Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They deal with private clients relating to pensions and investment advice ensuring financial security with their expert advice and guidance.
Our client has organically grown over the last 10 years and is a modern, highly ethical and rewarding employer to work for.
Posted by Resource Matters Ltd • £35K/yr to £50K/yr
This is a opportunity for an paraplanner wishing to move firms but also for a paraplanner who wishes to move in to a financial adviser role in the future because our clients supports this level of career development
Our client is growing the number of financial advisers, so they are seeking additional paraplanners.
The role is office based with hybrid working flexibility
I am currently recruiting for Administrative staff to join my new HE client based in Berkshire.
The successful candidates will be responsible for managing the daily operations of the office, including responding to queries, preparing meeting agendas, coordinating meeting logistics, greeting visitors and data inputs.
Essential Criteria
- Experience in a similar administrative position.
Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
A leading UK-based Financial Planning and Investment Management organisation is currently seeking a dedicated Financial Planning Administrator to join their progressive team in Bracknell.
Are you a Financial Services Administrator looking to elevate your career within a prestigious and award-winning wealth management firm?