Financial Services Jobs

Senior Paraplanner

Location: Alton

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 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.

Paraplanner

Location: Reading

Salary: Negotiable depending on 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 based in Reading. 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: Worthing

Salary: Negotiable depending on 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 based in Worthing. 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: Epsom

Salary: Negotiable depending on 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 based in Epsom. 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.

Junior Paraplanner

Location: Croydon

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 Wealth Management firm offering fantastic training support that will fast track your career, and give rise to generous gains.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships and working in both an advisory and consulting capacity.

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 paraplanner will be able to take ownership of the role and quickly develop knowledge and experience.

IFA Administrator

Location: Leatherhead, Surrey

Salary: Depending on experience

Are you looking for your next challenge within financial services?

Our client, a successful client focused financial planning firm, is looking for an IFA Administrator who has the diligence and skills to become a valuable member of their Client Service team.

The role will consist of administering new client pensions, investment and risk contracts alongside servicing existing client arrangements. In addition to this you will conduct effective liaisons with product providers and strategic partners, as well as updating client and product records. You will have the opportunity to take industry exams and develop your knowledge further through training and learning.

Pensions & Investment Administrator

Location: Horsham Salary: Up to £21,000 Are you looking for your next challenge? Our client – a growing community of over 500 investment, mortgage and protection advisers, are dedicated to delivering great advice to their clients. Their main objective being to enhance the commercial prospects for its members by freeing up their time to do […]

IFA Administrator

Location: Leatherhead

Salary: Depending on experience

Are you looking for your next challenge within financial services?

Our client, a successful client focused financial planning firm, is looking for an IFA Administrator who has the diligence and skills to become a valuable member of their Client Service team.

The role will consist of administering new client pensions, investment and risk contracts alongside servicing existing client arrangements. In addition to this you will conduct effective liaisons with product providers and strategic partners, as well as updating client and product records. You will have the opportunity to take industry exams and develop your knowledge further through training and learning.

Trainee Junior Paraplanner

Location: Godalming

Salary: Negotiable depending on experience

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?

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.

With a broad portfolio of duties, the role would suit someone with energy, flexibility, an analytical mind and proactive approach. 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 take advantage of the superb training programme to quickly develop knowledge and experience, enabling fast progression through the ranks.

You will be expected to continue professional development through further study with full study support through exams also provided, and pay rises for each exam passed.

Trainee Junior Paraplanner

Location: Hook

Salary: Negotiable depending on experience

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?

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.

With a broad portfolio of duties, the role would suit someone with energy, flexibility, an analytical mind and proactive approach. 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 take advantage of the superb training programme to quickly develop knowledge and experience, enabling fast progression through the ranks.

You will be expected to continue professional development through further study with full study support through exams also provided, and pay rises for each exam passed.

Senior IFA Administrator

Location: London

Salary: Up to £40,000 – depending upon experience.

Are you looking for your next challenge within financial services?

Our client is looking for a motivated and flexible Senior IFA Administrator to join their warm and friendly team of around 20 staff, providing the highest quality of support to 3 Advisers.

IFA Administrator

Location: London 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.   Key Responsibilities: Achieve a comprehensive understanding of […]

Paraplanner

Location: Eastbourne

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 Eastbourne. This role is fantastic for someone who is looking to progress their Paraplanning skills.

IFA Administrator

Location: London

Salary: Negotiable

Are you looking for your next challenge within financial services?

Our client is an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients.

They looking for an IFA Administrator to join their friendly team, providing full administrative support to one or more advisers allocated and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy.

IFA Administrator

Location: Worthing

Salary – Negotiable depending on experience

Are you looking for an admin role and the opportunity to join a busy team of 3 within a growing IFA practice with support and progression into Paraplanning as the business develops?

This position has come about due to our client’s expansion and purchase of another practice, as a result there is scope to grow and develop within the business and introduce more technical Paraplanning duties as you learn and develop to complete CII exams, which the company will support.

Financial Planner

Job Title: Financial Planner

Location: Maidstone

Salary: £65,000 – £70,000 + Commission

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

Our fast growing client is currently looking for an established IFA who is looking for fresh challenges and a desire to be part of and help build a growing business.

Trainee IFA Administrator

Job title – Trainee IFA Administrator

Location- Goldalming

Salary- Negotiable

Are you a Graduate (or equivalent) motivated to start and build your career in financial services? This role offers juicy challenges and is an ideal opportunity for a high achieving individual to work with a dynamic and friendly team, and progress quickly.

This role offers fantastic scope for a bright, on-the-ball individual who is confident and outgoing. There are fantastic opportunities to learn new skills and build valuable experience within a highly driven team. You will start your career here by providing administrative support in a busy environment, the employer will work with you to provide training, build on your knowledge and experience and develop you through to more technical responsibilities.

If you are keen to show how you can take initiative, make a valuable contribution, demonstrate a natural ability to prioritise/organise, and if you want an opportunity to prove yourself and drive your career forward then this could be just what you are looking for.

Junior Paraplanner

Job Title: Junior Paraplanner

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 Wealth Management firm offering fantastic training support that will fast track your career, and give rise to generous gains.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships and working in both an advisory and technical support capacity.

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 paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.