A leading regional practice based in Stamford is looking for an experienced candidate willing to test themselves in a growing company in a newly created Assistant Manager post.
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
General
Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.
We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
To be considered for the Paraplannerposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
What's in it for you as our Trainee Mortgage Advisor
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RMA status.
General
Hurfords in Stamford offers structured and transparent progression opportunities Competitive basic salary Warm leads Industry leading training Agile and nimble IT systems
Hybrid Working is available (after initial training)
NJR are currently representing a well-established Financial Planning practice, who are known for providing bespoke Solutions to a growing Client bank of high-net-worth individuals, as a result of their continued growth they are now seeking an experienced and technically minded Paraplanner to join their team.
The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners.