Our client is a well established firm and provides Financial Planning to both individuals and corporate clients. Due to on going success, they require a Qualified Paraplanner to join the team in St Albans.Key duties will include:* Prepare suitability reports in line with client objectives and as agreed with the adviser.* Either post or email the report to the clients (as directed by Adviser) and monitor the response.* Ensure all relevant compliance paperwork has been obtained and stored in the ...
The RoleA highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion.Must have a 'can do' attitude with proven ability to achieve and exceed targets in a quality manner through system (opportunities). Must be able to manage customer relationships by building a rapport with them. Y...JBLK1_UKTJ
Candidate Requirements: Must have previous paraplanning experience Excellent analytical skills and work in a structured and planned manner Must be confident in dealing with clients both over the telephone and face to face Excellent interpersonal and communication skills Positive attitude to work regularly demonstrated With support, reflect on work practices, identify learning and development ...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 ...
Company de rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.Job de : Financial PlanningLocation: LondonContract Type: Permanent The RoleWorkin...JBLK1_UKTJ
Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers.You will work closely with the Operations Director, other Regional Paraplanner Managers and Senior Paraplanners, and in conju...JBLK1_UKTJ
Job Planning Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pmCOMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients.They are looking for a Financial Planning Administrator to join the Planning team. If you are looking ...
Self-Employed Mortgage Broker – SheffieldOTE - £65,000+ Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment whilst enjoying the benefits of a qualified lead source, attractive commission splits, and a market-leading estate agency chain in partnership? If so this might be the perfect opportunity for you! Our client works with a well-established and respected estate agency chain, and we are looking to expand their team by bringing on ...
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire…This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.Based in the Hale office, the successful candidate will have ...
My client, an independent accountancy practice in Scotland is looking for an experienced Financial Planning Administrator to join their FP division.Financial Planning division, which covers a wide range of planning advice, every day presents fresh challenges and opportunities. As a Financial Planning Administrator, you'll become an integral part of our experienced team, providing crucial support to advisers and paraplanners throughout the client's planning process.Client Accounts Management - ...
