IFA Administrator Location: Colchester, EssexSalary: £30,000 - £33,500 (Dependent on experience)Days/ Hours of work: Monday - Friday, 8:30am - 5:00pmBenefits23 days holiday + bank holidays (increasing to 25 days after 5 years)Office closure over ChristmasDeath in Service policy Income Protection Workplace pension schemeFriendly, close knit and supportive team environmentParking costs covered/ space provided where availableA well established and highly regarded Independent Financial Advisory firm...
Paraplanner - IFA AdministratorSouth Leicestershire (ref AL1414) – office based, parking availableSalary £28,000 - £40,000 dep on experienceMy client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team. We are looking for bright, diligent, and competent individuals, who have existing experience but are also willing to expand their knowledge and learn as they go. Regulatory ...
Our client is a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Their focus is on delivering thoughtful, ethical financial planning with the client’s best interests at the core of everything they do. They are currenty recruiting an experienced IFA Administrator to join their busy team.Main with and supporting the advisers and paraplannersAdministering new business for investments, pensions and protectionUpdating systems, ...
My Client, a well -respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner.My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis.All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four...
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal...
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters...
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability ...
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice.Specific ...
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma ...
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of ...