The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners.
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.
Hybrid Working is available (after initial training)
You will have the freedom to tailor your advice and recommendations to meet each client's specific financial goals and objectives.
Whether it's helping a young couple plan for their future or assisting a soon to be Retiree plan for their money to work for them, your expertise and guidance will make a meaningful impact on peoples lives
In this role, you will have the opportunity to work with a diverse portfolio of clients.
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
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.
We are looking for a IFA Administrator to 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 IFA Administratorposition 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 IFA Administrator 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.
Are you looking for a new role within a fast-paced, dynamic and rapidly growing Commercial Finance business where you will be supported to start your highly remunerated career in sales?
Our client is an established, leading Commercial Finance Broker who specialise in providing independent financial solutions that help UK businesses and individuals thrive from their extensive panel of lenders.
They have a great reputation and have won many awards, and are paving the way with innovative ideas and a forward-thinking mindset.