We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience.
This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner.
Our clients offer a clear career path with excellent progression opportunities in a friendly environment alongside experienced advisers.
They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
My client is currently looking for an experienced financial services administrator/trainee paraplanner to join their already experienced team of admin staff and paraplanners supporting the businesses current team of advisers.
My client is a boutique advice practice based in southeast rural Norfolk.
Key duties
Liaising with advisers and colleagues in all aspects of the business process.
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.
Main purpose of the role
Are you a practice experienced IFA Administrator looking for a new role in the sector.
We are recruiting for Despatch Operators to join the Abbey View site for Paragon based in Wymondham.
The site specialises in production of outbound and inbound document services.
The site contains printing, mailing andwarehousing capability for the purposes of outbound mail and postal and electronic receipt, capture, validation, and document storage for the purposes of inbound mail.