Posted by The Eventus Recruitment Group • £29K/yr to £34K/yr
Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester.
This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals.
They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Trainee Paraplanner / Administrator to join their exceptionally busy Pensions & Investments Team.
Providing an efficient new business processing service, as well as supporting with the research and report writing, the successful candidate will be responsible for;
Working directly with the Senior Administrator / Paraplanner, and reporting directly to the Team Manager the successful will provide direct support to a team of Advisers.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
General
Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.
We are seeking a Junior Paraplanner to join our team, focusing on reports and research with the potential to develop into full paraplanning or advising.
Posted by D&R Recruitment Limited • £25K/yr to £28K/yr
£25,000 - £27,500 Bonuses Benefits
As a Case Manager, you will act as the facilitator between our clients Underwriter and the customer, introducer, 3rd party property specialists and solicitor from the point of application through to completion.
You will ensure that the customer documentation is managed effectively to enable a smooth and speedy journey from application to funding.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
The objective of this role is to support the advisers with an efficient administrative support function; and to ensure that work is processed accurately and without delay.
NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients.
An experienced IFA Administrator is required to join their small but busy team based in Altrincham.