Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Posted by Dickson O'Brien Associates • £23K/yr to £24K/yr
The role will involve the following
Credit vet all new business and generate the Sage customer account.
Responsible for circa 175 accounts.
General
The role will suit someone starting their journey in accounts and who would like to start that journey for a large company based in credit control initially.
Posted by The Eventus Recruitment Group • £29K/yr to £34K/yr
Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester.
This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals.
They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
Posted by Tallgrass Recruitment Limited • £25K/yr to £28K/yr
Main Duties
Annual Plan Support: Contribute to the business's success by helping to achieve the annual plan and growth objectives.
General Purpose
To support company growth objectives and the sales strategy by developing new business opportunities and managing relationships with brokers and associated networks.
The role involves building strong relationships, generating new business, and ensuring that broker partnerships are aligned with the company's sales strategy.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
General
Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.
Posted by D&R Recruitment Limited • £25K/yr to £28K/yr
You will ensure that the customer documentation is managed effectively to enable a smooth and speedy journey from application to funding.
As a Case Manager, you will act as the facilitator between our clients Underwriter and the customer, introducer, 3rd party property specialists and solicitor from the point of application through to completion.