Paraplanner
- Paraplanners
- Northampton
Posted 8 months ago
- Applications have closed
Related Jobs
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
Paraplanner
- Paraplanners
- Northampton
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- This role is all about collaborating with the Advisers on each client's financial plan –they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
-
Wealth Planning Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Sissinghurst
Paraplanner
- Paraplanners
- Northampton
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Wimborne
Paraplanner
Based Wimborne, Dorset
Salary: £30,000 – £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- Discretionary bonus
- Healthcare
- 25 days holiday + 1 x Well being day + Bday off
- 2 x days study leave per exam
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- This role is all about collaborating with the Advisers on each client's financial plan –they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
-
Job Type: Paraplanners
Location: Wimborne
Paraplanner
- Paraplanners
- Northampton
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Wimborne
Paraplanner
Based Wimborne, Dorset
Salary: £30,000 – £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- Discretionary bonus
- Healthcare
- 25 days holiday + 1 x Well being day + Bday off
- 2 x days study leave per exam
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
Paraplanner
- Paraplanners
- Northampton
Posted 8 months ago
- Applications have closed
Related Jobs
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- This role is all about collaborating with the Advisers on each client's financial plan –they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- This role is all about collaborating with the Advisers on each client's financial plan –they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Wealth Planning Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Sissinghurst
Paraplanner
- Paraplanners
- Northampton
Posted 8 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Wimborne
Paraplanner
Based Wimborne, Dorset
Salary: £30,000 – £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- Discretionary bonus
- Healthcare
- 25 days holiday + 1 x Well being day + Bday off
- 2 x days study leave per exam
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- This role is all about collaborating with the Advisers on each client's financial plan –they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Job Type: Paraplanners
Location: Wimborne
Paraplanner
Based Wimborne, Dorset
Salary: £30,000 – £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- Discretionary bonus
- Healthcare
- 25 days holiday + 1 x Well being day + Bday off
- 2 x days study leave per exam
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- This role is all about collaborating with the Advisers on each client's financial plan –they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Job Type: Paraplanners
Location: Wimborne
Paraplanner
- Paraplanners
- Northampton
Posted 8 months ago
- Applications have closed
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