Employment Type : Full-Time
Study support plus excellent benefits. My client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire.. The business has very ambitious plans to expand and grow organically and they are looking for a Financial Administrator t...
Employment Type : Full-Time
Paraplanner (Wealth Management) Long Term Progression Birmingham (Onsite) 30,000 to 40,000 DOE Bonus Private Medical Pension 23 Holiday Days Training Study Support Are you a Paraplanner, RO4 Qualified or wanting to complete your studies, worked in wealth management and learn from different advisors, with the real opportunity of progression in the medium term? Do you want the opportunity to expand your paraplanning expertise, be part of a close-k...
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
My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They are widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They ...
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
30,000 - 35,000 study support plus excellent benefits & hybrid working Our client a forward thinking and growing Wealth Management based in Colchester Essex , with offices across a number of regions. They have enjoyed continued growth over the last year as a result of both organic and acquisition activities. They are now looking for additional Financial Administrator to support for the Paraplanners and Financial Advisers within their Essex o...
Employment Type : Full-Time
About The Role Team - Protection, ( D2C Life Department) Remote, Training is 4 weeks in Stockport What this role is all about It’s important to relate to your customer, understand their needs. If you care about your customer and can provide an exceptional service in catering to their product requirements this maybe the role for you. This role is about the quality of the customer journey providing advice on Vitality Life products, building ...
Employment Type : Full-Time
Plus: study support, excellent benefits & hybrid working Full-Time - Career Progression Our client a forward thinking and growing Wealth Management based in Colchester Essex , with offices across a number of regions. They have enjoyed continued growth over the last year as a result of both organic and acquisition activities. They are now looking for additional Financial Administrator to support for the Paraplanners and Financial Advisers wit...
Employment Type : Full-Time
An exciting opportunity (Junior Paraplanner) has risen for my client is an Independent, Wealth Management who provide holistic advice to their long-standing UHNW clients. Owing to their expansion, they are searching for a creative and forward-thinking Junior Paraplanner or Financial Administrator who is seeking a company that will help them advance in this field. The road to becoming a Technical Paraplanner and eventually becoming an Adviser is ...
Employment Type : Full-Time
22,000 - 25,000 study support plus excellent benefits/ hybrid working My client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire.. The business has very ambitious plans to expand and grow organically and they are looking ...