IFA Admin/ Trainee Paraplanner
1 month ago
IFA Administrator/ Trainee Paraplanner Leicestershire based Salary up to £26,000 (Experience dependant) Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the business and promote and encourage development. This is an excellent opportunity to work for a vibrant and growing firm. Responsibilities: Process new business, Keep up to date with all relevant product, legislative and technical changes, as required. Ensure all dealings with clients are carried out in a professional and courteous manner. LOA administration and processes. Process new business application. Making appointment packs. Valuations, Illustrations Letter writing, which involved working closely with the Advisors and Paraplanners which will lead into a fully-fledged Paraplanning role Working closely to provide administrative support to 2 top performing Financial Planners General administrative duties when required. To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion
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IFA Admin/ Trainee Paraplanner
4 weeks ago
Braunstone, United Kingdom Medlock Partners Ltd Full timeIFA Administrator/ Trainee Paraplanner Leicestershire based Salary up to £26,000 (Experience dependant)Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family culture within the...
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IFA Admin/ Trainee Paraplanner
2 months ago
Braunstone, United Kingdom CV-Library Full timeIFA Administrator/ Trainee Paraplanner Leicestershire based Salary up to £26,000 (Experience dependant) Exam support and Funding We are proud to be representing a Firm of Independent Financial Planners who have grown year on year and are currently seeking a talented IFA Administrator/ Trainee Paraplanner. Our Client operate a family...
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Paraplanner
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time €42,000This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team...
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Paraplanner (Pensions Management)
3 weeks ago
Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time €42,000This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team...
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Compliance Officer
2 days ago
Leicestershire, United Kingdom Medlock Partners Full timeJob Description Compliance Officer (Financial Planning Practice ) Leicestershire Salary up to to £35,000 Death in service Fully funded staff events Hybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and...
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Compliance Officer
2 days ago
Leicestershire, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
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Compliance Officer
2 days ago
Leicestershire, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
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Compliance Officer
2 days ago
Leicestershire, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
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Compliance Officer
3 days ago
Leicestershire, UK, East Midlands, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
