Our industry is currently experiencing unprecedented innovation thanks to advances in big-data analytics, distributed super-computing and real-time cloud services.
Now is therefore the perfect opportunity to become part of ICT and join a global and growing organisation.
Willis Towers Watson continuously strives to be at the forefront of this revolution with its Insurance Consulting and Technology (ICT) business.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
The Role: I am recruiting an astute Financial Planning Assistant (Financial Planning Administrator) to support with the provision of financial planning and portfolio management services to high-net-worth clients, working for an award winning and highly respected Chartered Financial Planning firm.
The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however, they will not be expected to know the intricacies of financial planning as training and support will be provided.
They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning and will enjoy a highly varied and responsible role, with the opportunity to progress and study for professional exams if they so choose.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
My client, an fantastic IFA located in the heart of SoHo, are lookig for a phenomenal Senior Paraplanner to join their team.
Established in 2007, the firm provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals.
They have offices in London and France, to serve clients internationally.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner.
Are you a practice experienced IFA Administrator looking for a new role in the sector.
We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.