Your new company An established and professional financial services business is seeking an Administrative Assistant to join its office-based team in Cheadle. This is a great opportunity to join a supportive environment where you will play a key role in keeping client records, administration processes and adviser support activity running smoothly. The role would suit someone from a professional services background, ideally with experience in an IFA or financial planning firm, although wider ...
Are you an experienced Paraplanner looking for your next career move with a well-established wealth management firm? This Paraplanner job offers the opportunity to work on technical financial planning cases in a supportive, office-based environment.As a Paraplanner, you'll be responsible for producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS, and VCTs. This isn't an admin-heavy role – you'll focus purely on paraplanning work, with a separate team handling ...
Paraplanner role - Bespoke Wealth PracticeBespoke Wealth Management practice are looking to augment their successful team by recruiting an experienced Paraplanner to join their busy Knutsford office.From day 1, you'll be dealing with aspects such as client reports, platform work & analysis, offering full Paraplanner support to a successful team of Financial Planners, making you a pivotal member of that team. A competitive salary of up to £40,000 per annum, (flexible hours, free parking, ...
Dorking - Office Based - 9-5 initially 1 year FTC. Part time possibleRole PurposeWorking closely with Advisers, Paraplanners and colleagues across the business, the role helps ensure client work is completed efficiently, regulatory requirements are met and an exceptional client experience is delivered throughout every stage of the financial planning journey.Career Development OpportunityThis role offers an excellent opportunity for an experienced Financial Services Administrator to further ...
Are you an experienced administrator seeking a New Business Administrator job where your financial services expertise will be truly valued? This is an excellent opportunity to join a professional financial services business supporting private clients.As a New Business Administrator, you'll be at the heart of the client journey, processing new business across investments, pensions and protection products from application through to completion. You'll manage your pipeline effectively, pre-populate...
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a IFA Client Services Administrator on a full-time permanent basis. If you have ever thought about a career in wealth management then keep reading.Culture and EnvironmentOur client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating...
Financial Planning Administrator – FarnhamAn excellent opportunity has arisen for an experienced Financial Planning Administrator to join a highly respected and rapidly growing financial planning business based in Farnham.This role would suit an organised, proactive professional who enjoys working in a fast-paced environment and takes pride in delivering an exceptional client experience. You’ll provide essential support to Financial Advisers and work closely with clients, Paraplanners and the ...
Paraplanne : £28k - £40k (DOE)Job Type: Full-time, PermanentHours: Monday–FridayAbout the RoleWe are looking for an experienced and detail-focused Paraplanner to join a growing financial planning team.Working closely with Financial Advisers, you will provide high-quality technical and administrative support throughout the advice process. You will play an important role in preparing client recommendations, researching financial products, producing suitability reports and ensuring all ...
IFA Administrator (Progression To Paraplanner / Advisor) £35,000 - £40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + ProgressionHillingdonAre you an IFA Administrator looking to join a thriving and well-established company, offering tailored in-house training and excellent progression opportunities to Paraplanner and Advisor positions?On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke ...
Our client is a well-established and highly respected independent financial planning practice based in the heart of Cheltenham. Due to continued growth, they are looking to recruit an experienced IFA Administrator to join their friendly and welcoming team.Working within a collaborative environment, you will support several Independent Financial Advisers alongside a team of administrators, sharing workloads to ensure clients receive an exceptional level of service. This is a varied and rewarding ...
