Financial Services Jobs

Paraplanner

Job Title: Paraplanner 
 
Location: Salisbury
           
Salary: Negotiable depending upon experience 
 

Are you currently looking for a role as a Paraplanner?Our client is currently looking for an experienced Paraplanner to join their growing team in London. This role is fantastic for someone who is looking to progress their Paraplanning skills and also enjoys the technical side of Paraplanning. For this role our client has made it clear that you can either be qualified or part qualified.

Junior Paraplanner

Job Title:  Junior Paraplanner

Location: Selsey

Salary: Negotiable depending on experience

Are you an IFA administrator or a junior Paraplanner looking for their next step up?

This is a chance to join an expanding team set up to provide technical and administrative assistance to Independent Financial Advisers.

Since the company started up in business in November 2009, they have experienced a huge uptake in their services and are therefore looking to expand their friendly and supportive team. They currently provide assistance to a number of IFAs. The team is headed by a Senior Paraplanner, who has been working in the Financial Services Sector since 1988.

The ideal candidate will have experience within an independent financial advisers firm and ideally will already have exposure to Junior Paraplanner duties or have come from a hybrid role  of admin and Paraplanning previously. The team here are friendly, supportive, busy and high energy. The opportunity involves gaining direct mentoring and training from the senior Paraplanner who continues to encourage every staff members growth through experience and exam support, all paid for.

IFA Administrator

Job Title: IFA Administrator

Location: Fareham

Salary: negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly team, providing full administrative support, delivering a professional, compliant and effective client service with a high focus on quality and accuracy.

Paraplanner

Job Title:  Paraplanner

Location: Fareham

Salary: Negotiable depending on experience

Are you a Paraplanner looking for your next role working within Financial Services?

Our client is looking for a Paraplanner to join their friendly team, working in a pod system of 1 Adviser, 1 paraplanner and 1 Administrator.   The role will be to complete usual paraplanning support work , including report writing, research and client interaction.

Paraplanner

Job Title: Paraplanner 

Location: Ascot

Salary: Negotiable depending upon experience 

This is an opportunity to join a growing financial planning organisation making their mark in the industry and going from strength to strength since their launch in early 2016. They now have 7 branches and continuing to expand and develop. The financial advisory firm focuses on the following areas of advice: – Lifetime financial Planning – Tax estate planning – Defined Benefit Pension transfer – Investment Planning & Retirement pensions advice.

The main office in Ascot is now in a position to expand and take on a senior Paraplanner to join their Paraplanning team. Benefits include flexible working hours, 25 days holiday, shares in the business and discretionary bonuses as well a good location a short walk from the station.

This individual will ideally have a good level of experience in dealing with the advice areas mentioned above, gained through experience within an independent financial advisers. Ideally tis candidate will hold the Diploma in financial planning or Diploma in financial advice as a minimum.

IFA Administrator

Job Title: IFA Administrator

Location: Watford

Salary: Negotiable

This is an opportunity to join a growing financial planning organisation making their mark in the industry and going from strength to strength since their launch in early 2016. They now have 7 branches and continuing to expand and develop. The financial advisory firm focuses on the following areas of advice: Lifetime financial Planning – Tax estate planning – Defined Benefit Pension transfer – Investment Planning & Retirement pensions advice.

The firm are relocating their Milton Keynes branch to Watford in early October and as a result are looking for a capable administrator to join the vibrant medium sized team based here. This role would suit an administrator with a few years’ experience in a n administrative support function within an independent financial advisers who is looking for an opportunity to join a company going from strength to strength, to join a high energy office and a team who support one another, and who would be interested in using their skills and expertise to add to the support side of the business and possible act as a mentor and trainer to new staff members.

Paraplanner

Job Title:  Paraplanner

Location: Andover

Salary: Negotiable depending on experience

Are you a Paraplanner looking for your next role working within Financial Services?

Our client is looking for a Paraplanner to join their friendly team, 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.

Paraplanner

Job Title:  Paraplanner

Location: Chelmsford

Salary: Negotiable depending on experience

Working Hours: 9am – 5pm

Are you a Paraplanner looking for your next role working within Financial Services?

Our client is looking for a Paraplanner to join their friendly team based in Essex.   The role will be to complete usual paraplanning support work to a financial planner, including new business and existing business administration functions.

Part-time IFA Administrator

Job Title:  Part- time IFA Administrator  – 16 hours per week

Location: Reigate

Salary: Negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for an IFA Administrator to join their friendly team.

Operations Administrator

Operations Administrator

Location: West London

Salary Expectations: £22,000 – £25,000 depending on experience

Job Overview:

My client based in West London, is now looking for an Operations Administrator to join their growing team on a permanent basis, whilst offering training and career development.

The role offers a unique opportunity to be in a role which is extremely varied and where you will be involved in all operational aspects of this financial services company.

IFA Administrator – Wealth Management

Job Title: IFA Administrator – Wealth Management

Location: London

Salary: Upto £28,000

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly team, providing full administrative support, delivering a professional, compliant and effective client service with a high focus on quality and accuracy.

Based in the City of London, our Client provides specialist, independent advice on wealth management, employee benefits and financial planning for businesses and individuals. Offering the successful candidate additional benefits such as: pension scheme, medical insurance, interest free season ticket loan, among others.

Trainee Financial Planner

Job title: Trainee Financial Planner

Salary: Negotiable – Plus Commission & Bi-annual Bonuses

Location: Canterbury

Are you currently a Diploma qualified Paraplanner looking to become a Financial Adviser? If so, this role may be perfect for you.

Our client is currently looking for a new Trainee Financial planner to join their team.

Our client is one of few firms with Chartered Status, using the latest technology in research and client management to ensure quality of advice given whilst concentrating on a personalised approach to each and every client.

IFA Administrator

Job Title: IFA Administrator

Location: Alton

Salary: £20,000 – £25,000 – depending on experience

This is a great opportunity for an aspiring IFA administrator to join this friendly, professional and supportive team within a Chartered Financial Planners who pride themselves on their service to their clients.

Our Client, an accredited Chartered Financial Planners, provide both astute investment management and comprehensive financial advice and planning, ensuring that nothing is left out of the equation or to chance. The rare breadth and depth of their services means that they address all the gaps left by single service providers, giving the client the best possible prospects for an improved financial position and better investment returns.

Senior Paraplanner

Job Title:  Senior Paraplanner

Location: Guildford

Salary: Upto £45,000

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 looking to move into a role that focuses on building strong client relationships.

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

Senior IFA Administrator

Job title:Senior IFA Administrator

Location:Dartford

Salary:Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for a very experienced Senior IFA Administrator to join their friendly 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.

Senior IFA Administrator

Job title: Senior IFA Administrator

Location: Orpington

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for a very experienced Senior IFA Administrator to join their friendly 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.

IFA Administrator

Job Title: IFA Administrator

Location: Southampton

Salary: Negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client, an established independent financial planning company, who take great care in providing a high level service to their clients are looking for an IFA Administrator to join their friendly expanding team.

Senior IFA Administrator

Job title: Senior IFA Administrator

Location: Bracknell

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for a Senior IFA Administrator to join their friendly 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.

Paraplanner

Location: Chelmsford

Salary: Negotiable depending on experience

Are you a Paraplanner looking for your next role working within Financial Services?

Our client, a well-established independent company are looking for a Paraplanner to join their friendly team based in Essex.   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.

                                                                                                                                                                                                                              

IFA Administrator

Location: Chelmsford

Salary: Negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for an IFA Administrator to join their friendly team.