IFA Administrator/ Junior Paraplanner
2 weeks ago
- Processing new business
- Client Illustrations and Valuations
- LOA’S
- Preparing Suitability reports
- Suitability Report preparation
- Production of quotes and relevant application paperwork via various external provider platforms
- IRESS Quotes and Protection Case Preparation
- Defaqto Research
- Selecta Pension Research
- Compiling cases for processing by ensuring all the required paperwork included is signed, this will include:
- Suitability Report
- Fact Find
- Quotes
- Application form
- Other related paperwork
- Processing reports and associated paperwork for:
- BED/ISA
- Top Up
- Fund switches
- Use of the back office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file
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IFA Administrator/ Junior Paraplanner
1 month ago
Brierley Hill, United Kingdom Medlock Partners Ltd Full timeIFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners...
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Ifa Administrator
2 months ago
Burgess Hill, United Kingdom Ortus PSR Full timeA leading Financial Planning firm that provides bespoke financial planning advice to individuals and families are seeking an experienced IFA Administrator to join their team to provide comprehensive support to the Paraplanners and help to deliver exceptional service to the IFA firms clients. As an IFA Administrator, you will be responsible for providing...
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Trainee Paraplanner
1 week ago
Brierley Hill, United Kingdom Medlock Partners Limited Full timeIFA Administrator/ Trainee ParaplannerStourbridge Salary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who...
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Trainee Paraplanner
2 weeks ago
Brierley Hill, United Kingdom Medlock Partners Ltd Full timeIFA Administrator/ Trainee ParaplannerStourbridge Salary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who...
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Trainee Paraplanner
2 weeks ago
Brierley Hill, United Kingdom Medlock Partners Ltd Full timeIFA Administrator/ Trainee ParaplannerStourbridge Salary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday sHybrid working after probationExam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are currently going through a...
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Trainee Paraplanner
2 weeks ago
Brierley Hill, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS 8% Fully funded Pension Early finish on Friday’s Hybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are currently going...
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Trainee Paraplanner
3 weeks ago
Brierley Hill, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerStourbridgeSalary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam fundingOur Client are a highly successful and forever growing Firm of Independent FinancialPlanners who are currently going through a...
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Trainee Paraplanner
4 weeks ago
Brierley Hill, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerStourbridgeSalary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam fundingOur Client are a highly successful and forever growing Firm of Independent FinancialPlanners who are currently going through a...
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Trainee Paraplanner
3 weeks ago
Brierley Hill, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerStourbridgeSalary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam fundingOur Client are a highly successful and forever growing Firm of Independent FinancialPlanners who are currently going through a...
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Trainee Paraplanner
3 weeks ago
Brierley Hill, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerStourbridgeSalary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam fundingOur Client are a highly successful and forever growing Firm of Independent FinancialPlanners who are currently going through a...
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Trainee Paraplanner
1 week ago
Brierley Hill, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerStourbridgeSalary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam fundingReady to make your application Please do read through the description at least once before clicking on Apply.Our Client are a...
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Trainee Paraplanner
1 week ago
Brierley Hill, United Kingdom Medlock Partners Full timeIFA Administrator/ Trainee ParaplannerStourbridgeSalary up to £34,000Xmas office shutdown, no annual leave required + your birthday ofX4 DIS8% Fully funded PensionEarly finish on Friday’sHybrid working after probationExam fundingReady to make your application Please do read through the description at least once before clicking on Apply.Our Client are a...
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Paraplanner required, Established IFA firm
3 months ago
Burgess Hill, United Kingdom Astral Recruitment Full timeNEW to market Our client is a successful local Sussex based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2 days from home and 3 days in the office We need ideally fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting...
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Trainee Paraplanner
2 weeks ago
Brierley Hill, West Midlands, United Kingdom Medlock Partners Full time €34,000IFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS 8% Fully funded Pension Early finish on Friday’s Hybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are...
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Trainee Paraplanner
3 weeks ago
Brierley Hill, West Midlands, United Kingdom Medlock Partners Full time €34,000IFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS 8% Fully funded Pension Early finish on Friday’s Hybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are...
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Trainee Paraplanner
2 weeks ago
Brierley Hill, West Midlands, United Kingdom Medlock Partners Full time €34,000IFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS 8% Fully funded Pension Early finish on Friday’s Hybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are...
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Trainee Paraplanner
3 weeks ago
Brierley Hill, West Midlands, United Kingdom Medlock Partners Full time €34,000IFA Administrator/ Trainee Paraplanner Stourbridge Salary up to £34,000 Xmas office shutdown, no annual leave required + your birthday of X4 DIS 8% Fully funded Pension Early finish on Friday’s Hybrid working after probation Exam funding Our Client are a highly successful and forever growing Firm of Independent Financial Planners who are...
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Junior Paraplanner
5 days ago
Kings Hill, Kent, United Kingdom St. James's Place Wealth Management Full timeJob Title: Junior Paraplanner - Wealth ManagementJob Summary:We are seeking a highly motivated and organized Junior Paraplanner to join our team at St. James's Place Wealth Management. As a Junior Paraplanner, you will play a key role in supporting our financial advisors in providing exceptional client service and delivering high-quality financial...
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Junior Paraplanner
7 days ago
Kings Hill, Kent, United Kingdom St. James's Place Wealth Management Full timeJob Title: Junior Paraplanner - Wealth ManagementJob Summary:We are seeking a highly motivated and organized Junior Paraplanner to join our team at St. James's Place Wealth Management. As a Junior Paraplanner, you will play a key role in supporting our financial advisors in providing exceptional client service and delivering high-quality financial...
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Brierley Hill, Dudley, United Kingdom Robinson Financial Careers Full timeJob SummaryWe are seeking a highly skilled and motivated Paraplanner to join our team at Robinson Financial Careers. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesLiaise with various providers to gather and correlate plan/policy information,...