Employment Type : Full-Time
Are you a Paraplanner looking to advance into an Independent Financial Adviser role with provided leads and exam funding? Our Norwich-based clients seek a dedicated Paraplanner to join their independent firm, which prides itself on delivering exceptional client service. The company offers a flexible, rewarding environment and values hard work. The ideal candidate will be Level 4 qualified and highly motivated to progress and succeed as an Indepe...
Employment Type : Full-Time
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle offices. With over 38 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers exper...
Employment Type : Full-Time
Paraplanner Bristol area Hybrid working Up to 35k This role is best suited too candidates who have experience as a Paraplanner or an IFA Administrator with experience writing basic annual review reports. Level 4 Diploma or working towards is desirable. Progression potential to an Advisory role going forward. Hybrid working after probation. Salary up to 35k. The Business The business is a directly authorised Independent Financial Advisory firm wh...
Employment Type : Full-Time
We are currently recruiting for a growing financial planning firm in Stokenchurch who are looking to recruit a Paraplanner due to company growth. The position will be suitable for someone who has a minimum of 3 years of background in Paraplanning, and working towards or at Diploma Level 4 Qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspi...
Employment Type : Full-Time
About Us BENEFITS: 4 X DEATH IN SERVICE 75% GROUP PHI GROUP PERSONAL PENSION SCHEME 25 DAYS HOLIDAYS OUR CLIENT ARE A PROFESSIONAL FIRM OF INDEPENDENT FINANCIAL PLANNERS AND INVESTMENT MANAGERS AND WERE THE FIRST FIRM IN THE NORTH WEST TO BE AWRDED 'CHARTERED STATUS'. THEY LAUNCHED THEIR INVESTMENT COMMITTEE IN 2009, AND THE COMPANY HAS ENJOYED CONTINUED GROWTH EVER SINCE. THEY OPERATE FROM FOUR OFFICES ACROSS THE NORTHWEST AND YORKSHIRE. Our Cl...
Employment Type : Full-Time
We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Glasgow office (hybrid working offered), possessing extensive market knowledge and who has been in business for over 10 years. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working w...
Employment Type : Full-Time
Job Title: Paraplanner Salary: 30,000 - 35,000 DOE (negotiable) Location: Aylesbury, Buckinghamshire We have a truly exciting growth opportunity with a technology focused and modern Chartered Financial Planning firm in Aylesbury. They are seeking someone with the hunger to develop and excel in the IFA world, entering as a Senior IFA Administrator or Paraplanner with the desire to succeed. This opportunity is within a forward thinking firm with c...
Employment Type : Full-Time
An established Financial Services support business is looking for an ambitious Administration Assistant. Your role will be to work with a small team to support marketing, sales, training and events responsibilities. This includes scheduling meetings, agenda preparation and follow-up actions including on site attendance at 'in person' events. **Hybrid working** Skills/Experience required: Excellent communication skills, both written and verbal. S...
Employment Type : Full-Time
We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Manchester office (hybrid working offered), possessing extensive market knowledge and who has been in business for over 10 years. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, workin...
Employment Type : Full-Time
Plus: Bonus Excellent Pension & Private Health benefits My client, are a boutique financial planning practice with offices based in central London. They have been offering financial advice to their private clients for over 25 years and have an excellent reputation for providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families. They offer ...