Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, contin...JBLK1_UKTJ
Paraplanne working week, Monday to Friday (08:45 am 5:15 pm) with 1-hour lunch breakSalary:£26,000 £35,000 (depending on experience and qualifications)The RoleOur client is dedicated to helping clients achieve their financial goals through personalised planning and advice. They pride themselves on the quality of their advice, superior client outcome...JBLK1_UKTJ
Location: LiverpoolWorking pattern: Full-timeAbout AMS GroupAMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, headquartered in Manchester. Established in 1982, we've grown from a family-run practice to a nationwide business with over 200 employees across 12 offices. Our trading divisions span Audit, Accounts, Tax and Advisory, and we've completed eight acquisitions since ...JBLK1_UKTJ
Financial Planning Administrator / IFA AdministratorShrewsbury, Shropshire£30,000 – £40,000 DOEFull Time | Permanent | Office BasedJoin an Award-Winning Financial Planning TeamWe are seeking an experienced Financial Planning Administrator to join a highly respected independent financial planning firm based in Shrewsbury.This position would suit an individual who enjoys being part of a professional advice team and takes pride in delivering exceptional service to both clients and colleagues.You ...
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, ...
Are you an experienced Self Employed Financial Advisor looking for your next opportunity with a supportive and successful wealth management firm? This Self Employed Financial Advisor job offers the autonomy you value alongside the backing of an established practice.Our client is a thriving Managing Partner Practice with a strong track record of success. They're seeking a Self Employed Financial Advisor to join their growing team and contribute to their continued expansion. This Self Employed ...
If you are an experienced File Reviewer looking for a job where your technical expertise truly shapes advice quality, this could be the ideal next step in your career.In this File Reviewer job, you will play a crucial role in reviewing financial advice files and ensuring they meet regulatory expectations and internal standards. You will work closely with advisers and paraplanners, offering clear, ...JBLK1_UKTJ
Financial Services AdministratorLocation: Summertown, North OxfordHours: 9am - 5pm fully office basedSalary: Highly competitive + bonus and benefitsAre you an enthusiastic Financial Services Administrator who could fulfil a vital support function as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. (SJP)This is a varied, fast-paced and rewarding role requiring great attention to detail, excellent communication skills, and the ability to manage a varied ...
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
If you are an experienced Paraplanner looking to take the next step in your career, this Hybrid Paraplanner position offers the opportunity to work within a structured, supportive technical team while maintaining an excellent work life balance.This Paraplanner position sits within a centralised paraplanning function, supporting a pool of Financial Planners with detailed research, cash flow modelling and high quality suitability report writing. As a Paraplanner, you will play a key role in the ...
