Just because you are happy doesn’t mean you can’t be happier.Most people who read job adverts are not desperate for a new job.Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary.But that doesn’t mean that you can’t be better looked after. Challenged more. And paid more. You don’t always need to have a reason to click apply other than how good another company sounds. And what’s the harm in that?This company has been one of the top ...
We have partnered with a top regional accountancy practice offering a brilliant Paraplanner vacancy.This business are one of the most respected and renowned in their field across South Yorkshire and further afield, delivering first class accountancy services to businesses small and large.As a result, the wealth management team have access to a calibre of client not commonly found in most wealth planning businesses. With client estates ranging from £400k to over £20m, this role will focus on few ...
This is an excellent and rare opportunity to join a highly respected, privately owned firm of Chartered Financial Planners, known for delivering a first-class service to both clients and staff.Due to continued growth, our client is seeking an experienced Paraplanner to join their expanding team in Gloucester. The firm provides market-leading wealth solutions and is committed to achieving outstandi...JBLK1_UKTJ
Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else.Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about ...
ParaplannerHours: 9am-5pm Monday - FridayBenefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parkingSalary: Competitive and based on experienceExtras: Exam funding and study support, clear progressive and a supportive working environment**Solid paraplanning experience essential, ideally around 3 years**Duties high-quality suitability reports across ...
Experienced Financial Services AdministratorLocation: LeicesterSalary: Competitive DOE I’m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester. This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process. The RoleSupporting advisers ...
CLIENT SERVICES ADMINISTRATOR – £26,000–£30,000 – Wolverhampton – Private Healthcare, Early Friday Finish, Career Development The Job A growing and client-focused financial planning business is seeking a Client Services Administrator to join its experienced support team. This is a fast-paced and varied position supporting Financial Advisers and Paraplanners in delivering a high standard of service to clients. The successful candidate will play a key role in ensuring meetings, ...
Dynamite Recruitment are supporting in the recruit of a Client Support Specialist to join a busy financial planning team with a family feel. You will provide essential administrative and operational support to advisers, ensuring all client processes are completed accurately, efficiently, and in line with compliance standards.Key Responsibilities Arrange and manage annual review and client meetings Prepare meeting packs and complete AML/ID checks Process new business, replacements, fund ...
Financial Advisor Location: Shropshire Contract: Permanent Salary: £70,000 – £80,000 per annum + bonuses Start Date: Flexible Hybrid Working Contact: (url removed)Job Description Service Care Solutions are recruiting for a Financial Advisor to join a respected, independent and Chartered financial planning firm based in Shropshire. The company specialises in providing high-quality, holistic and unbiased financial advice to clients locally and further afield.As a Financial Advisor, you will ...
This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnoverYou will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They ...
