Posted by IDEX Consulting Ltd • £22K/yr to £28K/yr
General
A reputable and well known Financial Advisory business are now actively looking to hire a Trainee Paraplanner in to their established team.
The business has a strong emphasis on a positive working culture which is demonstrated by the longevity of many within the office.
Duties will include
Deal effectively with queries from clients and other parties through effective communication and build relationships with clients and be the point of contact via email and telephone.
Posted by Robinson Financial Careers • £25K/yr to £50K/yr
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
The individual should have an appreciation, and preferably experience, of offering high quality service to consumers and should be prepared to commit to a comprehensive schedule of CPD to further support this.
A new opportunity has been created for driven individuals to join our established graduate program at one of the UK's largest and most dynamic Chartered Wealth Management Houses, at their offices in Doxford International Business Park.
Posted by IDEX Consulting Ltd • £26K/yr to £32K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK.
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by IDEX Consulting Ltd • £26K/yr to £32K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Recruit UK is working on an excellent opportunity for a Mortgage and Protection Adviser in Scotland, Newcastle or Carlisle to join a national Financial Planning firm on an employed basis.
General
Our client is seeking a professional, organised, and driven Mortgage and Protection Adviser to join their team.
This is a fantastic opportunity for those who excel in protection advice, as 70% of business will be generated from this area.