Financial Services Jobs

Trainee Administrator / Junior Paraplanner (Graduate Programme) – Expanding company

Job title – Trainee Administrator / Junior Paraplanner (Graduate Programme) – Expanding company

Location- Epsom

Are you a Graduate (or equivalent) motivated to build your career in a Financial Services?

Are you looking for a clear path through to Paraplanning and/or advice?

This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing quickly with full support from the company.

The role comes with exciting opportunity to join an academy tailored to build experience and support through the diploma in Financial Planning

If you have a passion to develop a career as technical support within a superb IFA, then this entry level opportunity is not to be missed.

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, this could well be just what you are looking for.

IFA Administrator

Job title: PA / IFA Administrator

Location: Epsom

Salary: Dependent on your experience.

Are you looking for a varied and challenging Administration role within a Wealth Management setting?

Does a role that encompasses support to practice management team, business processing and practice development that requires a confident individual who can work well as a senior administrator within a small, positive and friendly team sound like a good next step for you?

Our small, but growing client, based a short walk from Epsom town centre is looking for a capable administrator, ideally with previous experience in a PA / Office support role within Financial Services to join them.

This role has come about due to the office relocation and ongoing expansion plans.

Paraplanner

Job Title: Paraplanner

Location: Epsom

Salary: Highly competitive plus Discretionary Bonus

Hours: Full Time

An excellent opportunity has arisen for a Paraplanner to join a busy Paraplanning team working for a family run St James Place Wealth Management – Senior Partner Practice, in Epsom, Surrey.

Due to office relocation and confirmed expansion and growth, due to success of the business, the practice now needs an experienced Paraplanner to join the team and enable the current Senior Paraplanner to concentrate on operational tasks.

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.

IFA Administrator

Job title: 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 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.

IFA Administrator 

Location: London Salary: Negotiable depending on experience Are you an experienced administrator ideally working with an independent financial adviser, wealth management or investment company looking for a varied administration role within a fun and high energy company? Are you looking for a chance for the next step up into Junior Paraplanning? Are you looking for […]

Trainee IFA Administrator  – full training provided.

Job Title:  Trainee IFA Administrator  – full training provided.

Location: London

Salary: Negotiable depending on experience

Are you looking to start a career within an independent financial advisers. This role is undoubtably the best start to that path.

Are you ambitious and looking for a company to recognise and fuel ambition and work closely with you to build on your transferable skills to help you develop administration and paraplanning skills essential within an independent financial adviser firm.

Working with a small and friendly team of 6 that will grow to around 10 staff in total, the company is well respected with long standing high net worth clients, and this is an opportunity to join a growing firm who really invest in their staff. The ethos here is based around working hard and pushing yourself but in a fun and friendly environment where there is an undeniable energy and positive atmosphere, and where each staff member is proud to be a part of the firm’s growth and feels satisfied with the level of investment in their development.

You will receive full training and development within an administration role in the company, the opportunity to progress beyond this is guaranteed due to the continuous internal progression for all staff.

IFA Administrator Supervisor

Location: Guildford

Salary: Upto £31,000 depending on experience

Are you an experienced administrator, who enjoys working on the administration side within an independent financial services environment, but is now looking for your next step up? This is an exciting opportunity for anyone looking to utilise built-in skills within the industry and take on their next challenge within a supervisory role.

Our client is looking for a business support supervisor to join their friendly team. The main purpose of the role is to provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.

IFA Admin – Full training given

Job Title:  IFA Administrator – full training given

Location: Woking

Salary: Negotiable depending on experience

Are you currently working within an employee benefits or pensions background, and/or do you hold knowledge of financial services products and are looking to transfer those skills and move into an IFA or wealth management environment?

Our client is a leading national wealth management firm, due to growth they are now looking to recruit for an experienced administrator to join the busy friendly team there.

If you are looking for a chance to start your career within a well-respected national wealth management firm who can offer corporate benefits, high class training to move your career to the next level, and you feel your experience within an employee benefits background or pensions or equivalent would mean you have the necessary transferable skills and experience – then please apply below.

IFA Administrator – full training given

Job Title:  IFA Administrator – full training given

Location: Guildford

Salary: Negotiable depending on experience

Are you currently working within an employee benefits or pensions background, and/or do you hold knowledge of financial services products and are looking to transfer those skills and move into an IFA or wealth management environment?

Our client is a leading national wealth management firm, due to growth they are now looking to recruit for an experienced administrator to join the busy friendly team there.

If you are looking for a chance to start your career within a well-respected national wealth management firm who can offer corporate benefits, high class training to move your career to the next level, and you feel your experience within an employee benefits background or pensions or equivalent would mean you have the necessary transferable skills and experience – then please apply below.

IFA Administrator

Job Title:  IFA Administrator

Location: Guildford

Salary: £22,000 – £26,000 depending on experience

Are you an administrator looking for a new challenge as part of a small and supportive team? Are you craving the reassurance of becoming part of a company that recognises and rewards hard work and future ambitions?

This is a fantastic opportunity for an experienced IFA administrator (or equivalent) to join a leading national wealth management firm, who due to growth are now looking to expand their team

The firm has the feel of an SME in terms of the friendly and supportive team, headed up by a business support supervisor. However, the company is in fact a more corporate nationwide firm, and as a result benefits from progression plans and company benefits in line with a larger organisation.

IFA Administrator

Location: Woking

Salary: Upto £31,000 depending on experience

Are you an administrator looking for a new challenge as part of a small and supportive team? Are you craving the reassurance of becoming part of a company that recognises and rewards hard work and future ambitions?

This is a fantastic opportunity for an experienced IFA administrator (or equivalent) to join a leading national wealth management firm, who due to growth are now looking to expand their team

The firm has the feel of an SME in terms of the friendly and supportive team, headed up by a business support supervisor. However, the company is in fact a more corporate nationwide firm, and as a result benefits from progression plans and company benefits in line with a larger organisation.

There is an internal paraplanner scheme, perfect for candidates who have completed 18months-2 years as an administrator, working through exams and now looking for their next step up in the company. The company also offers a fantastic trainee adviser programme.

IFA Administrator Supervisor

Location: Guildford

Salary: Upto £31,000 depending on experience

Are you an experienced administrator, who enjoys working on the administration side within an independent financial services environment, but is now looking for your next step up? This is an exciting opportunity for anyone looking to utilise built-in skills within the industry and take on their next challenge within a supervisory role.

Our client is looking for a business support supervisor to join their friendly team. The main purpose of the role is to provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.

Paraplanner

Job Title: Paraplanner Location: Guildford Salary: up to £42,000 depending upon experience Are you looking for a varied paraplanning role? If so, we have a fantastic opportunity to join a well-respected and established financial adviser firm. The office in Guildford, is looking to add another Paraplanner to their support team due to on-going success within […]

Paraplanner

Job title – Paraplanner Location- Hertford Salary- Negotiable depending on experience Are you a part or fully qualified, motivated to build your career in a Financial Services? This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing […]

Paraplanner

Job Title: Paraplanner

Location: Weybridge

Salary: up to £45,000 depending upon experience

Are you looking for a varied paraplanning role within a close knit team?

If so, we have a fantastic opportunity to join a well-respected and established financial adviser firm.The office in Weybridge is looking to add another Paraplanner to their support team due to on-going success within the business.

This is a company which whole heartily supports progression and continuing professional development as well.

So, if a role with variety and the chance to continue to learn and grow within a friendly and supportive environment that offers great perks sounds like a good next step for your career, then please apply.

Trainee Administrator / Junior Paraplanner

Job title – Trainee Administrator / Junior Paraplanner (Graduate Programme) – Expanding, dynamic company

Location- London

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

Are you a Graduate (or equivalent) motivated to build your career in a Financial Services? This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing quickly with full support from the company.

The role comes with exciting challenges and opportunities for career progression with a company that offers a high level of compensation to its employees.  There is a clear progression structure in place that has worked seamlessly for the company for many years. The structure is focussed on progressing individuals and to aid their development through support with exams. There are clear job titles and goals to achieve with full support each step of the way to achieve your long term goals – be that Advice or Senior Paraplanner.

Paraplanner

Location- Epsom

Salary- Negotiable depending on your experience

Job Title- Paraplanner

Looking for a varied role in Epsom within a close nit team that can offer great progression prospects and a beautiful office as with free parking.

The small but growing client is looking for a Paraplanner to join their lovely team of 5. The business currently consists of 1 partner, 2 advisers, 1 paraplanner and 1 administrator.

Due to the businesses ongoing success they have just moved to a lovely building in Epsom with free onsite parking and are now looking to expand their support staff.

The main benefits of this role are the lovely atmosphere and team ethic, the free parking and the genuine scope for progression.

Junior Paraplanner

Location- Epsom

Salary- Negotiable depending on your experience

Job Title- Junior Paraplanner

Looking for a varied role in Epsom within a close nit team that can offer great progression prospects and a beautiful office as with free parking.

The small but growing client is looking for a Junior Paraplanner to join their lovely team of 5. The business currently consists of 1 partner, 2 advisers, 1 paraplanner and 1 administrator.

Due to the businesses ongoing success they have just moved to a lovely building in Epsom with free onsite parking and are now looking to expand their support staff.

The main benefits of this role are the lovely atmosphere and team ethic, the free parking and the genuine scope for progression.

IFA Administrator

Job Title:  IFA Administrator

Location: Epsom

Salary: Negotiable depending on experience

Looking for a varied role in Epsom within a close nit team that can offer great progression prospects and a beautiful office as with free parking.

The small but growing client is looking for a IFA Administrator to join their lovely team of 5. The business currently consists of 1 partner, 2 advisers, 1 paraplanner and 1 administrator.

Due to the businesses ongoing success they have just moved to a lovely building in Epsom with free onsite parking and are now looking to expand their support staff.

The main benefits of this role are the lovely atmosphere and team ethic, the free parking and the genuine scope for progression.