Posted by Rapid Recruitment Services Ltd • £24K/yr to £26K/yr
We are excited to be partnering with a leading wealth management firm to find a dedicated Client Service Administrator.
Here's what you'll be doing:
In this role, you'll play an essential part in ensuring seamless client interactions and supporting our wealth management team by handling various administrative and service-oriented tasks.
Our client is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers.
The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation.
They will compile and recommend comprehensive reports to meet a clients' overall objectives.
Posted by Hays Specialist Recruitment Limited • £27K/yr to £35K/yr
An excellent opportunity has arisen within a highly reputable IFA firm for an experienced Client Support Administrator who can also undertake paraplanning duties.
Your new company
Good working environment, a very friendly and inclusive working culture, flexible working options.
A fantastic opportunity has arisen for an experienced IFA Administrator, looking to eventually progress into the role of Paraplanner to join a supportive and growing wealth management organisation based in Glasgow.
Process new business applications and manage post-sale requests to completion.
In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by providing study support toward your diploma, as well as providing practical report writing learning, development and practical experience.
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.
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 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.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Future development into Paraplanner; Establish firm
Exam support and guidance
Fram is working with a well-established, directly authorised financial planning firm in Norwich, currently seeking an IFA client support administrator to join their growing team.