ifa sales support/paraplanner Jobs - 1046
Sales Support Administrator
Brevere Group - CM234AD
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
Blakemore Recruitment - Hitchin
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 ...
Paraplanner
Heat Recruitment - EC2A4FT
Employment Type : Full-Time
Role: Paraplanner Location: The City, London Salary: Up to 50,000 This role can be 2-3 days a week in London, 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 lead...
Ifa Administrator OR Paraplanner
Reed - SN151HS
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...
Paraplanner
Heat Recruitment - CB30AD
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 ...
Paraplanner
Heat Recruitment - NG11AJ
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...
IFA Sales Support Administrator
Wallace Bates Limited - SG141AB
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 ...
IFA Administrator/Trainee Paraplanner
Blakemore Recruitment - Harrow
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...
IFA Sales Support Administrator
Blakemore Recruitment - Reading
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...
IFA Sales Support Administrator
Blakemore Recruitment - Reading
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...