Employment Type : Full-Time
Fantastic opportunity. A leading Chartered IFA brokerage is currently seeking an experienced administrator/junior Paraplanner to join their busy and growing team. You will be working as part of a team supporting the advisers. Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, valuations and dealing with external companies. Moving to c...
Employment Type : Full-Time
The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025. An excellent opportunity for a man-manager who is motivated by driving workflow efficiencies, yet still enjoys the technical/product side of the service said team delivers: Location: Wakefield Hybrid Working:...
Employment Type : Full-Time
Trainee Paraplanner / Part-Qualified Paraplanner / Financial Services Administrator Are you looking to build a career in financial planning? Whether you’re a Financial Services Administrator looking for progression, a Part-Qualified Paraplanner, or a Trainee Paraplanner, this role offers an excellent opportunity to develop your skills in a supportive, professional environment. We are a highly regarded financial planning firm, looking for an ambi...
Employment Type : Full-Time
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with ...
Employment Type : Full-Time
Wealth Planning Administrator / Trainee Paraplanner Location: Sissinghurst outskirts, Kent Salary: 26,000 - 29,000 depending upon experience Hours: Full time, Office based Are you currently working for a smaller wealth planning practice and are looking to join a larger practice? Or are you an Administrator looking to move into a trainee Paraplanning role? If so, then we may have the opportunity for you... The role/Company: This wealth planning p...
Employment Type : Full-Time
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Ipswich. The purpose of this role is to build excellent working relationships with Wealth Managers, Paraplanning and Client Services whilst ensuring the service our clients and your colleagues receive is exemplary, whilst developing yourself ...
Employment Type : Full-Time
Junior Financial Planner – Step Up from Paraplanning or Administration A fantastic opportunity has arisen for a Level 4 Diploma-qualified professional looking to transition into a client-facing wealth management role. This position is ideal for an experienced Paraplanner or IFA Administrator ready to take the next step in their career, with full support provided to develop into an established Financial Planner Salary up to 48,000 Bonus The...
Employment Type : Full-Time
Trainee IFA Administrator Grimsby 23,000 - 25,000 NJR Recruitment is delighted to be recruiting for a fast-growing Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK. Due to growth, they are now looking for an ambitious Trainee Administrator to join their team based in Grimsby. What's on offer! 22 Days holiday Bank Holidays Flexible hours Death in Service Cover Option to Buy more holid...
Employment Type : Full-Time
Hybrid Working Private Medical Insurance Private Dental Insurance Free onsite Parking NJR are currently working with a well-established independent firm of independent Planners who hold an excellent reputation in the industry. As a result of their continued growth, they now have an excellent opportunity for a Trainee Financial Planning Administrator to join their thriving business based in the Warwick area. This role would suit someone who is lo...
Employment Type : Full-Time
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months. This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management...