Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Posted by Service Service Employment Agency Limited • £35K/yr to £45K/yr
My client is looking for Financial Services savvy Paraplanner with ideally three years' experience in a paraplanning capacity to join their existing team of paraplanning professionals .
You will have strong technical knowledge about investment, pension and life assurance products including their benefits and taxation.
My client is a multi-award winning financial planning firm firm with offices just south of Nottingham's city centre.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Posted by Distinct Recruitment • £32K/yr to £38K/yr
Do you have Paraplanning experience and strong technical knowledge about investments, pensions and life assurance products including their benefits and taxation?
If so, this is the role for you!
You will be working in a small, well-established and friendly admin team, hybrid working from day one, with an excellent benefits package including - 26 days holiday, free on-site parking, pension, life assurance, online GP, and company mobile phone.
Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning.
An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham.
With excellent staff retention and very little need to recruit, this is a rare & exciting opportunity.