ifa sales support/paraplanner Jobs - 1046
IFA Administrator
Castle Wealth Ltd - CM31LN
Employment Type : Full-Time
We are a well established IFA practice looking to recruit an experienced administrator to support our growing team. The role will be based from Ford End (Chelmsford) and would suit a full time requirement. Part-time options would also be considered. Key Responsibilities Pre and post new business sales processing Back office administrative support Preparing client valuations & documentation for client meetings Client liaison Diary management ...
Paraplanner
AFH Wealth Management - B604JE
Employment Type : Full-Time
Paraplanner AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits...
Paraplanner
WTW - London
Employment Type : Full-Time
As a Paraplanner at WTW, you will collaborate closely with Advisers to support them in developing comprehensive financial plans for individual clients, covering both pension and non-pension assets. Your primary responsibilities will include producing high-quality reports and assisting the administration team as needed. The Role Drafting compliant suitability reports using templates where applicable. Preparing client portfolio review analysis. Co...
Paraplanner
Portman Financial People - EC1A1BB
Employment Type : Full-Time
Job Title: Paraplanner Location: Near Fenchurch Street Tube Station, London Salary: 40,000 per year monthly bonus Start Date: Immediate Role Overview: We are seeking an experienced and driven professional to manage a growing team within a dynamic financial services company. The role involves ensuring team efficiency, supporting junior members, and liaising with senior management to maintain high service standards. You will also have hands-on res...
IFA Sales Support/Paraplanner
Coast Specialist Recruitment - Stowmarket
Employment Type : Full-Time
A hugely successful IFA practice are keen to appoint new administrator. Our client requires an individual to provide support to financial advisers and the Paraplanners. This will include a range of administrative duties, client service and technical support to assist the financial advisers and paraplanners in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop t...
IFA Administrator
Portman Financial People - SO140AB
Employment Type : Full-Time
Job Title: IFA Administrator Location: Southampton Salary: 25,000 - 32,500 About the Role: We are seeking a detail-oriented and proactive IFA Administrator to support financial advisers in delivering tailored financial planning strategies to clients. This is an excellent opportunity to work within a professional team, contributing to comprehensive financial solutions while developing your industry expertise. Key Responsibilities: Stay updated on...
Sales Support Administrator
Brevere Group - CB20AA
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Paraplanner
Clayton Davies Ltd - LE11AJ
Employment Type : Full-Time
Job Description: Our client, a successful wealth management firm, are looking for a Paraplanner to join the business to provide paraplanning support, ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively in line with the company values. Working closely with Financial Advisers and IFA Administrators to support the clients’ advisory process, playing a key role in providing an all-i...
Paraplanner
Heat Recruitment - RH60NT
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...
Paraplanner
ARC - WA168GS
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...