Don’t miss this exciting career opportunity for a Paraplanner in Linlithgow!Hours: 40 hours per weekSalary: Competitive, up to £30,000.00 per annum (DOE)Our client is an innovative leader in financial services and a proud Appointed Representative of the prestigious Openwork Partnership—one of the UK's largest financial service networks.They operate independently under their unique ethos, not just as financial practitioners, but as architects of personalized financial solutions for both personal ...
Templegate RecruitmentSpecialists in Financial Services Recruitmen :Cardif Working30 days Holiday plus time off at ChristmasExam Funding Salary:£33,000 - £37,000 depending on experience and qualificationsAbout the clients have been assisting individuals and businesses in developing financial plans since 2004. They prioritize understand...JBLK1_UKTJ
Recruit Wealth are delighted to be representing our national Financial/Wealth Management Advice client once again, as they continue to grow through acquisition with private equity backing.Our client now seeks to recruit several Performance and Excellence Associates covering all areas of "Training & Competency" and "Learning & Development".As a "Performance and Excellence Associate" you’ll play a critical part in ensuring the business provides great advice to their clients.This role is ...
This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.As an IFA Administrator, your duties will include:* Input data onto the customer back office system and manage client records to keep them up to date* Ensure all compliance paperwork is completed* Prepare ...
Chartered Financial Planner – full time / fully employedNottinghamshire (Our Ref AL1294)HybridMy client is a multi-award-winning IFA and specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and their clients in forming, and delivering their plans.The Role* Working collaboratively with the paraplanners, you will give advice to clients to help them best achieve their goals. You will present lifetime cashflow forecasts with ...
IFA Administrator (Study Support / Part-time )£30,000 - £35,000 (Pro-Rata) + 24-32 hours Per Week + Stable Company + 5% Matched Pension + Study Support + Progression to ParaplannerBourne EndAre you an IFA Admin or similar looking to join a well-established IFA, which will offer you part time hours to fit around your personal life, Study Support to achieve your level 4, and a great working environment?On offer is the opportunity to join a client focused financial advisers who pride themselves on ...
Wealth Planning Practice - IFA Administrator roleMy client is an award-winning IFA Wealth Management practice with a friendly but professional office environment. They are looking to augment their successful team by recruiting an experienced IFA/Wealth Management Administrator to join their office near Bury.You'll be supporting the Financial Planners & Paraplanners, dealing with client letters, valuations and back office software, amongst other aspects of financial services administration, ...
IFA Administrator (Study Support / Progression)£30,000 - £35,000 + 32 Days Holiday + Stable Company + 5% Matched Pension + Study SupportBourne EndAre you an IFA Admin or similar looking to join a well-established IFA, which will offer you a Study Support to become a paraplanner, a generous holiday allowance and a great working environment?On offer is the opportunity to join a client focused financ...JBLK1_UKTJ
Recruit Wealth are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a "Junior" Financial Planning Administrator to their brilliant team.Our client is modern, technologically advanced and highly ethical business where client outcomes are at the forefront of everything they do. They deal with private clients/individuals relating to pension, investment, protection and mortgage advice working towards ensuring financial ...
IFA Administrator (Study Support / Part-time )£30,000 - £35,000 (Pro-Rata) + 24-32 hours Per Week + Stable Company + 5% Matched Pension + Study Support + Progression to ParaplannerBourne EndAre you an IFA Admin or similar looking to join a well-established IFA, which will offer you part time hours to fit around your personal life, Study Support to achieve your level 4, and a great working environm...JBLK1_UKTJ
