Financial Administrator/ Trainee Paraplanner Vacancy

4 weeks ago

London, United Kingdom Financial Divisions Full time

Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. They have 500 clients in their current setup with on average £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients do get involved more complex products and wealth structuring. The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years.The Managing Director is creating a brand new role for a Trainee Paraplanner to be supporting a Chartered Financial Adviser in a pod. You will be a graduate with 18 months of experience within an independent advice business and be working towards your level 4 diploma (2 RO completed as a minimum). This role will be suitable for a progressive candidate who is perhaps an Administrator and wants to take their next step up and learn to become a Paraplanner. Full training and study support packages towards your diploma and Chartered status will be provided. If you aspire to be an Adviser then full training will be provided and you could be an adviser in the much longer term as some Advisers are approaching retirement and will need replacements.

  • Salary - £30k - £45k + bonuses (5% discretionary)
  • Full study support towards level 4 diploma and chartered status
  • Benefits: pension, death in service cover, income protection

If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch.

  • Paraplanner

    1 month ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 month ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    3 weeks ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmFind out if this opportunity is a good fit by reading all of the information that follows below.My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW...

  • Paraplanner

    1 month ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    3 weeks ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmFind out if this opportunity is a good fit by reading all of the information that follows below.My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW...

  • Paraplanner

    4 weeks ago

    London, United Kingdom Financial Divisions Full time

    Job Description Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners...

  • Paraplanner

    3 weeks ago

    City of London, Greater London, United Kingdom Financial Divisions Full time €35,000 - €40,000

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description. My client are a Chartered independent wealth planning firm in...

  • Paraplanner

    3 weeks ago

    City of London, Greater London, United Kingdom Financial Divisions Full time €35,000 - €40,000

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm Find out if this opportunity is a good fit by reading all of the information that follows below. My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW...

  • Paraplanner

    3 weeks ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmLike the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.My client are a Chartered independent wealth planning firm in Haywards...

  • Paraplanner

    1 month ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 month ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Paraplanner

    1 month ago

    London Area, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firmMy client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Administrator or Trainee Paraplanner

    2 months ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner / Technical Administrator - London - Artemis Recruitment Consultants Financial Services We are looking for both trainee and experienced Paraplanners for our clients based in the heart of London. Research products, financial planning solutions and investment strategies  • Must show some CII exam results or hold Level 4 qualified in...

  • Administrator or Trainee Paraplanner

    2 weeks ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €28,000 - €35,000

    Paraplanner / Technical Administrator - London - Artemis Recruitment Consultants Financial Services We are looking for both trainee and experienced Paraplanners for our clients based in the heart of London. Research products, financial planning solutions and investment strategies  • Must show some CII exam results or hold Level 4 qualified in...

  • Administrator or Trainee Paraplanner

    1 week ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €28,000 - €35,000

    Paraplanner / Technical Administrator - London - Artemis Recruitment Consultants Financial Services We are looking for both trainee and experienced Paraplanners for our clients based in the heart of London. Research products, financial planning solutions and investment strategies  • Must show some CII exam results or hold Level 4 qualified in...

  • Administrator or Trainee Paraplanner

    7 days ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Paraplanner / Technical Administrator - London - Artemis Recruitment Consultants Financial Services We are looking for both trainee and experienced Paraplanners for our clients based in the heart of London. Research products, financial planning solutions and investment strategies  • Must show some CII exam results or hold Level 4 qualified in...

  • Administrator or Trainee Paraplanner

    1 week ago

    London, United Kingdom Artemis Recruitment Consultants Ltd Full time €28,000 - €35,000

    Paraplanner / Technical Administrator - London - Artemis Recruitment Consultants Financial Services We are looking for both trainee and experienced Paraplanners for our clients based in the heart of London. Research products, financial planning solutions and investment strategies  • Must show some CII exam results or hold Level 4 qualified in...

  • Paraplanner (Pensions Management)

    1 month ago

    London, United Kingdom Financial Divisions Full time

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...

  • Trainee Paraplanner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Trainee Paraplanner who is passionate about what they do. This role will offer full careerprogression and support you in becoming a Paraplanner and on to further training to become a Trainee...

  • Paraplanner (Pensions Management)

    3 weeks ago

    City of London, Greater London, United Kingdom Financial Divisions Full time €35,000 - €40,000

    Financial Administrator/ Trainee Paraplanner Vacancy - London offices - £35k - £40k + bonus, Full study support - Chartered IFA firm My client are a Chartered independent wealth planning firm in Haywards Heath who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across...