This job listing has expired
Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 4 months ago - Applications have closed
Related Jobs
-
Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 4 months ago - Applications have closed
This job listing has expired
Related Jobs
-
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: Rochester
Wealth Planning Administrator
Location: Rochester
Salary: £28,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 2-3 days in the office
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or do you feel like your career is developing enough with your current practice?
Would you like to join a company which offers hybrid working – 2-3 days in the office?
If so, then we may have the opportunity for you…
The role/Company:
- This practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- 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 a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within a wealth planning practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice then please apply.
-
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
Job Type: Paraplanners
Location: London
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
London – Bank area
Flexible working hours and working from home options
Salary £40,000 – £60000 – DOE
Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses.
The team of expert financial advisers support clients at every stage of their lives, through their holistic financial planning process.
The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’.
Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Paraplanner to play a vital role in their continued success.
Why Join them?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role:
As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
You will be exposed to a wide variety of work across an exciting and varied client base
-
You will be responsible for producing suitability reports
-
You will be responsible for product selection and due diligence
-
You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
-
You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
The Benefits:
-
Competitive Salary: Reflecting your skills and experience.
-
Flexibility: Smart working with core hours of 10am to 4pm.
-
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
-
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
-
Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
-
Social Events: Annual away days, Christmas parties, and other social activities.
-
Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
-
Sabbaticals and international secondments within the RBI network firms
-
Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
-
Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 4 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
Job Type: Paraplanners
Location: London
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
London – Bank area
Flexible working hours and working from home options
Salary £40,000 – £60000 – DOE
Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses.
The team of expert financial advisers support clients at every stage of their lives, through their holistic financial planning process.
The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’.
Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Paraplanner to play a vital role in their continued success.
Why Join them?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role:
As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
You will be exposed to a wide variety of work across an exciting and varied client base
-
You will be responsible for producing suitability reports
-
You will be responsible for product selection and due diligence
-
You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
-
You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
The Benefits:
-
Competitive Salary: Reflecting your skills and experience.
-
Flexibility: Smart working with core hours of 10am to 4pm.
-
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
-
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
-
Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
-
Social Events: Annual away days, Christmas parties, and other social activities.
-
Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
-
Sabbaticals and international secondments within the RBI network firms
-
Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
-
Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
-
Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Paraplanner SJP – REMOTE WORKING
REMOTE – 1 PER QUARTER AT LONDON OFFICE
£35,000 – £45,000 depending upon experience
Are you an experienced SJP Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner with experience in IHT and Trust work?
- Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
- You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company in more detail.
-
Job Type: Sales Support
Location: Anywhere
IFA Administrator
London – Bank area
Flexible working hours and working from home options
Salary £30,000 – £40000 – DOE
Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
Why Join Us?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role
As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
The Benefits:
- Competitive Salary: Reflecting your skills and experience.
- Flexibility: Smart working with core hours of 10am to 4pm.
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
- Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
- Social Events: Annual away days, Christmas parties, and other social activities.
- Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
- Sabbaticals and international secondments within the RBI network firms
- Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
- Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
-
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 4 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Anywhere
IFA Administrator
London – Bank area
Flexible working hours and working from home options
Salary £30,000 – £40000 – DOE
Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
Why Join Us?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role
As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
The Benefits:
- Competitive Salary: Reflecting your skills and experience.
- Flexibility: Smart working with core hours of 10am to 4pm.
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
- Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
- Social Events: Annual away days, Christmas parties, and other social activities.
- Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
- Sabbaticals and international secondments within the RBI network firms
- Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
- Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
-
Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Paraplanner SJP – REMOTE WORKING
REMOTE – 1 PER QUARTER AT LONDON OFFICE
£35,000 – £45,000 depending upon experience
Are you an experienced SJP Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner with experience in IHT and Trust work?
- Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
- You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company 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
Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 4 months ago - Applications have closed
This job listing has expired
Related Jobs
-
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: Rochester
Wealth Planning Administrator
Location: Rochester
Salary: £28,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 2-3 days in the office
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or do you feel like your career is developing enough with your current practice?
Would you like to join a company which offers hybrid working – 2-3 days in the office?
If so, then we may have the opportunity for you…
The role/Company:
- This practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- 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 a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within a wealth planning practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice then please apply.
-
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
Job Type: Paraplanners
Location: London
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
London – Bank area
Flexible working hours and working from home options
Salary £40,000 – £60000 – DOE
Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses.
The team of expert financial advisers support clients at every stage of their lives, through their holistic financial planning process.
The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’.
Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Paraplanner to play a vital role in their continued success.
Why Join them?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role:
As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
You will be exposed to a wide variety of work across an exciting and varied client base
-
You will be responsible for producing suitability reports
-
You will be responsible for product selection and due diligence
-
You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
-
You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
The Benefits:
-
Competitive Salary: Reflecting your skills and experience.
-
Flexibility: Smart working with core hours of 10am to 4pm.
-
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
-
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
-
Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
-
Social Events: Annual away days, Christmas parties, and other social activities.
-
Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
-
Sabbaticals and international secondments within the RBI network firms
-
Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
-
Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
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: Rochester
Wealth Planning Administrator
Location: Rochester
Salary: £28,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 2-3 days in the office
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or do you feel like your career is developing enough with your current practice?
Would you like to join a company which offers hybrid working – 2-3 days in the office?
If so, then we may have the opportunity for you…
The role/Company:
- This practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- 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 a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within a wealth planning practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice then please apply.
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
Job Type: Paraplanners
Location: London
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
London – Bank area
Flexible working hours and working from home options
Salary £40,000 – £60000 – DOE
Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses.
The team of expert financial advisers support clients at every stage of their lives, through their holistic financial planning process.
The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’.
Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Paraplanner to play a vital role in their continued success.
Why Join them?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role:
As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
You will be exposed to a wide variety of work across an exciting and varied client base
-
You will be responsible for producing suitability reports
-
You will be responsible for product selection and due diligence
-
You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
-
You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
The Benefits:
-
Competitive Salary: Reflecting your skills and experience.
-
Flexibility: Smart working with core hours of 10am to 4pm.
-
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
-
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
-
Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
-
Social Events: Annual away days, Christmas parties, and other social activities.
-
Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
-
Sabbaticals and international secondments within the RBI network firms
-
Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
-
Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 4 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
Job Type: Paraplanners
Location: London
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
London – Bank area
Flexible working hours and working from home options
Salary £40,000 – £60000 – DOE
Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses.
The team of expert financial advisers support clients at every stage of their lives, through their holistic financial planning process.
The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’.
Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Paraplanner to play a vital role in their continued success.
Why Join them?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role:
As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
You will be exposed to a wide variety of work across an exciting and varied client base
-
You will be responsible for producing suitability reports
-
You will be responsible for product selection and due diligence
-
You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
-
You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
The Benefits:
-
Competitive Salary: Reflecting your skills and experience.
-
Flexibility: Smart working with core hours of 10am to 4pm.
-
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
-
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
-
Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
-
Social Events: Annual away days, Christmas parties, and other social activities.
-
Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
-
Sabbaticals and international secondments within the RBI network firms
-
Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
-
Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
-
Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Paraplanner SJP – REMOTE WORKING
REMOTE – 1 PER QUARTER AT LONDON OFFICE
£35,000 – £45,000 depending upon experience
Are you an experienced SJP Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner with experience in IHT and Trust work?
- Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
- You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company in more detail.
-
Job Type: Sales Support
Location: Anywhere
IFA Administrator
London – Bank area
Flexible working hours and working from home options
Salary £30,000 – £40000 – DOE
Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
Why Join Us?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role
As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
The Benefits:
- Competitive Salary: Reflecting your skills and experience.
- Flexibility: Smart working with core hours of 10am to 4pm.
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
- Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
- Social Events: Annual away days, Christmas parties, and other social activities.
- Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
- Sabbaticals and international secondments within the RBI network firms
- Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
- Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
Job Type: Paraplanners
Location: London
Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
London – Bank area
Flexible working hours and working from home options
Salary £40,000 – £60000 – DOE
Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses.
The team of expert financial advisers support clients at every stage of their lives, through their holistic financial planning process.
The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’.
Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Paraplanner to play a vital role in their continued success.
Why Join them?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role:
As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
You will be exposed to a wide variety of work across an exciting and varied client base
-
You will be responsible for producing suitability reports
-
You will be responsible for product selection and due diligence
-
You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
-
You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
The Benefits:
-
Competitive Salary: Reflecting your skills and experience.
-
Flexibility: Smart working with core hours of 10am to 4pm.
-
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
-
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
-
Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
-
Social Events: Annual away days, Christmas parties, and other social activities.
-
Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
-
Sabbaticals and international secondments within the RBI network firms
-
Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
-
Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Paraplanner SJP – REMOTE WORKING
REMOTE – 1 PER QUARTER AT LONDON OFFICE
£35,000 – £45,000 depending upon experience
Are you an experienced SJP Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner with experience in IHT and Trust work?
- Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
- You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company in more detail.
Job Type: Sales Support
Location: Anywhere
IFA Administrator
London – Bank area
Flexible working hours and working from home options
Salary £30,000 – £40000 – DOE
Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
Why Join Us?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role
As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
The Benefits:
- Competitive Salary: Reflecting your skills and experience.
- Flexibility: Smart working with core hours of 10am to 4pm.
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
- Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
- Social Events: Annual away days, Christmas parties, and other social activities.
- Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
- Sabbaticals and international secondments within the RBI network firms
- Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
- Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
- Sales Support
- Rochester
Posted 4 months ago - Applications have closed
This job listing has expired
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Job Type: Sales Support
Location: Anywhere
IFA Administrator
London – Bank area
Flexible working hours and working from home options
Salary £30,000 – £40000 – DOE
Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
Why Join Us?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role
As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
The Benefits:
- Competitive Salary: Reflecting your skills and experience.
- Flexibility: Smart working with core hours of 10am to 4pm.
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
- Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
- Social Events: Annual away days, Christmas parties, and other social activities.
- Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
- Sabbaticals and international secondments within the RBI network firms
- Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
- Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
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Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Paraplanner SJP – REMOTE WORKING
REMOTE – 1 PER QUARTER AT LONDON OFFICE
£35,000 – £45,000 depending upon experience
Are you an experienced SJP Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner with experience in IHT and Trust work?
- Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
- You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company 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
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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: Anywhere
IFA Administrator
London – Bank area
Flexible working hours and working from home options
Salary £30,000 – £40000 – DOE
Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
Why Join Us?
- A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
- Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
- Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
Your Role
As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
The Benefits:
- Competitive Salary: Reflecting your skills and experience.
- Flexibility: Smart working with core hours of 10am to 4pm.
Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
- Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
- Social Events: Annual away days, Christmas parties, and other social activities.
- Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
- Sabbaticals and international secondments within the RBI network firms
- Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
- Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
Why This Role?
If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.
Paraplanner SJP – REMOTE WORKING
Job Type: Paraplanners
Location: London
Paraplanner SJP – REMOTE WORKING
REMOTE – 1 PER QUARTER AT LONDON OFFICE
£35,000 – £45,000 depending upon experience
Are you an experienced SJP Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner with experience in IHT and Trust work?
- Would you like to work for one of the largest practices in SJP – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases all whilst working remotely?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
- You will work fully remotely – apart from 1 x company meeting at one of the SJP London offices once per quarter
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the role and company in more detail.
Job Type: Sales Support
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- 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