benefits. We are looking for a paraplanner who is also willing to take over team leader responsibilities.

As a Paraplanner your role will be to provide paraplanning support to one or more financial advisers. Duties Include:

  • Preparing for client meetings including checking that all compliance paperwork is present.
  • Report writing and dealing with technical enquiries.
  • Analysing and interpreting data obtained during client meetings
  • Analysing client’s existing products to determine whether they meet the client’s current objectives
  • Undertaking fund performance comparisons
  • Preparing product comparisons and analysing comparison illustrations
  • Completing the FCA pension switching and replacement product templates

Essential Requirements:

  • Ideally qualified to Diploma Level
  • At least 3 years previous experience in a holistic paraplanning role
  • The ability to work with advisers to extract the information required to prepare financial plans and recommendations
  • The ability to carry out protection, pension & investment products research and an understanding of the key information required that may affect a recommendation
  • General knowledge of the products available in the wider market and how to assess the suitability of these products

This is exciting opportunity for the right candidate, so if you would like to become part of a growing firm please apply for this excellent opportunity today.

Salary upto 45,000GBP dependent on experience plus bonus and exceptional benefits.

Paraplanner
Brighton
£35,000 – £45,000
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IRC is delighted to be working with one of the top 20 financial planning firms in the UK, they are currently seeking an experienced Paraplanner to support a very busy and highly successful team of financial planners based in Brighton.

This paraplanner opportunity is offering a high basic salary plus benefits and really believes in employee recognition.

As the company Paraplanner your role will be to provide paraplanning support to one or more financial advisers. Duties Include:

  • Helping provide solutions to clients’ needs and give them a service which surpasses their expectations
  • Preparing for client meetings including checking that all compliance paperwork is present.
  • Analysing and interpreting data obtained during client meetings
  • Analysing client’s existing products to determine whether they meet the client’s current objectives
  • Undertaking fund performance comparisons
  • Preparing product comparisons and analysing comparison illustrations
  • Completing the FCA pension switching and replacement product templates

Requirements:

  • Qualified to Diploma Level 4 – Preferable
  • At least one year’s previous experience in a holistic paraplanning role
  • The ability to work with advisers to extract the information required to prepare financial plans and recommendations
  • The ability to carry out protection, pension & investment products research and an understanding of the key information required that may affect a recommendation
  • General knowledge of the products available in the wider market and how to assess the suitability of these products

This is an exciting opportunity for the right candidate, so if you would like to become part of a growing firm please apply for this excellent opportunity today.

Salary upto 45,000GBP dependent on experience plus bonus and exceptional benefits.

IFA Administrator
City of London
£20,000 – £30,000
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Our client, one of the top 20 financial planning firms in the UK, is currently seeking a IFA Administrator to support a very busy and highly successful team of financial planners based in London.

The successful candidate must have experience working within an IFA practice and be extremely detail orientated. As the IFA administrator you will be responsible for preparing client valuation reports, processing new business and LOAs, fund switches, and booking client meetings, as well as scanning certified documents.

Our client is looking for an IFA administrator who wants to build a long term career within financial services, this really is a great career opportunity as opposed to just another job.

This is exciting opportunity for the right candidate, so if you would like to become part of a growing firm please apply for this excellent opportunity today.

Salary from 20,000 – 30,000GBP dependent on experience plus bonus and benefits.

Paraplanner
City of London
£40,000 – £45,000
Apply now

Our client, one of the top 20 financial planning firms in the UK, is currently seeking an experienced Paraplanner to support a very busy and highly successful team of financial advisers based in London.

The successful candidate must have experience working within an IFA practice for at least 1 year.

Primarily your role will be to provide paraplanning support to one or more financial advisers. Duties Include:

  • Help provide solutions to clients needs and give them a service which surpasses their expectations
  • Preparing for client meetings including checking that all compliance paperwork is present.
  • Analysing and interpreting data obtained during client meetings
  • Analysing client’s existing products to determine whether they meet the client’s current objectives
  • Preparing product comparisons and analysing comparison illustrations

Essential Requirements:

  • Qualified to Diploma Level
  • At least one years previous experience in a holistic paraplannig role

This is exciting opportunity for the right candidate, so if you would like to become part of a growing firm please apply for this excellent opportunity today.

Salary upto 45,000GBP dependent on experience plus bonus and exceptional benefits.

Paraplanner
Milton Keynes
Upto £30,000 +
Apply now

Our client, a firm of Independent Financial Advisers, is currently seeking a Financial Services Administrator to support a very busy and highly successful team of financial advisers in Milton Keynes. Our client is looking for an IFA administrator who wants to build a long term career with the desire to become fully Diploma qualified and eventually move on to become an adviser. This really is a great long term opportunity as opposed to just another job.

This is an exciting time for our client with new employees joining the firm and an exciting opportunity, so if you would like to become part of a growing firm please apply for this excellent opportunity today.

Salary – varies dependent on experience.

IFA Administrator,
East Sussex
Upto £25,000
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Our client a firm of Chartered Financial Planners based in Hailsham is currently seeking a Financial Services Administrator to support a very busy and highly successful team of advisers in Hailsham, as the IFA administrator you will be responsible for generating client reports, putting together illustrations and finalising client packs, the ideal candidate will be very detailed orientated, we are looking for someone who would like to become fully Diploma qualified and eventually move into an advisory in years to come.

This is an exciting opportunity within a thriving office. So if you enjoy a fast paced environment with the scope to learn and grow within a role then please apply today.

Salary – varies dependent on experience.

Compliance Manager
East Sussex
From £45,000+
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Our client a firm of Chartered Financial Planners based in Hailsham is currently seeking an experienced Compliance Manager. The individual appointed shall function as an independent and objective company officer who will be responsible for oversight of the full compliance function, with support provided by the administration team.

The ideal candidate will be very detailed orientated with previous experience of working in an IFA practice or a compliance consultancy dealing with IFAs is essential.

This is an exciting opportunity within a thriving office, so if you enjoy a fast paced environment then please apply today.


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If you do not see your location listed? Get registered with IRC today and we will work with you to find your ideal opportunity!

Here at IRC we specialise in the placement of experienced qualified Paraplanners who are wishing to further their careers. We have Paraplanner job opportunities nationwide and we also work with IFA administrators wishing to progress into the Paraplanner job function. IRC work for you by researching the market and will work purely on the candidate’s behalf. IRC will act as your own agent until the opportunity you seek is delivered.

We work with clients across the UK and will only represent Paraplanners who are serious about job opportunities and wishing to pursue their careers further. Whether you are just starting out in the industry or a fully-fledged Paraplanner we have clients looking for team members from all levels.

Sign up with IRC today and receive a call to discuss what Paraplanner opportunities we have available.