Assisting financial advisors in the research and analysis of financial plans.
Preparing and maintaining client files and documentation.
General
My client is involved in Financial services, Wealth management and are currently seeking an experienced Paraplanner ideally working towards chartered or already chartered.
Our client is a well-established Accredited Financial Planning Firm based in Sherborne.
Over the last 20 years the company has grown by being fantastic at what they do, merging lifestyle planning with financial advice to really improve people's lives.
You will be working on Intelligent office and a variety of different Wrap platforms to assist with the financial planning process.
As the Administrator you will be dealing directly with financial planners and clients on different products relating to pensions, investments, life assurance and mortgages.
Whole of market financial planning firm with offices throughout the Dorset area providing honest and straightforward financial advice to individuals and business across the South are growing their Dorchester based team with the need for a Wealth Administrator.
Reed Specialist Recruitment are pleased to be representing a firm of specialist, Independent Financial Planners who are looking for a new Paraplanner to join their team, due to growth and increasing business levels.
Based in Sherborne, this is a well-established firm who this year, are celebrating their 20th year successfully merging lifestyle planning with financial advice.
The firm pride themselves on making a positive impact to their client's lives, and are looking for a Paraplanner who buys in to this ethos.
Recruit UK are proud to be working alongside an Independent Financial Planning firm to bring on a Financial Planning Administrator, to join their friendly team in the Poole office.
The firm are proud to offer a client-centric approach, putting clients at the forefront.
Join a Boutique Financial Planning Firm as an Associate Paraplanner!
Our client's boutique Financial Planning firm, renowned for offering full holistic fee-based advice, is excited to welcome a dedicated Paraplanner / Senior Administrator to support their lead Adviser.
Are you an experienced Senior IFA Administrator or Trainee Paraplanner looking to take the next step in your career?