Trainee Financial Adviser / Trainee Financial Planner
- Paraplanners
- Lincolnshire
Posted 9 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Trainee Financial Adviser / Trainee Financial Planner
- Paraplanners
- Lincolnshire
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Trainee IFA Administrator
Location – Cranleigh
Salary: £26,000 – £32,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Cranleigh is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
-
Strong work ethic
-
Thriving within a busy varied role
-
Can do attitude
-
Team player but also self-motivated and able to work on own initiative
-
Keen to learn and develop skills to ensure develop best competency within the role
-
Organisational and prioritisation skills
-
Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Job Title: Paraplanner – Part qualified considered
Location – Outskirts Kingswood
Salary £33,000 – £40,000
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.
You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
The role would be based at their office in Solihull and entail:
- Supporting 2 Advisers who have about 200 clients between them
- You will be collaboratively working with the Advisers to recommend financial solutions for their clients
- Full admin support, so you can concentrate on paraplanning
- They are fully independent, so you will be working across multiple platforms and providers
- Located on the outskirts of Kingswood – car drive essential
- Salary – up to £40,000 depending upon qualifications & experience
- Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Trainee Financial Adviser / Trainee Financial Planner
- Paraplanners
- Lincolnshire
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Trainee IFA Administrator
Location – Cranleigh
Salary: £26,000 – £32,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Cranleigh is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
-
Strong work ethic
-
Thriving within a busy varied role
-
Can do attitude
-
Team player but also self-motivated and able to work on own initiative
-
Keen to learn and develop skills to ensure develop best competency within the role
-
Organisational and prioritisation skills
-
Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Job Title: Paraplanner – Part qualified considered
Location – Outskirts Kingswood
Salary £33,000 – £40,000
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.
You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
The role would be based at their office in Solihull and entail:
- Supporting 2 Advisers who have about 200 clients between them
- You will be collaboratively working with the Advisers to recommend financial solutions for their clients
- Full admin support, so you can concentrate on paraplanning
- They are fully independent, so you will be working across multiple platforms and providers
- Located on the outskirts of Kingswood – car drive essential
- Salary – up to £40,000 depending upon qualifications & experience
- Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Sales Support
Location: Surrey
Trainee Financial Adviser / Trainee Financial Planner
- Paraplanners
- Lincolnshire
Posted 9 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Trainee IFA Administrator
Location – Cranleigh
Salary: £26,000 – £32,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Cranleigh is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
-
Strong work ethic
-
Thriving within a busy varied role
-
Can do attitude
-
Team player but also self-motivated and able to work on own initiative
-
Keen to learn and develop skills to ensure develop best competency within the role
-
Organisational and prioritisation skills
-
Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Job Title: Paraplanner – Part qualified considered
Location – Outskirts Kingswood
Salary £33,000 – £40,000
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.
You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
The role would be based at their office in Solihull and entail:
- Supporting 2 Advisers who have about 200 clients between them
- You will be collaboratively working with the Advisers to recommend financial solutions for their clients
- Full admin support, so you can concentrate on paraplanning
- They are fully independent, so you will be working across multiple platforms and providers
- Located on the outskirts of Kingswood – car drive essential
- Salary – up to £40,000 depending upon qualifications & experience
- Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Sales Support
Location: Surrey
-
Strong work ethic
-
Thriving within a busy varied role
-
Can do attitude
-
Team player but also self-motivated and able to work on own initiative
-
Keen to learn and develop skills to ensure develop best competency within the role
-
Organisational and prioritisation skills
-
Strong attention to detail.
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Job Title: Paraplanner – Part qualified considered
Location – Outskirts Kingswood
Salary £33,000 – £40,000
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.
You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
The role would be based at their office in Solihull and entail:
- Supporting 2 Advisers who have about 200 clients between them
- You will be collaboratively working with the Advisers to recommend financial solutions for their clients
- Full admin support, so you can concentrate on paraplanning
- They are fully independent, so you will be working across multiple platforms and providers
- Located on the outskirts of Kingswood – car drive essential
- Salary – up to £40,000 depending upon qualifications & experience
- Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Trainee Financial Adviser / Trainee Financial Planner
- Paraplanners
- Lincolnshire
Posted 9 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Trainee IFA Administrator
Location – Cranleigh
Salary: £26,000 – £32,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Cranleigh is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
-
Strong work ethic
-
Thriving within a busy varied role
-
Can do attitude
-
Team player but also self-motivated and able to work on own initiative
-
Keen to learn and develop skills to ensure develop best competency within the role
-
Organisational and prioritisation skills
-
Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Job Title: Paraplanner – Part qualified considered
Location – Outskirts Kingswood
Salary £33,000 – £40,000
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.
You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
The role would be based at their office in Solihull and entail:
- Supporting 2 Advisers who have about 200 clients between them
- You will be collaboratively working with the Advisers to recommend financial solutions for their clients
- Full admin support, so you can concentrate on paraplanning
- They are fully independent, so you will be working across multiple platforms and providers
- Located on the outskirts of Kingswood – car drive essential
- Salary – up to £40,000 depending upon qualifications & experience
- Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Sales Support
Location: Surrey
-
Strong work ethic
-
Thriving within a busy varied role
-
Can do attitude
-
Team player but also self-motivated and able to work on own initiative
-
Keen to learn and develop skills to ensure develop best competency within the role
-
Organisational and prioritisation skills
-
Strong attention to detail.
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Job Title: Paraplanner – Part qualified considered
Location – Outskirts Kingswood
Salary £33,000 – £40,000
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.
You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
The role would be based at their office in Solihull and entail:
- Supporting 2 Advisers who have about 200 clients between them
- You will be collaboratively working with the Advisers to recommend financial solutions for their clients
- Full admin support, so you can concentrate on paraplanning
- They are fully independent, so you will be working across multiple platforms and providers
- Located on the outskirts of Kingswood – car drive essential
- Salary – up to £40,000 depending upon qualifications & experience
- Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.