Employment Type : Full-Time
Role: Paraplanner Location: Gatwick Salary: Up to 48,000 This role can be 2-3 days a week in Gatwick, or at least 1 day a fortnight as a minimum. This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in th...
Employment Type : Full-Time
Established business with exciting growth plans over the next 5 years, providing great opportunities to develop within a lovely working environment. Job Title/Location: Paraplanner, Cheshire Salary: To 40,000 Office/WFH: Up to 2 days per week WFH. First few weeks are office based Requirements: Previous paraplanning experience within an IFA/wealth management environment Role Snapshot: Taking on instructions from debriefings following client meeti...
Employment Type : Full-Time
Location: Hitchin Salary: c 40,000 Benefits We are recruiting for this highly regarded IFA practice who are looking to expand their paraplanning team. The paraplanners have the responsibility of being the initial contact for all client queries The Paraplanner’s role is to provide a high level of support to the advisers in their position of advising the clients. The main duties of this role are as follows: As a paraplanner you would: Book client ...
Employment Type : Full-Time
Paraplanner (High net worth clients) Location: Nottingham Salary: up to 45,000 Benefits City centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits - pension scheme, death in service & income protection plan Career and personal development pathways Wellbeing support services Generous social budget and team away days Agile and home working policies A highly unique and successful Wealth M...
Employment Type : Full-Time
Paraplanner - Cambridge - Up to 50,000 The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity ...
Employment Type : Full-Time
My client are a small but very successfully IFA in the heart of Chippenham, With an excellent reputation and word of mouth success they seek a new member to their dedicated team due to business growth. The opportunity is an IFA Admin support or Paraplanner and would work within a team of 3 others who support the main business owner/ adviser. -General Administration o Updating valuations o Updating client files o Organising clie...
Employment Type : Full-Time
Our client is a long-established award-winning IFA based. Due to expansion, they are now looking for a Sales Support administrator to join their existing support team. The role will be to provide support to the paraplanners and chartered financial wealth advisers. As pa Sales Support Administrator duties will include checking paperwork before proposals are submitted, valuations, dealing with fee queries and admin support to assist in completing ...
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...
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...
Employment Type : Full-Time
Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephone, email enquiries. Assisting with onsite meetings. Maintain filing systems/client files. Scanning and indexing documents and emails to Virtual Cabinet. Preparing meeting packs for with relevant form...