Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Plus bonus and benefits package hybrid working
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
Exciting opportunity to join an established local financial planning firm in Twickenham.
Any background considered; full training will be provided.
You might currently be working in administration or seeking to change direction after a career in another area if you think you are the one for us, please apply!
We are currently seeking an experienced and skilled Financial Services Novations Support Administrator to become an integral part of the novations team within our client, a reputable national financial services practice.
PLEASE NOTE: Applicants must have experience working in Novations within a financial planning firm to be consdiered for this role.
The ideal candidate will oversee the novations process, ensuring a smooth transition for clients, maintaining the highest standards of customer service and regulatory compliance.
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.
Churchill Howard are looking to recruit an FP&A Analyst for one of the region's leading employers.
The person will take responsibility for managing the forecasting and planning activities of the business, acting as a virtual business partner to finance and having high visibility with senior stakeholders.
Key responsibilities will include
Leading and co-ordinating the budgeting and quarterly forecasting processes, with buy in from key stakeholders across the business.
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.