This position has become available due to an internal promotion, this will also be an option for you should you wish to take exams and progress.
Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business.
You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support.
Posted by Blakemore Recruitment • £35K/yr to £50K/yr
Blakemore Recruitment are proudly assisting a well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team.
You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry.
They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Recruit Wealth are delighted to be representing one of our very best Financial Planning clients in Hertfordshire for a Compliance Officer, to oversee compliance, T&C and AML, whilst working closely with the senior leadership team.
Posted by Financial Divisions • £24K/yr to £28K/yr
Fantastic benefits: Study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance
A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do.
This position provides a fantastic growth opportunity for a motivated IFA Administrator with two years of experience who wants to go into paraplanning.