Employment Type : Full-Time
Calling all Paraplanners in and around the South Yorkshire area... We are working with one of the UK's fastest growing IFA businesses - due to that growth they require a further Paraplanner to join their South Yorkshire office.?? You will work closely with Advisers and provide crucial support and client care such as: Conducting research Producing illustrations Report writing Producing analysis of products and panels Working within best advice pr...
Employment Type : Full-Time
Job Title: Paraplanner Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance. Their mantra is 'enriching lives and futures’ stemming from their ethos of keeping their client’s financial wellbeing at the heart of everything they do. Above all they know that the relationships they build wi...
Employment Type : Full-Time
Calling all Paraplanners in and around the South Yorkshire area... We are working with one of the UK's fastest growing IFA businesses - due to that growth they require a further Paraplanner to join their South Yorkshire office.?? You will work closely with Advisers and provide crucial support and client care such as: Conducting research Producing illustrations Report writing Producing analysis of products and panels Working within best advice pr...
Employment Type : Full-Time
Senior IFA Administrator Based: Holborn, London Salary: 38,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical asp...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Salary: 30,000 - 35,000 Location: Leeds This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow. They place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits ...
Employment Type : Full-Time
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and co...
Employment Type : Full-Time
Job Title: Senior IFA Administrator Salary: 30,000 - 35,000 Location: Leeds This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow. They place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits ...
Employment Type : Full-Time
Exciting Opportunity for Experienced Paraplanners! Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning. Salary for the paraplanning r...
Employment Type : Full-Time
We are assisting a Bracknell-based company with a Senior IFA administrator position. You will be working closely with an IFA who has been with the company for a number of years and has built some fantastic relationships with clients during this time. The position has become available due to an internal promotion so you will benefit from a handover and still be able to get help/ guidance from this colleague. There is a great community feel throug...
Employment Type : Full-Time
My client are a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way. They want to build a game changer in the advice industry that delivers b...