Posted by North Oak Recruitment Ltd • £27K/yr to £35K/yr
My client is an established IFA based in South Leicestershire and they now have an exciting new opportunity for an experienced Paraplanner or Senior IFA Administrator to join their team.
South Leicestershire (our ref AL1298) - hybrid, 2 days at home per week after probation
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.
Posted by Resource Matters Ltd • £65K/yr to £75K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Basic Up to £75k Package Paraplanning Clients with on-going advice fees people management - OTE £100k
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
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.
Are you an experienced financial services administrator / paraplanner, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Paraplanner / Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Posted by The Portfolio Group • £22K/yr to £24K/yr
Our client is seeking a talented Diary Planner to join the Account Management team in providing excellent Customer Service within a fast paced environment.
Are you a highly organised individual with excellent communication and customer service skills?