Our client, a Chartered Financial Planning firm with offices across the South of England, are seeking an experienced (3 years) Paraplanner to join their team.
We are looking for a career-Paraplanner with HNW experience.
You will have experience of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
Do you have experience in the administration of Defined Benefit pension schemes and are looking to work for an organisation that has consistently evolved and grown in the last couple of years.
Do you also want to work for an organisation who is able to consider flexible working, where you can split your week up between working at home and in the office (they are extremely flexible)?
Working with one of the most respected Third Party administrators in the UK you will step into a Senior role within the Administration team where you will take on added responsibilities including dealing with complex cases, attend client meetings and present administration reports.
Are you an experienced Pension Administrator looking to move into a more varied and responsible role and be financially rewarded for your expertise and knowledge?
Our client is looking for an additional DB Paraplanner to join their team.
You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.
Solely independent financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Junior Paraplanner.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
PA to Director:We are seeking a highly organised and professional Personal Assistant to provide support to one of our UKET members.
In this role, you will play a crucial part in ensuring the smooth operation of the transformation team and contribute to the success of our strategic initiatives.
Dynamite Recruitment are partnering with a chartered financial planning and wealth management firm on the recruit of a Financial PLanning Administrator to join their team, supporting a Senior Financial Advisor !
As a Financial Planning Administer you will be working closely with your assigned advisor to support their workload .
This role can offer plenty of progression if desired, and support towards qualifications