Paraplanner - Reading

Our client is a leading Reading based Chartered Financial Planning firm and they are now seeking an experienced and ambitious Paraplanner to work alongside their Financial Planners taking responsibility for the preparation and maintenance of client files,the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts)...

Self Employed Financial Adviser, Reading (BP-1339) Our client has a new and rewarding opportunity for a qualified Financial Adviser to join its new office in Reading. The firm already has a large and successful team based in London and it is looking for ambitious and passionate advisers to expand its reach into Reading. The firm has a strong culture of...

My Client is a Boutique independent practice based in the Reading area providing Financial Advice across the M4 Corridor and Berkshire. Due to their success and great reputation, they are now looking at extreme future growth and are looking to expand theirParaplanning team with immediate effect to prepare and create a robust structure within the...

Trainee Financial Adviser - Boutique IFA firm - Reading Salary: £30k + bonuses Clients provided: Manage a portion of a £20m client bank Are you currently working as an IFA Administrator or Paraplanner and aim to become an Adviser in the near future? Are you working towards your level 4 diploma and eager to step into an Adviser role? Join a...

Junior Financial Adviser/Trainee Financial Adviser - Boutique IFA firm - Reading- £40k - £50k + bonus - Manage a portion of £20m client bankAre you a customer facing Paraplanner or a Junior Financial Adviser with your level 4 diploma or perhaps 1 exam away and have ambitions to step into an Adviser role ASAP, are you looking to join an established...

Are you looking for an exciting new adventure in Business? We're looking for a Client Services Administrator to join us for a Level 3 Business Administration Apprenticeship over 18 months within our successful finance wealth management practice in Berkshire.'Goodall-Smith Wealth Management' is a highly successful partner practice of St James Place Wealth...

My client a very successful National IFA firm is actively looking to recruit a skilled Paraplanner preferably with full Diploma to join their business in Berkshire near Reading and support their financial Advisors in report writing.The role will be workingas part of a productive, high performing team to provide full support to the Consultants. The role will...

Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading. Location: Reading / hybrid Duration: an initial three-month contract Rate: £325 per day Start Date: Monday 1st July 2024 ...

Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading. Location: Reading / hybrid Duration: an initial three-month contract Rate: £325 per day Start Date: Monday 1st July 2024 Umbrella only...

Huntswood is looking for experienced Paraplanners to join out client, a leading provider who specialises in Wealth management, on an initial three-month contract on a hybrid basis, within commutable distance of Reading. Location: Reading / hybrid Duration: an initial three-month contract Rate: £325 per day Start Date: Monday 1st July 2024 Umbrella only...

Our client is a leading Reading based Chartered Financial Planning firm and they are now seeking an experienced and ambitious Paraplanner to work alongside their Financial Planners taking responsibility for the preparation and maintenance of client files,the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts)...

Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own clients? My...

I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.   The candidate must have a minimum of 2 years skills within the role to be considered.  The role is to provide administrative support in all aspects of the day-to-day running of the...

Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own...

I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area. The candidate must have a minimum of 2 years skills within the role to be considered. The role is to provide administrative support in all aspects of the day-to-day running of the...

Junior Financial Adviser/Trainee Financial Adviser - Boutique IFA firm - Reading- £40k - £50k + bonus - Manage a portion of £20m client bank Are you a customer facing Paraplanner or a Junior Financial Adviser with your level 4 diploma or perhaps 1 exam away and have ambitions to step into an Adviser role ASAP, are you looking to join an established...

A great Financial Services company are recruiting a skilled Financial Services IFA Administration role not far from the Reading area. The candidate must have a minimum of 1 year's skills within the role to be considered. The role is to o provide administrative support in all aspects of the day-to-day running of the financial services business and...

Junior Financial Adviser/Trainee Financial Adviser - Boutique IFA firm - Reading- £40k - £50k + bonus - Manage a portion of £20m client bank Are you a customer facing Paraplanner or a Junior Financial Adviser with your level 4 diploma or perhaps 1 exam away and have ambitions to step into an Adviser role ASAP, are you looking to join an established...

Full structured career path (trainee Financial Advisor) Are you looking for your first role within Wealth Management? One of our long-standing clients is now looking to take on a graduate that is looking for a career within Private Client Wealth Management with the long term aim of training to becoming a professional financial advisor. They provide advice...

Administration Team Leader - Manage 5 staff - IFA Firm - £40,000 - £50,000 basic salary - Near Reading My client is a medium sized Independent Financial Advice firm who I have met and placed 8+ members of staff with. They are an entrepreneurial business who have build the trust of their clients over many years. They offer whole of market advice on...

2024 Graduates - full structured career path (trainee Financial Advisor) Graduate Entry role into Wealth Management Are you looking for your first role within Wealth Management? Have you recently graduated and perhaps taken on some short term internships in finance already? Are you pursuing a career as a Financial Advisor? One of our long-standing clients...

We are working with a well-established, boutique firm of Independent Financial Advisers on the outskirts of Reading to recruit an IFA Administrator. Our client is very successful & growing, they provide fully independent and personalised advice to a portfolio of clients across the UK. As a business they have a unique approach to advice, knowing all of their...

The OpportunityBefore applying for this role, please read the following information about this opportunity found below. The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service. We are looking for an IFA Administration...

The OpportunityBefore applying for this role, please read the following information about this opportunity found below. The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service. We are looking for an IFA Administration...

The OpportunityPlease make sure you read the following details carefully before making any applications.The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service.We are looking for an IFA Administration Manager who has...

The Opportunity Before applying for this role, please read the following information about this opportunity found below. The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service. We are looking for an IFA...