Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
An opportunity has become available for 2 part qualified/Diploma qualified Paraplanners in Nottingham to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has started their level 4 diploma or has already obtained this, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to
To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
We are fully committed to progressing you through your PCO Portfolio or PCO Apprenticeship which would increase your salary to £32,288 as soon as either of these is successfully completed which can realistically be achieved within 12 to 18 months of joining us.
We also offer: Opportunity to earn approximately £37,800 including overtime (Whilst we cannot guarantee overtime will always be available, this is based on an average of 4 hrs per week)Clear career development pathways for you to transition quickly into operational management positions with salaries ranging from £36,000 to £42,000.Flexible shift patterns available.Free parking on site.Free use of the gym.Free food whilst on shiftPension scheme.Health & Wellbeing Benefits.Reward & Recognition scheme.Serco discounts which include cinema, online shopping discounts, leisure centre memberships and you can apply for a Blue Light discount card.
What's in it for you?Your starting salary will be £27,300 pa. increasing to £28,350 after 12 months and increasing again to £32,288 when you reach 3 years' service.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
We have an exciting opportunity for a Chief Executive Officer who is passionate about enabling young people to reach their potential to work for an important charity.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
Closing date: 17-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
We offer accessible legal advice and support around later life issues without the jargon.