The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial services.
This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records.
We are seeking an experienced IFA Administrator to join our dynamic team.
With a commitment to excellence and a client-centric approach, we strive to deliver comprehensive financial advice tailored to individual needs.
The Senior Para Planner will play a crucial role in supporting financial advisors by conducting in-depth research, analysis, and preparation of financial plans for our clients.
We are currently seeking an experienced Paraplanner to work for a leading national financial planning firm dedicated to providing bespoke wealth management solutions to their clients.
Our client is a very well respected financial services firm in in Staffordshire, with exciting exciting growth plans over the next 5 years they are looking to expand their team by recruiting an experienced Paraplanner.
Job purpose
This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness.
Candidates must be able to analyse information and conduct appropriate research to produce articulate and personalised suitability reports.
You will be responsible for interacting with customers who may be at risk of, or experience, harms associated with gambling and ensuring that they receive the best possible service whilst adhering to our Responsible Gambling policies and procedures.
As a European Responsible Gambling Support Advisor, you will join a specialist team who help and support our customers in the Spanish language.
Responsible Gambling is extremely important to us and our dedicated support team will help our customers by promoting safer gambling.
You will be responsible for interacting with customers who may be at risk of, or experience, harms associated with gambling and ensuring that they receive the best possible service whilst adhering to our Responsible Gambling policies and procedures.
As a European Responsible Gambling Support Advisor, you will join a specialist team who help and support our customers in the Italian language.
Responsible Gambling is extremely important to us and our dedicated support team will help our customers by promoting safer gambling.
The ideal candidate will be a reliable team player with a strong background in Paraplanning, preferably Level 4 qualified, and possessing a passion for financial services.
This role involves working 1-on-1 with one of our advisors to provide comprehensive Paraplanning support, handling tasks related to financial products, and maintaining accurate records.
We are seeking an experienced Paraplanner to join our dynamic team.