Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: ParaplannerLocation: DorsetSalary: £45,000 £55,000 depending on experienc days annual leave plus bank holidaysNEST pensionAnnual Christmas bonusHybrid working available following an initial period in the officeFlexible start and finish timesAbout the well-established and growing financial planning fi...JBLK1_UKTJ
Paraplanner Salary: Competitive Contract Type: Permanent – 35 hours a week Location: Birmingham (Hybrid Working) Shape Brighter Futures with Wesleyan Established in 1841, Wesleyan help trusted professionals, GPs, hospital doctors, dentists, and teachers, secure their financial future. Today, we're proud to continue that mission with passion and purpose. If you're looking for a role where your expe...JBLK1_UKTJ
Paraplanner Hybrid (23 days from home) £40,000£45,000 + excellent benefitsOur client is a well-established, growing financial planning practice near Wilmslow, Cheshire. They advise individuals, families and business owners, and are expanding to a multi-adviser model so this is a real chance to grow with the business.The roleYou'll be the technical backbone of the practice, working closely with ...JBLK1_UKTJ
This Paraplanner and Back Office Lead role in Covent Garden provides an excellent opportunity to join a growing independent financial planning firm where you will play a key role in both paraplanning and administration. You will be involved in the full client journey from initial meeting through to implementation, giving you real ownership and variety in your work.You'll be joining a business that...JBLK1_UKTJ
About the RoleA growing financial planning business is seeking a motivated and client-focused Review Adviser to join its team near Chatham, Kent.This is an excellent opportunity for a Level 4 qualified adviser with 1–3 years of industry experience, or an experienced Paraplanner looking to progress into an advisory role within a supportive and collaborative environment.Key Responsibilities* Manage and develop an existing client portfolio, building long-term relationships and identifying ...
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 ...
IFA AdministratorWell established, successful, professional and friendly IFA practice is looking for an additional team member to provide support to IFA's with their ongoing business and liaising directly with clients, IFA's and providers to ensure an efficient service.* £31,000 - £36,000 (DOE)* Professional Study Support* Hybrid, role 3 days office, 2 days home (100% office based during probationary period, 6 months)* 25 days of annual leave* Farnham* ParkingJob Description:* New business ...
IFA AdministratorLocation: OrmskirkSalary: £28,000 - £30,000Hours: Monday to Friday, 9:00am - 5:30pmThe OpportunityWe are working with a growing and supportive financial planning firm in Ormskirk who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.The RoleAs an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality ...
The Role: I am recruiting a Financial Planner (Financial Adviser or Trainee Financial Adviser) on behalf of Butler Toll Financial Planners, an independent Financial Planning firm, based in Swindon, Wiltshire (SN5) - flexible working is provided, with up to 4 days a week working from home.The Person: We are happy to consider a Paraplanner or Associate Financial Planner with client facing experience...JBLK1_UKTJ
The highly respected and professional Wealth Management firm with ambitious growth plans.The Paraplanning Team Leader will actively manage a team of Paraplanners who are supporting Wealth Planners by carrying out high-quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.The Parapla...JBLK1_UKTJ
