Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand.
As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.
Plus: bonus and benefits package hybrid working Overtime (time and a half) (Realistic OTE £50k)
This role is for those who are looking to be fully supported by a firm to become a fully fledged, and experienced, mortgage broker.
If you want a competitive salary whilst being genuinely support, this may be for you!
This firm has a history of taking those with the right work ethic through a training programme who come out on the other side as client focussed brokers, with the drive and know-how to help their clients.
Our client is a successful and well established tSussex IFA firm with their own in house Mortgage Brokerage and they are currently looking for an experienced Mortgage and Protection Administrator to join the team
You must have experience doing Mortgages and Protection Admin or at least Mortgage Admin
There is the chance of 1-2 days from home and 3-4 days in the office
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Full support and training provided to become CeMAP qualified and achieve CAS/RAM status.
General
Structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Company car or car allowance - Warm leads Industry leading training Agile and nimble IT systems
Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact
Job Title/Location: IFA Administrator, West Sussex
Hybrid: Once through training & settled, there is some WFH flexibility
Our client is an established IFA firm with branches across Sussex and they are currently looking for an experienced and successful IFA to join the team
This is an amazing role where you will inherit a client base from a retiring IFA
The role is to service the client base together with gaining new business
Or are you a Junior Paraplanner looking for an opportunity to work for a client centric boutique IFA, with the opportunity to work highly collaboratively with Advisers?
Worthing, Sussex - from £27,000 up to £34,000
Job Summary
Are you a Wealth Planning / IFA Administrator seeking your next challenge and opportunity to continue professional development and build technical knowledge?
Our client is a successful and well established top Sussex IFA firm and they are currently looking for an experienced Mortgage and Protection Administrator to join the team
You must have experience doing Mortgages and Protection Admin or at least Mortgage Admin
There is the chance of 1 day from home and 4 days in the Shoreham office