This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth.You will play a key part in reducing backlog and improvin...JBLK1_UKTJ
Oakley Recruitment is working in partnership with an established and expanding organisation based in Cardiff. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis.Job Role* Conducting comprehensive financial research into products and investments using approved research tools* Preparing bespoke investment reports through portfolio analysis and comparison against suitable benchmarks* Reviewing complex financial plans and completing transfer analysis* ...
Financial Planning Operations Trainer | South of England | £55k (c) | Hybrid, 2/3 days on site including travel to various offices.If you’ve built your career in paraplanning or financial planning support, and you’re the person colleagues turn to when they’re stuck on a process or a system, this is an opportunity worth exploring.ReQuire Consultancy are working with a highly regarded, independently owned financial planning and wealth management firm to recruit a Financial Planning Operations ...
Financial Services AdministratorAre you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes?A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.???? What's in it for you?We believe in investing in our people and helping them thrive. In return,...
Are you an experienced IFA Administrator ready to progress into a more senior role?We’re seeking a proactive and knowledgeable IFA Administrator to join an expanding financial planning team. This is an excellent opportunity to become a valued member of a client-focused business committed to delivering high-quality financial advice and exceptional service.THE OPPORTUNITYIn this role, you’ll provide essential administrative and technical support to financial advisers, helping ensure clients ...
Financial Advisor – Exciting Opportunity with a Fast-Growing Wealth Management FirmAre you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join...
Financial Advisor – Exciting Opportunity with a Fast-Growing Wealth Management FirmAre you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join...
Senior AdministratorLocation: Alderley Edge, Cheshire (SK9)Salary: £35,000 with excellent benefits and bonusWe are an SJP Senior Partner Practice in Alderley Edge looking to appoint an experienced Senior Administrator to join our business.An excellent opportunity has arisen for a professional Senior Administrator to work in a St. James's Place Senior Partner Practice.The role of the Senior Administrator is to provide support to the Practice in the delivery of all aspects of the client ...
Independent Financial Adviser – KentA growing financial planning business is seeking a qualified Financial Adviser to join its team at its office near Chatham, Kent. This is a permanent, employed opportunity offering a basic salary of £35,000–£45,000, with realistic on-target earnings of £75,000–£85,000.Position Overview* Location: Near Chatham, Kent* Employment: Permanent, full-time* Basic Salary: £35,000–£45,000 per annum* OTE: £75,000–£85,000* Qualifications: Level 4 Diploma in Financial ...
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, who is ready to transition into advising, or a service orientated Financial Adviser, keen to be ...
