They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
This opportunity is ideal for an analytically minded individual who thrives in detail-oriented environments and enjoys working with diverse stakeholders.
Join a forward-thinking organisation and play a crucial role in setting up a robust process to capitalise assets in a controlled and auditable manner.
Key Responsibilities
Data Management: Handle large data sets to assess invoices and payroll charges, grouping them into projects for capitalisation.
This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of solutions.
Job Description
Recruit UK is working on an excellent opportunity for a Paraplanner near Market Harborough to join an Independent Financial Advice practice.
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm
The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth.
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
£32,000 per annum, plus 22 days rising holiday, pension, life assurance, employee assistance programme, wellbeing support, and flexible benefits scheme
Relationships mean everything to us, and this one is particularly special.
Standard working hours will be 9am-3pm - overtime may be required and the candidate should be in a possition to work extra hours if needed.
We are looking for a hard working, commited and self motivated individual to join our small team working within the Financial Services sector.
Breifly, the role will include all aspects of administration in the day to day running of our business, working 30 hours per week from our office in Hinckley Leicestershire.