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.
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.
Posted by Blakemore Recruitment • £32K/yr to £36K/yr
You will gain exposure and experience in all areas of financial planning including: Pensions, Investments, Mortgages, Life and Health Insurance, Cashflow Planning, Estate Planning, Tax and Trusts.
An excellent opportunity to work closely alongside the director in a professional and established financial planning and wealth management firm.
The role will evolve dependant on the successful candidate's base knowledge and experience.
Posted by Robinson Financial Careers • £25K/yr to £35K/yr
General
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Central London.
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
These main tasks will be the responsibility of the Paraplanning team.
Cameron James is working with a successful IFA Practice based in Hertfordshire, in the recruitment of an experienced IFA Administrator to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Senior IFA Administrator.
Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Bracknell team and office.
They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance.
Our client is a modern, highly ethical and rewarding employer.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.