Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.
General
Working Arrangement: hybrid, 5 days per week Monday to Friday.
Posted by Recruitment Solutions (Folkestone) Limited • £80K/yr to £90K/yr
An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated Chartered Financial Planner to join its dynamic team and help it continue delivering top-tier financial planning.
You will be servicing an existing client book.
Very competitive package including uncapped on-target earnings.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
The role
The purpose of this role is to act as a Paraplanner within the business.
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Cameron James is working with a successful IFA Practice based in Hertfordshire, in the recruitment of an experienced IFA Administrator to join their growing team.
These main tasks will be the responsibility of the Paraplanning team.