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 ...
Employment Type : Full-Time
IFA Administrator, West Sussex. Up to 35,000 plus benefits and bonus. We are working with a well established Chartered IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA ideally. This firm is going through a growth phase and this role has come about due to that expansion. Opportunity to further progress and develop your career within Financial Services is available with full stud...
Employment Type : Full-Time
IFA Administrator, West Sussex. Up to 35,000 plus benefits and bonus. We are working with a well established Chartered IFA who are looking for an experienced Financial Services Administrator with previous experience gained within an IFA ideally. This firm is going through a growth phase and this role has come about due to that expansion. Opportunity to further progress and develop your career within Financial Services is available with full stud...
Employment Type : Full-Time
SENIOR IFA ADMINISTRATOR / PARAPLANNER STOCKPORT AREA / HYBRID SALARY UP TO 35,000 FREE ONSITE PARKING NJR Recruitment are working in Partnership with a highly professional and established firm of Chartered Financial Planners based on the outskirts of Stockport. Working as part of a small, friendly and steadily growing team, our Client is looking to recruit an experienced IFA Administrator who also offers exposure to writing reports. This is a g...
Employment Type : Full-Time
FREE ONSITE PARKING NJR Recruitment are working in Partnership with a highly professional and established firm of Chartered Financial Planners based on the outskirts of Stockport. Working as part of a small, friendly and steadily growing team, our Client is looking to recruit an experienced IFA Administrator who also offers exposure to writing reports. This is a great opportunity for someone who is looking for a hybrid role of Admin and Paraplan...
Employment Type : Full-Time
A three Adviser IFA practice in Cheshire are looking for a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner. With full study support towards Diploma and Chartered status you will be working with clients who have a minimum portfolio size of 500k, with many requiring more complex financial planning advice...
Employment Type : Full-Time
Our client, a leading IFA practice are seeking a Paraplanner to join them on a full-time, permanent basis. Due to growth our client is looking to add a Paraplanner to their team, where you will be required to provide a high level of technical support to a team of Financial Advisors, ensuring a high level of accuracy and attention to detail is maintained in your work at all times. The ideal candidate will either be a fully-qualified (Level 4) Par...
Employment Type : Full-Time
Paraplanner Kent 40-50,000 Due to continued growth and success, this friendly professional and caring IFA practice is looking for an experienced Paraplanner to work alongside the Financial Planners taking full responsibility for preparation and maintenance of client files,preparation and implementation of recommendations and FinancialPlans (including cashflow forecasts), and ongoing reviews of client affairs. To keep up to date with technical is...
Employment Type : Full-Time
Role and responsibilities We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: ...
Employment Type : Full-Time
Job Title: Paraplanner Location: Plymouth Salary: 28,000 - 40,000 The Company: The opportunity to join a friendly, Chartered Independent Financial Advisory firm who offer professional, tailored advice to a bespoke client base. Creating and maintaining strong client relationships is a priority and every client is treated with the same high level of service. You will be a key part of the wealth management team, working closely with the Financial a...