We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our advisory team.
This role is pivotal in ensuring the smooth operation of our financial planning services.
The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role?
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 support to the Financial Advisers and Paraplanning team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team.
This role is pivotal in ensuring the smooth operation of their financial planning services.
The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team.
You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports.
Based in state of the art offices, you will join an established team who provide support to experienced Advisors and Paraplanners.
Posted by Financial Divisions • £25K/yr to £30K/yr
My client, a dynamic, boutique Wealth Management firm based in Colchester, is currently seeking a Financial Administrator to join their growing team.
With steady expansion driven by both organic growth and acquisitions, the firm is now looking for an additional Financial Administrator to support three of their Financial Advisers in their Essex office.
Posted by Blakemore Recruitment • £32K/yr to £35K/yr
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.
Are you an experienced paraplanner / financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
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 support to the Financial Advisers and Paraplanning team.