A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.
You will work closely with the financial planning and support teams to develop comprehensive financial plans for clients.
We are seeking a highly skilled and detail oriented Paraplanner to join this highly respected Chartered Financial Planning firm.
The ideal Paraplanner will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.
The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side.
They request Ideally Level Four Diploma Qualified on your Analyst skills but will consider a skilled Paraplanner/analyst near to having Diploma in paraplanning.
At some stage when joined & local to the Oxford Role, a possibility of 3 remote days.
Capio Recruitment are currently working with an industry leading financial advice firm on a great opportunity for a Paraplanner to join their team.
Having achieved Chartered status, they work at the highest standards of the wealth management industry and also have a track record of providing full holistic independent financial advice.
Our client has a great reputation within the industry, providing advice on a range of cases from Pensions & Investments to Corporate advice.