ifa administrator/trainee paraplanner Jobs - 147

Blakemore Recruitment - Harrow

Employment Type : Full-Time

We are recruiting for this well regarded financial planner in Harrow who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communica...

Blakemore Recruitment - Amersham

Employment Type : Full-Time

We are recruiting for this well regarded financial planner in Amersham who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration and paraplanning with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a financial planning services administration role. Strong IT skills IHT Experience Excellent attention to detail. Good communi...


WEALTHLINK RECRUITMENT LTD - L10AF

Employment Type : Full-Time

Junior Paraplanner - Liverpool (Hybrid) - 35,000 to 40,000 Are you a motivated and detail-oriented Junior Paraplanner based in Liverpool ? A fantastic opportunity has arisen to join a growing financial planning firm in a hybrid role, offering flexibility to work from both the office and home. We're looking for a dedicated Junior Paraplanner who is passionate about delivering exceptional client service and is keen to be directly involved in the p...

Ernest Gordon Recruitment Limited - Amersham

Employment Type : Full-Time

Junior Paraplanner (Financial Support) Amersham 40,000 to 50,000 Career Progression Exam Support Good Life to Balance Generous Holidays Company Pension Are you a Junior Paraplanner or similar, with experience in financial support looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good ...

Cameron James - SL71DP

Employment Type : Full-Time

Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner. This is an amazing opportunity to join a truly dynamic team. Role and Responsibilities Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients. To provide research support and solutions to the Financial Planning team. Preparation of co...

Reward Recruitment - Cardiff

Employment Type : Full-Time

Trainee Paraplanner Cardiff to 32,000, plus benefits Duties and responsibilities include: Ability to deal with the technical Administration duties and prepare Financial Plans, Suitability Reports and Letters. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection. Assist with client meetings when required, including note taking and follow up...

WEALTHLINK RECRUITMENT LTD - CH53DT

Employment Type : Full-Time

Job Title: Paraplanner (Trainee or Experienced) - Hybrid Location: Ewloe (Consideration for Liverpool-based candidates) Salary: 50,000 (depending on qualification level) About the Role: We are actively recruiting for Paraplanners to join a growing financial services team, ideally based at our Ewloe office . We are open to considering candidates based in Liverpool , with flexibility for hybrid working arrangements. Whether you are an experienced,...

Reed - G38AU

Employment Type : Full-Time

Paraplanner Opportunity – Hybrid - Glasgow Empower your career with a firm that values expertise, collaboration, and growth. Are you a seasoned paraplanner looking for a role where your experience and insight truly make a difference? Our client, a well-established and expanding IFA firm, is seeking a  Paraplanner  to join their dynamic team in Glasgow. This is a prime opportunity to work in a business that prioritises long-term client ...

Ernest Gordon Recruitment Limited - Amersham

Employment Type : Full-Time

Junior Paraplanner (Financial Support) Amersham 40,000 to 50,000 Career Progression Exam Support Good Life to Balance Generous Holidays Company Pension Are you a Junior Paraplanner or similar, with experience in financial support looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good ...

Finlink Ltd - GL206FG

Employment Type : Full-Time

Paraplanner Tewkesbury Office based role Up to 42.5k This role is best suited for candidates who have experience within Paraplanning who are looking to learn and grow in a supportive firm. Level 4 Diploma desirable but not required. Junior Paraplanner position also available. Progression potential going forward. Salary up to 42.5k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation f...