Posted by Bond Recruitment Ltd • £20K/yr to £27K/yr
Our client is a very well respected financial services firm in in Staffordshire, with exciting exciting growth plans over the next 5 years they are looking to expand their team by recruiting an experienced IFA Administrator.
Candidates will be responsible for the processing of new business, proactive ongoing client management, servicing existing business, platform based work, illustrations & regular contact directly with clients & wrap/platform providers.
This must be done in such a way as to ensure that the firm's client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
We are seeking an experienced Paraplanner to join our dynamic team.
This role involves working 1-on-1 with one of our advisors to provide comprehensive Paraplanning support, handling tasks related to financial products, and maintaining accurate records.
The ideal candidate will be a reliable team player with a strong background in Paraplanning, preferably Level 4 qualified, and possessing a passion for financial services.
Posted by INTEGRO PARTNERS LTD • £40K/yr to £45K/yr
Are you an experienced paraplanner looking to transition to a Financial Advisor role?
We are seeking a dedicated Trainee Financial Advisor to work closely with our advisors, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role.
This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE.