Employment Type : Full-Time
Introduction My client is a fully independent whole of market IFA firm based in the North Leeds areas, providing locally based individuals, HNW clients and business with sound Financial Planning services and advice. Position We are currently seeking a hybrid Paraplanner / Administrative member of staff to join an existing team of Paraplanners / Administrators who are supporting 6 Financial Advisers in their daily duties. Specifically, you will b...
Employment Type : Full-Time
Paraplanner (Financial Support) Amersham 40,000 to 50,000 Career Progression Exam Support Good Life to Balance Generous Holidays Company Pension Are you a Paraplanner or similar, with experience in financial support looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good holiday struct...
Employment Type : Full-Time
Paraplanner Tewkesbury Office based role Up to 42.5k This role is best suited for candidates who have experience within Paraplanning who are looking to learn and grow in a supportive firm. Level 4 Diploma desirable but not required. Junior Paraplanner position also available. Progression potential going forward. Salary up to 42.5k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation f...
Employment Type : Full-Time
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services. As a Paraplanner , you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of 38,000 to ...
Employment Type : Full-Time
Junior Paraplanner (Financial Support) Amersham 40,000 to 50,000 Career Progression Exam Support Good Life to Balance Generous Holidays Company Pension Are you a Junior Paraplanner or similar, with experience in financial support looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good ...
Employment Type : Full-Time
Paraplanner Folkestone, Hybrid working 35,000 - 45,000 This role is best suited for experienced Paraplanners with at least two to three years of experience. You will benefit from working in a close-knit team, receiving direct mentorship, and gaining exposure to all aspects of financial planning. The firm is committed to supporting your professional development, including progression towards further industry qualifications. The salary range is fa...
Employment Type : Full-Time
Junior Paraplanner (Financial Support) Amersham 40,000 to 50,000 Career Progression Exam Support Good Life to Balance Generous Holidays Company Pension Are you a Junior Paraplanner or similar, with experience in financial support looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good ...
Employment Type : Full-Time
IFA Admin (Progression To Paraplanner) 32,000 - 37,000 Training Progression 8% Pension Supported Study Company Benefits Manchester Are you an IFA Admin, looking to join a supportive and expanding firm that will fully fund your exams to level 4, whilst providing monetary bonuses on each exam completion and a direct route to progress to a Paraplanning role? On offer is the exciting opportunity to join a succesful, tight knit Chartered Financial pl...
Employment Type : Full-Time
This IFA Administrator job in Shrewsbury provides an opportunity to join a local IFA firm As an IFA Administrator you will be supporting 2 Financial Advisors, alongside a Paraplanner. Together, you will aim to provide excellent service to clients and the right outcomes for their financial planning needs. This is a well-rounded administrative position, supporting clients through the full financial planning process, with your responsibilities incl...
Employment Type : Full-Time
Our client is a well-known Bristol-based financial planning company. They are seeking a Financial Planning Administrator to join their extremely social team. They are located in contemporary offices in the centre of the city. This position is a fantastic chance to work with a reputable, professionally operated financial advisory company that has a stellar reputation for being a caring, ethical, and all-encompassing wealth management service prov...