Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Senior IFA Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
Are you a highly organised and motivated professional with experience in financial services?
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Join a respected regional IFA as a Paraplanner Manager, where you'll lead a talented team and contribute to the delivery of exceptional, independent financial advice.
Paraplanner Manager Lead and Inspire at a Highly Regarded Independent IFA
Are you an experienced paraplanner ready to take your career to the next level?
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
Posted by Blakemore Recruitment • £45K/yr to £65K/yr
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Hitchin who are looking for their a Senior Paraplanner to join their team.
As a company they offer ethical and honest solutions to help their clients achieve financial goals.
With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace.
We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
This is a really exciting time to join the company due to the business' recent and ongoing growth.