Employment Type : Full-Time
Job Title: IFA Administrator Salary: 30,000 - 35,000 Location: Bristol 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 along...
Employment Type : Full-Time
Job Title : Senior Paraplanner Location: North London and Hybrid Working (2 days from home) Contract : Full time Package : Up to 60,000 salary with good benefits Are you a paraplanner with a passion for working with financial planners? Do you thrive in a fast-paced environment and strive to deliver good outcomes for clients If so, then this is the opportunity for you! The firm They are an award-winning financial services firm based in North West...
Employment Type : Full-Time
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Paraplanner to join their team. The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement. Key Responsibilities: Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics Prepare comprehens...
Employment Type : Full-Time
Role: Senior Paraplanner Position Overview As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients. You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value. Key Responsibilities As a member of the p...
Employment Type : Full-Time
We are currently recruiting for a growing financial planning firm in Stokenchurch who are looking to recruit a Senior Paraplanner due to company growth. The position will be suitable to someone who has a good working background in Paraplanning, and either Chartered, working towards Chartered, or at Diploma Level 4 Qualified with at least 5 years experience. It is essential that candidates demonstrate a strong background within a similar environm...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate ...
Employment Type : Full-Time
Paraplanner - Remote working - Up to 45,000 An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the finan...
Employment Type : Full-Time
Paraplanner - Remote working - Up to 45,000 An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK. What’s on offer? 7% employer pension contribution 4xDIS varying bonus schemes PMI full financial support for industry qualifications The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the finan...
Employment Type : Full-Time
My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning. We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports. Specifically you'll be responsible for: Work closely with IFA and Paraplanner to deliver quality sui...
Employment Type : Full-Time
Are you a Senior IFA Administrator or Trainee Paraplanner looking for the next step in your career? NJR Recruitment are partnered with a well established Chartered Financial planning firm who are currently looking for a Trainee Paraplanner to assist their Financial Planner in providing expert guidance to their clients. This Trainee Paraplanner will have a key role in preparing for client meetings by conducting analysis, opportunity spotting and ...