Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob :Altrincham Hybrid Working (2/3 days office-based and 2/3 days home working)Salary:£33,000 £45,000 DO working arrangementSupported study towards Level 4 Diploma and ongoing professional developmentPermanent full-time opportunitySupportive and collaborative working environmentCareer progr...JBLK1_UKTJ
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 ...
Senior Administrator / Personal AssistantLocation: BristolSalary: Up to £45,000, depending on experienceHours: Full TimeAn excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. James’s Place Principal Partner Practice in Bristol.You will be working closely with the Partner and offering support as required.The Role: Senior Administrator / Personal Assistant* Effective management of incoming communication, ...
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 fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.We are urgently seeking a Chartered Financial Adviser to join the existing Financial Advisory team and to service our clients on a daily basis. ...
Job Title: Wealth Administrator Location: Stockport Salary: [£26,000]Company Overview: A growing independent financial planning firm is looking for a motivated Wealth Administrator to join its close-knit team. This is an excellent opportunity for an administrator who wants to start and build a long-term career within wealth management and financial planning.The business offers genuine career progression, with the successful individual being developed over time into a Paraplanner and ultimately a...
PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone.This is an excellent opportunity for someone who enjoys responsibility, takes pride in high-quality work, and wants to demonstrate they can successfully run the administration function of a busy office while managing and supporting others.Reporting directly to the Senior Adviser, you will be responsible for the day-to-day administration of the...
My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific Duties relevant paperwork for client meetings. Submitting online app...JBLK1_UKTJ
Experienced IFA AdministratorWe are looking for an experienced IFA Administrator to join a professional and client-focused financial planning team. This is an excellent opportunity for someone with strong technical knowledge, exceptional attention to detail, and a proactive approach to supporting Advisers and delivering a first-class client experience.Key Respons high-quality administrative support to Advisers and Paraplanners throughout the client journey.Prepare client packs, valuations, ...
Financial Trainer (Financial Services & Apprenticeships)Location: East MidlandsSalary: £35,000 – £40,000Contract: Full-time | PermanentAre you an experienced Financial Services professional with a passion for training and learner development? This is an exciting opportunity to use your industry expertise to deliver high-quality Financial Services Apprenticeships and Financial Advice training, helping learners build successful careers within the finance sector.About the CompanyYou’ll be ...
