Are you passionate about financial planning and providing exceptional service to clients?
You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.
Join our team at multi site IFA firm as a Paraplanner!
Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties.
An excellent opportunity has arisen for a financial planning administrator to work in a growing team.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.
This employed, fully home based Financial Adviser job is available to individuals experienced in sales, with interest and desire to become a Financial Adviser.
This is an exciting opportunity to build a career as a Financial Adviser, helping families save, invest and protect their finances.
You will be provided with a portfolio of existing policyholders, plus new customer enquiries.
A unique Mortgage Advice only role that wont stay around for long!
A mortgage brokerage based in Southampton, offering a unique opportunity to work Part-Time and flexible hours as a Mortgage Advisor with all leads provided, administrative support and a friendly work environment.
Part-Time Flexible hours, All leads provided and Administrative support!
My client is a Chartered Independent Financial advice firm based in Whitely, Hampshire.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
Embark on a rewarding Mortgage Advising career at Connells Group, where you'll gain access to all the tools, knowledge, and training necessary to excel in financial services.
Eager for change
Ready to fuel your ambitions and propel your career to new heights?
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Our client is looking for an additional DB Paraplanner to join their team.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
Solely independent financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Junior Paraplanner.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.