PENSION & INVESTMENT ADMINISTRATOR***Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.Our client is a well-established and successful Independent ...
Job Title - Wealth AdministratorLocation - Exeter (EX2)Salary - Highly competitiveRole Type - Full-time, PermanentWe are an established Senior Partner Practice of St. James’s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice.The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline,...
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.The main purpose of the role is: * To provide a highly technical ...
We’re seeking an experienced and motivated Senior Paraplanner to join a highly respected and forward-thinking financial planning firm. This is an exciting opportunity for a technically strong and client-focused professional to become a key part of a collaborative and supportive team.If you enjoy working closely with Financial Advisers, producing high-quality recommendations, and delivering outstanding client outcomes, this could be the perfect role for you.Key Responsibilities:* Producing ...
PSM Recruitment are working with a well established, family owned IFA, with over 20 years’ experience in the financial sector. They are seeking a full time Paraplanner or Paraplanner/ Advisor to help them manage and continue to grow their professional and ethical practice. This is a great opportunity for someone who is looking to become an adviser as in the long term they are seeking a person to develop the existing client bank as well as generate new business with new clients.This is an office ...
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their teamA Technical Administrator (or Paraplanner) will generally handle the following annual review reports and client suitability documentation.Liaising with fund managers and product providers to gather necessary financial data.Ensuring file processing aligns with FCA and Openwork network standards.Workflow Management: Logging cases and assisting the ...
Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning FirmThis Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional independent financial planning firm where technical quality and collaboration are genuinely valued. If you are an experienced Paraplanner looking for stability, hybrid working and exposure to a broad range of advi...JBLK1_UKTJ
Dynamite Recruitment are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.This is an excellent opportunity for a technically strong paraplanner who wants to play a key role in delivering exceptional financial planning support within a ...
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 ...
Formed in the 1980’s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner.You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure ...
