Posted by Financial Divisions • £40K/yr to £45K/yr
As a result of expansion and internal advancement, they are seeking to recruit a Junior Paraplanner to join their team and provide a clear career path.
An exciting opportunity has emerged with a well-established Wealth Management firm located near Colchester in Essex.
With over 20 years of experience, they have been delivering top-tier financial and investment planning services to their clientele.
Posted by TIME Appointments Ltd • £20K/yr to £25K/yr
General
We are delighted to be recruiting for a Trainee Paraplanner on behalf of our client, a highly regarded Independent Financial Advisors based in Colchester.
This is a fantastic opportunity for a bright individual who is looking to build a successful career within the Financial Services Industry.
Key Duties & Responsibilities
Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner.
Posted by Financial Divisions • £40K/yr to £50K/yr
Plus excellent career enhancing role, transition into Advice as quickly as you can
Exceptional opportunity for a Diploma Qualified Paraplanner now ready to make the move into Advice.
Our Client is a multi-award-winning boutique wealth management firm who take pride in providing impartial advice to private Clients, the Families and Corporates and are looking to offer this opportunity to a professional and dynamic individual ready to take on this challenge
Contract Details: Temporary (potential to lead to a Permanent contract).
If you are looking for an exciting opportunity to join a dynamic team, our client is seeking a knowledgeable and enthusiastic Administrator.
In this role, you will be responsible for providing support to the Planning Department, assisting with forecasting, monitoring trends, and ensuring orders are processed accurately.
A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser.
This firm has created a culture where the business remains client-focused and encourages everyone to achieve their goals.
The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.