The option to progress on to Paraplanning is available.
Are you an experienced financial services administrator, 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 Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
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 advisor, 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 and hybrid working, including the opportunity to work from home.
Oldfield is an accountancy, tax advisory and business growth specialist with over 45 years' experience in helping small to medium sized businesses achieve success, with clients around the UK.
At Oldfield, we are not just building a business, we're cultivating a workplace that ignites passion, drives innovation, and fuels success.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
As a Paraplanner, you will provide technical planning support to their financial advisers.
Reed Specialist Recruitment are proud to be representing an independent IFA who are looking for a new Paraplanner to join their head office just outside Coventry.
This will include researching, preparing suitability letters and annual reports and making recommendations for client meetings.