Posted by Pavilion Recruitment Solutions • £50K/yr to £75K/yr
Job Overview
As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security.
You will be responsible for understanding clients' financial needs, creating tailored financial plans, and recommending appropriate financial products.
General
Position Type: Full-Time/Permanent - Employed and Self Employed opportunities available
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Ernest Gordon Recruitment Limited • £40K/yr to £50K/yr
IFA Administrator (Financial Advisory Services)
Are you a Paraplanner who wants to become chartered in a stable and growing independent financial advisory business, where you can be an integral part of the team, be able to learn from those around you and have the chance to grow your career in the industry?
£40,000 to £50,000 DOE Private Pension 22 Holiday Days Progression
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
If you are hugely skilled linked to supporting on the Admin side the Financial Advisors and Paraplanners supporting the client banks and have Pensions and Investment Admin and Report Writing skills then you can apply and must have a minimum of around 5 years skills ideally and the salary is linked to around 40k/45k.
Great news, I am about to source for a wonderful IFA Financial company a Practice Manager, skilled Senior Financial Services Administrator report writing client support and paraplanning reports.
The profile will be shared also when you apply with the required skills.as outlined.
Posted by Blakemore Recruitment • £30K/yr to £32K/yr
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
Posted by Blakemore Recruitment • £30K/yr to £38K/yr
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
We are currently recruiting for a Financial Planning practice based in High Wycombe who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.