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.
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.
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.
They are looking to take on a versatile IFA Administrator or Financial Planning Administrator who is who has a solid track record of working within a support role in Wealth Management who is looking for an opportunity to take the next step into a paraplanning role.
Full study support
My client is a Chartered Independent, IFA Firm in London, who due to continued business growth are looking ot expand their team.
Excellent opportunity for a technically strong IFA Administrator to progress through to Paraplanner having already started studies towards the Level 4 Diploma ( 2 RO papers passed).
Very comprehensive benefits package, personal development plan
My Client is an award winning highly regarded business providing independent holistic advice to their growing HNW portfolio of Clients.
My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
My client is a boutique advice practice based in southeast rural Norfolk.
Key duties
Liaising with advisers and colleagues in all aspects of the business process.
We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry.
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.