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 ...
Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client. Please note that applicants must have worked for a Financial Services company - the client is not interested in speaking to people from banking etc. Only those with direct experience with wealth management will be considered ResponsibilitiesProvide Administration support to the Financial AdvisorOrganising client files for meetings, preparation of valuations and product researchSubmission of new business...
Trainee Paraplanner Leicestershire (our ref AL1421)Salary £33,000 - £35,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and inductionMy client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offic...JBLK1_UKTJ
Our client, a well-established and highly regarded Independent Financial Planning practice, is looking to recruit an experienced Financial Planning Administrator to join their growing team.This is an excellent opportunity for someone with previous experience in financial services administration who is looking to develop their career within a supportive business that genuinely invests in its people. With clear progression opportunities available to Paraplanner.Working closely with Financial ...
Hybrid IFA Administrator / Paraplanner Coventry Area | Full-Time | Office-Based | 9:00am – 5:30pmA growing financial planning firm in the Coventry area is looking to recruit a Hybrid Administrator / Paraplanner to join their close-knit team of 20 staff. This is a varied role offering exposure across both administration and paraplanning duties, making it ideal for someone looking to develop technically within a supportive environment.The Role You will support advisers across the full client ...
IFA Administrator Location: North West (Hybrid Working Available) Job Type: Full-Time, Permanent Salary: Competitive + Excellent BenefitsThe OpportunityAn established and growing financial planning firm is seeking an experienced IFA Administrator to join its client-focused team. This is an excellent opportunity for a well-rounded financial services administrator who enjoys managing cases from start to finish and takes pride in delivering exceptional client service. You'll work closely with ...
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Financial Services Administrator on a full-time permanent basisCulture 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 an environment where employees feel valued, supported, and driven to grow. ...
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact.As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clie...JBLK1_UKTJ
Fram is working with a high-calibre independent financial planning firm that is looking to hire an experienced Head of Financial Planning to lead its team in Yorkshire. This is a senior leadership appointment, offering the opportunity to influence the direction of an established and growing business while leading a team of Planners and Paraplanners. The role combines leadership, commercial oversig...JBLK1_UKTJ
We are working with a well-established and highly regarded financial planning firm seeking a Financial Services Administrator to join their growing team.This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice.Key ResponsibilitiesMaintain and update client records accurately on back-office systemsHandle incoming ...
