Financial Services Jobs

Trainee IFA

Job Title: Trainee IFA
 
Location: Horsham
               
Salary: £35K – £50K  – NO TARGETS OR KPI’S WITH THIS ROLE

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

Our fast growing client is now looking for a Diploma qualified Paraplanner wanting to move into Advice. Due to our clients current work load, the successful applicant will benefit from their existing client bank, which will be passed over to you. A huge benefit with this role is that there are no targets or KPI’s.

Paraplanner

Job Title- Paraplanner

Location- Dartford

Salary- Negotiable depending on your experience

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

Our client is currently looking for an experienced Paraplanner to join their support 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

Location- Birmingham

Salary- Negotiable depending on your experience

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

Our client is currently looking for an experienced Paraplanner to join their support 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- Rubgy

Salary- Negotiable depending on your experience

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

Our client is currently looking for an experienced Paraplanner to join their support 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.

Job title – Administrator – Full training provided

Job title – Administrator – Full training provided

Location- Fareham

Salary- Negotiable -£17,000 – £20,000

Job Type: Full-time

Are you looking for an administration role within the financial services sector that provides one to one support and training, an extremely positive atmosphere, as well as a clear progression path? If so, this could be your perfect position.

IFA Administrator

Job Title: IFA Administrator

Location: Gerrards Cross

Salary: Negotiable

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.

Junior Paraplanner

Position: Junior Paraplanner
Location: Marlow

Salary: Negotiable depending on experience

Our client is looking to recruit a Junior or Diploma Qualified Paraplanner.

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. Under the guidance of some of the best Advisers in the marketplace, a motivated junior paraplanner will be able to take ownership of the role and quickly develop knowledge and experience.

Paraplanner

Job Title- Paraplanner

Location- Marlow

Salary- Negotiable depending on your experience

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

Our client is currently looking for an experienced Paraplanner to join their support 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.

IFA Administrator

Job Title: IFA Administrator

Location: Marlow

Salary: Negotiable

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.

IFA Administrator

Job title: IFA Administrator

Location: Guildford

Salary: Upto £25,000

Are you looking for your next challenge within financial services?

Our client is looking for a IFA Administrator to join their friendly team, providing the highest quality of support to the Financial Planners.

The successful candidate would either have obtained the CII Certificate in Life and Pensions or the CII Certificate in Financial Planning, or be working towards either of these or equivalent.

Previous experience of working within a Financial Advisory Firm is essential and you ideally need to be fully familiar with most support procedures. Knowledge of Intelliflo software is preferred but not essential.

IFA Administator

Job title: IFA Administrator

Location: Gerrards Cross

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.

IFA Administrator

Job title: IFA Administrator

Location: Fareham

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 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.

Job Title: Paraplanner – Part-Time

Job Title: Paraplanner – Part-Time

Location: Newbury

Salary: 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.

Technical Research Paraplanner

Job Title: Technical Research Paraplanner

Location: Salisbury

Salary: Negotiable depending upon experience

Are you looking for a new Paraplanning role which allows you to solely focus all your attention on providing technical research and analysis whilst leaving the administration to another department?  If so, this role may be of interest.

Our client is currently looking for an experienced Paraplanner to join a rapidly expanding financial planning firm in Guildford with an enviable reputation for providing employees with exceptional professional support through their Learning and Development function.

This particular chartered client has been operating since 2005 and has grown to 5 offices and managing over £2billion of client’s assets.

Their corporate strategy is to acquire and develop long-term relationships with clients by building and preserving wealth and providing outstanding service. Their focus is upon providing on-going advice rather than acting as a transactional agent and the methods they employ invariably introduces structure for the first time to a client’s financial affairs. 

Technical Research Paraplanner

Job Title: Technical Research Paraplanner

Location: Guildford

Salary: Negotiable depending upon experience

Are you looking for a new Paraplanning role which allows you to solely focus all your attention on providing technical research and analysis whilst leaving the administration to another department?  If so, this role may be of interest.

Our client is currently looking for an experienced Paraplanner to join a rapidly expanding financial planning firm in Guildford with an enviable reputation for providing employees with exceptional professional support through their Learning and Development function.

This particular chartered client has been operating since 2005 and has grown to 5 offices and managing over £2billion of client’s assets.

Their corporate strategy is to acquire and develop long-term relationships with clients by building and preserving wealth and providing outstanding service. Their focus is upon providing on-going advice rather than acting as a transactional agent and the methods they employ invariably introduces structure for the first time to a client’s financial affairs. 

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Godalming

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Horsham

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Shere

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Shalford

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Trainee Financial Adviser

Job title: Trainee Financial Adviser

Salary: Negotiable – depending on experience

Location: Shalford

Are you currently a Diploma qualified Paraplanner, close to completion or equivalent, eager for transition across to Advice?

Do you enjoy networking?

Would you relish the opportunity to work alongside and learn from a respected and highly qualified Financial Adviser? If so, this role may be perfect for you.

Our client is currently looking for a new Trainee Financial Adviser to join their medium sized, friendly team. The company Ethos based around working in a fun and friendly environment, focusing on training and development for their growing team.