Our client based in Northampton are seeking an experienced Senior Paraplanner to work closely with the financial planning and support teams to develop comprehensive financial plans for their clients.
Responsibilities
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.
Quest Employment are working with a financial services holding company to find an experienced Administrator to take over their coordinating and administrative activities, so if that sounds like you; apply now!
Are you a passionate and experienced administrator, looking for the next step in your career?
We are looking for a highly organised Senior Office Administrator join a fantastic and professional organisation based in Towcester.
If you are looking to join a busy team and are a proactive individual who has exceptional attention to detail and is happy to adapt and provide support where required, then this might be the role for you!
This is permanent position, working 37.5 hours per week Monday - Friday and offering a competitive salary.
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
Our clients are looking for a Financial Administrator to join their growing team in Bicester.
The ideal candidate will possess experience in administration and a solid understanding of financial services, enabling them to leverage their transferable skills effectively.
As independent Financial Advisors, they provide personalised retirement and investment advice to clients across the UK.