Posted by Blakemore Recruitment • £35K/yr to £50K/yr
Blakemore Recruitment are proudly assisting a well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team.
They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.
You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry.
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
General
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 holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Posted by Financial Divisions • £24K/yr to £28K/yr
A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do.
Fantastic benefits: Study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance
This position provides a fantastic growth opportunity for a motivated IFA Administrator with two years of experience who wants to go into paraplanning.
We have an excellent opportunity for a customer service focused professional to join the Ashtons family as a Weekend Viewing Guide, based in our Redbourn Office.
About Ashtons
Ashtons is an independent Estate Agency practice, founded over 40 years ago.
Driven by meaningful service and performance values, Ashtons has become the unique entity it is today.
Recruit Wealth are delighted to be representing one of our very best Financial Planning clients in Hertfordshire for a Compliance Officer, to oversee compliance, T&C and AML, whilst working closely with the senior leadership team.