We are thrilled to offer an outstanding opportunity for qualified Mortgage Advisors to join our client's team in a self-employed, remote position.
Ideal candidates should have an existing client base, though additional leads will be provided.
By becoming part of a growing brand, you'll benefit from shared marketing efforts, as well as extensive support and guidance to help you grow your business.
This role is best suited to those with IFA Administration experience.
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
£26,000 to £32,000 basic
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Milton Keynes.
To deliver an excellent service to all customers as an 'information and administration provider' providing the highest level of customer satisfaction to ensure customer loyalty.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.