Part or Qualified Paraplanner
- Paraplanners
- Alderley Edge
Posted 3 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Part or Qualified Paraplanner
- Paraplanners
- Alderley Edge
Posted 3 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Part or Qualified Paraplanner
- Paraplanners
- Alderley Edge
Posted 3 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Corsham
Part or Qualified Paraplanner
- Paraplanners
- Alderley Edge
Posted 3 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
Job Type: Paraplanners
Location: Bishops Stortford
Part or Qualified Paraplanner
- Paraplanners
- Alderley Edge
Posted 3 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Part or Qualified Paraplanner
- Paraplanners
- Alderley Edge
Posted 3 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
- Or are you feeling like your career is developing enough with your current practice?
- Or maybe you don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Corsham
Part or Qualified Paraplanner
- Paraplanners
- Alderley Edge
Posted 3 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply