Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
This role is best suited to those with IFA Administration experience.
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Milton Keynes area.
Posted by Financial Divisions • £25K/yr to £32K/yr
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management.
Plus Excellent Benefits including Private Medical Insurance, pension and DIS.
This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.
Posted by Hays Specialist Recruitment Limited • £90K/yr to £100K/yr
Your new company
Our client is an international advisory & accounting firm with 50,000 people in 100 countries.
With 200 Partners in the UK, the UK business has seen consistent double-digit growth year-on-year (averagely 15%) which has been spread over organic growth and strategic team acquisitions.
Posted by The New Homes Group • £25K/yr to £50K/yr
Fast Track Mortgage Adviser Academy: (16 Month Salary Guarantee now included)
An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.
(Home based after 16 weeks of compulsory office-based training.)
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
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.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
This no limits approach means that we can rise to any challenge.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.