Entries by Kate Bailey

Mortgage Administrator Expanding, dynamic company

Job title – Mortgage Administrator Expanding, dynamic company

Location- Weybridge

Salary- £22,000 – £25,000 depending upon experience

Are you looking for your next challenge as a mortgage administrator?

This is an exceptional opportunity for an ambitious individual to work with a dynamic and friendly team and relish the opportunity to take ownership of a busy mortgage admin role within an expanding company.

The role comes with exciting challenges and opportunities to develop skills with a company that has grown from strength to strength over the last two years and is continuing to expand.

This role offers fantastic scope for a bright, on-the-ball individual to offer mortgage administrative support in a busy and vibrant wealth management company who are part of St James place. Ideal for someone with a strong commitment to self-leadership, there are fantastic opportunities to learn new skills and build valuable experience within a highly driven team.

If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward with new challenges, this could well be just what you are looking for.

Trainee Mortgage Administrator Expanding, dynamic company (Graduate programme)

Job title – Trainee Mortgage Administrator Expanding, dynamic company (Graduate programme)

Location- Weybridge

Salary- £20,000 – £25,000 depending upon experience

Are you a graduate (or similar/equivalent) looking for your first step towards starting a career within financial services? This is an exceptional opportunity for an ambitious individual to work with a dynamic and friendly team and relish the opportunity to start their career in financial services and build and develop necessary skill and experience.

The role comes with exciting challenges and opportunities to develop skills with a company that has grown from strength to strength over the last two years and is continuing to expand.

This role offers fantastic scope for a bright, on-the-ball individual to offer mortgage administrative support in a busy and vibrant wealth management company who are part of St James place. Ideal for someone with a strong commitment to self-leadership, there are fantastic opportunities to learn new skills and build valuable experience within a highly driven team.

If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward with new challenges, this could well be just what you are looking for.

Office Assistant/ Receptionist

Job Title: Office Assistant/ Receptionist Salary: up to £22,000 depending on experience Location: Covent Gardens, London Job Description Our client is looking for an Office Assistant/ Receptionist to provide a confidential and efficient coordination service to ensure the seamless management of calls and associated tasks and responsibilities. Role and Responsibilities: Receive and answer mainline telephone calls ensuring they […]

Paraplanner

Job Title: Paraplanner 
 
Location: Outskirts of Guildford
               
Salary: Negotiable depending upon experience 

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Working in busy, friendly modern offices in a semi-rural location in the Surrey Hills between Dorking and Guildford. The team comprises of seven advisers and four paraplanners with several team members in admin support roles. The office is open plan and operates a pod system, where each paraplanner will have administrative support.

Focussed on helping their clients to understand and plan for their financial future, their primary areas of advice are pensions planning (PPP to SIPP switches, Drawdown, OPS, DB, EPP) and investment planning (ISAs, OEICs), also advising (but to a lesser extent) on VCT, EIS, Structured Products and, of course, Trusts and tax planning. They are a well systemised business with a robust investment proposition – all managed internally.

Paraplanner

Job Title : Paraplanner

Location- Hove

Salary – Negotiable depending upon experience 

Are you looking for your next Paraplanning role within a company who put their employee’s progression and development at the top of their priority list?

Our client is a successful IFA firm which has been operating since 2003 and is now currently looking for a Paraplanner to join their growing team.

The successful candidate must be diploma qualified, or equivalent.

Paraplanner

Job Title:  Paraplanner

Location: South West London

Salary: Upto £55K depending experience

Are you ready to advance your professional status to bring you closer to a lucrative new position?

This company are an independently owned and award-winning wealth management group that combines professional financial planning and investment management expertise.

Since launching in 2010 they now have over 3 billion in assets, with 60% of their growth coming from recommendations.

The financial planning side of the business is now looking for a capable paraplanner to join their close-knit team and relish the opportunity to work alongside 2 other paraplanners and 8 administrators to support 8 advisers. 

The ideal candidate will be diploma qualified or equivalent and enjoy focusing on technical research and suitability report writing for a mix of pensions, investments, tax planning and protection.

IFA Administrator

Job Title:  IFA Administrator

Location: Bury St Edmunds

Salary: Upto £25,000 depending on experience

Are you looking for your next challenge within financial services?

Our client is currently looking for an experienced IFA administrator to join their support team based in Bury St Edmonds. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Our client offers study leave and exam support to enable the successful candidate to progress into a future paraplanning role.

Junior Paraplanner

Job title: Junior Paraplanner

Salary: Dependent on your experience

Location: Bury St. Edmonds

Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position? If so, this could be your perfect position.

Our client is currently looking for a Junior Paraplanner to join their growing team. Offering exam support and study leave to become Diploma qualified, or equivalent.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

IFA Administrator

Job title: IFA Administrator

Location: Godalming

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly, supportive team, providing the highest quality of support to the Financial Planners. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Working with a friendly and supportive team, this role also comes with free onsite parking, working in a stunning office within walking distance of Godalming town centre.

Senior Paraplanner – Compliance Department

Job Title:  Senior Paraplanner – Compliance Department

Location: Canterbury

Salary: Negotiable depending on experience

Are you ready to advance your professional status to bring you closer to a lucrative new position?

This is undoubtedly a fantastic opportunity for a talented, aspirational individual who enjoys the all areas of paraplanning. As part of this role the successful candidate will be expected to train junior members of the team.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind.