My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
Posted by Penguin Recruitment Ltd • £25K/yr to £35K/yr
Their forward-think team is now looking to recruit an Assistant Town Planner to join them in working on an exciting range of commercial, residential, retail, education, energy, and industrial projects throughout the UK.
£25,000a - £35,000pa benefits
This dynamic consultancy is experienced in bringing forward large-scale regeneration projects throughout the UK.
The Person: We are keen to consider either a highly competent administrator who enjoys working in a varied and involved support role and/or someone who would like to progress within the financial planning industry and work towards becoming Diploma qualified (training and support with exams will be provided).
I am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial Planners and Paraplanners, working with them to deliver an exceptional financial planning service to their clients.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Posted by Artemis Recruitment Consultants Ltd • £35K/yr to £45K/yr
Paraplanner - St Albans
You will be working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.
Our client is looking for an experienced Paraplanner to join their growing business in St Albans.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.