Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £55K/yr
We are recruiting an experienced financial adviser to join a well-established firm on an employed contract.
Offering both full or part time positions.
With an uncapped commission structure, full admin and paraplanning support and individual career progression tracks you will be fully supported to provide exceptional advice.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
An exciting opportunity has arisen for a Paraplanner to join a leading financial services firm based in Welwyn, Hertfordshire.
This position has become available due to the promotion of the existing member of staff to a Financial Planner role.
The firm is dedicated to providing comprehensive and personalised financial planning solutions to its clients and has a strong commitment to excellence.
Posted by Blakemore Recruitment • £32K/yr to £35K/yr
You will strive to deliver good outcomes to clients by providing key information to the paraplanners and advisers.
Reporting to the Paraplanner Manager, you will work closely with administrators, paraplanners, financial advisers and the compliance department to deliver a high quality financial planning service to clients.
This predominantly covers annual review meeting preparation, preparing information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.