This job listing has expired
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 1 year ago - Applications have closed
Related Jobs
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: London
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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 (Part or fully qualified considered)
Job Type: Paraplanners
Location: London
Paraplanner (Part or fully qualified considered)
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £38,000- £50,000 DOE + Bonus
- Are you an experienced Diploma Qualified Paraplanner looking to join an award winning Chartered financial planning company offering holistic advice, full admin support and a great bonus structure?
- Or perhaps you are a Junior Paraplanner, looking for development opportunities?
If either of these scenarios ring true, we have the perfect role for you.
- Our client is an established independent IFA, based in a convenient location in centre of London, just a 5 mins walk to City Thameslink or Chancery Lane tube station
- Whilst the company has over 80 staff and continues to grow, it offers a great balance of being established in this way but keeping a close collaborative team feel through pod systems. For this role, you will be working in a pod system with 3 x Advisers and 1 x Administrator. However, with over 30 Paraplanners in the company overall, and many who’s role it is to work across pods, there is more than enough support
- This role is all about collaboration. You will work closely with the Advisers on each client’s financial plan, you will have exposure to the whole process, including full research, bespoke reports and cash flow modelling?
- This could be a great move for any established paraplanner with some excellent benefits and work life balance, or equally for any junior the role offers the opportunity to be collaborating with a wide range of paraplanners and relishing the chance to join a company with a tried and tested model over the years for developing Junior talent into exceptional paraplanners, or furthermore into Advisers.
Benefits with this role include:
- 27 days holiday plus bank holidays
- Great bonus system – dependent on company success – anything between 3£ and 16% with the average for the last 5 years being 7%
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than advertised.
- Regular pay reviews, full study support and pay increases for exams passed.
- Hybrid working set up with 2 days in the office
- Dedicated operations manager who is known for planning ahead and ensuring employees are never overwhelmed with work, their process and procedures ensure an excellent working environment for everyone.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Stansted
Wealth Planning Administrator
Location: Stansted Mountfitchet
Salary: £28,000 – £32,000
Hybrid options with Monday and Friday from home
Are you a Wealth Planning Administrator looking to take the next step in your
career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)
firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility
in your current role or a place that offers a clear progression path and exam support, this
opportunity could be for you.
Why Consider This Role?
This is a chance to work with a dedicated team at a boutique, wholly independent
IFA, where client service and personalised financial planning are paramount. You’ll be
supporting advisers by managing important client documentation, and ensuring a smooth,
high-quality service for ultra-high-net-worth clients. Your role will be essential in
maintaining high-level administrative support.
Career Progression & Exam Support
Looking for personal development? Our client offers a clear progression structure through
to client relationship manager, paraplanner or adviser and full support for your exams. This is
an excellent opportunity if you’re passionate about advancing your career in wealth planning.
You’ll be mentored by experienced professionals, ensuring that you continue to grow and
develop in the role if desired. Equally, if you enjoy the administration support side, it’s your
opportunity to join a close collaborative team, with a fantastic atmosphere and stability
through great staff retention.
Key Requirements:
- Experience in financial services or wealth management administration
- Strong organisational skills and keen attention to detail
- A proactive and motivated mindset, committed to excellent client service
- Ability to manage workloads effectively and work independently
What’s in It for You?
- Hybrid working options with Monday and Friday from home if desired.
- Comprehensive exam and study support
- Career progression in a growing firm
- A chance to work with high-calibre clients and a supportive team environment
- Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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: Stansted
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
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.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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 (Part or fully qualified considered)
Job Type: Paraplanners
Location: London
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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 (Part or fully qualified considered)
Job Type: Paraplanners
Location: London
Paraplanner (Part or fully qualified considered)
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £38,000- £50,000 DOE + Bonus
- Are you an experienced Diploma Qualified Paraplanner looking to join an award winning Chartered financial planning company offering holistic advice, full admin support and a great bonus structure?
- Or perhaps you are a Junior Paraplanner, looking for development opportunities?
If either of these scenarios ring true, we have the perfect role for you.
- Our client is an established independent IFA, based in a convenient location in centre of London, just a 5 mins walk to City Thameslink or Chancery Lane tube station
- Whilst the company has over 80 staff and continues to grow, it offers a great balance of being established in this way but keeping a close collaborative team feel through pod systems. For this role, you will be working in a pod system with 3 x Advisers and 1 x Administrator. However, with over 30 Paraplanners in the company overall, and many who’s role it is to work across pods, there is more than enough support
- This role is all about collaboration. You will work closely with the Advisers on each client’s financial plan, you will have exposure to the whole process, including full research, bespoke reports and cash flow modelling?
- This could be a great move for any established paraplanner with some excellent benefits and work life balance, or equally for any junior the role offers the opportunity to be collaborating with a wide range of paraplanners and relishing the chance to join a company with a tried and tested model over the years for developing Junior talent into exceptional paraplanners, or furthermore into Advisers.
Benefits with this role include:
- 27 days holiday plus bank holidays
- Great bonus system – dependent on company success – anything between 3£ and 16% with the average for the last 5 years being 7%
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than advertised.
- Regular pay reviews, full study support and pay increases for exams passed.
- Hybrid working set up with 2 days in the office
- Dedicated operations manager who is known for planning ahead and ensuring employees are never overwhelmed with work, their process and procedures ensure an excellent working environment for everyone.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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 (Part or fully qualified considered)
Job Type: Paraplanners
Location: London
Paraplanner (Part or fully qualified considered)
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £38,000- £50,000 DOE + Bonus
- Are you an experienced Diploma Qualified Paraplanner looking to join an award winning Chartered financial planning company offering holistic advice, full admin support and a great bonus structure?
- Or perhaps you are a Junior Paraplanner, looking for development opportunities?
If either of these scenarios ring true, we have the perfect role for you.
- Our client is an established independent IFA, based in a convenient location in centre of London, just a 5 mins walk to City Thameslink or Chancery Lane tube station
- Whilst the company has over 80 staff and continues to grow, it offers a great balance of being established in this way but keeping a close collaborative team feel through pod systems. For this role, you will be working in a pod system with 3 x Advisers and 1 x Administrator. However, with over 30 Paraplanners in the company overall, and many who’s role it is to work across pods, there is more than enough support
- This role is all about collaboration. You will work closely with the Advisers on each client’s financial plan, you will have exposure to the whole process, including full research, bespoke reports and cash flow modelling?
- This could be a great move for any established paraplanner with some excellent benefits and work life balance, or equally for any junior the role offers the opportunity to be collaborating with a wide range of paraplanners and relishing the chance to join a company with a tried and tested model over the years for developing Junior talent into exceptional paraplanners, or furthermore into Advisers.
Benefits with this role include:
- 27 days holiday plus bank holidays
- Great bonus system – dependent on company success – anything between 3£ and 16% with the average for the last 5 years being 7%
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than advertised.
- Regular pay reviews, full study support and pay increases for exams passed.
- Hybrid working set up with 2 days in the office
- Dedicated operations manager who is known for planning ahead and ensuring employees are never overwhelmed with work, their process and procedures ensure an excellent working environment for everyone.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Stansted
Wealth Planning Administrator
Location: Stansted Mountfitchet
Salary: £28,000 – £32,000
Hybrid options with Monday and Friday from home
Are you a Wealth Planning Administrator looking to take the next step in your
career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)
firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility
in your current role or a place that offers a clear progression path and exam support, this
opportunity could be for you.
Why Consider This Role?
This is a chance to work with a dedicated team at a boutique, wholly independent
IFA, where client service and personalised financial planning are paramount. You’ll be
supporting advisers by managing important client documentation, and ensuring a smooth,
high-quality service for ultra-high-net-worth clients. Your role will be essential in
maintaining high-level administrative support.
Career Progression & Exam Support
Looking for personal development? Our client offers a clear progression structure through
to client relationship manager, paraplanner or adviser and full support for your exams. This is
an excellent opportunity if you’re passionate about advancing your career in wealth planning.
You’ll be mentored by experienced professionals, ensuring that you continue to grow and
develop in the role if desired. Equally, if you enjoy the administration support side, it’s your
opportunity to join a close collaborative team, with a fantastic atmosphere and stability
through great staff retention.
Key Requirements:
- Experience in financial services or wealth management administration
- Strong organisational skills and keen attention to detail
- A proactive and motivated mindset, committed to excellent client service
- Ability to manage workloads effectively and work independently
What’s in It for You?
- Hybrid working options with Monday and Friday from home if desired.
- Comprehensive exam and study support
- Career progression in a growing firm
- A chance to work with high-calibre clients and a supportive team environment
- Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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: Stansted
Wealth Planning Administrator
Location: Stansted Mountfitchet
Salary: £28,000 – £32,000
Hybrid options with Monday and Friday from home
Are you a Wealth Planning Administrator looking to take the next step in your
career? We’re hiring on behalf of our client, a boutique Independent Financial Advisor (IFA)
firm specialising in ultra-high-net-worth clients. Whether you’re looking for more flexibility
in your current role or a place that offers a clear progression path and exam support, this
opportunity could be for you.
Why Consider This Role?
This is a chance to work with a dedicated team at a boutique, wholly independent
IFA, where client service and personalised financial planning are paramount. You’ll be
supporting advisers by managing important client documentation, and ensuring a smooth,
high-quality service for ultra-high-net-worth clients. Your role will be essential in
maintaining high-level administrative support.
Career Progression & Exam Support
Looking for personal development? Our client offers a clear progression structure through
to client relationship manager, paraplanner or adviser and full support for your exams. This is
an excellent opportunity if you’re passionate about advancing your career in wealth planning.
You’ll be mentored by experienced professionals, ensuring that you continue to grow and
develop in the role if desired. Equally, if you enjoy the administration support side, it’s your
opportunity to join a close collaborative team, with a fantastic atmosphere and stability
through great staff retention.
Key Requirements:
- Experience in financial services or wealth management administration
- Strong organisational skills and keen attention to detail
- A proactive and motivated mindset, committed to excellent client service
- Ability to manage workloads effectively and work independently
What’s in It for You?
- Hybrid working options with Monday and Friday from home if desired.
- Comprehensive exam and study support
- Career progression in a growing firm
- A chance to work with high-calibre clients and a supportive team environment
- Critical illness, DIS and Private Medical, as well as 5% pension and 25 days holiday.
If you’re ready to join a firm that invests in your future and offers you work life balance and progression opportunities, we’d love to hear from you. Apply now!
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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: Stansted
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
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.
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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:
Location: Northampton
Paraplanner
Based Northampton
Salary: £37,000 – £42,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work closely with an Advisers and to 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 practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
Further information and Benefits:
- Full time, office-based role – with the option for 1 day from home after 6 month probation period
- 7.5hrs per day – flexibly to work these hours anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 25 days Holiday
- Discretionary staff bonuses paid half yearly in May and October
Key Responsibilities:
- 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 advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
Skills and Qualifications:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational abilities
- Proficiency in financial planning software and Microsoft Office Suite
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills
So, if you are thinking you need a fresh start and to gain more technical experience anda route through the business then please apply and then we can run through the role in more detail.
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type:
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based London, City
Salary £30000 – £35000 – depending on skills and experience + bonus
- Are you a graduate or equivalent motivated to build a career in Wealth Planning?
- Do you know that becoming an Adviser within wealth planning is your ambition
- Would you thrive in an environment that can offer a clear progression road map and is goal orientated?
Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals
into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to
work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.
The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.
Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is
and outgoing with a strong commitment to self-leadership.
Benefits of the role:
- Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
- Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
- Bonus scheme of up to 12% per year
- A dedicated academy manager to keep you on track and support you through the dedicated milestones.
- Clear financial milestones to achieve with pay rises for exams passed.
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
- Desirable aspects for the role include:
- Any completed exams towards the Diploma in financial planning (or equivalent)
- Any prior experience working within financial services, or a wealth planning environment.
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.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type: Paraplanners
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City Salary: DOE – Ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diploma qualified, have paraplanning experience, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an ambitious individual to join their paraplanning department, and can consider multiple levels of experience for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent management system to keep you on track – progression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser. Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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.