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.
The Role: I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The successful Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical 'go to' in the office, keeping abreast of industry changes and supporting the Partners in delivering an outstanding financial planning service to a wide range of technically complex, high net worth clients.
Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex.
Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client is seeking a Property Administrator/PA to work on a Part-Time basis.
You will have experience of conveyancing procedures and sales progression which will include dealing with solicitors, agents and lenders as well as following up on client leads.
You will have 2 or more years experience of working in the UK Property Industry and be available to work for 3 - 5 hours per day.
Sytner BMW Chigwell is looking for a highly motivated and hardworking Sales Administrator to join their fantastic team.
As a Sytner Sales Administrator, you will provide exceptional administrative support to our sales team by assisting with file auditing, trade transfers and other ad-hoc duties.